About Resource Planner
What is Resource Planner?
The Planon ProCenter Resource Planner is a graphical planning tool. It gives access to specially configured planboards, where you can assign work to available resources quickly and easily. 'Resources', in this case, are the tradespeople / on-site engineers carrying out the work.
The orders and work assignments displayed in Resource Planner are registered in the Work Orders TSI and include the following order types (or any user-definable types based on these system order types):
• work orders
• planned maintenance orders
• move orders
The resources to whom the work can be assigned in Resource Planner are team members registered in the Maintenance teams TSI in Supporting data . The teams are linked to Resource Planner in the Resource Planner Configurations TSI.
 | For more information on creating and linking maintenance teams, see Creating teams and roles and Adding Resource Planner configurations. |
Who are the Resource Planner users?
Resource Planner is a tool for two types of end users:
• planners
• workforce (internal tradespeople, on-site engineers, technicians)
Typically, planners are the owners of the configured planboards. They have permissions to edit and create planboard configurations.
The workforce will have permission to consult the planboards that are relevant to them. On site, they typically use Planon apps that interact with the back-office features in Resource Planner and Work Orders. Via the app, they can update the status of their work assignments and keep the back-office informed of the progress.
Multiple planboard configurations per user
Resource Planner allows for multiple, authorizable configurations. It is possible to create configurations per team, per region, per country or per any other relevant criterion. You can switch between those Resource Planner configurations that are relevant to you, depending on your permissions in Authorization. The configuration settings determine which teams and team members are shown. Resource Planner users can also adjust parts of the screen as required, for example by switching the period view or showing and hiding columns in the Unplanned panel.
| | • For more information on the configuration of Resource Planner, see Resource Planner Configurations. • For more information on the authorization of Resource Planner, see Authorization. |
Resource allocations
Planon provides an additional licensed feature that allows for 'bulk planning' of work assignments for specific time slots, per resource. This means that you can pre-allocate specific periods on the graphical planner to the resources and drag the actual work into these allocated periods later.
| | For information on working with Resource allocations, see Resource allocations and Working with Resource allocations. For information on configuring Resource allocations, see Configuring resource allocations. |