Resource Tasks

A Resource Task is used as a common entity between different activities. Tasks can originate from Production, Service, Assembly or Projects. You can also create user defined Resource tasks. These, Resource, tasks are not linked to a source document.
The tasks can be used to plan the activities of resources by assigning a resource, or a resource group, to a Task. The assigned resource task is then the basis for planning. Without assignments 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.

The resource task is, automatically, created from the various planning functions:

  • Project, by releasing the Project Task.
  • Assembly, by releasing the Assembly Order.
  • Service, by the Repair Status Code.
  • Production, by creating or refreshing a released production order (When the Manufacturing Integration app is installed).
  • Absence, through registration in Absence.
    • Future absence, planning time off for planning availability purposes.
  • Resource, user defined (manually created) miscellaneous tasks specified by work type
To See
Setting up resource tasks Setup
Setting up resource task Search Setup Search
Create resource tasks Create
Resource Task Assignments Assignments
Start and Stop resource tasks Start and Stop
Assign Groups to resource tasks Group Assignments
Planning controlled tasks Planning controlled
Time Registration Progress. Time Registration Progress
Recurrence and Suspensions Recurrence

Notes

  1. Resource Capacity is important to monitor if the time sheet is complete, this means, for example, if the capacity of a resource is 40 hours, the time sheet is complete when all 40 hours are accounted for in the time sheet lines.
  2. In IEM-RM 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 time sheet.
  3. You can create repeating sub tasks with the help of Recurrence.
  4. Assigned tasks are listed per resource, from the resource card select Related Information > Resource > Tasks > My Assignments.
  5. 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.
  6. In Resource Setup is a Global Stop Time combined with a batch function. This batch 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 continue after the global stop time it can be Exempt from Global Stop on the Resource Task card.
  7. When a task runs over several days the program will create a stop entry at midnight and immediately create a new entry for the new day. The program will continue this process until the resource creates a stop entry. In other words the days in between the initial start and the final stop will be 24 hour days. Only the time input line with the final stop entry, and the duration of that final day, will be copied to the Time Sheet.
    • When resource tasks are used in Production the final time input line will also contain the output details
  8. A resource can be allowed to start/stop tasks for other resources based on the delegation function on the resource card.

See Also

Resource Management