About 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. Crew capacity is calculated for the crew planned periods that falls within the offsets in this dialog.

There is also an option to select to remove all existing Shift Deviations for the period defined by the offsets in this dialog.

Prerequisites

System Effects