Configuring unavailability of resources

Application management : Configuration : Resource Planner Configurations : Additional configuration information : Configuring unavailability of resources

If you want to display various types of unavailability for team resources on the Resource Planner planboards, you must configure user-defined business objects, status transitions and layouts for the Resource activities business object.

Procedure

1. Go to Field definer .

2. On the Business objects selection step, select the Resource activities business object and set it to Under construction.

3. Add user-defined business objects for unforeseen unavailability, for example Illness, Training and Holiday.

For information on creating user-defined business objects, see Field definer > Creating user-defined business objects.

4. Create a user-defined default status and status transitions for these user-defined business objects.

For information on creating user-defined statuses, see Field definer > Creating user statuses.

5. Select an icon for each user-defined business object. This icon will also be displayed on the planboards.

The default icon for unavailability is: Icon showing the default symbol for unavailability

Icons such as Suggested bandaid icon to indicate illness / sick leave

or similar are suggested for specific (user-defined) resource activity types, such as 'Illness', 'Training' and 'Holiday'.

6. Set the business object to Completed.

7. Go to Layouts to create simple layouts for the user-defined business objects.

8. On the Details panel, select Yes in the For use in pop-up field to make the business object available for selection when creating an unavailability record in the Resource Planner.

For information on creating layouts, see Layouts .

Recommended fields to add to the layouts are: Start-date time, End date-time, Person, Description and Comments.

The user-defined business objects can now be used to manage unforeseen unavailability in Personnel and on the Resource Planner planboards.