Resource Management
Resources in Business Central are used to plan and manage people and machines in Projects, Assembly Orders, Service Orders, and with the TI Manufacturing Integration, also in Production Orders. The Time Sheets are used to register, and post, time and costs, worked. In Business Central this results in quite a variety of registration and posting scenarios.
Resource Management simplifies that by linking a UserID to a Resource and through the Resource Task.
The TI-Resource Tasks consist of 2 parts:
1. Resource Task
The Resource Task is, automatically, created from source documents like Project Task, Assembly Order, Service Order, Production Order Operation and Absence Registration. Besides that resource tasks of the type Resource can be created for common tasks like meetings, clean-up work etc. Type Absence is created to plan future absence like Day-off or Holiday to complete the resource availability overview.
Note: Combined is a special type as part of the Manufacturing Integration. This type allows the planner to combine similar operations from multiple production orders in one, combined, resource task. When posted the recorded time is, proportionally, divided among the production orders.
2. Resource Task Assignment
The Resource Task Assignment links a Resource to a Resource Task. Multiple resources can be assigned to a Resource Task where the assignment line tracks the quantity of hours assigned as well as the progress in the time registration process. Based on this information the remaining hours of the assignment are calculated. When not all assigned hours are used the resource can report the assignment as complete.
Time Sheet process
Once created the Resource Task can be selected in a Time Sheet to report worked hours. Alternatively the Resource Task can be Started and Stopped to record the duration and, with a ProjectQueue report automatically, register that time in a Time Sheet. The Refresh feature automatically inserts assigned resource task in the time sheet if the resource task - and time sheet periods match.
With the Auto Submit Time Sheet setting in Resources Setup the registered time sheet line can be automatically submitted for approval to minimize delay in the time registration process.
Once approved the Post Time Line On Approval setting automatically posts the time sheet line as per the resource task type. When not posted automatically, approved time sheet lines can be posted from the Time Posting Worksheet.
Learn More
- Use Time Sheets (Microsoft Docs)
- Time Sheet Setup
- User Setup
- Resources Setup extension
- Resource Tasks
- Resource Task Assignments
- Resource Planning for Projects
- Resource Planning for Assembly
- Resource Workload
- Time Input Lines
- Time Sheet Process
- Resource Task Posting
- Absence
See Also
Welcome to Industrial Equipment Manufacturing