Prepare Resource Requirements

Explanation

Once a Request Work Task is created, you can prepare it further by planning its resource requirements. Resources can be of type Person, Tool/Equipment or Crew.

To define resource requirements, resource groups and resources should be set up in the Resource Details page in the Application Basic Setup.

The internally sourced resource requirements can be set up in the Request Work Task/ Resources/ Demands tab. It is possible to define a resource demand by specifying the Resource Group only or by specifying the Resource Group and Resource ID. Planned cost information will be inherited to the demand line from the resource group specified. Furthermore, it is possible to include additional qualifications that the resource might require.

If IFS/Service Management is used, it is possible to define a sales part with the price for the demand. This sales price will be used as a default when reporting time for the resources used, and then it can be invoiced to the customer.

Resource allocations for a Request Work Task are defined as Work Assignments. The work assignments can be defined manually through the Assign button on the Request Work Task - Scheduling and Allocation page. On the other hand, resource allocation can be performed through scheduling engines. This will automatically create work assignments for the work task.

On the same note, if the resource requirements are defined in the Standard Task, they will be copied to the associated Requests and Request Work Tasks. Manually entered work tasks can also be defined with Resource Demands.