Connect Resources to a PM Action

Explanation

Use this activity to plan resources for the PM action. Here, you can plan the persons and tool/equipments you expect to need to perform the work.

Prerequisites

• Current work task template Work List tab retrieved, for a PM action.
• Persons and Tool/Equipment to be defined and connected to a Resource Group.

System Effects

As a result of this activity, resources lines are connected to the PM action.

Window

PM Action

Related Window Descriptions

PM Action 
PM Action/Work List/Resources

Procedure

1. Open the PM Action window, and query for an existing work task template.
2. Click the Work List/Resources tab and create a new record (F5).
3. Enter a value in the Demand Type field. Use the dropdown menu to select a suitable value.
4. Enter the resources group required for the work list in the Resources Group.
5. Enter the quantity (planned men or number of tool/equipments) required in the Planned Quantity field.
6. Enter the resource in the Resource ID field. Note: A Resource ID can only be entered when the planned quantity is 1 and vice versa.
7. If you want to invoice the price of the resources to a customer, enter the Sales Part No.
8. Enter any other optional information in the Remark field. 
9. Save the information (F12).  

Note: Additionally, the Additional Qualification could be defined on resource lines with Person demand type.