Application management : Configuration : Resource Planner Configurations : About Resource Planner Configurations : Resource Planner concepts and features
Resource Planner concepts and features
Principal concepts and features in Resource Planner:
• The tool is designed to plan and assign system order types such as Work orders, Planned maintenance orders and Move orders, or any user-defined variants based on these order types.
• It is possible to define various planboards for different purposes.
• Since it is a planning tool, orders with a Technically completed, Administratively completed or Canceled status are not displayed on the graphical planboard and cannot be selected from the Unplanned panel.
• Orders with an On hold or Temporary fix status and a start date before the actual date are automatically added to the Unplanned panel.
• No automatic status changes are applied in Resource Planner.
• It is mandatory to define role players and teams for planning purposes.
• Orders are automatically displayed on the planboard if the Start date-time, End date-time and Internal tradesperson fields of the order are populated.
• With regard to foreseen unavailability of a resource, the resource's personal calendar is applied. If this calendar is not available, the company calendar is applied.
• Types of unforeseen unavailability are configurable and can be added to a resource's time line on the planboard or via the Personnel TSI.
• Settings can be made to allow overlapping work, to allow for planning orders during overtime.
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If you intend to switch to Planon's Work assignments feature, please refer to the Work assignments part of the user documentation and find relevant information on the implications, configuration and behavior in relation to Resource Planner.
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If you use Resource Planner in combination with Planon Mobile Field Services (PMFS), make sure that the configuration of the Assigned, On hold and Temporary fix statuses of the two solutions are aligned. The status configuration for Resource Planner is done on the Orders business object in Planon ProCenter , Field definer > Business Object settings. The configuration for PMFS is done in Planon ProCenter , in PMFS app settings.