Enter Resource Connections

Explanation

Perform this activity to enter company, site and employee connections for a resource. In some cases, the connections are created automatically when the resource is created or connected to a group/structure.

Company and site connections can be entered manually or through the assistant. When a company and site connection has been entered manually, it is possible to define cost, capacity and qualifications for that company and/or site. On the other hand, when connecting company or site with the help of the assistant, it is possible to define the capacity, general and project related costs, as well as qualifications for that company or site at the same time.

Prerequisites

The companies that are possible to connect to are defined on the resource structure. This also limits the possible sites in resource groups.

System Effects

Connection Effects
Resource group connected to a company Makes it possible to use the resource group for project planning within the company.
Resource group connected to a site Makes it possible to use the resource group for planning within maintenance and manufacturing.
For use in manufacturing, the resource group can only be connected to one site.
The Scheduling Capacity value can be set for a group per site.
Tool/Equipment resource connected to a site Makes it possible to use the tool/equipment resource for planning within maintenance.
Within Mobile Maintenance, it is possible to add resource requirements within having the site connection.
Person resource connected to a company Makes it possible to use the person for planning within maintenance and projects.
Since a person may be connected to several groups, one is set as the primary group.
Person resource connected to an employee ID The employee ID is used to retrieve HR schedules when calculating capacity for the group and reporting time when performing work within the group.
If the same person has several employee IDs in the same company, only one of them is used for scheduling.
Capacity defined for a company or site Resource capacity is added as basis for capacity calculation for the connected company or site.
General cost defined for a company or site General cost is added to calculate the planned cost for maintenance resources.
Project cost defined for company or site Project cost is added to calculate the planned cost for resources planned on project activities.
Qualifications defined for a company or site Qualification is added to define a job for the resource group.