Enter Resource Connections

Explanation

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.

Prerequisites

The companies that are possible to connect to are defined on the resource structure. This also limits the possible sites in resource groups.

System Effects

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.

Window

Resource Navigator, Resource Detail

Related Window Descriptions

 Resource Navigator, Resource Detail

Procedure

To create a company connection:

  1. Open the Resource Navigator window
  2. Query for a resource structure and navigate to the resource.
  3. Select the Connections/Company tab.
  4. Use the New function and enter the Company, Calendar ID, Schedule Capacity and Capacity Calculation Base.
  5. For persons,also enter Utilization and Primary Parent Group values.
  6. Save the information.

To create a site connection:

  1. Open the Resource Navigator window
  2. Query for a resource structure and navigate to the resource.
  3. Select the Connections/Site tab.
  4. Use the New function and enter the Site and Calendar ID.
  5. Save the information.

To create an employee connection:

  1. Open the Resource Navigator window
  2. Query for a resource structure and navigate to the resource.
  3. Select the Connections/Employee tab.
  4. Use the New function and enter the Employee ID, Calendar ID, Utilization and Primary Scheduling values.
  5. Save the information.

Alternatively, you can also use the Resource Detail window.