'Budgeted hours' based resourcing
Those responsible for resource planning want to make sure that they plan their resources within the hours that are budgeted for on the order.
The budgeted hours on the order can be regarded as the 'bucket' of hours that needs to be spent, either on a single work assignment or on multiple work assignments over multiple resources and multiple days.
Functionality on the order and the associated work assignments enables resource planners to stay within the budgeted hours of the order:
• the planner receives a warning when the 'budget' is exceeded
• initially saving the Planned start date-time on the order will trigger the Assigned hours calculation on the work assignment, based on the next 'non-available' moment on the planboard (another work order, a day off, training etc.)
• updating the start date-time / end date-time / assigned hours of the work assignment after the initial hour calculation will not trigger a recalculation, because the number of assigned hours may be less than a person actually needs to complete the work. (However, updating assigned hours on the work assignment will update the total assigned and remaining hours on the order). Assigned hours can be manually adjusted, which will still update the total assigned hours on the order.
Example: a planner may want to plan more hours for an inexperienced tradesperson, without changing the 'budgeted hours'.
See Work assignment fields and Order fields for the fields that play a part in 'budgeted hours' based resourcing.
 | Functionality for multiple work assignments becomes available if the Work assignments licence and the feature switch are both activated. The following fields will become editable: Original budgeted hours (on the order), Assigned hours (on the work assignment). On standard orders both fields are always editable. The Effort field on orders and work assignments will no longer be functional, as this field is only useful for 1:1 planning. If you migrate from 1:1 planning to multiple work assignments, you have two options in populating the Original budgeted hours field: • If there are relatively few orders to migrate: manually copy the value of the Effort field into the Original budgeted hours field, per order. • If there are relatively many orders to migrate: use an Enterprise Talk import/export definition to export the value from the Effort field and import it into the Original budgeted hours field for the whole bulk of orders. |
| | See the Enterprise Talk user documentation for information on creating export and import definitions. |