Allocate Resource Demands

Explanation

Use this activity to manually allocate one or several resources which are required to execute a work task.

Prerequisites

In addition to the general prerequisites, listed in Maintenance Resource Setup, the following is required to perform this activity:

System Effects

Allocating a Resource to a Work Task

As a result of this activity, work assignments will be created for the resources and the work task will be considered allocated. If there is a demand for a number of persons and/or tool/equipment a work assignment will be created for each resource that is allocated. Each work assignment will get an allocated start time and an allocated finish time. The work assignment will be assigned to a resource and its status will be set to Assigned.

If Adjust to Schedule check box is selected, then the allocation start and finish dates are adjusted based on the working schedule of the resource

Window

Work Task
Work Tasks
Prepare Work Order
Work Order Structure

Related Window Descriptions

Assign Work
Work Task
Prepare Work Order
Work Order Structure

Procedure

Read about:

 

Allocate Resource

  1. Open the Assign Work dialog box. This can be done in two ways:
    1. Right-click a record in Active Work Orders or Work Tasks and click Assign Work
    2. Right-click the header in Prepare Work Order or Work Task and click Assign Work
    3. Right-click one or multiple records in Prepare Work Order/Work Tasks and click Assign Work
  2. If the work order or service request selection included multiple work tasks you use the Task No list to choose the work task to create assignments for.
  3. In the upper table on the Allocations on Demands tab, select the resource demand record that is to be allocated. Each table row corresponds to one resource required for the work task.
  4. Click the plus sign (+) in the lower table to create a new allocation record.
  5. Click to select the Allocated To field and click the List... button to display the List of Values that contains resources that comply with the constraints defined on the work task. Possible constraints are Maintenance Organization site, Maintenance Organization and Team ID. Resource Group and Resource are also constraints if entered on the resource demand.
  6. Select the resource that should be assigned click OK.
  7. Enter the start and finish time of the allocation in Allocated Start and Allocated Finish. (If Planned Start and Planned Finish have been entered on the work task they will be used as default values.)
  8. Enter the duration of the allocation in Allocated Hours. (If Duration has been entered on the resource demand it will be used as default value.)
  9. Click Save to save the allocation.
  10. To remove an allocation record select it and click Remove. Then click Save.

Allocate Resource with Adjust to Schedule

  1. Open the Assign Work dialog box. This can be done in two ways:
    1. Right-click a record in Active Work Orders or Work Tasks and click Assign Work
    2. Right-click the header in Prepare Work Order or Work Task and click Assign Work
    3. Right-click one or multiple records in Prepare Work Order/Work Tasks and click Assign Work
  2. If the work order or service request selection included multiple work tasks you use the Task No list to choose the work task to create assignments for.
  3. In the upper table on the Allocations on Demands tab, select the resource demand record that is to be allocated. Each table row corresponds to one resource required for the work task
  4. Click the plus sign (+) in the lower table to create a new allocation record.
  5. Click to select the Allocated To field and click the List... button to display the List of Values that contains resources that comply with the constraints defined on the work task. Possible constraints are Maintenance Organization site, Maintenance Organization and Team ID. Resource Group and Resource are also constraints if entered on the resource demand.
  6. Select the resource that should be assigned click OK.
  7. Enter the start and finish time of the allocation in Allocated Start and Allocated Finish. (If Planned Start and Planned Finish have been entered on the work task they will be used as default values.)
  8. Enter the duration of the allocation in Allocated Hours. (If Duration has been entered on the resource demand it will be used as default value.)
  9. Select Adjust to Schedule check box.
  10. Click Save to save the allocation.