Configuring resource allocations
Within Resource Planner, Planon provides an additional licensed feature that allows for pre-allocating periods to resources (tradespeople / engineers), which can be used for (bulk) planning of work assignments. This means that you can first allocate resources to specific periods on the graphical planner and 'drag & drop' the actual work into these allocated periods later. Once planned and assigned, the resources themselves will have control over which work assignment they pick up first within the allocated periods.
This task will take you through the configuration process. It is assumed that the required license is already registered in Planon.
Procedure
1. In Planon ProCenter , navigate to Field definer .
2. On the Business object level, select Resource planner configurations.
3. On the action panel, select Under construction.
4. On the action panel select Business object settings.
5. In the Resource planner configuration settings dialog, set the field Activate 'Resource allocation' planning behavior? to Yes.
6. Click Save and Close.
7. On the action panel, select Completed.
8. Next, on the navigation panel, navigate to the Resource planner configuration TSI.
9. Make sure that the fields Fields for 'Allocated orders' and Fields for 'Allocated work assignments' are available on the layout. If not, add them to the Resource planner configurations business object in the Layouts TSI.
You will need these fields to be able to add columns (fields) to the Allocated panel in Resource Planner. It is up to you which Order fields and Work assignment fields must be displayed there.
10. In one or both of these fields, you can click the Select a value icon to open the relevant configuration pop-up.
11. On the action panel, click Add to create a new configuration, or select an existing configuration for editing (in that case proceed with step 13).
12. Fill in a Description and adjust the Overrule default tree view sorting? setting as required.'
13. On the Available panel, select the fields you want to add as columns to the layout of the Allocated panel and move them to the In use section. For example: Number, Description, Status, Effort.
14. On the action panel select Generate display values.
15. Click Save and OK.
The columns for orders / work assignments are now available on the Allocated panel of this Resource planner configuration.