The Resource Manager in PaxFlow helps you easily view, assign, and manage your operational resources across all tours. Using the Resource Calendar, you can see which resources are assigned, unassigned, or in conflict, and filter the view by day, week, or specific resource labels. It’s a quick and efficient way to keep track of all your resources and ensure smooth daily operations.
Assessing Resource Calendar
Click on "Resources" and then click on "Resource Calendar"
Then you will get an overview of all your resources that are assigned to tours today.
Filtering the Resource Calendar
Its possible to filter the resource list by all assigned resources
or by all unassigned resources
you can also filter all resources that have conflicts - that is if any resources are assigned to multiple projects at the same time.
And lastly you can filter by tours In Progress.
The Resource Calendar can also be filtered by, Day, 3 days and Week.
You can also filter by resource labels - here we are choosing "Bus"
And click on the "X" by the resource label to remove the filter.
View previous weeks
Click the back arrow to view the previous week
Scroll down to the bottom of the page and slide the horizontal scroll bar to view all days of the week.
Catching conflicts in the schedule
Here we can see that there is a conflict on this resource - it has been assigned to 3 different tours.
Click on today to go back to today´s view.
Creating assignments on the resource manager
You can also create assignments by clicking a time frame on the calendar for the resource you want to create the assignment.
The resource manager will narrow down to a tour around the time frame you choose, if you want to assign another tour click the drop down.
Find the tour you want to assign and click on it, here we are choosing the "Museum of Fire and Ice" tour.
And then click on "Assign Resource"
A Success message will appear and the assignment is now on the resource you choose, click on it to view the departure details.
Viewing resources on departure details
And then you can see the departure details for the tour. The resource we assigned is up at the top of the page highlighted.
Let's take a look at it on the Daily Departures - Click on "Daily departures"
Viewing resources on daily departures
And we can also see the resource on the daily departures overview.