Allocate Resources
Explanation
Use this activity to allocate resources to the planned
operation and tool-and-facility lines of work orders and PM actions.
Prerequisites
- Work orders and/or operation lines should exist for work orders and PM
actions, with or without a craft.
- Tool-and-facility lines should exist for work
orders and PM actions.
- Both the operation lines and tool-and-facility
lines should have planned hours and values for the Planned Start and
From Date/Time and the Planned Finish and To Date/Time fields,
respectively.
System Effects
As a result of this activity, resources will be
allocated to the planned operation and tool-and-facility lines of work orders
and PM actions.
Window
Resource Allocation
Gantt
Related Window Descriptions
Resource Allocation Gantt
Procedure
- Open the
Resource Allocation Gantt window
and perform a search.
- Filter the information related to work orders and PM actions by
using the available filters on the second sub window. Select Not Allocated
in the Show Work list (Note: it is important that you select
Not Allocated in order to proceed with the next steps).
- Click + to expand one of the records (i.e., work
order or PM action). The
operation or tool-and-facility line numbers that do not have allocations
will be displayed. The planned information is displayed as a horizontal bar.
- Select the horizontal bar against the WO/PM Row No
column. Drag and drop the selected bar against the required resource in the
first graph. Perform a free time search if required.
Note: For operations, the craft and maintenance organization of the
employee should be the same as the ones specified for the operation lines
(in the work order or PM action).
For tools-and-facilities, the tool-and-facility type of the
tool-and-facility ID should be the same as the one specified for the
tool-and-facility lines (in the work order or PM action).
- Enter the hours that should be allocated to the
resource in the
Hours To Be Allocated dialog box and click Add.
- Save the information (F12).