Resource Management

Resource management (planning) is required to analyze skills and availability of critical resources. This analysis helps to complete a specific task (product or project based), in an organization's sales cycle, in an efficient and cost effective manner. The various important steps in the cycle involve, bidding, meeting customer requirements, deliverables, service or maintenance work after the goods are delivered, and so on. The key resources are: employees, equipment, assets, instruments, subcontractors, and material.

The employees (internal or external) can be involved in combinations of project, service, manufacturing, and quality related work. Each employee can be assigned to certain tasks. The employees must have the required skills and competencies that must be matched with the demand. For example, for an after sales activity such as preventive maintenance and corrective maintenance, the technicians must be capable of installing or repairing the machines at the customer location or depot.

Resource Management workbench allows you to plan and schedule the service, work order, and project activities. These activities can be scheduled and released based on the various attribute such as skills, availability, and locations. You can use this workbench to view the activities assigned to an employee. The workbench displays a graphical view of the activities assigned to the respective employees. This helps to plan the activities of the employees efficiently and also provide enhanced visibility of the activities.

The Resource Management Workbench is used to link the plans generated by the Group Planning functionality. You can generate a pre-plan using the Group Planning functionality. After the group plan is transferred for execution, the details and exceptions are planned and scheduled using the Resource Management Workbench.