Equipment Management Workbench Resources Gantt

The Resources Gantt of the Equipment Management Workbench (tscfg8351m000) displays the graphical view of the available and non-available times for the selected Equipment or the Employee.

Equipment Gantt displays the Rental Agreement Lines, Equipment Lines, Rental Maintenance Lines, Planned Activities, Maintenance Service Orders, Maintenance Work Orders and Assignments for the Equipment (Serialized Items and Anonymous Items) retrieved for the selected serialized item and service item groups. Employee Gantt displays the employee assignments to the Rental Agreements for all the employees belonging to the selected departments. The serialized items are added as child resources under an item code while the anonymous items are listed individually after the serialized items. The Period (Rental) bar indicates the period of the rental agreement assignments for the equipment of all origins under the serialized item code. If the Expected Return Time exceeds the Off Hire date, a home icon is displayed on the Resources Gantt, at the Expected Return Time.

Gantt toolbar

These toolbar options are available for Gantt:

  • Gantt: Allows you to change the Gantt mode. There are three Gantt modes in the workbench:
    • Automatic: Based on the selection from Equipment or Assignments grid, the Gantt switches to either Equipment or Employee Gantt. When an unassigned equipment rental agreement is selected, the Gantt switches to Equipment mode. When an unassigned employee rental agreement is selected, the Gantt switches to the Employee mode.
      Note: 
      • In this mode, first preference is given to the Equipment assignment.
      • When an unassigned employee rental agreement is selected, the Automatic Gantt switches to the Employee mode only if the Assignments are Mandatory for Rental check box is selected in the Service Order Parameters (tssoc0100m000) session.
    • Equipment: The Gantt is fixed to the Equipment mode.
    • Employee: The Gantt is fixed to Employee mode.
    Note: The default mode is Automatic which displays the Equipment Gantt.
  • Order Context Menu: You can select the Selected Order’s Context option to view the assignments associated with the selected rental order in the Equipment grid.
    Note: By default, this field is set to Show All, and the Selected Order’s Context option is enabled only when you select a rental order in the Equipment grid.
  • Ignore Calendar: Select this check box to ignore the calendar functionality for an employee assignment.
    Note: Note: This check box is displayed only if the Gantt is set to the Employee mode.
  • Ignore Skills & Available Resources: Select this check box to ignore the skills and available resources. When this check box is selected, based on the Gantt mode, all equipment or employees are displayed for the selected unassigned activity.
    Note: This check box is displayed only if the Gantt is set to the Employee mode.
  • Skills: Allows you to select the skills that must be considered for an employee.
    Note: This field is displayed only if the Gantt is set to the Employee mode.
  • Show Available Resources: Select this check box to display the available resources. When this check box is selected, based on the Gantt mode, available equipments/employees are displayed for the selected unassigned activity.
  • Freeze Gantt Scale: Select this check box to freeze the Gantt scale when an unassigned activity is selected. In general, the Gantt scale is moved to the planned start time of the selected activity. When this check box to selected, the Gantt scale movement is frozen.
    Note: This check box is displayed only if the Gantt is set to the Employee mode.
  • Update Calendars: Allows you to actualize all the calendars that are changed from the workbench using the Create or Change Working Hour option.
    Note: This option is displayed only if the Gantt is set to the Employee mode.
  • Time Scale View: You can select the view for the time scale of the Gantt. Possible values:
    • Day View
    • Week View
    • Month View
    • Quarter View
    • Year View
  • Time Scale: You can define the time scale for the Gantt. Possible values:
    • Today
    • Next Day
    • Previous Day
    • Next Week
    • Previous Week
  • Previous/Next Page: Allows you to move the Gantt scale to previous/next page.
  • Previous/Next Period: Allows you to move the Gantt scale to previous/next period.
  • Go to Date: You can select a date from the calendar to move the Gantt timescale start to that date.
Note: You can view the details of the rental equipment line in the tooltip of the activity bar displayed in Gantt. The lead times are displayed based on the colors selected for the Preparation Times in User Settings.

For more information, please refer to Equipment Management Workbench user settings.

Context menu options

You can right click in the Gantt to view the context menu options.

If the Gantt mode is set to Automatic or Equipment, these options are available for:
  • The empty area: Assign, Create Rental Agreement, Drill to Equipment Details, Drill to Equipment Calendar, Drill to Manual Reservations, Drill to Rental Items Availability Calendar, Drill to Warehouse-Item Rental Inventory, and Drill to Item-Service.
    Note: The Drill to Warehouse-Item Rental Inventory option is enabled only for equipment of type Anonymous.
  • Equipment Activity: Unassign and Drill to Equipment Lines.
  • Rental Agreement Activity: Unassign, Drill to Rental Orders, Drill to Rental Order, Drill to Rental Agreement, Drill to Rental Agreements, and Release.
  • Planned Activity: Unassign and Drill to Equipment Lines.
  • Service Order Activity: Drill to Service Orders, Drill to Service Order, Drill to Service Order Activity, Drill to Service Order Activities, Drill to Appointment, and Release.
  • Work Order Activity: Unassign, Drill to Work Orders, Drill to Work Order, Drill to Work Order Activity, Drill to Work Order Activities, Drill to Appointment, and Release.

If the Gantt mode is set to Employee, these menu options are available to manage calendar working hours:

Working Hour
Create or Change Working Hour
Allows you to create or modify the working hours.
Create or Change Working Hour (With Defaults)
Allows you to create a Working Hour with the defaults defined in the Create or Change Working Hour user settings.
Create or Change Working Hour (Prefill)
The data in the Create or Change Working Hour is displayed and the data is defaulted based on the values defined for the related working hour on which this menu option is selected.
Convert Non-Available to Available Working Hour
Converts the non-available working hour to available working hour. The related working time is set to Available and the Working Hour Type and Description fields are cleared.
Note: You must select the Update Calendars option on the toolbar after modifying the date to actualize all the changes.
If the Gantt is set to Employee, these drill back options are available:
  • Drill to Employee Details
  • Drill to Skills by Employee
  • Drill to Hours Accounting
  • Drill to General Hours Accounting
  • Drill to Open Infor LN Calendar