Table of Contents

Resource Allocation

General

On the Resource card the tab: Allocation is presented. By setting values the presentation/availability of the resource in the planning will be influenced.

Functionality

Resource Allocation

Fields
  • Default Company: Only required if a multi-company structure is applicable.
  • Temporary Company: Only required if a different company is applicable for a specific period.
  • Plan Department: Select the Plan Department on which the resource is operating. When filled the resource will only be visablel on planning screens based on this Plan Department.
  • Temporary Plan Department: Only required if a different Plan Department is applicable for a specific period.

Periodical Allocation

When clicked in the above fields a new window: Periodic Allocation appears. Set up a line to create a default or periodic allocation

Periodic Allocation

Fields
  • Valid From Date: The date on which the Periodical Allocation starts.
  • Valdi From Time: The time on which the Periodical Allocation starts.. Valid To Date: The date on which the Periodical Allocation ends.
  • Valdi To Time: The time on which the Periodical Allocation ends.
  • Default Company: The default Company for the resource.
  • Temp. Company: The Company applicable for the Periodical Allocation.
  • Default Plan Department: The default Plan Department for the resource.
  • Temp Plan Department: The Plan Department for the Periodical Allocation.
Tip

It is adviced not to fill in the fields: Valid to date and Valid to Time.

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