Assigning Resources to a Department
To assign resources to a department:
1. Navigate to the Resources window. You can do this by choosing the Resources button from the Departments window.
The Resources window is split into owned and borrowed resources.
6. Enter the number of capacity units (resource units) available for this department, for example, the number of machines for a machine resource.
Each resource can be assigned to any number of departments; multiple resources can be assigned to each department.
8. Enter an expenditure type for the resource.
9. For owned resources that are not available 24 hours, choose the Shifts button to assign and update shift information for the resource.
To assign shift information for the resource:
The shifts available to assign to the resource are those assigned to the workday calendar assigned to the organization.
3. Choose the Capacity Changes button to define capacity changes for a shift.
To define capacity changes:
Capacity modifications can add or delete a day, or add or reduce capacity for a shift.
1. Navigate to the Capacity Changes window. Do this by choosing the Capacity Changes button from the Shifts window.
3. Select the action to take for the department resource:
Add: Adds a workday and capacity changes.
Delete: Deletes a workday for this department resource.
Add or Reduce Capacity: Add or reduce capacity for a resource shift. The capacity change can fall outside a shift time, so you can add time to a shift. To reduce capacity, enter negative numbers.
4. Enter the number of resource units to increase or decrease capacity (if applicable). Make sure to use a negative number if you are reducing capacity.
5. Enter an effective date and time from which the capacity change starts. If you are adding or reducing capacity, you must also enter a date and time on which the change is no longer in effect.
If you are adding a shift's workday, this is the date of the new workday. If you are deleting a shift's workday, this is the date of the deleted workday. If you are changing capacity, this is the first day the resource shift's capacity changes.
See Also
Cost Management Profile Options and Security Functions
Overview of Capacity Planning