Additional configuration information
In Planon Accelerator, the Resource Planner configuration is complete and ready to use. However, for users with existing configurations, the following overview provides some background on the configuration. It can be used for making additions and changes that suit your preferences.
The following Planon ProCenter TSIs are involved in the configuration of the Resource Planner tool:
• Navigation Panel - to add the following TSIs to the navigation panel: Resource Planner and Resource Planner Configurations.
• Layouts
◦ to create a relevant layout for the Resource Planner Configurations TSI
◦ to add fields to the layouts of Standard orders, Orders and Work assignments.
 | • If the Work assignments license and feature switch are not activated, it is recommended to add the Effort field to the layouts of Standard orders and Orders, because the field can be used to predefine an effort in a standard order and to calculate the real effort on planned maintenance orders. • If the Work assignments license and feature switch are activated, refer to the Work assignments documentation, for more information on the relevant work assignment fields on the Work assignments layout. |
◦ to create layouts for the user-defined business objects of Resource activity, which are used to differentiate between resource activity types on the planboard (unforeseen unavailability of resources).
◦ to enable the order layout(s) in the Order details pop-up, per user-defined order type. This pop-up can be invoked in Resource Planner for both planned and unplanned orders.
• TSIs - to customize the columns of the Unplanned panel and the tooltips.
• TSIs - in order to be able to display Order details and Work assignment details, add the relevant Resource planner details steps to the Resource Planner TSI. You can select: Work assignment details, Work assignment context, Order details, Order lines, Labor hours,Personnel and Communication logs.
• Authorization - to create the required permissions in Resource Planner.
• > , to add the role players (resources) to the teams.
• > , to create the teams including the resources.
• Resource planner configurations TSI to configure the planboard, resources and unplanned orders in Resource planner.
• Field definer TSI:
◦ to create user-defined business objects on the Resource activities business object (unforeseen Unavailability).
◦ to make Order settings on the Orders business object, for the Resource Planner's Planned, Assigned, On hold and Temporary fix statuses.