Resource assignments in the Graphical Assignment application

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: The assignments display in the resource schedule as follows:

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.



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