IEM - Resource Management
Resource Tasks
A Resource Task is used as a common entity between different activities. Tasks can originate from Production, Service, Assembly or Jobs. You can also define so-called User Defined tasks. These kinds of tasks are not linked to a source document. Resource tasks can be used to plan the activities of resources by assigning a resource to a Task. The assigned resource task is then the basis for the planning. Without assignments Resource Tasks can also be used as a To-do list for a resource or a department based on the task type. In this scenario a resource can select a task from a list and start / stop the task.
| To | See |
|---|---|
| Setting up Resource Task. | Setup |
| Setting up Resource Task Search. | Setup Search |
| Create Resource Tasks | Create |
| How To : Start and Stop resource tasks | Start and Stop |
| How To : Assign Groups to resource tasks | Group Assignments |
| Posting resource time in Job Quotes as expected costs | Resource time in Job Quote |
| Controlling budgeted hours per assignment. | Controlling budgeted hours |
Notes
- Resource Contract Time is important when in Time Registration compensation is used. From the Contract Time calculation Capacity can be calculated in the same run.
- Work Type is mandatory on a Resource Card. Additional work types can be set through the Work Type action. These work types control posting in the Timecard.
- You can create repeating tasks with the help of a Recurrence Pattern. Such a pattern can be suspended via the Suspension option (for example for a holiday period).
- Assigned tasks are listed per resource, from the resource card select Related Information > Resource > Tasks > My Assignments.
- The Clean-up Tasks periodic activity will set the status of a Resource Task to ?Terminated? when the source document no longer exists. Resource Tasks are not removed because that will also remove the link with the posted entry.
- In Resource Management is a Global Stop Time combined with a batch function. This function will end tasks which were not stopped for example at the end of a work day. Note that the Global Stop function has to run on a specified date which is the stop date for the found tasks. If a task needs to run over several days it can be exempt from the global stop function through a setting on the Resource Task card.
- When a task runs over several days the program will create a stop entry at 23:59:59 on the start date and a new start entry on the next day. This will continue until the stop date is reached.
- A resource can be allowed to start/stop tasks for other resources based on the delegation function on the resource card.