Assigning resources to CWO

This page helps you to assign resources for component work order execution. Tell me more.

Select the “Assign Resources” link at the bottom of the “Select Component Work Order” page.

The “Assign Resources” page appears.

Note: If the "CWO Assignments Prior to Scheduling" option is set as “Not Allowed”, then ensure that the ‘Job Status’ of the Component Work Order / Task number is not 'Fresh'.

The system displays the following:

Date & Time Format

The format in which the date and time fields are displayed. This format is displayed from the "User Preferences" business component based on the login user id. In case the format is not defined, the system displays the date and time format from the "Enterprise Modeling" business component by default.

The system displays the following details in the “CWO Details” group box:

Comp. Work Order #	The component work order for which you wish to assign resources.
CWO Description	The textual description of the component work order. Zoom facility available
Part #	The part number to which the component belongs.
Serial #	The serial number of the component against which the component work order is raised.

Enter the following field:

Task #	Use the drop-down list box to select the task for which you wish to assign resources. The system lists all the tasks that are associated to the component work order. The system displays the number as a combination of the task number and the sequence number.
	Leave this field blank to update the resource assignment details for the entire component work order.

The system displays the following fields in the “CWO Details” group box:

Task Description	The textual description of the task. Zoom facility available
Work Center #	The number identifying the work center.
	If you have selected a task in the “Task #” field, the work center in which the task will be performed is displayed.
	If you have left the “Task #” field blank, the primary work center responsible for component work order execution is displayed.
Work Center Description	The textual description of the primary work center or the work center in which the selected task will be performed. Zoom facility available.
CWO Status	The status of the component work order, which could be “Fresh”, “Scheduled” or “In Progress”.
Task Status	The status of the task, which could be “Fresh”, “Scheduled” or “In Progress”.

Enter the following field:

Resource Type

Use the drop-down list box to select the type of resource that you wish to assign to the CWO - task or the component work order. The system lists the options “Skill”, “Equipment”, “Tools” and “Others” and sets the field to “Skill” by default.

The system displays the following:

Currency

The currency in which the company transacts.

Click the “Get Details” pushbutton to retrieve the details:

The system displays the following details in the “Schedule Details” group box:

Planned Start Date & Time	The date and time at which the task or the component work order execution is planned for start.
Planned End Date & Time	The date and time at which the task or the component work order execution is planned for completion.

Enter the following fields in the “Default Details”group box to specify the default details:

Default From Date & Time	The default starting date and time of assignment that you wish to specify for all resources listed in the multiline. You must enter the date and time in the valid date and time format.
Default To Date & Time	The default ending date and time of assignment that you wish to specify for all resources listed in the multiline. You must enter the date and time in the valid date and time format.
Default Duration / Day	The default duration of assignment that you wish to specify for all resources listed in the multiline (Decimal).
Validate Dates with Time Management	Use the drop-down list box to indicate whether the dates must be validated with the time management values. The system lists the options “Yes” and “No”. If you select “Yes”, the system checks whether the duration per day is not greater than the resource available hours for the given assignment date (s). The resource available hours is retrieved from the rota schedule or ‘Standard Work Calendar’ of “Common Master” business component. The system displays the value “Yes” by default, if the “Validate for employee presence as per ARS” field is set to “Yes” in the “Set Options” activity of the “Component Work Reporting” business component.

The system displays the following fields in the “Resource Details” multiline, if the resources have already been assigned. If you have not yet assigned the resources, the system displays the estimated resource details of the task.

Enter the following fields in the “Resource Details” multiline to assign resources:

Resource #

The code identifying the resource that you wish to assign to the CWO - task or CWO (Alphanumeric, 40). Ensure that the status of the resource code is set as “Active” for the selected resource type (“Equipment”, “Tools”, “Others” or “Skill”). You cannot modify the resources that are already assigned for the CWO or CWO - task.

Help facility available.

The system displays the following field:

Resource Description

The textual description of the resource.

Enter the following fields:

From Date	The date from which the resource is assigned to the CWO or CWO - task (Date Format). Mandatory. Ensure that the date entered is not earlier than the start date of the CWO - task or CWO. If you have not assigned resources then this field contains the planned start date of the CWO by default.
From Time	The time from which the resource is assigned to the CWO or CWO - task (Time Format). Mandatory. Ensure that the time entered is not earlier than the start time of the CWO - task or CWO. If you have not assigned resources then this field contains the planned start time of the CWO by default.
To Date	The date until which the resource is assigned to the CWO or CWO - task (Date Format). Mandatory. Ensure that the date entered is not later than the end date of the CWO - task or CWO. If you have not assigned resources then this field contains the planned end date of the CWO by default.
To Time	The time until which the resource is assigned to the CWO or CWO - task (Time Format). Ensure that the time entered is not later than the end time of the CWO - task or CWO. If you have not assigned resources then this field contains the planned end time of the CWO by default.

Note: Ensure that the end date and time is not earlier than the start date and time.

If the resource gets repeated in the multiline, ensure that the assignment dates entered for the resource do not overlap.

If you have selected a resource type other than "Skills" and entered the assignment dates for the resource code, then ensure the following:

A) The resource code must have already been defined and associated with the work center displayed in the “CWO Details” group box.

B) The Service Area of the resource code entered must be set to "All work centers" in the “Associate Work Center Attributes” activity of the "Work Center” business component. If the service area of the resource code is set to “Child Work Centers”, ensure that the resource code is associated with the parent work center(s) (in the work center hierarchy) of the work center displayed in the “CWO Details” group box.

Time Unit

Use the drop-down list box to select the unit of measurement for the resource assignment time, which could be “Hours”.

Duration / Day

The total number of hours for which the resource is assigned to the CWO or CWO - task in a day (Decimal). Ensure that the value entered is positive.

Data entry in this field is mandatory when the value entered in “From Date” is defined as a ‘Holiday’ in the ‘Rota Schedule’ associated to the resource or as “Off – Days” in the ‘Standard Work Calendar’ of “Common Master” business component.

Note: If you leave this field blank, the system retrieves the ‘Available Hours’ of the resource from the “Work Center” business component. If rota schedule is mapped to the work center, the system considers the work center duration as available hours and updates the same. Otherwise, the available hours are calculated from the ‘Standard Work Calendar’ of “Common Master” business component.

The system displays the following fields:

Est. Quantity	The total number of resources estimated for the CWO or CWO - task.
Assigned Duration	The duration for which the resource is already assigned for the CWO or CWO - task.

Check the box in the “Select” column of the multiline to edit resource requirements, view resource estimates and view resource assignments.
Click the Delete icon in the tool bar above the multiline, to delete the resources selected in the multiline.
Click the “Assign Resources” pushbutton to assign the resources to the component work order.

Note: Ensure that atleast one record is entered in the multiline.

You can delete a resource that has been assigned to the work order. When you delete a resource, ensure that the resource actuals have not been reported in the “Component Work Reporting” business component.

The system assigns the resources to the selected CWO - task or the component work order. The difference between the range of “From” and “To” dates is calculated and multiplied with the value entered in the “Duration / Day” field, to find out the currently assigned hours. The assigned hours is then added to the already assigned hours (if any) to calculate the total number of hours for which the resource is assigned to the CWO.

To proceed, carry out the following

Select the “Edit Resource Requirements” link at the bottom of the page to edit the resource requirement details.
Select the “View Resource Estimates” link at the bottom of the page to view the resources that are already estimated for the CWO.
Select the “View Resource Assignments” link at the bottom of the page to view the resource assignment details.
Select the “View Resource Availability” link at the bottom of the page to view the resource availability details.
Select the “View Resource Loading” link at the bottom of the page to view the resource loading details.

Assigning resources to CWO – An overview

This page allows you to assign the resources that are required for carrying out the component work order as well as for the tasks that are specified in the component work order. You can assign resources to the component work order selected in the “Select Component Work Order” page.

You can enter the resource assignment details by selecting the task associated to the component work order or the component work order itself. The resource assignment can be entered for the resource type and CWO - task or for resource type and CWO combination. When you assign the resources for the first time, the system displays the details of the resources that are already estimated for the CWO or the CWO - Task.

You can enter details such as the resource code, the start date and time from which the resource is assigned, the end date and time until which the resource is assigned, time unit and the number of hours for which the resource is assigned in a day. You can assign the resource to the same task more than once on different assignment dates.

You can indicate whether the assignment hours must be validated against the resource available hours maintained in the rota schedule or ‘Standard Work Calendar’ of “Common Master” business component.

If you have selected a resource type other than the “Skills”, ensure the following while specifying the assignment dates:

The resource must have already been defined and associated with the work center in which the task or the CWO will be executed.
The Service Area of the resource code entered must be set to "All work centers" in the “Associate Work Center Attributes” activity of the "Work Center” business component. If the service area of the resource code is set to “Child Work Centers”, ensure that the resource code is associated with the parent work center(s) (in the work center hierarchy) of the work center in which the task or the CWO will be executed.

Prerequisites

“Create Component Work Order” activity

What you can do in this page

Enter resource assignment details

You can enter the details of the resources that must be assigned to the component work order. You can select the task, resource type and enter the details.

Select the appropriate CWO - task in the “Task” drop-down list box.
Select the resource type in the “Resource Type” drop-down list box to which the resource belongs.
Enter the resource assignment details in the “Resource Details” multiline.