Creating Custom Resource Lists by Territory
You can create your own Resource List Views organized by Territories to view your currently assigned Service Teams, Resources, and Crews, and show or hide Appointments based on their end Status values.
To create a custom Resource List by Territory:
1. Do any of the following:
◦ In the Scheduler tab, at the top of the Scheduler Calendar, in the Resource List picklist, click Create Resource List.
◦ In the Map tab, in the Resources subtab, in the Map Resource List picklist, click Create Resource List.
◦ In the Project tab, in the bottom pane, at the top of the Scheduler Calendar, in the Project Resource List picklist, click Create Resource List.
2. In the Create Resource List dialog box, in the Name field, enter a name for your new Resource List, and then to include inactive Resources or Crews in the list, enable the Show Inactive Resources and Crews option.
3. In the Select List Type area, select Territory, and then in the Include Territories list, select the Territories that you want to include in the view.
 | You can select only the active Territories to which you have dispatch access. |
4. In the Show Resource Types list, click any of the following Resource types that you want to include in the view:
◦ Crew
◦ Equipment
◦ Technician
5. In the Hide Appointments list, click any of the following Appointment end Status values that you want to exclude from the view, and then click Create.
◦ Canceled
◦ Finished
◦ Incomplete
◦ Rejected
For more information: