This appendix provides an overview of Resource Assignments reports and enables you to:
This table lists the Resource Assignments reports, sorted alphanumerically by report ID.
Report ID and Report Name |
Description |
Navigation |
R48340 Resource Assignment Detail Report |
Use the Resource Assignment Detail Report to generate a detailed list of the jobs and the hours that are assigned to an individual resource. It displays the information that is available on the Assignment Detail Review form. |
Daily Resource Assignment Planning menu (G13RA10), Resource Assignment Detail Report |
R48341 Resource Assignment Summary Report |
Use the Resource Assignment Summary Report to generate a summarized list of capacity and assigned workload for resources. This report also calculates totals for the capacity and assignment hours for each resource and for a team, as well as the current assigned hours. |
Daily Resource Assignment Planning menu (G13RA10), Resource Assignment Summary Report |
R48342 Crew Schedule Reports |
Use the Crew Schedule Reports to generate a detailed crew schedule report including crew availability, carryover, schedule, and unscheduled work. |
Crew Scheduling menu (G13RA12), Crew Schedule Report |
R48345 Crew Work Assignment Report |
Use the Resource Work Assignments Report to generate a detailed schedule package, including a summary of work and the work order details, by resource assignment for the schedule. |
Crew Scheduling menu (G13RA12), Crew Work Assignment Report |
R48327 Crew Schedule Completion Metrics program |
Use the Crew Schedule Completion Metrics program to report the work that was completed and to update the crew metrics. |
Crew Scheduling menu (G13RA12), Crew Schedule Completion Metrics program |
This section provides detailed information, including processing options, for individual reports. The reports are listed alphanumerically by report ID.
Use the Resource Assignment Detail Report (R48340) to generate a detailed list of the jobs and the hours that are assigned to an individual resource. It displays the information that is available on the Assignment Detail Review form.
You use processing options to specify the period type, the starting work day, and the supply/demand inclusion rule that is used to calculate resource availability.
Use the Resource Assignment Summary Report (R48341) to generate a summarized list of capacity and assigned workload for resources. This report also calculates totals for the capacity and assignment hours for each resource and for a team, as well as the current assigned hours. The report includes information that is available on the Assignment Summary Review form.
Use processing options to specify the period type, the starting workday, and the supply/demand inclusion rule that is used to calculate resource availability.
Processing options enable you to specify the default processing for programs and reports.
Defaults
1. Schedule Start Date |
Specify the scheduled start date. The system uses this date with the Period Type to determine the dates that are used to display assigned hours and capacity hours for a resource. If this processing option is left blank, the system uses the system date with the Starting WorkDay processing option to determine the scheduled start date. |
Process
1. Period Type and Blank = Days |
Specify the period type the system uses to group the display of assigned hours and capacity hours for a resource. Enter a value from UDC 48/PT (Period Type). If you leave this processing option blank, the system uses Days as the period type. |
2. Starting WorkDay |
Specify the starting workday. The system uses this processing option in conjunction with the system date to determine the scheduled start date when displaying the assigned hours and capacity hours for a resource. Enter a value from UDC 48/WD (Work Day). Note: The system uses this processing option only if the Scheduled Start Date processing option is blank. If you leave this option blank, the system uses Monday. |
3. Supply/Demand Inclusion Rule |
Specify the supply/demand inclusion rule that the system uses to calculate availability. For assignments at the work order level, the system determines if the assignment is included in availability calculations by using the rule in this processing option, the work order document type (DCTO), and the work order status (SRST). For assignments at the labor detail level, the system determines if the assignment is included in availability calculations by using the rule in this processing option, the work order document type, and the operation status (OPST). If the Operation Status field is blank, the system uses the work order status. If you leave this processing option blank, the system calculates availability by using all assignments that have been identified for inclusion. |
Use the Crew Work Assignment Report (R48345) to generate and print a schedule package by resource assignment for the schedule. The package will include a summary of the work to be completed and the work order detail print. The report includes information that is available on the Crew Schedule Assignments program (P48330).
Use processing options to specify the report title, schedule period, and supply and demand inclusion rule.
Default
1. Report Sub Title: |
Specify whether to create a free form Report Sub Title. |
Process
1. Schedule Period |
Specify whether to set default values for schedule period. Values are: 1: Current Period (default) 2: Next Period 3: Following Period |
2. Supply and Demand Inclusion Rule: |
Specify the supply/demand inclusion rule that the system uses to determine what work orders/labor detail steps are active. Set the default Supply & Demand Inclusion Rules processing option based on the 40/RV UDC. |
Use the Crew Schedule Reports to generate a detailed crew schedule report including the crew schedule, availability, carryover, and unscheduled work. Each section of the report can also be printed from the menu directly. It displays the information that is available on the Manage Schedule program.
Use processing options to specify the records that you want to include on the printed schedule.
Default
Use this processing option to create a free form Report Sub Title.
1. Report Sub Title: |
Specify whether to create a free form Report Sub Title. |
Process
1. Schedule Period |
Specify whether to set default values for schedule period. Values are: 1: Current Period (default) 2: Next Period 3: Following Period Set the default Forecast Type processing option based on the 34/DF UDC. Set the default Supply & Demand Inclusion Rules processing option based on the 40/RV UDC. Use this processing option to specify the supply/demand inclusion rule that the system uses to determine what work orders or labor detail steps are active. |
2. Forecast Type |
Use this processing option to specify the forecast type to be used when creating PM projections. Enter a value from UDC 34/DF (Forecast Type). |
3. Supply/Demand Inclusion Rule |
Use this processing option to specify the supply/demand inclusion rule that the system uses to determine what work orders / labor detail steps are active. For schedules at the work order level, the system determines if the schedule is included by using the rule in this processing option, the work order document type (DCTO), and the work order status (SRST). For schedules at the labor detail level, the system determines if the schedule is included by using the rule in this processing option, the work order document type, and the operation status (OPST). If the Operation Status field is blank, the system uses the work order status. Enter a value from UDC 40/RV (Inclusion Version). If you leave this processing option blank, the system calculates availability by using all assignments that have been identified for inclusion. |
Use these processing options to select which reports to print by selecting.
1. Print Crew Availability Report |
Specify if the crew availability section is to print when running the report. Values are: Blank: Do not print 1: Print |
2. Print Carryover Report |
Specify if the crew carryover section is to print when running the report. Values are: Blank: Do not print 1: Print |
3. Print Schedule Report |
Specify if the crew schedule details section is to print when running the report. Values are: Blank: Do not print 1: Print |
4. Print Backlog Report |
Specify if the crew backlog (unscheduled) section is to print when running the report. Values are: Blank: Do not print 1: Print |
Note. Each of these reports can also be printed directly from the menu selection.
Use the Crew Schedule Completion Metrics program to report the work that was completed and to update the crew metrics. It displays the information that is available on the Crew Schedule Metrics program.
Use processing options to specify the defaults for the Crew Schedule Completion Metrics (R48327).
Default
Use this processing option to set the number of periods.
1. Number of Periods Prior to Current |
Specify the number of periods prior to the current period the system uses to calculate completion metrics. For example, if you enter a "1" in this processing option the system will calculate completion metrics for the period just prior to the current period. If the current period is this week, one period prior is last week. If you leave this option blank, the system uses one period prior to the current period. |
Process
1. Proof or Final Mode |
Specify if the program results will be reviewed first, or if the system will be updated with the changes. Values are: Blank: Proof Mode 1: Final Mode |
2. Work Center or Report |
Specify where the system writes errors. Values are: Blank: Write errors to Work Center. 1: Write errors to Report. |
3. Job Status Message Recipient |
Specify the address book number of the recipient of job status messages that result from the Maintenance Schedule Completion Metrics report (R48327). If you leave this processing option blank, the system uses the address book number of the current user. |
4. Supply and Demand Inclusion Rule |
Specify the supply/demand inclusion rule that the system uses to select completed work. |