Suggest with Mastermind

Get scheduling suggestions for a single job from the Mastermind engine, in the web app or through the API.

Overview

Suggest with Mastermind finds the best resources and time slots for a single job using the same engine as Mastermind route optimization. Schedulers use it in the web app in the same way as Suggest in Mastermind Lite. Integrations and custom scheduling experiences can also request suggestions through the Suggest API.

How Suggest with Mastermind differs from Mastermind Lite

Mastermind Lite Mastermind
Settings Configure Suggest Your default optimization recipe
Travel time Basic Traffic Advanced Traffic, if purchased and enabled. Otherwise Basic Traffic.
Working hour limits Not respected Respected. Suggest won’t propose a slot that takes a resource over their limit.
Scores and ranking Not available Available through the API
Reasons when no suggestion is found Not available Available through the API
Multiple resource requirements Not supported Supported through the API

Set the scheduling window

The scheduling window is the period that is considered by Suggest. It is defined by setting a “view” range.

When the view is set to “Day,” Suggest attempts to schedule a job from the current time until the end of the selected day, that is, up to midnight.

When the view is set to three days or one week, Suggest attempts to schedule a job from the current time up to the end of the last day of the selected period.

How to set the view range in the scheduling console.

Get suggestions

From the scheduling console:

  • Choose a job for Suggest. The job’s status should be Queued or Pending Allocation for the Suggest button to be available (on the job card).
  • Click the Suggest button on the job card. If any suggestions are available, they will be displayed in the swimlanes.

A queued job with the suggest button displayed.

With a queued job, if a job already has one or more allocated resources, the suggested time slots for those resources are marked green. If the resources have not been previously allocated, they are marked blue.

Selection of a job in the scheduling console, showing suggested time slots for allocation.

To clear suggestions, toggle the Suggest button on the job card.

Suggest in job details view and on the job page

The job’s status should be “Queued” or “Pending Allocation” for Suggest to automatically provide suggestions. If any suggestions are available, they will be displayed in the swimlanes as light blue or green blocks (blue indicating an unallocated resource, green indicating a resource has already been allocated).

Suggested time slots for an unallocated job, in job details view. Note the time blocks are blue and green.

Save a suggestion

Click on any suggested job placeholder to schedule the job:

  • The selected resource will be allocated to the job.
  • The job will be scheduled for the selected date and time.

No suggestion found

Sometimes suggestions cannot be found due to the rules applied. When this happens, a notification will be displayed saying “No resources available.” With Mastermind, the Suggest API can also return the reasons.