The purpose of this form is to facilitate the assignment of teams to work orders.
This is generally done after having specified the required disciplines on the list of resources for the work order, with the number of hours, but not necessarily. See Work order [Completed] [Labour].

For more information about the use of this form, see Team assignment principles.

Display settings

Same principle as for macroplanning, with two additional settings:

• Hiding lines without resources: If this box is checked, work order lines for which no resource has been specified on the [Labor] tab are not displayed.
• Grouping similar lines together: If this box is checked, lines on which only the resource date differs are displayed on a single line. Otherwise there are as many lines displayed day by day as there are resource needs.

Calendar

• Same principle as for macroplanning.

Anticipated resources

This list contains one line per resource need expressed for the work order on the Work order [Completed] [Labor] tab.
If no resource has been defined, the work order is on a line (except if the "Hide lines without resources" box is checked).
The line is highlighted in yellow if it refers to a resource for which a team has not been specified. This means that at least one resource line must have been entered on the work order.

• Alerts: Click on the alert icon to see details about Alerts concerning the work order; see Alerts.
• Work order: Identifier of the work order. Link to details on the work order.
• Name: That of the work order.
• Workload: Total workload of the work order.
• Discipline: That specified for the resource, if any.
• Team: That specified for the resource or associated with the technician assigned.
• Technician: An icon appears if a technician is assigned. When you hover over the icon, the code and name of the technician are displayed.
• Calendar columns - The date box (day, week, or month):
  • is colored if it is included in the work order (see Bar colors).
  • Contains the scheduled work load for the resource, if specified (on the date of the requirement, if specified, or, if not, on the first day of the work order).

Relationship between lists

To know which team is assigned or the teams that can be assigned:

1. Select them by checking one or more resource lines.
2. Click on See possible TEAMS.

Availability of teams

This list contains the teams that can be assigned to all the selected resources. Consequently, these teams necessarily contain at least:

• A technician in the discipline (if it is indicated),
• Available hours during the work order period.

If the team is that of the resource, the box is checked.
If you want to assign the team to the resource, tick it and click on "Assign/Unassign TEAMS.

• Indicator: The column indicates the occupation rate of the team over the displayed period:
  • Under-load, the availability is greater than the total planned time.
  • The availability is equal to the planned number of hours.
  • Overload, the availability is less than the total planned time.

• Team and name: Team assigned or to be assigned.
• Total: Total planned workload/Total planned availability over the displayed period. Calculated by combining these values for all the technicians on the team.
• Calendar columns: Total planned workload/total planned availability for the day, week, or month of the box, with the box color complying with the color code defined above.