Manage Resources on Work Task Plan

Explanation

Use this activity to manage resources on a work task plan. Resources on a work task can be added in two different ways:

1. Copied from a work list in a work task template.
2. Manually add resources.

Prerequisites

A work task plan should have been created.

System Effects

Resources is added on the work task plan.

Window

Project Deliverables Navigator

Related Window Descriptions

Project Deliverables Definition/Planning Items
Project Deliverables Navigator/Work Task Plan/Resources

Procedure

Copy resources from work list on a work task template:

1. Make sure that a work task template has been created in Service and Maintenance and defined with a work list, and material. The work task template should also have been added in a work task template connection, in Project Deliverables. Refer to Create Work Task Template and BDR for Create Work Task Plan. Also make sure that project deliverable item is defined with a class, as described here: BDR for Create Work Task Plan.
2. Open the Project Deliverables Navigator window and populate it with values.
3. Expand the tree.
4. Click on an item in the tree and open Planning Items tab.
5. Right-click and then click Copy Work List from Work Task Template.
6. Notice how work list items from the work task template is copied and added as work task plan items.
7. Click on the work task item in the tree.
8. Open Resources tab and review information.

Manually add resources:

1. Open the Project Deliverables Navigator window and populate it with values.
2. Expand the tree.
3. Click on a work task item in the tree.
4. Open Resources tab and create a new record.
5. Enter mandatory information about demand type and resource group.
6. Save the changes.