Schedule Optimization components

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Components installed with Schedule Optimization include tables, roles, constraints, objectives, and properties.

    Tables

    Field Service Schedule Optimization adds the tables listed in the following table.
    Table 1. Tables installed with Schedule Optimization
    Table Description
    Optimization Scope snc_schedule_optim_optimization_scope Defines the qualifiers (groups or territories), tasks, and policies to be used during optimization.
    Optimization Batch snc_schedule_optim_batch Defines the optimization schedule for one, or more scopes.
    Optimization Feature snc_schedule_optim_optimization_constraints Defines the objectives and constraints to be used in optimization policies.
    • Objective = soft target, optimizer tries to build a schedule that honors these goals
    • Constraint = hard rule, optimizer must build a schedule that honors these restrictions
    Note:
    This table is read only
    Policies snc_schedule_optim_policy Container record for objectives and constraints that are used for optimization.
    Policy Configurations snc_schedule_optim_policy_configuration Related list table used to add objectives and constraints to a policy and to associate weights with objectives.
    • Optimizer prioritizes adhering to the objectives with the highest weight.
    • Lower weight objectives are considered but might have less impact on the schedule
    Scheduling Attribute Configuration snc_schedule_optim_sched_attr_config Defines global and qualifier-level settings for intraday optimization, including policy and travel estimate providers.
    • "If Global is set to false, groups or territories can be added to a configuration to override optimization settings for a particular qualifier.
    • If Global is set to true, the settings apply to all other groups that don’t have an override.
    • A Global record also includes additional settings that cannot be overwritten at the qualifier level, such as the intraday processing window and flow.
    • Determines the travel estimate vendor for batch optimization.
    Group Scheduling Attributes snc_schedule_optim_group_m2m_sched_attr_config Links a group to a scheduling attribute configuration.
    Territory Scheduling Attributes snc_schedule_optim_territory_m2m_sched_attr_config Links a territory to a scheduling attribute configuration.
    Note:
    This table is installed only if the FSM Territory plugin is active

    Roles

    Field Service Schedule Optimization adds the following roles.

    Table 2. Roles installed with Schedule Optimization
    Role Description
    schedule_optimization_user User role for accessing the Schedule Optimization application. This role allows users to trigger on-demand schedule optimization executions.
    schedule_optimization_planner Planner role for the Schedule Optimization application. This role allows administrators to perform administration configurations for the Schedule Optimization application and perform schedule planning activities.