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Overview of resource planning and tasks

Introduction

After tasks are created, the tasks have to be planned to resources. Tasks are automatically generated while creating certain orders or requests or manually created at Projects/Planning/Tasks. Initially, all tasks are not planned to any resource unless a resource is specified in an order or request line. In order to control the available capacity and to compare the planning with realizations, the tasks have to be planned to resources.

Resource planning is an important tool to ensure that the labor hour requirements derived from various requests and projects are fulfilled and executed by the correct resources. You will see the labor hour capacity of a resource only after you have generated the corresponding Master Resource Schedule (MRS) at HR ➔ Human Resources ➔ Maintain. On the other hand, you will see the labor hour requirements only after you have generated the following:

sales orders at Order ➔ Entries ➔ Sales order
internal use requests at HR ➔ Entries ➔ Internal use or Inventory ➔ Entries ➔ Internal use
production order at Manufacturing ➔ Entries ➔ Production orders
MRP scenario at Manufacturing ➔ Planning ➔ MRP engine.

In this screen, you can identify the labor hour requirements and match them with the labor hour capacity of a resource. You can plan tasks to resources, re-plan tasks to another resource or date, and create sales orders from the overview. Once the tasks are planned, you can perform realizations. For more information, see Performing realizations for a resource on daily basis, Performing realizations for a resource on weekly basis, Performing realizations for a cost center on weekly basis, Performing additional realizations for a project on weekly basis, and How to: Managing projects.

Menu path

Projects ➔ Planning ➔ Resource planning
Manufacturing ➔ Planning ➔ Resource planning

Fields

You can filter the labor hour capacity of a resource and the labor hour requirements that you want to display by defining one or more search criteria. When you click Refresh, the system will display the labor hour capacity of a resource and the labor hour requirements that match the defined search criteria. A list of options will be displayed if you click at Manager and Cost center fields. From the list, make a selection and click Select.

Resource planning section

This section displays the labor hour capacity of a resource linked to the defined criteria.

Full screen

Click this to hide or show the Tasks Requirements section.

Advanced

Click this to display and define the advanced filter options in the Selection screen. For more information, see Advanced button for Resource planning section.

Group by 1

Select the grouping by Person, Cost center, Project, Activity or Hours to group the labor hour capacity of a resource accordingly.

Group by 2

Select the grouping by Cost center, Person, Project, Activity, or Hours to group the details of each labor hour capacity of a resource accordingly. Select None if you want to list the details of each labor hour capacity of a resource by hours.

Note: If you select Cost center at both Group by 1 and Group by 2, the labor hour capacity of a resource will be grouped based on the cost center of the resource even though the realization is performed based on a sales order that is set to a different cost center.

Manager

Type or select a manager to display the labor hour capacity of a resource(s) linked to the selected manager.

Level

Type the level of the subordinates of the selected manager to display the labor hour capacity of a resource (s) with the corresponding level. You can select 1: Direct, 2, 3 or 4 to determine the corresponding hierarchical level. For example:

If you select 1: Direct, you will see the labor hour capacity of a resource reporting directly to the selected manager.
If you select 2, you will see the labor hour capacity of a resource reporting to the resource that is reporting directly to the selected manager.

Cost center

Type or select a cost center to display the labor hour capacity of a resource(s) linked to this cost center.

Date

Type or select a date range to display the labor hour capacity of a resource on or within this date range.

Show

Select one or more of the following check boxes to view the corresponding information:

Select the Capacity check box to display the available labor hour capacity of a resource. This check box is enabled only if you select Person, Cost center, Activity, or Hours at Group by 1, Daily at Scale, and All at Planning: Status. You can define the planning status by clicking Advanced.
Select the Planning check box to display the planning details.
Select the Actual check box to display the realization details.

Note: If you do not select any check box, the system will automatically select the next check box in the order of Capacity, Planning, and Actual. For example, if you have cleared all the check boxes and the last check box that you cleared was Actual, then the system will automatically select Capacity.

Scale

Click Change: Scale to change the scope of the labor hour capacity of a resource from Daily, Weekly, Monthly, or Yearly in ascending order. Click Change: Scale to change the scope of the labor hour capacity of a resource from Daily, Weekly, Monthly, or Yearly in descending order.

Expand all, Collapse all

Click Expand all to expand the summary of labor hour capacity of a resource which is grouped by Group by 1 and Group by 2, and list the details under each group. Click Collapse all to collapse the summary of labor hour capacity of a resource which is grouped by Group by 1 and Group by 2, and hide the details under each group.

Expand and Collapse

Click Expand to expand the individual labor hour capacity of a resource which is grouped by Group by 1 and Group by 2, and list the details under the corresponding group. Click Collapse to collapse the individual labor hour capacity of a resource which is grouped by Group by 1 and Group by 2, and hide the details under the corresponding group.