Specifying move capacity settings for personnel and assets

Core TSIs : Moves : Working with Move settings : Specifying move capacity settings for personnel and assets

You can choose if you want to take into account the move capacity of a building when moving personnel and assets. Move capacity is the maximum number of relocations that can be carried out for a property on a specific date. For personnel joining / leaving, for incoming / outgoing assets and for regular moves (between properties), you can specify from which property the move capacity needs to be deducted or if no deduction is required (for joiners / leavers).

Before activating move capacity settings, it is recommended to first create the required move capacity records as completely as possible in the Moves TSI at Components > Move capacity.

Procedure

1. Go to the Supporting data > Move settings TSI.

2. On the General tab, set the Take move capacity into account? field to Yes.

3. To specify from which property the move capacity needs to be deducted in case of personnel or asset relocation:

1. On the Personnel move lines settings tab, fill in the fields under the section - Property from which move capacity is deducted in case of personnel relocation.

2. On the Asset move lines settings tab, fill in the fields under the section - Property from which move capacity is deducted in case of asset relocation.

For a description of these fields, refer to Move settings fields.

4. Click Save.

The personnel and asset move capacity related settings are added.

Planon strongly recommends maintaining the same move capacity settings for both Personnel move lines and Asset move lines.
On the Move requests & orders level, the Personnel move lines settings are used to display the available capacity on a certain date. The reason for this is that it is unknown if an end user has added assets or persons using the capacity information on the Move requests & orders level.