Generate Resource Schedules and Capacity
Explanation
Perform this activity to generate resource
schedules and capacity.
Resource schedules are generated using the
base schedule defined on the resource (HCM Schedule or Calendar). It is also
possible to generate resoucre schedules from resource connected
Shift Pattern Templates. For scheduling resoucres, Scheduling
Shifts are generated. The resoucre schedule consists
of Resource Shifts that can be edited to change the resource availability and
capacity. Changes to a shift will
immediately reflect on the resource’s availability and capacity as well as
the capcity of connected resource groups. The resource shifts can be viewed and edited
in the Resource Availability and
Resource Shift Gantt pages.
Resource capacity is used when analyzing available capacity compared to
planned resource demands, and reflects the resources working time as well as
the non-working time. Capacity is calculated for individual resources as
well as resource groups. The resulting capacity is calculated based on the
setup in Capacity Basis tab on the resource and
gives valuable insights to Scheduled Capacity,
Utilization Capacity and Adjusted Capacity for a
resource and can be viewed in Resource Analysis
page.
In the Generate Resource Schedules and Capacity
diloague, it is possible to define the offset for the start and end date of
the generation. There is also an option to select to remove all existing Shift
Deviations for the period defined by the offsets in this dialog.
Prerequisites
- Default offsets for resource schedules and capacity can be
defined in Resource Basic Data, and they can be updated
in the dialog.
- Offsets for scheduling shifts must be setup in Resource
Basic Data and can differ from the offsets used for generating
resource schedules and capacity. These values are not possible to update
in the dialog.
- A valid calendar or HCM schedule must be connected to the
individual resource if the generation of resource schedules and capacity
is based on individuals.
- If Shift Pattern Templates are used to generate schedules and
capacity, they must be defined in Resource Shift Templates
and connected to the resource.
- A valid calendar must be connected to the resource group depending
on if the capacity calculation is based on the resource group.
- Utilization must be defined on the individual resource or resource group.
System Effects
- Resource Schedules are generated, where the shifts can be edited to
reflect the resource's availability and capacity for a specific date and
time. The shifts can be viewed in Resource
Availability/Shifts.
- The resource base schedule information can be viewed in
Resource Availability/Base Schedule.
- Resource Scheduling Shifts are generated and can be viewed in
Resource Availability/Scheduling Shifts.
- Capacity is calculated and stored by work day based on either HR
schedule or calendar and can be viewed in the Resource
Analysis page. For individual resources, capacity can also
be viewed in Resource Availability/Capacity.