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.