Configuring the 'tabs' of the Resource planner slide-out panel
With the correct license and configuration it is possible to configure which order details should appear on the slide-out panel within Resource Planner. This will save planners the trouble of going to the Work Orders TSI to view this data.
You can configure the display of details on planned or unplanned work in Resource Planner, for example the display of order lines and communication logs.
 | The layouts of the various details tabs should be configured separately in the Layouts TSI. There, you can select the relevant business object (and, if applicable, user-defined order), navigate to the Layouts level and select the Order (RP Detail panel). Example: select business object Orders > Maintenance orders > user-defined order PPM order. Next, on the Layouts level, select PPM order (RP Detail panel), put it Under construction to add / remove fields and tabs etc.. Set the layout to Completed when you are done. |
Procedure
1. Go to ProCenter modules > TSIs .
2. On the elements panel, select the Resource Planner TSI (In Planon Accelerator: Core - Resource Planner).
3. Click the padlock symbol to set the TSI under construction.
4. Select the Resource planner details tab.
5. At the selection steps, click the plus sign.
the Add or remove steps dialog opens.
6. Select the steps you want to display as tabs on the Resource Planner slide-out panel, move them to Available and click OK.
The tabs that can be configured for the slide-out panel are: Work assignments, Work assignment context, Order details, Order lines, Labor hours, Hazards, Communication logs, Subcontractor lines (Service Providers mode) and Maintenance activities.
7. Click the padlock symbol to set the TSI to Completed.
8. Log out and log in to Planon ProCenter to view the result in the Resource Planner TSI.
| | The following step can be configured especially for the Service providers solution mode: Subcontractor lines. |