Use this activity to enter company, site and employee connections for a resource. In some cases, the connections are created automatically when the resource is created or connected to a group/structure.The employee ID is used for time reporting, cost retrieval and also for calculating detailed capacity based on HR schedules. For people with multiple employee IDs within the same company, one of the employee IDs will be used for retrieving schedules and calculating capacity. This employee ID will be set as the primary scheduling employee ID.
Site connections are needed for planning within maintenance and manufacturing. For project planning you do not need site connections since the planning is done on a company level.
The companies that are possible to connect to are defined on the resource structure. This also limits the possible sites in resource groups.
Connection | Effects |
Resource group connected to a company | Makes it possible to use the resource group for project planning within the company |
Resource group connected to a site | Makes it possible to use the
resource group for planning within maintenance and manufacturing. For use in manufacturing, the resource group can only be connected to one site. The Scheduling Capacity value can be set for a group per site. |
Tool/Equipment resource connected to a site | Makes it possible to use the
tool/equipment resource for planning within maintenance. |
Person resource connected to a company | Makes it possible to use the
person for planning within maintenance and projects. Since a person may be connected to several groups, one is set as the primary group. |
Person resource connected to an employee ID | The employee ID is used to
retrieve HR schedules when calculating capacity for the group and reporting time when performing work
within the group. If the same person has several employee IDs in the same company, only one of them is used for scheduling. |
Resource Navigator, Resource Detail
Resource Navigator, Resource Detail
To create a company connection:
To create a site connection:
To create an employee connection:
Alternatively, you can also use the Resource Detail window.