Core TSIs : Work assignments : Setting the Feature switch and License check : Implications of setting the feature switches : Overview of changes
Overview of changes
The 'behavior' of the application depends on whether you have enabled the feature switch in System Settings and if you have a work assignments license (Resource Planner Pro).
Feature switch enabled without activating multiple work assignments setting
The following table displays the impact on various elements / events in Planon if you enable the feature switch in System Settings without activating the Activate 'Multiple Work Assignments'? setting on Orders in Field Definer.
Orders
Event description
Before
After
Data loss warning upon deleting an order with multiple work assignments
No warning, unless the work assignment is on the device.
Warning if one or more work assignments exist in an In progress status.
Check if the order's start date-time is a non-working day
Checks and displays a warning.
No check.
Check if the order's start date-time is outside working hours
Checks and displays a warning.
No check.
Check if the order's end date-time is a non-working day
Checks and displays a warning.
No check.
Check if the order's end date-time is outside working hours
Checks and displays a warning.
No check.
Check if the order's start date-time is in the past
Checks and displays a warning.
No check.
Disabling fields on the order
Planned start date-time (work assignment), Planned end date-time (work assignment) are disabled
Fields are not disabled.
Populating the field Planned start date-time (work assignment) on the order upon field change
Does not populate
Populates the field Planned start date-time (work assignment) on the order if a work assignment is going to be created. Clears the field when the internal tradesperson is removed.
Set Start date-time / End date-time of the order to that of the related WBS item, only if the field is empty. Triggered when WBS item is changed on the order.
Set the Planned start date-time (work assignment) on the order.
Does not fill the Planned start date-time (work assignment) on the order.
Work assignments
Event description
Before
After
Validation of number of work assignments per order
Only one work assignment is allowed.
Only one work assignment is allowed if license is not valid.
Change of the Order reference field on the work assignment. Fields will be taken over from the new order reference.
Work assignment will take over the Start / End date-time of the order.
The first work assignment takes over the Start / End date-time of the order and the others will take over the Planned start /end date-time (work assignment) of the order.
Check if work assignment's Start date-time is a non-working day.
No check
Checks and displays a warning.
Check if work assignment's Start date-time < System date-time.
No check
Checks and displays a warning.
Check if work assignment's Start date-time is outside working hours.
No check
Checks and displays a warning.
Check if work assignment's End date-time is a non-working day.
No check
Checks and displays a warning.
Check if work assignment's End date-time < System date-time.
No check
Checks and displays a warning.
Check if work assignment's End date-time is outside working hours.
No check
Checks and displays a warning.
Status mapping (Orders)
Event description
Before
After
Data limit on status mapping. Previously PMFS settings; now Business object settings for Orders in Field definer (Planned / Assigned / In progress / On hold).
All statuses can be used in the status mapping 'buckets' in Field definer > Orders > Business object settings.
Technically completed/Admin. completed/Canceled are excluded from status mapping.
Data limit on status mapping (Previously PMFS settings; Business object settings for Orders in Field definer (Completed).
All statuses can be used in the status mapping 'buckets' in Field definer > Orders > Business object settings.
Admin. completed/Canceled are excluded from status mapping.
Validation on enforcing statuses in the status mapping 'bucket'
User statuses Canceled and Admin. completed can be configured in the Business object settings status mapping.
User statuses Canceled and Admin. completed cannot be configured in the Business object settings status mapping.
Validation on enforcing statuses in the status mapping 'bucket'
User status Technically completed can be configured in the Business object settings status mapping.
User status Technically completed cannot be configured in the Business object settings status mapping.
Resource Planner
Event description
Before
After
Check which business object should be considered upon the Assign work assignments within a period bulk action.
The bulk action considers orders.
The bulk action considers work assignments.
Check which business object should be considered upon the Plan work assignments within a period bulk action.
The bulk action considers orders.
The bulk action considers work assignments.
Check whether the Assign work assignments within a period bulk action should be shown in the Resource Planner.
The Assign work assignments within a period action should only be shown if Assigned statuses have been configured.
The Assign work assignments within a period action must always be shown.
Check which business object definition the Assign work assignments within a period bulk action should consider; used for button caption and dialog title.
The Assign work assignments within a period action considers orders.
The Assign work assignments within a period action considers work assignments.
Check whether the bulk action target statuses must be sorted on code.
There is no sorting on code.
Sorting is done on code.
Set flag to 'inform' the browser whether the Work Assignments feature switch is activated (used by other logic).
Sets the flag to false.
Sets the flag to true.
Implication of dragging an ended work assignment on the planboard
Dragging an ended work assignment 'clones' the work assignment into a new one for that order. The original ended work assignment is hidden in Resource planner.
Dragging an ended work assignment 'clones' the work assignment into a new one for that order. The original ended work assignment remains visible in Resource planner.
Implication of dragging an unplanned order on the planboard (if ended work assignment(s) exist(s))
Dragging an unplanned order creates a new work assignment for that order. Any ended work assignments which were visible, will be hidden in Resource planner.
Dragging an unplanned order creates a new work assignment for that order. Any ended work assignments which are visible, remain visible in Resource planner.
Check which information should be shown in a Resource Planner event tooltip.
Shows information on the order.
Shows information on the work assignment and the order.
Check whether a confirmation pop-up must be shown after removing a work assignment from the planboard.
Confirmation pop-up not displayed.
Displays a confirmation pop-up.
Use the status-info to check whether the work assignment's or the order's status icon should be used.
The order's status icon is used.
The work assignment's status icon is used.
Use the status-info to determine the event's target status for the Planned context menu option.
Determines the target status based on status in the Planned status mapping.
Does not determine a target status, as the context menu option is not available.
Use the status-info to determine the event's target status for the Assigned context menu option.
Determines the target status based on status in the Assigned status mapping.
Determines the target status based on work assignment system status.
Check whether the Unplanned orders panel must be refreshed after deleting a work assignment.
Always refreshes the Unplanned orders panel, as the associated order is now unplanned.
Conditionally refreshes the Unplanned orders panel, based on various other factors.
Check whether the 'key' activity icon must be shown on the planboard event.
Never display the key activity icon, even if the work assignment is a key activity.
Shows the key activity icon if the work assignment is a key activity.
Check whether the 'key' activity icon should be shown in the event tooltip.
Never show the key activity icon, even if the work assignment is a key activity.
Shows the key activity icon if the work assignment is a key activity.
Check whether the Edit work assignment and Key activity? context menu options should be shown.
Does not show these context menu options.
Shows these context menu options.
Check whether the Assign context menu option should change the status of the order or the work assignment.
Changes the status of the underlying order.
Changes the status of the work assignment.
Warning message when a resource's unavailability has an overlap with an order.
Order description is used in the warning.
Work assignment description is used in the warning.
Recalculation of the Start date-time and End date-time on the order when WBS dates are changed.
Sets the Planned start / end date-time (work assignment) on the order.
Does not fill the Planned start / end date-time (work assignment) on the order.