Managing Resource/Operation Assignments

You can manage resource and detailing task assignments to operations, and operation and detailing task assignments to resources using the Assignment Manager command.

This task shows you how to:

Before you begin: Open your resource, system, and item structures and start Equipment Allocation.
See Also
Establishing Links Between Resources and Operations
About Resource-System Scope

Assign Operations to a Resource

You can manage operation to resource assignments using the Assignment Manager command.

  1. From the Authoring section of the action bar, click Assignment Manager .
  2. Select a resource in the tree.
    The Assignment Manager panel appears with the Operation to Resource Assignment tab selected. It lists the assigned and assignable operations of the selected resource.

    All the listed operations are derived from the Resource-System scope definition.

    The Assigned Operations area lists the operations that are already assigned to the selected resource.

    In the Assignable Operations area:

    • The tab lists operations that are not assigned to resources of the same resource category as the selected resource.
    • The tab lists operations that are already assigned to other resources.

  3. You can manage the assignments as follows:
    • Assign an operation: in the tab, when you click an operation from the Assignable Operations list, you can assign it to a working resource by clicking Assign Selected Operations .
      Note: When you assign an operation clicked from the tab, it creates a new working resource with an implement link to the operation at the targeted position. The previously existing working resource remains in the MBOM structure but its implement link to the product is removed.

      In the example above, if the "Assemble operation" is selected, it will be executed by Georges instead of Lennie.

    • Assign already assigned operations: in the tab, when you click an already assigned operation from the Assignable Operations list, you can reassign it to the same working resource by clicking Execute Operation by Multiple Resources .

      In the example above, if the "Assemble operation" is selected, it will be executed by Georges and Lennie.

    • Unassign an operation: in the tab, when you click an operation from the Assigned Operations list, you can unassign it from the working resource by clicking Unassign Selected Operations .

    • Filter attribute content: you can filter the content of an attribute column by clicking Filter . A box appears, in which you can specify the data to filter. Then, if you select a column header, the entire column is filtered. To deactivate the filter, click Filter again.

    • Filter capable resources: select the Filter for Capable Resources check box to display capable resources among assignable ones. The following capable resources can be displayed:
      • Capable resource references, linked to an item assigned to the current operation
      • Capable resource references, linked to the current operation
      • Capable resource in context, linked to the current operation.
    • Customize: you can customize attribute columns by clicking Attributes Customization .
  4. Close the Assignment Manager panel to save any modifications made to the assignments.

Assign Detailing Tasks to a Resource

You can manage "detailing task to resource" assignments using the Assignment Manager command. For example, you can link a robotic task to a robot resource.

  1. From the Authoring section of the action bar, click Assignment Manager .
  2. Select a resource in the tree.
    The Assignment Manager panel appears, showing the current operation assignments of the selected resource.
  3. In the Assigned Operations list, select the line corresponding to the operation.
  4. Click the corresponding cell in the Assign/Unassign Detailing column.
    If detailing tasks are related to the resource, they are available for selection in a list.
  5. Select the detailing task.
    The selected detailing task is linked to the resource.

Assign Resources to an Operation

You can manage "resource to operation" assignments using the Assignment Manager command.

  1. From the Authoring section of the action bar, click Assignment Manager .
  2. Select an operation in the tree.
    The Assignment Manager panel appears.
  3. Select the Resource to Operation Assignment tab.
    The assigned and assignable resources are listed for the selected operation.

    All the resources that are listed are derived from the Resource-System scope definition.

    The Assigned Resources area lists the resources that are already assigned to the selected operation. In the example above, one resource is already assigned to the selected operation.

    In the Assignable Resources area:

    • the tab lists the working resources that are not assigned. One or more working resources can be assigned to the operation.
    • the tab lists the nonworking resources that are not assigned. One or more nonworking resources can be assigned to the operation.

  4. You can manage the assignments as follows:
    • Assign a resource: in the tab, when you click a resource from the Assignable Resources list, you can assign it to the operation by clicking Assign Selected Resources . The item is added to the Assigned Resources list.
      Note: When you assign a resource clicked from the tab, it creates a new operation with an implement link to the resource at the targeted position. The previously existing operation remains in the MBOM structure but its implement link to the resource is removed.
    • Unassign a resource: in the tab, when you click a resource from the Assigned Resources list, you can unassign it from the operation by clicking Unassign Selected Resources . The item is added to the Assignable Resources list.
    • Filter attribute content: click Filter to filter the content of one or several attribute columns. A blank box appears in which you can specify the data to filter. Then, if you select a column header, the entire column is filtered. To deactivate the filter(s):
      • On one column: click Filter again
      • On all columns: click Clear All Filters.
    • Customize: you can customize attribute columns by clicking Attributes Customization .
  5. Close the Assignment Manager panel to save any modifications made to the assignments.

Assign Resources to an Operation Using the Insert Capable Resource Assistant

You can manage "resource to operation" assignments using the Insert Capable Resource Assistant in the Assignment Manager command.

Note: If an operation is linked to an item, you can check that the item is linked to at least one capable resource using the Manage Capable Resources command. For more information, see Manufactured Item Definition User's Guide: Managing Capable Resources.

  1. From the Authoring section of the action bar, click Assignment Manager .
  2. Select the operation in the tree.
    The Assignment Manager panel appears.
  3. Select the Resource to Operation Assignment tab.
  4. Click Insert Capable Resource Assistant in the tab page.
    The Insert Capable Resource Assistant panel appears. It lists all the capable resources that are linked to the item that implements the operation. It also lists all the capable resources directly linked to the operation. These capable resources are retrieved from the database.
  5. Assign one of the capable resources to the operation as follows:
    1. Select a resource in the list.
    2. Click Assign Selected Resources .
    3. Select an organizational resource node in the tree.
    The selected resource is inserted under the organizational resource in the tree and is assigned to the operation.
  6. To filter the content of an attribute column, click Filter . A box appears in which you can specify the data to filter.
  7. Close the Assignment Manager panel to save any modifications made to the assignments.

Assign Detailing Tasks to an Operation

You can manage "detailing task to operation" assignments using the Assignment Manager panel. For example, a robotic task of a robot resource can be linked to a manufacturing planning operation.

  1. From the Authoring section of the action bar, click Assignment Manager .
  2. Select an operation in the tree.
    The Assignment Manager panel appears.
  3. Select the Resource to Operation Assignment tab.
    The assigned and assignable resources are listed for the selected operation.
  4. In the Assigned Resources list, select a line corresponding to an executing resource.
  5. Click the corresponding cell in the Assign/Unassign Detailing column.
    If detailing tasks are related to the resource, they are available for selection in a list in this column.
  6. Select the detailing task.
    The selected detailing task is linked to the operation.

When several working resources are assigned to an operation, you can assign the detailing to one or more resources using the Assign/Unassign Detailing column of the panel.