Assigning Resources to Work Orders

This chapter provides an overview of how to assign resources to work orders without using crew scheduling and discusses how to:

• Set processing options for Resource Assignment (P48331).

• Work with work orders.

• Locate resources.

• Assign resources to tasks.

• Revise resource assignments.

• Download work order backlogs.

Note. Typically, you use the process of assigning resources to work orders manually only when you do not use the crew scheduling process. If you are creating crew schedules, you use the Work With Work Assignments program (P48330) to assign resources to the schedule and not directly to the work order.

However, many of the processes, such as locating resources, assigning resources to tasks, and revising resources are similar or the same, whether or not you are using crew scheduling. Therefore, you should review the information in this chapter even if you are implementing crew scheduling.

See Also

Managing Crew Scheduling

Understanding How to Assign Resources to Work Orders Without Using Crew Scheduling

After you define the resources in the Resource Master program (P48310) and set up their capacity by associating them with a work hour calendar, you can start assigning resources to work orders or work order labor detail.

You assign resources to work orders or work order labor detail by using the Resource Assignment program (P48331). This program enables you to search for work orders and resources, and to carry out the assignment. You define work order types in the Resource Assignment Level user-defined code (UDC) table (48/RL) to enable resource assignments at the labor detail level.

Note. Resources cannot be assigned to a work order header and a work order labor detail line on the same work order. The word task is used when referring to an assignment process that can be carried out at either the work order or work order labor detail level. The level for assignment is based on the Resource Assignment Level UDC table.

Prerequisites

Before you complete the tasks in this chapter:

• Add equipment or individual resources to the resource master.

• Add base calendars for resources.

• Define the Resource Assignment Level by work order document type in UDC 48/RL.

• Set up a supply and demand inclusion rule in the processing options of the P48331 program to determine what work order status values will display assignments and resource capacity.

Setting Processing Options for Resource Assignment (P48331)

Select Daily Resource Assignments menu (G13RA10), Resource Assignment.

Processing options enable you to specify default processing for programs and reports.

Defaults

These processing options control default values for the filter fields on the Work With Resource Assignments form.

Process

These processing options control processing in the Resource Assignment program.

Versions

These processing options control which versions the system uses when additional programs are called.

WO Entry

These processing options control which work order entry program and version the system uses.

Working with Work Orders

This section provides an overview of work orders and discusses how to:

• Review work orders.

• Revise work orders.

Understanding Work Orders

You can locate work orders by applying search criteria. For example, you can locate work orders by crew, work site, status, and order type. Additionally, you can display work orders that are based on whether an assignment already exists. You can also download work order backlog information outside of the JD Edwards EnterpriseOne software by downloading the work order to a text file format. You can then upload this information into a project management package for further processing.

If you are working with engineer-to-order projects, you can search for work orders by project number. You can set default values on the Defaults tab of the P48331 processing options for some of the search fields. The work orders that match the search criteria appear in the detail area with their associated instructions, as well as any resource assignments that exist. Each row provides detailed information about the task.

If work order labor detail exists for a work order and you are assigning resources at this level, the system displays each labor detail step in the detail area following the work order. You can set a processing option on the Process tab of the P48331 program to automatically display the labor detail following the work order. If a resource assignment already exists for a task, it always appears with the associated task, and its associated assignment details appear in the detail area.

When you select a task that requires a resource, you can review the available resources in the Resource Search area. You search for resources by resource type. If a supervisor or work center branch is associated with the task, that information is supplied to the search fields by default to limit the search for available resources.

If the basic resource search does not provide enough search criteria, you can use the Advanced Search option to access the Resource Master Search & Select program (P48310S). This program enables you to apply additional search criteria (for example, job type and competency) to match a resource to the requirements of a particular task. If you have already defined competency information on the labor detail line, the system uses this information as search criteria on the Resource Master Search & Select form. However, you can change the search criteria if necessary. You can review the availability of current assignments for all of the resources that are retrieved by this search in the Resource Detail area.

Resource assignments can be carried out on the Work with Resource Assignments form if you select a task and an available resource, then click the Assign Resource button in the center of the form to make the actual assignment.

Forms Used to Work with Work Orders

Reviewing Work Orders

Access the Work With Resource Assignments form.

Review the work order or labor detail task.

Revising Work Orders

Access the Work Order - Manage <Work Order Description> form.

See Creating Work Orders.

Work Order

Review and revise the Parts, Labor, Status History, and Related Actions tabs.

Planning

Access the Responsible Persons region of the form.

Crew	Enter a user-defined name or number that identifies an address book record for a crew. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.
Lead Craft	Enter an alphanumeric code to use to define the lead craft required to complete the work. The value entered is used as the default craft (work center) when new labor detail records are added to the work order.
Supervisor	Enter a user-defined name or number that identifies an address book record for a supervisor.
Assigned To	Enter a user-defined name or number that identifies an address book record for assigned to.
Inspector	Enter a user-defined name or number that identifies an address book record for an inspector.
Originator	Enter a user-defined name or number that identifies an address book record for the record originator.

Locating Resources

This section provides an overview of how to locate resources, lists a prerequisite, and discusses how to locate resources.

Understanding How to Locate Resources

The Resource Assignment program provides a method for locating resources that can be assigned to tasks. A search is activated if you click the Find Resources button in the Resource Search region of the Work With Resource Assignments form. The default value for the Resource Type field can be set on the Defaults tab of the processing options. The filter fields in this area, such as Supervisor or work center from the work order labor detail, are populated from the selected task if the corresponding record fields contain a value. The resources that are set up in the Resource Master table (F48310) and that match the search criteria appear in the detail area. The detail area displays the current available hours for each matching resource. The current available hours are calculated by using the resource's capacity and current assignments.

The Advanced Search tab can be used to conduct a more detailed search for resources. If you have the JD Edwards EnterpriseOne Payroll system or the JD Edwards Human Resources (HR) system from Oracle installed, you can search by job type/step code from Payroll or the competency type, code, and level from HR. If you do not have the HR system or the Payroll system installed, you can use the resource attributes to set up this type of information for resources. The resources that are set up in the F48310 table and that match the search criteria appear in the detail area. The detail area displays the current available hours for each matching resource. The current available hours are calculated by using the resource's capacity and current assignments.

You can define the competencies that are required to complete a particular task in the Work Order Labor Detail program. The system can also supply competency information from the Work With Routing Master program (P3003). Additionally, you can add blind assignments on the Resource Assignment Detail form (blank resource assignment) and then define competencies for each assignment. The competencies that you define act as search criteria in the Resource Master Search & Select program when you search for resources to assign to a task.

When resources are retrieved, you can check their capacity and existing assignments for a particular time period. The availability of a resource is calculated based on the resource calendar and the Resource Working Hours table (F48307). The assigned load is calculated based on existing assignments for the time period.

Resource assignments can be displayed either in days or in weeks, depending on the setting of the processing options. The schedule start date on the work order filter tab supplies the default value for the Project From date; this value can be overridden.

Prerequisite

Set the period type and the number of periods on the Process tab of the P48331 processing options to determine the time frame for which resource capacity will be displayed in the resource detail tree.

Forms Used to Locate Resources

Locating Resources

Access the Work With Resource Assignments form.

Review the work tasks for the scheduled date range.

To locate resources:

1. On the Work With Resource Assignments form, verify the Resource Type field in the Resource Search region.

2. Click the Find button in the Resource Search region.

   The list box following the search area displays the available resources in a folder, labeled by resource type. If a resource is set to inactive on the resource master, it does not appear.

3. To view the availability of the resource for the scheduled period, click the name of the resource.

4. Select the Assignments or Availability tab to review the resource capacity, load, and availability.

   The resource assignment tree in the lower-right area of the form displays assignments or availability for the resource for every day or week of the scheduled period. The availability information is based on the calendar information that is associated with the resource.

Assigning Resources to Tasks

This section provides an overview of how to assign resources to tasks and discusses how to assign resources to tasks.

Understanding How to Assign Resources to Tasks

After you have retrieved the tasks that require resources, as well as the available resources, you can perform the actual assignment on the Work With Resource Assignments form.

To assign a resource to a task, select both the task and the resource, and then click theAssign Resource button. When the resource is assigned, the resource appears in the Individual Resources column for the task to which the resource is assigned.

You can also delete a resource assignment on the Work With Resource Assignments form by selecting the resource assignment and clicking the Remove Resources button. On this form, however, you cannot change any assignment details. To change assignment details, you must access either the Resource Assignment Detail form or the Assignment Detail Review form. If you delete a work order or a labor detail step with existing resource assignments, these assignments are also deleted.

When you assign resources at the work order level, you can set processing options to insert resource assignments automatically in the Assigned To field on the work order header. You can assign only individual resources, not equipment. If you assign more than one resource to a work order, the Individual Resources field will contain the address book number for each assigned resource separated by a comma. In addition, you can set a processing option in each of these programs to create individual resource assignments:

• Work Order Revisions (P17714).

• Preventive Maintenance Backlog (P12071).

• Update PM Schedule Status (R12807).

When this processing option is enabled, the system validates the address book number that was entered in the Individual Resources field against the Resource Master table. In addition to assigning resources using the Resource Assignment program, you can also insert, update, or delete resource assignments in the Work Order Revisions program. You can select a resource by scrolling to the Resource Search region and searching the Resource Number field to access the Resource Master Search & Select program.

When you create a work order by running the Update PM Schedule Status program, the system can create a resource assignment if the Assigned To field on the model work order contains a value and if the processing option is set to create resource assignments. On the PM schedule that you created, the Employee field is updated with the Assigned To address book number. In the Preventive Maintenance Backlog program, you can change the employee, thus updating the Assigned To field in the associated work order.

When resources are assigned to tasks, the system automatically checks the resource's capacity when calculating the assignment start and end dates. The Resource Availability is defined in this way:

• Capacity

  Available resource capacity by day.

• Load

  Amount of work assigned to a resource.

• Availability

  Available working hours for the resource.

All assignments for a selected task are displayed on the Resource Assignment Detail form. You can call this form directly from the Work With Resource Assignments form if you click the Assignment Details button. On the Assignment Detail form, you can add, update, and delete assignments.

You can review the resource assignments that you made in summary format or detail format. To review in summary format, click the Summary Review link. The Assignment Summary Review form is primarily a review form; for example, a supervisor could review all assignments for his or her team.

To review in detail format, click the Detail Review link. The Assignment Detail Review form enables you to use filter criteria to select resource assignments for review. It also enables you to make changes to assignment information within the grid, such as task description, assignment start and end dates, and assignment percent. Click the Assignment Detail button to make revisions.

Forms Used to Assign Resources to Tasks

Assigning Resources to Tasks

Access the Work With Resource Assignments form.

1. Scroll to the Resource Search region to review and assign resources to a task.

2. To assign resources to a task, select the task, select the resource that you want to assign to the task, and then click the Assign Resource button.

3. To delete the resource assignment, click the Remove Resources button.

4. To report distribution of hours when multiple resources are assigned to the task, click Find.

5. To report a change in availability for the selected resource, scroll to the Availability tab or the Assignments tab.

Revising Resource Assignments

This section provides an overview of revising resource assignments and discusses how to revise resource assignments.

Understanding Revising Resource Assignments

When resources are assigned to tasks, the application provides methods for revising assignment details for a particular task.

The Work With Resource Assignments form displays all of the current assignments for a particular task and enables you to add, update, or delete assignments on the task. If you click the Assignment Detail button, you can access the Resource Assignment Detail form to adjust the dates and assigned hours for all of the assignments to keep them aligned. On this form, you can also update the assignment hours, start and end dates, assignment percentage, and competency information. If multiple assignments exist, the sum of the assigned hours has to be less than or equal to the estimated hours on the task.

The Assignment Detail Review form displays all of the current assignments for a particular resource and enables you to update assignment details. This form is used to balance the load for a resource across all of the tasks assigned to this resource for the current schedule period. On this form, you can update the resource assigned, assignment start and end dates, assignment percentage, and competency information.

The Work Order Revisions program enables you to change the scheduled start and finish dates, which then can update the dates in the Work Order Labor Detail program, based on a processing option. The system updates the resource assignments at the work order or labor detail level with these date changes. The system does not check resource capacity at this point. Use the Resource Assignment Detail form to make adjustments manually, if necessary.

You update the work order estimated hours by using either the Work Order Revisions program or the Work Order Labor Detail program. The system uses this value to update the assignment hours for existing assignments on the work order.

Use the Work Order Labor Detail program to change the scheduled start and finish dates for a labor detail step. The system uses these dates to update an existing assignment's start and finish dates for this step. The system does not check resource capacity to calculate the assignment start and finish dates.

Change the estimated hours for a labor step in the Work Order Labor Detail program. If you change the estimated hours on a labor detail line, the system uses this value to update the associated individual assignments. If you change the run machine hours, the system updates the associated asset assignments.

Changes to the labor detail key values (work center, operation sequence, operation type) also automatically update the associated assignment.

Forms Used to Revise Resource Assignments

Revising Resource Assignments

Access the Resource Assignment Detail form.

Work Order Details

Select the Work Order Details tab.

Start Date	Enter the calendar date that an operation or rate is scheduled to begin. If the start date is changed, the assignment end date is recalculated, based on the assigned hours, assignment percent, and current capacity of the resource.
End Date	Enter the calendar date that an activity or rate is scheduled to end. This date is calculated by the constraints-based planning system. Note. If you clear the end date, it will be recalculated based on the start date, assigned hours, assignment percentage, and current capacity of the resource. This process typically occurs when the end date is selected, which indicates that the task will not be completed on the current end date at the current capacity. If you update the end date, the assignment percent is recalculated, based on the start date, assigned hours, and current capacity of the resource.
Assigned Hours	Enter a number that indicates the hours that have been assigned to this task. If you update the assigned hours, the assignment end date is recalculated, based on the start date, assignment percent, and current capacity of the resource. For more than one assignment, manually distribute the assigned hours among the resources or use the Distribute Hours option on the Form menu to automatically distribute the assigned hours. The total assigned hours by resource type cannot exceed the estimated hours of the task.
Assignment Percent	Enter a percentage that indicates the proportion of a resource's time that will be allocated to the task. If you update the assignment percent, the assignment end date is recalculated, based on the assigned hours, assignment percent, and current capacity of the resource.

Downloading Work Order Backlogs

This section provides an overview of work order backlogs and discusses how to:

• Download work orders.

• Set processing options for Work Order Backlog Download (R13460).

Understanding Work Order Backlogs

Use the Work Order Backlog Download program (R13460) to allow users to work with resource assignments outside of JD Edwards EnterpriseOne. You download the work order backlog and assignments to a text file format (csv). You can then upload this information to a project management package for further processing.

This download process is configured in such a way that customers can use the process as a template for developing their own specific requirements, depending on their data setup and project management software.

By using the Work Order Backlog Download program, you can download work orders, work order instructions, and assignment details into these .csv text files:

• JDEToMSProjTasks.csv

  This file contains task information.

• JDEToMSProjAssign.csv

  This file contains resource assignment information.

You need to create an export folder in the JD Edwards EnterpriseOne software directory for the text files that are generated by the Work Order Backlog Download program. Create this folder before the report is run on the machine for the first time. If the job is run locally, label this folder as: C:\B7\Prod Env\Export.

You can use processing options to specify whether labor details or assignment details are included in the download.

You can also access this program from the Resource Assignment program.

Note. This option is not available in the web version of the Resource Assignment program. If you do access this program from the Resource Assignment program, the work order selections from the workbench are appended to any data selection that is defined for the version that you run.

Downloading Work Orders

Select Daily resource Assignment Planning (G13RA10), Work Order Backlog Download.

Setting Processing Options for Work Order Backlog Download (R13460)

Processing options enable you to specify the default processing for programs and reports.

Process

These processing options control whether the associated labor detail and assignment detail are downloaded along with the work order information.