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.