Access Optimization Hub

This is a Field Service managed package feature.

Note Optimization Hub is available only when you’re using Enhanced Scheduling and Optimization.

Optimization Hub includes four tabs that show information related to scheduling, service resources, and the scheduling policy.

• Home tab—Shows a high-level overview of the metrics trade-off and the key areas to focus on. It shows you a comparison of the metrics before and after optimization and how they impact each other. For example, improving the average response time can increase the average travel time for service appointments. It gives you a granular understanding of what happened after an optimization run and what areas of focus can be relevant to improve the scheduling results. You can filter the service territories that are included in the comparison.
• Schedule tab—Shows you a comparison of service appointments, travel times, and break-related metrics before and after optimization. For example, in the Total Travel Time card, the total time is broken down according to the travel time from the resource’s home base, between appointments, and back to home base.
  

  Note For maximum accuracy, travel time values are provided in seconds and are then rounded up, which is different from in the Gantt, where the time unit is minutes.
• Resources Tab—Includes cards that compare metrics related to service resource types, workloads, availability, and utilization before and after optimization. For example, the Utilization card shows you the service resources’ actual work time out of their available work time, before and after optimization. You can filter which factors optimization considers when calculating a service resource’s utilization. When all factors are considered, utilization is calculated using the following formula: (Scheduled Duration + Non-Availability + Lunch Breaks + Travel From Home Base + Travel Between Appointments + Travel To Home Base) ÷ (Overtime Availability + Normal Availability).
• Policy Tab—Shows you how optimization performed compared to your scheduling policy and service objectives. For example, the Service Objectives card shows you the service objectives of the scheduling policy.