Resource allocation for group planningThe 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, ( Infor LN proposes the resource and the user selects the resource manually), or fully automatically. The allocation can be based on skills, and/or planning attributes. To allocate resources automatically, the required skills and attributes from the Planning Group are matched with the available skills and attributes of the resources. The Service Planning parameters determine whether resource allocation is based on skills and/or attribute values. Use the Planning Attributes (tsspc0110m000) session to indicates if the attribute must be used for resource allocation. Skills and attributes can be defined by service engineer and by service department. Service engineers can be allocated to planning groups with activity origin Service Order. Service departments can be allocated to planning groups with activity origin Work Order or Planned Activity. When, for a Planning Group, more than one resource is identified, the resources are prioritized based on Priority Rules ( For more information, refer to Priority Rule). The availability of the resource is also determined. The result of the group planning process, including the resource allocation, is saved in temporary tables, allowing the user to analyze and modify the result. Infor LN allows you to allocate resources to a group, using various sessions, example, Allocate Resources to Planning Groups (tsspc3280m000) session, Group - Proposed Resources (tsspc3104m000) session and so on. Infor LN also allows you to allocate resources automatically. When the Group Plan is released using the Release Plan (tsspc3240m000) session, the allocated resources are copied to:
The resource allocation process comprises of the following steps:
Data set-up The data set up for resource planning can be based on attribute values and skills. Data set-up based on attribute values:
Note Infor LN allows you to add attributes that are not defined in the Planning Attributes.
Data set-up based on skills Define skill of the type Service Department. When the available skills match with the skills required for the work order activities, or planned activities, resources are proposed during group planning. Proposed resources Use the Propose Resources for Planning Groups (tsspc3270m000) session to initiate the process of resource allocation for a range of planning groups. Resources are identified based on attributes and/or skills.
Resource selection Use the Allocate Resource to Planning Group checkbox in the Group - Proposed Resources (tsspc3104m000) session to indicate that the resource is allocated to the Planning Group. For Planning Groups with activity origin set to Service Order, one or more resources can be selected. For Planning Groups with activity origin set to Work Order, or Planned Activity, only one resource can be selected. When the Automatically if only one found check box is selected in the Resource Planning Parameters (tsspc0101m000) session, LN selects the Allocate Resource to Planning Group check box in the Group - Proposed Resources (tsspc3104m000) when only one resource is proposed. When more than one resource is proposed, and the Automatically highest priority check box is selected, in the Resource Planning Parameters (tsspc0101m000) session, Infor LN selects the Allocate Resource to Planning Group check box for the resource with the highest priority. Allocate resources Resource allocation can be executed in the following two ways:
Merge/Split planning groups When Planning Groups are merged, Infor LN merges proposed and/or allocated resources. This is applicable only for Groups with activity origin set to Service Order. When Planning Groups are split, you must propose/allocate resources to the new group, that is created. Release the plan Use the Release Plan (tsspc3240m000) session to release the plan.
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