Filter the Field Service Gantt by Service Territory

To filter the Gantt by service territory, click the territory filtering icon at the top of the appointment list.

Then, select territories whose service resources and service appointments you want to see.

• Optionally, select Show service appointments not associated with a territory. These appointments can then be scheduled within any of the selected service territories.
• If your organization contains many territories, click the star next to a frequently used service territory to add it to your favorites. Click the Favorites tab to view your favorites.
• Hover over a territory and click Switch to deselect all territories and select only that territory.
• Click Save to apply the filter and return to the appointment list.

Note Service territories without assigned resources are shown on the appointment list but not on the Gantt. If you have access to 2,000 or more service territories, the service territories list shows only selected territories. Use the search bar to find territories that aren't selected.

View Secondary Service Territory Memberships on the Gantt

If service resources are assigned to more than one territory, you can choose to show secondary service territory memberships on the Gantt.

1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
2. Click Dispatcher Console UI | Gantt Configurations.
3. Select Show secondary Service Territory Members on Gantt chart, and save your changes.
4. From Setup, enter Permission Sets in the Quick Find box. Select Permission Sets under Users.
5. Click Field Service Dispatcher Permissions.
6. In the Apps section, click Custom Permissions.
7. Click Edit.
8. Add the FSL.View Resource on secondary STM custom permission to the Field Service Dispatcher permission set.
9. Click Save.

If you show secondary territory memberships on the Gantt, keep these considerations in mind.

• When the Candidates action is used, secondary territory members are flagged with a green icon.
• When service appointments are dragged onto the Gantt, the time slots are filled on both of the service resource’s rows.
• Territory utilization calculation doesn’t consider secondary territory members.
• When Gantt visibility is back on time zones, only secondary territory memberships with the same time zone are visible. If the primary territory is filtered out, the secondary territory memberships are still visible.