CARL Source
Principles of material resource assignment

Material resource assignment works in two possible modes:

 

Mode A: Material resources of a resource

  1. Check a resource, and then click on See assigned work orders.
    → The material resources offered are those that can be assigned to the resource.

  2. Check the material resource(s) to be assigned and click on Assign/Unassign material resources.
    → The material resources are assigned to the resource and resource lines are created, if there are several material resources. The workload is distributed evenly among the various material resources.

 

For example:

 

Mode B: Material resource work orders

Work orders already assigned

This function is useful if a material resource is unexpectedly unavailable. You will delete the material resource assignments and then assign them to another material resource.

  1. Check the material resource, and then click on See assigned work orders.
    → Only the resources featuring the material resource will be displayed.

  2. Uncheck the resource lines, then click on Assign/Unassign resource.
    → The material resource is no longer assigned to the resources. The "discipline" and "workload" information is retained.
    If you have checked several material resources, you will see all the resources in which those material resources appear (union).

 

Work orders to be assigned

You now wish to add a material resource to the resources.

  1. Check the material resource, and then click on "See work orders to be assigned.
    → The resources corresponding to the profile of the material resource (discipline, if specified) are displayed.

  2. Check the resource lines, and then click on Assign/Unassign material resource.
    → The material resource specified becomes that of the resource.
    If you have checked several material resources, you will only see the resources to which every checked material resource can be assigned (intersection).

 

Once this mode of operation is in use, you can press the resource list "Refresh" button to display the list of resources based on search criteria.