Selecting the resource for updating the CWO or task details
You can select the resource for which you need to update the utilization details. You can carry out a search based on filter criteria, such as resource type, number, description, and work center to which the resource belongs. The system displays the resources details based on the search filter criteria. You can mark the resource for which you need to update the actual CWO task details.
Select the “Report Resource Actuals” link under the “Component Work Reporting” business component.
The “Select Resource” page appears.
Enter the following fields in the “Search Criteria” group box:
Resource Type |
Use the drop-down list box to specify the resource type for which you wish to update the actual CWO task details. The resource could be of the type “Skill”, “Equipment”, “Tool”, or “Others”. Leave this field blank to search irrespective of the resource type. The system sets the field blank by default. |
Resource # |
The number that identifies the resource (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” wild card character. The system retrieves the details of all the resources with numbers similar to the value entered here. Leave this field blank to search for resources irrespective of the resource number. The system sets the field blank by default. |
Resource Description |
The textual description of the resource (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” wild card character. The system retrieves the details of all the resources with descriptions similar to the value entered here. Leave this field blank to search irrespective of the resource description. Zoom facility available. |
Facility Object # |
The number identifying the facility object. You can enter the number in full or specify it partially using the “*” character. The system retrieves the details of all the resources with facility object number similar to the number entered here. |
Work Center # |
The number that identifies the work center to which the resource is attached (Alphanumeric, 30). You can enter the work center number in full or specify it partially using the “*” wild card character. The system retrieves the details of all the resources attached to work center numbers similar to the value entered here. Leave this field blank to search for the resource irrespective of the work center. |
Resource Category |
Use the drop-down list box to select the resource category for which you wish to update the details. The system lists all the quick codes of type “facility” from the “Work center” business component, and category “Skill” from the “Employee Information” business component. Leave this field blank to search irrespective of the resource category. The system sets the field blank by default. |
Click the “Search” pushbutton, to search for the resources.
The system displays the following fields in the multiline:
Resource # |
The resource retrieved by the system. |
Resource Description |
The textual description of the resource. |
Facility Object # |
The number identifying the facility object. |
Resource Type |
The type of the resource, which could be “Skill”, “Equipment”, “Tool”, or “Others”. |
Resource Category |
The quick code that defines the category of the resource. |
Work Center # |
The number that identifies the work center. |
Work Center Description |
The textual description of the work center. |
Click the hyperlinked resource number in the multiline, to modify the resource details.
To proceed, carry out the following
Select the "Report Resource Actuals - Facilities" link , to report the "facility" type resource for the CWO or task.
Select the "Report Resource Actuals - Skills" link , to report the "skill" type resource for the CWO or task.