Connect Resources to Work List

Explanation

Use this activity to plan resources on work list for work task template. 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 work task template.
• 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 work list. When you then decide to link the work task template to a PM action or a work order, all resources lines will be copied.

Window

Work Task Template

Related Window Descriptions

Work Task Template
Work Task Template/Work List/Resources

Procedure

1. Open the Work Task Template 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 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 any other optional information in the Remark field.
7. Save the information (F12).

Optional

1. Click the Valid for Sites tab and select the applicable site record.
2. Click the Valid for Sites/Resources tab and 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.
3. If you want to invoice the price of the resources to a customer, enter the Sales Part No.
4. Save the information (F12).  

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