Modify resource capacity

You can create, modify, and delete resources used in the production schedule and the project schedule in the Resource Maintenance dialog. You can view and modify the applicable working hours per day, week, or month.

Linking a task from the project schedule to a resource provides a tie between the project and production schedules.

You can create as many resources as desired. Each resource has a default capacity that can be adjusted for individual date periods.

Individual tasks on the project schedule can be assigned to a resource. When assigned to a resource, the task appears on the production schedule for that resource. The production schedule shows the tasks assigned to the resources, the available capacity, and the total hours applied to each date period of the resource from schedule tasks in any active project. See View the production schedule.

You can view the production schedule to see the capacity and allocation by day, week, or month. Date periods that are overallocated are highlighted in red, and adjustments can then be made to how the tasks are applied to the production schedule to even them out.

Access the Resource Maintenance dialog

To access the Resource Maintenance dialog, do either of the following:

Go to Maintenance > Project Management > Resources.
In a production control job, on the Production Control ribbon tab, select Production Schedule.
1. Filter by dates, resource type, and job as needed.
2. Click Apply Filter.
  The Production Schedule dialog opens.
  Click the Production Schedule ribbon tab and select Resource Maintenance.

The Resource Maintenance dialog opens.

Add a resource

You can add resources in a variety of ways. It may be useful to have one resource for the shop, or one for each of the several bays or shop sites. Another task, like detailing, can have its own resource as well.

The capacity for each resource is entered by day and summarized by week or by month.

When a task in the project schedule is assigned to a resource, the resource is added to the production schedule with the same start and end dates. Planned hours for the task are then distributed equally among the days in that duration. You can change the distribution and allocation of the planned hours manually.

Access the Resource Maintenance dialog
Click New.
In Description, type a description for the resource.
In Calendar, select a suitable schedule calendar in the list.
In Default Capacity, type the number of hours available to this resource during a standard working day.
In Fixed Date, select the date after which adjustments to the schedule no longer affect the new resource.

For example, if the fixed date is set to Friday, any adjustments to the schedule on the next Thursday will not affect it.
Click Add.

Modify a resource

Access the Resource Maintenance dialog
In the list, select the resource that you want to modify.
Modify the description, calendar, default capacity, and fixed date as needed.
In the Resource Utilization section, filter which capacity and utilization information is displayed:
1. To modify the time range, select suitable dates in Start and End.
2. In Scale, select if you want to view the capacity and utilization information by day, week, or month.
  When the scale is set to by week or month, the date displayed for each record is by default the beginning date of each period. This settings can be changed in Maintenance > Project Management > Company Standards.
3. To update the view, click Reload.
4. If you want to open the production schedule for the selected resource, click View.
To adjust the capacity of a date period, do the following:
1. In the Resource Utilization section, double-click a date.
  
  The Resource Capacity dialog opens.
2. Select a date period.
  
  To select multiple items, hold down Ctrl.
  To select a range of subsequent items, hold down Shift.
3. Type a new value in Capacity.
  
  You can restore the default hours by clicking the Default button.
4. To update the capacity of all selected date periods, click Update Selected.
5. To close the dialog, click the Close button (X) in the upper-right corner.
In the Resource Maintenance dialog, click Save to save the changes.

Delete a resource

Deleting a resource is permanent and cannot be undone.

Access the Resource Maintenance dialog
In the list, select the resource that you want to delete.
Click Delete.

You are prompted to confirm the deletion.
Click Yes to permanently delete the resource.