Adding Resource Planner configurations
In Resource Planner Configurations, you can define one or more planboard configurations. This is typically a task for a Planon application manager, but planners (the planboard Owners) can also create planboard configurations. You can for example create a separate configuration for each team, or link multiple teams to planboards that are based on practical criteria, such as region or work order group.
 | The layout of Resource Planner Configurations is customizable. For information on a recommended layout, see Creating a layout for Resource Planner Configurations TSI. |
Procedure
1. Go to Resource Planner Configurations.
2. Click Add on the action panel.
3. Enter a code and description for the planboard configuration.
4. In the Owner field, select the person doing the actual planning on the planboard.
5. In the Filter for 'Unplanned' panel field, select the filter criteria for the unplanned work list and click OK.
For example, if you want to see the work for particular properties, you can select those properties. Choose any relevant criteria from the dialog or make a combination, using the advanced filter criteria.
6. In the Fields for 'Unplanned' panel field, select the predefined customizable list that determines which fields are shown as columns on the Unplanned panel.
For more information on defining a customizable list, see Configuring the Unplanned panel.
7. In the Fields for planboard tooltip field, select the predefined customizable list that determines which fields are shown in the tooltips on the planboard.
8. Select relevant values in the Start time of planboard and End time of planboard fields, if you want to configure the planboard's day view. The hours between the defined start time and end time of the planboard will be displayed, instead of a 24 hour view.
9. In the Allow overlapping work field, select one of the following options:
◦ Overlapping work not allowed - no overlapping work is allowed on the planboard.
◦ Overlapping work allowed / occurrences highlighted - overlaps are allowed and the overlapped instances are underscored with a thick red line.
◦ Overlapping work allowed / occurrences not highlighted - overlaps are allowed, but the overlapped instances are not marked. This is the default setting.
10. In the Allow planning of overtime? field, select Yes to allow planning outside working hours or No to prevent it. However, if you select No, but orders / work assignments are planned outside working hours somewhere other than on the planboard, they will be displayed with a red border.
11. Save the configuration.
12. On the action panel, click Link teams to link relevant team(s) and click OK.
For more information on creating teams, see Creating teams and roles.
The planboard configuration is now available in the Resource Planner TSI.
If you want to give specific user groups or users access to this Resource Planner configuration, proceed as follows:
13. On the action panel, click Link user groups and / or Link users to link specific user group(s) and / or users to the configuration and click OK.
◦ the Resource Planner configuration will only be visible to those user groups / users who are linked as mentioned in the above step.
◦ If no users or user groups are linked to a Resource Planner configuration, the standard authorization applies.
You can add more Resource Planner configurations as required. The following usability tips may be helpful:
| | • Use the Copy action to quickly create new configurations for different owners, teams, regions and so on. • With authorization you can limit the number of configurations a planner can use. For example, authorization on the Owner field gives planners access to their own planboards. If required, you can also different fields, such as free fields, for authorization purposes. • When making changes in either the planboard or the Unplanned panel, only the items which are directly impacted are automatically updated, to enhance performance. This refresh behavior implies that users may sometimes have to refresh manually. For example, if multiple people are working with the same Resource Planner configuration and they want to see all changes. |