The purpose of this form is to facilitate the assignment of material resources to work orders.

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

 

Display settings

Same principle as for team assignment.

 

Calendar

Same principle as for macroplanning.

 

Anticipated resources

Depending on the update that you have triggered, this list contains:

• the resources corresponding to the filter criteria of the search screen,
• resources that can be assigned to a selected resource.

The line is highlighted in yellow if it is for a resource without an assigned material resource.
This means that at least one resource line is saved for the work order.

Same information and use as in Planning [Team assignment].

The icon, representing a material resource on a resource line, serves to display the code and name of the material resource when you hover over it with the cursor.

The team displayed corresponds to the team entered in the details of the resource.

 

Relationship between lists

To know which material resource has been assigned or those that can be assigned to a resource:

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

 

To know which resource lines, and therefore which work orders, are assigned to a material resource:

1. Select them by checking the material resource.
2. Click on See work orders assigned.

 

To know which resource lines may be assigned to a material resource:

1. Select the material resource.
2. Click on See work orders to be assigned.

 

Availability of material resources

This list contains the material resources that may be assigned to all the selected resource lines.
In the event of discrepancies between the two lists (resources/availability), the software attempts to perform a reconciliation, based on the following data:

• Correspondence of the discipline (according to the information specified in the anticipated resources).
• Material resources with hours available during the work order period (interval between Start and End dates).

The material resource is checked if it is assigned to the selected resource.

To assign a material resource to an anticipated resource, check the material resource and click on "Assign/Deassign material resource.

Conversely, after having clicked on "See work orders to be assigned," to assign the material resource to a resource, check the material resource and click on "Assign/Deassign material resource."

 

• Indicator: Same principle as for team assignment.
• Material resource, name, team and discipline: Information on the material resource. Link to details about the technician in read-only mode.
• Calendar columns: Total planned workload/total planned availability for the day, week, or month of the box.

 

Material resource availability actions

• Initialize material resources: Used to initialize the material resource availability list from the list of material resources, at the user's convenience, by adding multiple lines.
• Add material resources: Used to add one or more new material resources to the availability list.

 

Smoothing of workloads/availability

This planning function is used to adjust the duration of each cell, so as to adjust the period of time displayed on the screen (using the two buttons to adjust the zoom).

As default, the screens are presented with a resolution of: one day per column.

If the display is adjusted to a resolution of one day or more (e.g. a week or month per column), the software will display the workloads and availability of material resources by consolidating the expected times.

Conversely, if the display is adjusted to a resolution of less than one day (6, 2, 1 or ½ hours), the software will spread the times out over each list:

• For each line of an anticipated resource, the time is segmented from the start time according to the time span shown in each column.
• For each line of material resource availability, the workload is similarly spread out, aligned with the availability set out in the material resource's calendar.