Group Planning

The purpose of Group Planning functionality is to assign a service engineer to a service order or a service department to a work order/planned activity. Group planning prepares groups which are containers of work, that can be assigned to a resource.

Group Planning can be used for time-based planning or route-based planning. When a route is planned for group planning activities, travel distances and travel times are calculated for activities. The route can influence the sequence in which the activities are executed. After planning a route, the route planning data is copied from group planning to the original service order activity, when the plan is released from group planning.

The allocation of resources to planned groups and activity sets is the last step in the Group Planning process. Resources can be service engineers or service departments. The allocation of resources can be executed manually, semi-automatically, (wherein LN proposes the resource and the user selects the resource manually), or automatically. The allocation can be based on skills, and/or planning attributes.