Define Resources

Explanation

This activity is used to define resources (i.e. labor, tools and facilities) required to perform the work lists contained by an execution item template. A demand type, resource group and planned quantity can be entered for each resource line. It considers adding all possible resource alternative options by an execution item template.

Prerequisites

• An execution item template in a state of not Released must exist.
• Resource Groups with resource types of Person Group and Tool/Equipment Group are defined with Use in Maintenance allowed in Resource/Resource Groups.
• If the resources are to be connected to a task template, the task template must be defined on the Compatible Unit Template Navigator/Jobs and Templates tab prior to defining the resources for the execution item template.

System Effects

As a result of this activity, resource lines will be added for the work lists of the execution item instance.

Window

Compatible Unit Template Navigator

Related Window Descriptions

Compatible Unit Template Navigator
Compatible Unit Template Navigator/Execution Item Template Work Lists/Resources

Procedure

Create Person Resource line

1. Open the Compatible Unit Template Navigator window.
2. Search for an exiting record.
3. Select the appropriate execution item template in the navigator.
4. Click the Work Lists/Resources tab.
5. Select an existing work list line and enter a new record in Resources tab with value of Demand Type as Person.
6. Enter information is Resource Group and Planned Quantity. Use List of Values to select a suitable value for resource group.
7. Save the information.

Create Tool/Equipment Resource line

1. Open the Compatible Unit Template Navigator window.
2. Search for an exiting record.
3. Select the appropriate execution item template in the navigator.
4. Click the Work Lists/Resources tab.
5. Select an existing work list line and enter a new record in Resources tab with value of Demand Type as Tool/Equipment.
6. Enter information is Resource Group and Planned Quantity. Use List of Values to select a suitable value for resource group.
7. Save the information.