Reallocate Resource

Explanation

Use this activity to reallocate or edit allocations. Allocations can be reallocated or edited in Resource Monitoring Gantt page or Allocate Resource page.

This activity is typically used when:

  1. Reassigning a work assignment from one resource to another.
  2. Reassigning a work assignment to a different time.
  3. Modify allocated hours by editing duration.
  4. Removing an allocation.

Allocations can be reallocated and edited in the following places:

Allocations can also be reallocated in the Resource Monitoring page.

Prerequisites

General prerequisites are listed in Maintenance Resource Setup.

For reallocation or resize of single work assignment, the work assignment should not be set as Canceled, Incompleted or Completed.

For reallocation or editing of a visit chain, the visit chain should not be set as  Incompleted or Completed. Visit chain reallocation to another  resource is possible, only if all visits are not at Completed or Incompleted.

To edit a single work assignment, the work assignment should not be sent to mobile or should not have transactions or should not be set as Canceled, Incompleted or Completed.

To edit a visit chain, the visit chain should not have any Completed or Incompleted visits or visits with transactions or visits which are sent to mobile.

System Effects

Reallocation:
 Work assignment will be reallocated to another resource and/or in a different time slot. This is done based on the concept described in Resource Reallocation and the new allocation is displayed in Resource Monitoring Gantt page or in Allocate Resource page.

Edit duration:
 Allocated hours of work assignment will be modified. This is done based on the concept described in Resource Reallocation.

Remove an allocation:
Work assignment is removed.