Add preferred resources for a requirement
Add preferred resources to a requirement to apply restrictions on resource matches when you use the schedule assistant or Resource Scheduling Optimization for scheduling. The Preference Type field determines how the resources are matched. You can add, change, or remove preferred resources.
In Dynamics 365 Field Service, select the Service area.
Under Scheduling, select Resource Requirements.
Open a resource requirement, and select Related > Resource Preferences.
For each resource, define a preference type:
- Preferred: The schedule assistant shows preferred resources first in the Gantt view if they match all other requirements and filters. It also shows a heart icon next to the name of each preferred resource.
- Restricted: The schedule assistant filters out any resources that are marked as restricted. The filter can be removed by using the filter pane.
- Must choose from: The schedule assistant filters results so that they include only these resources. If none of the resources are available, the schedule assistant doesn't return any results. The filter can be removed by using the filter pane.
Select Save & Close.
Use preferred resources with Resource Scheduling Optimization
If you want Resource Scheduling Optimization to consider preferred resources, add the Maximize Preferred Resources objective to the optimization goal. Resource Scheduling Optimization then tries to match Preferred resources, it always selects Must choose from resources, and it never selects Restricted resources.