Master Data for Resource Management

Calendar Management

Infor LN uses the Calendar code (tcccp0110m000) session by which the calendars are defined. The available time (working hours) in a day are defined in LN with the combination of a calendar code and an availability type, by a department (office, work center, warehouse, etc.). The calendar is used across packages where you can define the day offs and availability type for the employee.

Skills

Project

Skills and the skill importance can be defined for a task in the Task (tppdm0615m000) and Project Task (tppdm6615m000) sessions. It is also possible to copy the skills while copying a labor cost object.

You can use the skills functionality for:

  • Activity budget: When a new activity budget line is created, the skills that are linked to the standard task, are considered. For the default skill, you can modify the Skill Importance to Preferred or Mandatory. New skills can be added and existing skills deleted, in the budget lines. For example, if 3 skills are linked to a specific task, 2 mandatory and 1 preferred for a specific budget line, it is possible to delete one of the defaulted skills, add a new skill that is required, and modify the skill importance from Preferred to Mandatory.
  • Estimate lines: When a new estimate line is created, the skills that are linked to the standard task, are considered. New skills hat are not part of the standard task, can also be added in the estimate line. When you launch the estimate to budget (tpest2200m000) session, the skills are also copied.

Shop Floor Control

When you define operations as a part of routing, skills for a specific task is used. You can define one or more skills for a task in the Task (tirou0603m000) session. For the default skill, you can modify the Importance to Preferred or Mandatory.

If the Used for Sign-off check box is selected in the Task (tirou0603m000) session, LN considers the selected skill as Sign-off skill in production order activities. The check box is enabled only if the Importance is set to Mandatory.

Assignments

In Project, you can create project assignments to identify which employee/s must be linked to the planned work. If planned dates are specified for an activity, the planned dates of the assignment are not considered, as the work cannot start earlier than the activity or finish later. Assignment data can be modified within the duration of the activity.

The Use Assignments check box in the Project Planning Parameters (tppss0100s000) session, enables the Assignments functionality for projects.

Note

When you select this check box, the Availability Type field is enabled which allows to select the employees available for the assignment.

In Service, the Use Assignments in Work Orders check box in the Work Order Parameters (tswcs0100m000) session enables the Assignments functionality for work orders.

CRM synchronization with Resource Assignments

The resource assignments and CRM appointments created in Service, Project, and QM are synchronized with Microsoft Outlook. The synchronization provides a better visibility