Launch the schedule assistant

The schedule assistant recommends resources that match criteria like availability, skills, and location. You can launch it from multiple places, depending on your workflow.

Launch from the schedule board

Open the requirements pane on the schedule board, choose a requirement, and select Find availability. Using the schedule assistant on the schedule board lets you configure your schedule board view to your needs.

Launch from the Book button

Select the Book option from one of the following areas:

• The record form of a scheduling-enabled entity. The schedule assistant uses that entity's associated time zone. You can view or change the time zone by opening the entity and selecting Modify Calendar in the command bar.
• The resource requirement form.
• The requirement group form.
• The list view of a scheduling-enabled entity, after selecting a record.

Next steps

After launching the schedule assistant, you can refine your search and book resources:

• Schedule assistant overview — Learn about filters, time zones, and rebooking
• Quick scheduling
• Advanced filters for the schedule assistant