Can be Generated based on Requisition , or based on PO (for hired resources)
Explain differences between long terms and period planning types.
Transaction type employees and fixed assets
Hired resources
- additional attributes PO, Company and contract.
- need to explain how to create hired Employees and Fixed assets from company profile.
Resource table description.
Resource scheduling form.
Scheduled resources subordinate table, with details for allocation.
How to create
a) Requisition
The resource planning document can be generated from the requisition document using the Generate Option.
b) Purchase order (Hired Resources)
It can be created by using the Generate option within the purchase order document.
Transaction Type
The Transaction Type field determines how the Resource Planning Document is intended to be used in terms of planning duration and detail.
The two available options are Long-term Planning and Period Planning
Long-term planning is used when resources need to be planned over an extended duration, such as several months or the full length of a project. It provides a high-level view of future resource needs, helping with forecasting, budgeting, and overall project preparation. This type of planning focuses on estimating and organizing resources in advance rather than detailing period-by-period usage.
Period Planning focuses on organizing and allocating resources for a limited, specific period, such as daily, weekly, or monthly intervals. It deals with immediate operational needs, ensures that the right resources are available at the right time, and supports detailed scheduling and day-to-day execution of tasks.
Resource type
An employee resource is a person who works on a project. It is used for labor planning, time tracking, and cost calculation. Employee resources can be internal staff or externally hired personnel and are associated with skills, work calendars, and pay rates.
A fixed asset resource is equipment, machinery, or tools used in a project. It is used for scheduling, cost allocation, and operational planning, and includes details such as availability, depreciation, and usage rates. Fixed asset resources can be company-owned or hired from vendors.
Hired Resources
A hired resource refers to employees or equipment obtained from an external source. When the hired resources feature is activated, extra fields become available, including purchase orders, company, and contracts. These fields are used to provide the following information:
PO (Purchase Order): It is used to specify the Purchase order under which the resource is hired.
Company: It is used to specify the external company providing the resource.
Contract: Details the agreement that outlines the resource’s work and duration.
- How to create Hired Employee/Fixed assets
Go to Company Master Data and check the hyperlinks under the company name: Hired Employees and Hired Fixed Assets. Click the appropriate hyperlink
In the new page, fill in the full name, make sure hired is
