IEM - Resource Management
Design Detail: Controlling budgeted hours
Between the moment of registering a time sheet line and actually posting the time line might be quite some time. On the Resource Task Assignment the progress is being tracked:
The assignment shows the number of hours assigned to a specific task as well as the hours in the registration/approval/posting process. In order to track these quantities the assignments are created as follows:
- Jobs: Assigned quantity is as per the resource planning line or when the option "Allow assignment from budget line" is enabled the budgeted quantity is used.
- When a resource task is created for a Job Task without, released, resource planning lines.
- Production: When a resource is assigned to a production operation the calculated "Production Order Need" is used
- Assembly: When the resource task, created from the assembly order, is started an assignment is created for the number of hours on the planning task of the assembly order.
- Service: The assigned quantity are the allocated hours from the resource allocations list.
The Resource Task Assignment will show quantities in the following fields:
- Time Input Line qty.: These hours have been entered through the Start/Stop function, the Time Registration App or are imported from an external Time Capture system. In the Time Input Line hours can have the following states:
- Open: The time input line has only a starting time and is waiting to be completed by an ending time.
- Complete: The time input line has been completed with an ending time and is waiting to be registered in a time sheet.
- Registered: The time input line has been registered in a time sheet. This line is not included in the Time Input Line qty. on the assignment.
- Time Sheet Line Detail qty.: Time sheet quantities entered manually or created from the Time Input Line, not registered yet.
- Time Line qty.: Registered time sheet lines being approved or waiting to be posted.
- Time Ledger qty.: Posted time lines.
When using the Start / Stop function on the Resource Task list and there are multiple assignment lines the resource has to select the correct assignment.
A Resource can mark a Task Completed in the time sheet to indicate that any remaining hours will not be used as the work is completed. The completed resource task can be used to report the task source as completed. An expression on the Job Task lifecycle can be used to check if all tasks have been completed.