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 resource schedules from resource connected Shift Pattern
Templates. For scheduling resources, scheduling shifts are generated
that can be used for in the PSO scheduling tool.
The resource schedule consists of resource shifts
that can be edited to change the resource availability and capacity without
changing the base schedule (HCM Schedule or Calendar). Changes to a shift will
immediately reflect on the individuals resource’s availability and capacity
as well as the capacity of connected resource groups. The resource shifts can
when generated, be viewed and edited in multiple pages;
Resource Availability, Resource Shift
Gantt, My Resource Shift Gantt, Resource Shift
Calendar and My Resource Shift Calendar page
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
dialogue, 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
for resources, the Resource Shift Template have to be
connected to each resource and the Use Shift Pattern
option must be set to Yes.
- 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.
- Resource shift change logs are created If a shift freeze period has
been defined and the shifts are changed within that freeze period. The change
log can be viewed in Resource Shift Change Log
page and the shift freeze period is defined in Resource Basic
Data.