With Resource Planning, you can schedule vehicle and driver availability on a daily basis, enabling advanced planning and better resource visibility. Currently, these resources are used in Optimization, and in the near future, they will also help define the capacities of time slots offered to recipients.
You can access Resource Planning via Administration > Resource Planning
The calendar view
The module displays a monthly calendar, providing an overview of all planned resources for each day. Each date is represented by a card containing:
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Total vehicles configured
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Total hubs with configured vehicles
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Total optimizations using configured vehicles
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Total drivers assigned
Calendar Controls:
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Date Selector: View up to 24 months ahead and 3 months back.
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Filters: Hubs, Optimizations, Drivers, and Vehicles. Filters adjust the displayed data accordingly. Multiple filters can be applied at the same time.
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Clear Filters: This option removes all applied filters.
Access Control:
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If the platform has only one optimization, the Optimization filter and related data won’t be displayed.
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Users with restricted hub access will only see data for their assigned hubs.
The daily view
Clicking on a date opens the detailed daily view, where users can see all configured vehicles and drivers for each hub and optimization.
🔹 Filters: Users can filter by Hub, Optimization, Vehicle, and Driver. Selected filters in the calendar remain active when navigating to this view.
🔹 Access Control: Users with limited hub access can only view and configure their assigned hubs.
🔹 Past Dates: Configurations for past dates are read-only and cannot be modified.
🔹 Fleet Type: The configuration options vary based on whether the Optimization uses Driver Fleet or Virtual Fleet. If Preset Rounds are enabled, additional fields appear.
Managing Resources
Adding or Editing an Entry
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Click “+” (top-right) to add a new entry.
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Click on an existing entry to edit it.
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Click ”-” on any row to remove it.
Configuration
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Optimization: Displays available optimizations. Hidden if only one optimization is configured in the platform.
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Hub: Shows accessible hubs, including those shared with an associated platform.
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Vehicle Type: List of available vehicle types.
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Amount: Number of vehicles (1–100). Shown only if using Virtual Fleet.
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Drivers: List of drivers. Shown only if using Driver Fleet.
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Assign a Round: Assign a driver to a specific round. Shown only if using Preset Rounds.
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Start Time: Defines the round’s start time. Default values are based on hub and driver settings. Additional options include:
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Time Window: Start within a defined range.
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Earliest Start Time: Minimum start time.
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Now: Starts immediately after optimization.
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Start In: Delayed start (0–1440 minutes).
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Location: Specifies the vehicle’s start/finish location (defaulted based on Optimization settings).
⚠️ Attention: The system does not prevent:
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Using the same vehicle type multiple times.
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Assigning the same driver to multiple vehicles.
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Creating duplicate entries.
Replicate configuration
From the daily view, users can repeat a configuration for future dates.
How to Repeat a Configuration
1️⃣ Click “Repeat Configuration”.
2️⃣ Choose to apply the configuration to:
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Specific Hubs
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Specific Optimizations
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A specific Hub & Optimization combination
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All Hubs and Optimizations
3️⃣ Select the weekdays to apply the configuration.
4️⃣ Define a start date and choose an end date or set it as never.
5️⃣ Confirm to replace any existing configurations on the selected dates.
⚠️ Warning: When replicating the configuration, any existing configurations on future dates will be replaced.
Access Restrictions
Users can only replicate configurations for hubs they have access to.
For any questions on the functionalities above please reach out to your Customer Success Manager, respectively to the Support team for details.