TABLE OF CONTENTS


Gantt View

By showing the Route Calendar in a Gantt view, you are now able to see both the Route Calendar and the map on the same computer screen. The Route Calendar panel is resizable so that you can view as much or as little of the map as you need. Another component added is Zoom Levels. This allows you to view the day as a whole or get a more granular view of a route if needed.


Compact View

A compact view is a condensed version of a Gantt chart that only displays the most essential information, making it easier to view and navigate. In this view, you can see more vehicles or drivers, but less detail is shown on the Route Cards. The compact view can be toggled on and off with the Compact View toggle. When enabled, you can see basic stop information by hovering over it. Clicking on the stop brings up a more detailed card. Compact view will persist until disabled. 




Week View

The Week View shows you a full week of the route schedule including all routes on the map and all unloaded orders available for the week. This allows you to see where there may be openings to schedule another route or move some around. 


Hovering over a route or Scheduled Time Block shows high-level information.


Clicking on a route or Reservation block provides additional information; PTO and Maintenance blocks can be viewed by hovering.



Advanced Filtering and Sorting

Just like on the Unloaded Orders panel, the Route Calendar allows you to filter and sort routes, located on the Route Calendars Vehicle and Driver view as well as the Week View. 


The sort by values includes

  • Vehicle/Driver (Depending on what you are viewing).

  • Number of Routes on a Vehicle/Driver.

  • Combined (Sum) of Work Hours on a Vehicle/Driver.

  • Combined (Sum) of Mileage on a Vehicle/Driver.

  • Earliest Start Time.

  • Latest Finish Time.


After a sort is applied, you can reset the sort order by selecting the sort icon and hitting reset to default. You can also choose to sort empty rows to the bottom. 


As changes are made to the route plan, the sort gets applied automatically to account for those changes.


Scheduled Time Blocks

All three scheduled time blocks, Reservation, Driver PTO, and Vehicle Maintenance, are created the same way in Resource Calendar. By selecting a start time on the Route Calendar and dragging to the desired end time, a blue box will appear over the selected area; right-clicking inside of the box will bring up two options depending on what tab you are viewing. If viewing the Vehicle tab the options will be “Create Reservation” or “Schedule Maintenance.” If viewing in the Driver tab the options for maintenance will be replaced with “Manage PTO Periods.”


Reservations

You can create, edit, and delete reservations for a vehicle or driver inside of Resource Calendar’s Route Calendar, which also syncs with DRTrack. Reservations will not interfere with routes that are built at the same time, meaning Schedule Conflict violation will not occur on overlapping routes.


To create a reservation, drag at the start of the reservation time. This will create a time block on the calendar, highlighted in blue.

Right-click the newly-created time block and click Create Reservation. This will show the Create Reservation windows. You can add notes, change the start/end time, or change the asset or driver involved with the reservation.


 






To edit an existing reservation, right-click the reservation block and click Edit. To delete an existing reservation, right-click the reservation block and click Delete.


You can drag reservation blocks to assets to assign them to a truck or driver. Doing so will update the driver, asset, and appropriate time fields accordingly. To undo any accidental reservation by dragging, either click Undo/Redo from the status bar at the bottom of the screen or click Undo from the Toast message.


Driver PTO

To create a driver PTO block, drag at the start of the reservation time. This will create a time block on the calendar, highlighted in blue. Right-click the newly-created time block and click Manage PTO Periods. The Manage PTO Periods window allows you to create, edit, and delete driver PTO. You can also see the PTO log for a driver’s past and future PTO blocks. This feature allows you to accurately assign routes to drivers who are available to work.

 


To edit PTO periods, right-click the PTO block and click Edit.  To delete a PTO period, right-click the PTO block and click Delete.


Vehicle Maintenance

The Schedule Vehicle Maintenance pop-up box works much like the driver PTO block.


To create an asset maintenance period, drag at the start of the reservation time. This will create a time block on the calendar, highlighted in blue. Right-click the blue block and click Scheduled Maintenance.


The Schedule Vehicle Maintenance window allows you to create, edit, and delete vehicle maintenance periods. You can also see the previously scheduled maintenance periods for the asset. 


There is also a maintenance log for a vehicle's past and future maintenance blocks. Using this screen, you can set up recurring maintenance schedules. The example below was created on a Wednesday, which lets you set up a recurring schedule for that day.



To edit maintenance periods, right-click the maintenance block and click Edit. To delete a PTO period, right-click the maintenance block and click Delete.