You can use the Gantt view to help you schedule work based on resource requirements and their availability. You can prioritize and adjust your schedule by balancing the resource load.
In the Gantt view, resources are displayed in the two lower panes: the Resource table on the left, and the Resource chart on the right. You can resize the panes to customize your view.
To view a summary of the requirements for each resource (craft, crew type, or rotating tool), hover on the colored bar in the resource chart. The chart shows the number of resources required.
To see which work records require a resource, select the resource in the Resource table, and right-click on the row. Then, click Indicate Where Used. The work records that use the selected resource are shaded in the first column of the Activity table.
The Schedule Costs tab in the Gantt view shows the schedule costs over the entire work period that is covered in the schedule. The schedule costs do not include costs from PM records. Select a category to see all costs for the category, or select a line to view just those costs. For example, select Estimated Costs to see all estimated costs, or select Estimated Tool Cost to see just the tool costs.
Assets, locations, items, and tools that are required for work are available on the Other Resource Availability tab. Click a task in the Activity table to see the availability of resources that are required for the work.
Item and tool availability are shown in the following way:
You can categorize work by work property in the Group by Property tab. Categorizing the work allows you to see all the work in one view, so that you can better balance your work load. For example, you can view all work that is performed in a certain location on a specific day. You can sort work by asset, job plan, location, PM, priority, or work type.
Craft, crew type, and rotating tools that are required for the work are shown on the Resource Hours and Availability tab. The resource hours that are listed represent the number of craft hours that the work requires for a shift. The available hours are the total craft hours that you have available for the shift. This tab is different from the Load and Availability tab in that the Load and Availability tab displays the number of crafts (people) required per shift at a specific time, rather than the number of hours.
Click a specific craft, for example, electrician, to show the specific craft requirements and availability for each shift in the schedule. Crew types and rotating tools are displayed the same way. To see which work records require a resource, select the resource in the Resource table, and right-click on the row. Then, click Indicate Where Used. The work records that use the selected resource are shaded in the first column of the Activity table.
When you use capacity planning optimization to schedule your work, the Additional Capacity tab shows where you need additional capacity for each craft, crew, or tool to complete the scheduled work in the given time. For example, on Tuesday you need another mechanic, and three more electricians than are scheduled in order to complete the work in the schedule.