Can be posted only with basis (The Resource planning document)
Should be used to release or reschedule resources (employees or fixed assets).
For long term this doc used only to release from projects previously scheduled resources.
Same resource scheduling screen is used to make adjustments.
Resource planning adjustments are used to release or reschedule resources, either employees or fixed assets, from an existing resource planning document. It can be posted only when the resources planning documents are assigned as the basis.
The Resource Planning Document Adjustment is used to modify previously scheduled resources without changing the original resource planning document. It is used when planned employees or equipment must be replaced, removed, or rescheduled.
Two planning types support adjustments:
Period Planning – scheduling for specific date ranges
Long-Term Planning – continuous assignment from a start date until changed
Resource planning adjustments modify previously scheduled resources adjustments document is used to release or reschedule previously scheduled resources, such as employees or fixed assets by releasing, replacing, or rescheduling them. These adjustments can only be created when they are linked to an existing resource planning document.A Resource Planning Document Adjustment , and they can be generated directly from that document.
This adjustment updates the resource schedule without changing altering the original planning document.
Adjustments can be made in two planning types:
- Period Planning -
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- rescheduling, replacing, or releasing resources for a specific date range.
- Long-Term Planning -
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- used only to release previously scheduled resources from projects.
Main Tab
This tab will be filled automatically from the linked requisition document.
Entity - Choose the name of the entity.
Department - Select the department requesting the resources.
Project - Associate the relevant project.
Requisition - Link to the corresponding requisition document.
Transaction Type - Specify the type of transaction, such as period planning or long-term planning.
Resource Type - Determine the resource's category, for example, a fixed asset or an employee.
Hired Resource - enable the option if the resource is externally contracted. If enabled, it will have additional fields like Purchase Order, Company, and Contract.
Comment - Add any optional notes or internal remarks.
Resources Tab
The resource scheduling screen is used to make adjustments to the schedule table. Other details, such as modifying the number of resources, shifts, or start and end dates, can be managed through the Resource tab. The scheduling functionality allows users to fully replace an employee from the existing schedule completely or for a few days, assign them for additional dates, or add other employees for extra dates.
These changes can be applied using the schedule and release options in the scheduling document.
When an employee/fixed asset is replaced, the schedule for that date is canceled, and a new entry is created with the updated details.
Both the original and updated sub-lines are displayed together in a single consecutive row, making it easy to track the changes and see the updated details.
Long-term planning
In long-term planning, a resource remains assigned from its start date until it is manually released using the release-from date in the resource scheduling screen. Direct replacement of a resource cannot be handled through the adjustment document because resources are treated as being assigned indefinitely. To assign a replacement, a new Resource Planning document must be created for the new resource, beginning on the intended start date.
