Estimating resource requirements

In this tab page, you can retrieve the actual resource requirements utilized for the execution of the task, and estimate the resource requirements.

Select the “Est. Resource Requirements” tab in the “Edit Work Estimates” main page.
Enter the following fields in the “Display Filters” group box:

Task # / Description

The code identifying the task / description of the task. (Alphanumeric, 150). You can enter the number / description in full or specify it partially using the “*” character. The system lists all the task numbers / descriptions that are similar to the values entered here.

Resource #

Use the drop-down list box to specify the type of the resource. Enter the corresponding Resource # in the editable field provided alongside. The system lists the values “Skills”, “Tools”, “Equipment” and “Others”.

The system leaves the field blank, by default.

Search By

Use the drop-down list box and select one of the following values based on which resource requirement details must be retrieved in the multiline. The system lists the following values

Estimation History - Indicates the estimation history of the resource against the task. If you select this option the system lists the following values in the drop-down list box provided alongside:
1. Latest Estimation – Select this option if you wish to retrieve in the multiline all the latest revisions baseline numbers against the relevant task.
2. All Revision - Select this option if you wish to retrieve in the multiline all the estimation revisions of the tasks from estimation baseline 1 to (latest Est. baseline-1)

By default the system leaves this field blank.

Click the “Search” pushbutton to retrieve the details of resource requirements estimated for execution of task within the work order.

Note: The system retrieves only those tasks which are in “Fresh”, “Planned”, “In-Progress” and “Completed” statuses within the work order.

Enter the following details in the “Resource Requirements” multiline:

The sequence in which the task must be executed. (Integer).

Task #

The unique code identifying the task. The task entered here must be a valid task number defined in the “Maintenance Task” business component. The Task # - Task Seq # combination must be valid.

Data entry in this field mandatory, if the task sequence number is not entered.

Help facility available.

The system displays the following field:

Task Description	The textual description of the task.
Exec. Status	The execution status of the task, which could be “”, “Fresh”, “Planned”, “In-Progress”, “Complete”, “Pre-closed”, “Closed” or “Cancelled”..
Estimation Status	Indicates the estimation status of the task, which could be “Not Required”, “Pending Estimates”, “Pending Confirmation”, “Confirm Estimates”, “Released Estimates” or “Re-estimates Required
Est. Baseline #	The baseline number displayed when the resource requirements are estimated and confirmed. If the resource requirements were estimated and confirmed multiple times, the baseline number is incremented by 1 every time estimations are updated and moved to baseline history already.

Enter the following fields:

Estimation Remarks	Any comments related to the resource estimation.
Resource Type	Use the drop-down list box to specify the type of the resource required for the execution of the task. The system lists the values “Skills”, “Tools”, “Equipment” and “Others”. The system leaves the field blank, by default.
Resource #	The code identifying the resource required for the execution of the task. (Alphanumeric, 25). The resource number entered here must be valid. Data entry in this field is mandatory for the Resource Type “Tools”, “Equipment” and “Others”. Ensure the following when you enter the Resource #: The value entered against the Resource Type “Tools” must be in ‘Active’ status with ‘Facility Type” defined as “Tools” in the “Work Center” business component. The Skill Code entered against the Resource Type “Skills” must be in ‘Active’ status and defined in the “HR Setup” business component. The Equipment Code entered against the Resource Type “Equipment” must be in ‘Active’ status with ‘Facility Type” defined as “Equipment” in the “Work Center” business component. The value entered against the Resource Type “Others” must be in ‘Active’ status with ‘Facility Type” defined as “Others” in the “Work Center” business component. For the records retrieved in the multiline, the resource number must not be modified. Help facility available.
Est. Time	The estimated elapsed time required for the resource to complete the task.
Time UOM	Use the drop-down list box to specify the unit of measurement for the estimated elapsed time. The system lists the values “Days”, “Hours” and “”. By default, the system displays “Days”.
Est. Nos	The estimated number of resources required to complete the task within the work order. (Decimal). Mandatory. Ensure that a positive value is entered here.

Note: If the user modifies the ‘Est. Nos’ / ‘Est. Time’ and checks the “Update Requirements” box, on clicking the “Confirm Estimates” pushbutton, the value in the ‘Est. Nos’ / ‘Est. Time’ is copied to the ‘Reqd. Nos’ / ‘Reqd. Time’.

The system displays the following fields:

Std. Nos	The standard number of resources for completing the task within the work order.
Reqd. Nos	The confirmed number of resources required to complete the task within the work order.
Reqd. Time	The time required for the resource to complete the task, after confirmation.

Enter the following fields:

Repair Classification

Use the drop-down list box to specify the repair classification in order to differentiate the tasks which are over and above the contract (COA - Contract Over and Above) between the operator and the MRO. The system lists all the ‘Active’ quick codes of type “Repair Classification” defined in the “Maintenance Task” business component.

The system leaves the field blank, by default.

The system displays the following fields:

Sp. Est. Reqd.?

Indicates whether resource estimation is required for external work orders. The system displays the values “Yes” or “No” based on the value of “COA?” defined in the “Sale Contract – Services” business component.

Enter the following fields:

Warranty Reco?

Use the drop-down list box to specify whether warranty is recommended for the part. The system lists the options “Yes” and “No”.

When resources are estimated for a task with Warranty Resolution set as “Yes”, at least one resource estimated for the task must have “Warranty Reco.? set as “Yes”. If Warranty Resolution is set as “No”, “Warranty Reco.? at Task-Resource estimation level must be set as “No”.

By default, the system displays “No”.

The system displays the following fields:

Resource Description

The textual description of the resource.

Enter the following fields:

Estimation Remarks

Any comments related to the resource estimation.

The system displays the following fields on clicking the “Get Work Actuals” pushbutton:

Actual Time	The actual time taken for the completion of the task.
Actual Nos	The actual number of resources utilized for the completion of the task.
Change Details	Indicates addition or modification of resources, or change in the estimated and actual number of resources. The system displays the values “Resource Modified", "Resource Added" or "No Change".

The system displays the following fields:

Est. Baseline #	The baseline number displayed when the resource requirements are estimated and confirmed. If the resource requirements were estimated and confirmed multiple times, the baseline number is incremented by 1 every time estimations are updated and moved to baseline history already.
Std. Time	The standard time required for the resource to complete the task.
Exec. Status	The execution status of the task, which could be “Draft”, “Fresh”, “Planned”, “In-Progress”, “Complete”, “Pre-closed”, “Closed”.
Estimation Status	Indicates the estimation status of the task, which could be “Not Required”, “Pending Estimates”, “Pending Confirmation”, “Confirm Estimates”, “Released Estimates” or “Re-estimates Required".

Click the ‘Get Work Actuals” pushbutton to retrieve the execution related details i.e. actual resource requirements utilized for the execution of the task.

Calculation of worked hours – Scenario 1

When an employee records timesheet more than once for the same task with similar repair classification the system consolidates and displays the hours worked. Example 1

Employee – E1

Primary Skill # - 01 (Mechanic)

SWO # - SWO 1

Task # - T1

Timesheet Booking of EI

SWO#	Task #	Employee #	From Date / Time	From Date / Time	Worked Hrs	Repair Class
SWO1	T1	E1	14-Dec / 10.00	14-Dec / 12:00	2	FOD
SWO1	T1	E1	14-Dec / 08:00	14-Dec / 09:00	1	FOD

On selection of a task T1 in the Resource Requirements multiline and the Get Work Actuals pushbutton, the system displays consolidated worked hours for the task T1 as follows:

Skill #	Actual Hours	Actual Nos	Repair Classification
01	3	1	FOD

Calculation of worked hours – Scenario 2

When an employee records timesheet more than once for the same task with different repair classification, the system displays two records. Example 2

SWO#	Task #	Employee #	From Date / Time	From Date / Time	Worked Hrs	Repair Class
SWO1	T1	E1	14-Dec / 10.00	14-Dec / 12:00	2	FOD
SWO1	T1	E1	14-Dec / 08:00	14-Dec / 09:00	1	DOD

On selection of a task T1 in the Resource Requirements multiline and the Get Work Actuals pushbutton, the system displays consolidated worked hours for the task T1 as follows:

Skill #	Actual Hours	Actual Nos	Repair Classification
01	2	1	FOD
01	1	1	DOD

Click the “Estimate Resources” pushbutton to estimate the resource requirements.

Note: The system displays an error message, if any other concurrent user tries to modify the resource requirement details retrieved in the multiline.

The system performs the following, on clicking the “Estimate Resources” pushbutton:

Allows modification of reosurces requirements only for those tasks which are in status “Draft”, “Fresh”, “Planned”, “Completed”, “Closed”, or “Ext. Routed”.

Note: For the task which is in “In-Progress” status, if Actuals is not booked and if the part is not issued, modification is allowed.

Allows deletion of a task, only if the status of the task is “Draft”, “Fresh” or “Planned”, and if the Estimation Status of the task is “Confirmed Estimates”.

Note: If the status of task is “In-Progress”, and if Actuals is booked and part is issued, those tasks cannot be deleted.

The system does not allow estimation of parts, if the task has WBS code satisfying the following process parameters defined in the “Set Process Parameters” page of the “Common Master” business component:

1. ‘Workscoping Element?’ set as “Yes”.
2. ‘WBS Level?’ set as “Root Level”.
3. ‘Execution Operations?’ set as “No”.
4. ‘Repair Scheme?’ set as “Yes”.
5. ‘Allow Part Requirement Definition?’ set as “No”.

Updates the Estimation Status of the higher level task, based on the Estimation Status of the child task. The least of all the estimation status of the child tasks is updated as the Estimation Status of the higher level task.

To proceed carry out the following:

Select the "Order Execution & Warranty" tab to record the warranty information details of the part.
Select the “Task Summary Details” tab to provide an overview of the estimates of the work order.
Select the “Part Requirements” tab to estimate part requirements for the execution of tasks within the work order.
Select the “Charge Details” tab to estimate charge details for the part / resource estimates.