How To : Set up Resource Management
To setup Resource Tasks complete the following fields in the Task Setup page located ./Departments/Resource Planning/Administration
| Field | Explanation |
|---|---|
| General fast-tab | see below: |
| - Time Sheet Template Code | Select the default Time Sheet Template. The template will apply to all Resources unless a specific template is linked to the Resource |
| - Approval Administrator | Select the User ID of the Administrator. The administrator is allowed to delegate approval requests to substitutes. |
| - Default Approval Due Date Formula | Set a Date Formula with which the due date for an approval request is calculated. |
| - Default Request Rejection Comment | When checked the approver is forced to create a comment when rejecting a Time Line. |
| - Default Approval Priority | - Blank = No approval required; - 1.Manager 2.Person Responsible = The program will first try to assign approval request to the Manager, when not found the Person Responsible is selected, when both are not found an error will be thrown.; - 1.Person Responsible 2.Manager = The program will first try to assign approval request to the Person Responsible, when not found the Manager is selected, when both are not found an error will be thrown. |
| - Global Stop Time for Tasks | Set the time at which the running resource tasks should be stopped unless the resource task is marked as "Exempt for Global Stop". Use the "Global Stop Time Input Lines - Tasks" on the NAVIGATE tab of this setup as a batch process (run by Job Queue). |
| No. of Hours/Day-Person | Type the default number of working hours per day for a Resource type Person |
| No. of Hours/Day-Equipment | Type the default number of working hours per day for a Resource type Machine (= Equipment) |
| Cost Posting | Select the method for posting capacity costs: Capacity Center Cost only or Capacity Center Cost + Resoiurce Cost |
| Numbering fast-tab | Select Number series for: Time Sheet Nos.; Expense Claim Nos.; Leave Overview Nos.; Absence Entry Nos. |
| Time Line fast-tab | Set up to 10 Time Line Formula's which will be used in the Time Sheet Statistics fact box. This setting is the default, in the Time Sheet Template a specific set of Formulas can be selected. |
| Time Input Line fast-tab | TIL Auto Register Time Sheet - When checked the entries processed from the Time Input Line, as received from the Start/Stop function in Resource Tasks, or the Time Registration App, or the NAV ANYwhere Shop floor process, or any other external time capture system, will be registered automatically as Time Lines. |
| Leave Mgt. fast-tab | see below: |
| - Max.Transfer Next Year (Hrs) - (Days) | Type the number of hours or days of leave time that can be carried forward to the next year, when days is specified hours are calculated, when hours are specified days are calculated. |
| - Scheduled Next Year (Hrs) - (Days) | Type the number of hours or days of schduled leave time that can be carried forward to the next year, when days is specified hours are calculated, when hours are specified days are calculated. |
| - Time-for-Time Next Year (Hrs) - (Days) | Type the number of hours or days of Time-for-Time leave that can be carried forward to the next year, when days is specified hours are calculated, when hours are specified days are calculated. |
| - Hours - Days Rounding Method | Select the rounding method for the leave hours or days |
| - Auto Post Leave Journal | When checked leave entries will be posted automatically as part of the time line posting. |