Business objects required for Resource Planner
In Planon Accelerator, the Resource planner configuration is complete and ready to use. In that case, the following information can be used for additions and changes that suit your preferences.
The following Planon ProCenter business objects are involved in the configuration of Resource Planner tool:
• Orders - Resource planner supports the system types Work orders, Planned maintenance orders and Move orders, or any user-defined variations of these order types.
Tip | See Field definer > Work assignments for more information about the Order business object settings that apply in Resource Planner. |
• Work assignments - Resource planner supports the planning of Work assignments on the planboard. Work assignments make it possible for one person or multiple persons to work on the same order simultaneously or at different times.
Tip | See the Work assignments > Work assignments in Planon ProCenter user documentation for more information about license, feature switch, status mapping. |
• Order statuses - In > you must link the On hold and Temporary fix, Planned and Assigned user-defined statuses that are required for Resource Planner.
Tip | See Field definer > Business object settings for more information. |
Note | Resource Planner is a planning tool, so orders that are Completed or Canceled are not displayed on the Unplanned panel. |
• Resource planner configurations - in the Resource planner configurations TSI, planners can define their own configurations. Each configuration contains a definition of the resources and the orders which can be used for planning purposes.
• Teams and
Roles - for planning purposes it is mandatory to define maintenance teams and roles in the
Maintenance teams and
Roles TSIs. See
Resource planner configurations >
Creating teams and roles for more information.
• Resource activities - can be used to create user-defined business objects, user-defined statuses and a default status for unforeseen, incidental unavailability of resources. Examples of user-defined business objects that can be added for unforeseen unavailability: Illness, Training, Special leave and so on. These unavailability business objects are displayed as context menu options in Resource planner planboards when dragging a new bar (activity) on the planboard. The selected unavailability option is displayed on the time line of the resource.
Tip |
• Foreseen unavailability of resources, such as non-office hours and national holidays are displayed in a light shade of gray on the Resource planner planboards. These are derived from the company calendar and personal calendars as defined in > . See System settings for more information on defining a company or personal calendar.
• For more information on configuring user-defined business objects and user-defined statuses, see Field definer.
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