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:
- Resource demand must be specified for the work task.
- Duration must be specified on the work task and the resource demand.
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:
- Open the Assign Work dialog box. This can be done in two ways:
- Right-click a record in Active Work
Orders or Work
Tasks and click Assign Work
- Right-click the header in Prepare Work
Order or Work Task and click
Assign Work
- Right-click one or multiple records in
Prepare Work Order/Work Tasks and click Assign Work
- 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.
- 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.
- Click the plus sign (+) in the lower table to create a new allocation record.
- 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.
- Select the resource that should be assigned click OK.
- 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.)
- 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.)
- Click Save to save the allocation.
- To remove an allocation record select it and click Remove. Then click
Save.
- Open the Assign Work dialog box. This can be done in two ways:
- Right-click a record in Active Work
Orders or Work
Tasks and click Assign Work
- Right-click the header in Prepare Work
Order or Work Task and click
Assign Work
- Right-click one or multiple records in
Prepare Work Order/Work Tasks and click Assign Work
- 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.
- 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
- Click the plus sign (+) in the lower table to create a new allocation record.
- 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.
- Select the resource that should be assigned click OK.
- 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.)
- 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.)
- Select Adjust to Schedule check box.
- Click Save to save the allocation.