Allocate Directly on Work Task

Explanation

• Use this activity when you quickly want to allocate a resource to one or multiple work tasks and no resource demands have been specified.

Prerequisites

• In addition to the general prerequisites, listed in Maintenance Resource Setup, Duration should be entered on the work task.

System Effects

• As a result of this activity, work assignments will be created for the resources and the work task will be considered allocated. Each work assignment will get an Allocated Start and Allocated Finish. 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 Allocated Start and Allocated Finish are adjusted based on the working schedule of the resource.
• The Allocated Start and Allocated Finish dates will be set from the Planned Start and Planned Finish. If Duration is entered on the Work Task it will be used as default value for Allocated Hours. When using Allocate Resource to Multiple Tasks and if no dates are set, the system date is used for Allocated Start.

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
• Allocate Resource with Adjust to Schedule
• Allocate Resource to Multiple Tasks

Allocate Resource

1. Open the Assign Work dialog box. This can be done in three 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 selection included multiple work tasks you use the Task No list to choose the work task to create assignments for.
3. Go to the Direct Allocation tab.
4. Click the plus sign (+) in the table to create a new allocation record.
5. Click to select Allocated To and click the List... button to display the List of Values that contains resources that are eligible for the work task site.
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.
8. Enter the duration of the allocation in Allocated Hours.
9. Click Save to save the allocation.
10. To remove an allocation record select it and click Remove.
11. Click Save.

Allocate Resource with Adjust to Schedule

1. Open the Assign Work dialog box. This can be done in three 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. Go to the Direct Allocations tab.
4. Click the plus sign (+) in the table to create a new allocation record.
5. Click to select Allocated To and click the List... button to display the List of Values that contains resources that are eligible for the work task site.
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.
8. Enter the duration of the allocation in Allocated Hours.
9. Click Save to save the allocation.
10. Select Adjust to Schedule check box
11. To remove an allocation record select it and click Remove.
12. Click Save.

Allocate Resource to Multiple Tasks

1. Open the Assign Multiple Tasks dialog box. This can be done in three ways:
   1. Select multiple records in Active Work Orders or Work Tasks and right-click and click Assign Multiple Tasks...
   2. Right-click the header in Prepare Work Order or Work Task and click Assign Multiple Tasks...
   3. Select one or multiple records in Prepare Work Order/Work Tasks and right-click and click Assign Multiple Tasks...
2. Select Resource Type.
3. Click to select Resource ID and click the List... button to display the List of Values that contains resources that are eligible for the work tasks site.
4. Select the resource that should be assigned click OK.