How do I add my preference for a specific resource?

If you prefer a specific resource for an activity over other resources, you can use the Resource Preferences section to add them. You can also use this section to add resources that shouldn't be added to this activity, or to choose the inventory storage location intended for the consumption of the activity.

Prerequisite: To change the resource preferences, your user type must have Read-write permissions for the Resource Preferences section on the Activity Details page. If you don’t have the permissions, you can only view the existing preferences.

The steps to add resource preferences are:

1. Open the Time View or List View in the Dispatch Console.
2. Click Activity Details in the hint for the activity for which you want to change the resource preferences.
3. Click Resource Preferences on the Activity Details main page. The Resource Preferences section doesn’t display the resources and can’t be clicked to open in offline mode.
4. Click Add Preference and select one of these options:
   • Required: Only one of these resources can be assigned to the activity.
   • Preferred: If no Required resources are listed, then Preferred resources have priority over everyone else.
   • Forbidden: Resources that can't be assigned to the activity.
   • Warehouse: Storage facility intended for the inventory consumption of the activity.
5. Search for the required resource.
6. Click Add. The resource is added to the activity. You can add a resource as a required, preferred, or a forbidden resource only if the activity is added to a bucket, or the resource is assigned to the activity.