You assign work to labor and crews in the resource chart
of the Graphical Assignment application.
In the Gantt view, resources are displayed in the Resource table
and the Resource chart. You can resize the panes to customize your
view.
The resource schedule
Labor and crew resources
that are required for the work are shown on the Resource
Schedule tab. The tab shows their availability, as well
as their craft and skill level.
Labor and crew availability are shown as follows:
- A white section on the calendar indicates that the labor or crew
is available during the shift.
- A light gray section on the calendar indicates that the labor
or crew is unavailable for work during the shift.
- A dark gray section on the calendar indicates an existing assignment.
- A gold section on the calendar indicates that the labor or crew
is unavailable for work due to modified availability, like sick or
vacation time.
The assignments display in the resource schedule as follows:
- An orange bar indicates that the work requirement that is unassigned.
- A green bar indicates that the work is assigned to a labor or
crew resource.
- A red bar indicates the labor or crew resource that you assigned
the work to does not meet the craft and skill requirements of the
work.
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.
Availability of other resources
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
required for the work.
Asset and location availability
are displayed based on their operating and maintenance schedules,
and the appropriate asset or location calendar. The schedules appear
as follows:
- An orange bar shows the calendar for the site of the asset or
location.
- A green bar shows the maintenance schedule for the asset or location.
It is the best time to schedule work.
- A red bar shows the operational schedule for the asset or location,
when it is unavailable for maintenance.
Item and tool availability are shown in the following
way:
- A green bar indicates that the item or tool is available during
the scheduled work time.
- An orange bar indicates one of the following:
- If the work record is in WAPPR status, indicates that the item
or tool is partially available, and can be reserved.
- If the work record in not in WAPPR status, indicates that a soft
reservation has been made for this tool or item.
- A red bar indicates that the item or tool is unavailable during
the scheduled work time.
Unlike labor and crew availability, tool and item availability
show only for the task selected in the Activity table. You cannot
view item and tool availability for multiple tasks at the same time.
Other
resource availability appears for the date or the work record, plus
7 days in the future. You can change the calendar view to span different
days using right-click options.