Create Resource Tasks

The Resource Task is the entity that connects resource planning with time registration. The resource task is created by the planning functions in Projects, Assembly, Service and Manufacturing. You can also create resource tasks in batch.

Create from planning

Use the following functions from the relevant module:

  • Projects Change the status of a Project Task to "Released" to create or update a resource task for the Project Task. Change the status of the projectplanning line to "Released" to create or update an assignment to the resource task.
  • Assembly
    The setting in Resource Task Setup - Assembly: "Create Task on Assembly Release" controls the creation of resource tasks. When true the resource task is created / updated when the assembly order is released.
  • Service*(When Service Integration is installed)* A column in the Repair Status Setup: "Resource Task Active determines for each status code if a resource task per Service Item Line is created or updated as well as task assignments for resources allocated to the service order.
  • Manufacturing (When Manufacturing Integration is installed) When changing the Status of a Production Order to "Released", or when using the "Refresh or Replan" function in the released production order, a resource task will be created or updated per operation. The number of tasks created depends on the setting in Resource Task Setup - Production - "Resource Task Creation Type" which can be set to "for all Operations" or "for Point of Completion".

Create in batch

Besides the functions embedded in the processes as mentioned above also batch functions are available to create Resource Tasks.

Project Tasks

  1. Choose the Lightbulb icon, enter Create Project Tasks, and then choose the related link.
  2. Specify the required projects and Project Tasks and click OK to create tasks.

Assembly Tasks

  1. Choose the Lightbulb icon, enter Create Assembly Tasks, and then choose the related link.
  2. Specify the appropriate assembly order(s) and click OK to create tasks.

Service Tasks

  1. Choose the Lightbulb icon, enter Create Service Tasks, and then choose the related link.
  2. Specify the appropriate document details and click OK to create tasks.

Production Tasks

  1. Choose the Lightbulb icon, enter Create Production Tasks, and then choose the related link.
  2. Specify the appropriate production order and click OK to create tasks.

Create Manually

Resource tasks of the type "Resource" are created manually from the Resource Task List:

  1. Choose the Lightbulb icon, enter Resource Task List, and then choose the related link.
  2. In the Resource Task List select New
  3. Complete the fields in the Resource Task card, note that the Type field defaults to "Resource" and is not editable.

Cleaning up Tasks

Since Resource Tasks maintain the link between a source document (Job, Assembly, Production, Service) and time lines, the resource tasks are not deleted. Instead the cleaning up process will set the Resource Task status to "Terminated" :

  1. Choose the Lightbulb icon, enter Cleanup Tasks, and then choose the related link.
  2. Specify the appropriate task details and click OK to clean up the registered tasks.

See Also

Resource Tasks