Profile Definition Approach

This section provides an overview of the steps necessary to properly define PiMS Scheduling profiles. For each profile tips and guidelines are given. 

1. Define the Resource Profile

Decide which resources need to be managed. Also collect information about each resource schedules and each resource’s particular needs. For each resource, define a resource Profile. This profile defines the owner and general characteristics of the resource.

2. Define the Resource's Availability Calendar Profile

Define each resource's availability, the days/time when the resource can be scheduled.

3. Define the Holiday/Meeting Profile

Holiday/Meeting Calendars define when a resource is not available. Each resource can be associated with a "shared" holiday/meeting calendar which usually defines facility holidays and a "personal" holiday/meeting calendar which defines times that resource is unavailable.

4. Define the Order Profiles to be Scheduled

An order profile must exist for everything that will be scheduled within a group. Prior to creating an order profile be sure to create all necessary resources first.

5. Define the Order Component Profiles

Add resources or resource pools as components to the order profile. At least one component must be defined for an order profile.