Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]

Here’s a Quick Tip for everyone using Field Service and Project Service Automation. In case you are wondering how can you change the colors of the Booking Statuses on the Schedule Board for Field Service and PSA, here’s what you need to do.

Default Colors

This what your default Schedule Board looks like out-of-the-box.

Booking Statuses

Booking Status is an entity within which you can set this up.
You can navigate to Booking Statuses entity in your Field Service like below

There are these records you can modify. Also, for PSA, you have the same entity with different records for Booking Statuses
But, let’s look at Field Service’s example –

Now in each record, you can see in Common tab

And you can change by selecting this color picker control

And save the new selected color.

And let’s change for Completed as well, just another example – changed for Completed also to a greenish shade

Updated Colors

Now let’s look at the updated Schedule Board of how these colors look.

Hope this quick tip helps!

Here are some more PSA/Field Service posts you might want to look at –

  1. How to add Rating Values to Rating Models in D365 Field Service and PSA
  2. Why we see Cross Day in Work Hours on Bookable Resources/User?
  3. Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip
  4. Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.
  5. Additional columns in PSA v3 Schedule view
  6. Update Price feature in D365 PSA v3
  7. A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
  8. Set Work Hours Template to a Bookable Resource in D365 PSA v3
  9. Booking Resources more than their capacity in D365 PSA v3
  10. PSA v3 View Custom Controls used on Project form

Thanks!

Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip

Most common asks on Schedule Board in D365 PSA is about how we can modify the Project tab view we see?

actualTabShown

Resource Requirement Entity

The Resource Requirement entity is what controls what views are available for you on the Schedule Board –

  1. To be able to find what this view is about, you’ll need to go to the Resource Requirement entity
    viewLocated
  2. Now, if I open this record, you can make changes to this view. In this case, I now got Type and Status next to Name field and pushed Created On a little further.
    modifiedPart
  3. Now, just Save and Publish.

Project Tab view

Now, simply refresh Schedule Board and you’ll see the updated change –
updated

If you’re looking for more PSA related posts, you can check these –

  1. Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.
  2. Additional columns in PSA v3 Schedule view
  3. Update Price feature in D365 PSA v3
  4. A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
  5. PSA v3 View Custom Controls used on Project form
  6. Set Work Hours Template to a Bookable Resource in D365 PSA v3
  7. Time/Expense Entry Rejection comments in D365 PSA v3
  8. Booking Resources more than their capacity in D365 PSA v3

Hope this quick tip helps!!!

Clean your Schedule Board: Hide Cancelled Bookings

Most times in D365 PSA or Field Service, you schedule something and then cancel due to uncertain work patterns and frequent rescheduling or cancellations.

This leaves your Schedule Board cluttered and often look messy! Something like this –

clutteredScheduleBoard

You have on 2 Projects that you actually have to work with but see a few other cancelled bookings which is just taking space and that info is something you don’t need.

Hide away the Cancelled Bookings

Most often, you don’t really need to know what Bookings you cancelled, so you can just hide those away and make the Schedule Board look cleaner!

  1. Navigate to Scheduler Settings represented by the gear icon.
    schedulerSettingsIcon
  2. Look for Hide Canceled under View Settings area and check mark it.
    hideCancelledOption
  3. Once you mark it, the Cancelled Bookings will be hidden giving you a cleaner Schedule Board.
    cancelledHidden
  4. And now, your Schedule Books like pretty much sorted.
    cleanScheduleBoard

Hope this quick tip helps!