Resource Assignment Rules When Moving an Operation

An operation with assigned resources can be moved from one system to another by using drag and drop in the Process Gantt chart. A number of resource assignment rules apply depending on the type of link between the operation and resource.

An operation can be assigned to a resource by:

  • An Execute link to a working resource
  • A Used link to a nonworking resource
  • A Where link to an organizational resource.

This page discusses:

See Also
Managing Resource Assignment When Moving an Operation

Execute Link Management for Operation Move

The operation to be moved is executed by a working resource. There is an Execute link between the operation and the working resource.

Case 1

The Execute link management for operation move (case 1).

Initial Conditions

Target system and origin system share the same scope definition.

Rules

A list of possible working resources is proposed. The executing resource linked to the operation is selected by default.

Case 2

The Execute link management for operation move (case 2).

Initial Conditions

Target system and origin system do not share the same scope definition.

Rules

A list of possible working resources is proposed.

Case 3

The Execute link management for operation move (case 3).

Initial Conditions

Target system contains operations executed by working resources. Target system and origin system share the same scope definition.

Rules

A list of possible working resources is proposed.

The list contains the executing resource of the operation to be moved. It also contains the executing resources (each one realizing at least one operation) found under the System tree structure of the target system. All types of working resources are proposed as executing resources for the moved operation.

If you select a working resource from the list, the moved operation is executed by the selected resource.

Case 4

The Execute link management for operation move (case 4).

Initial Conditions

Target system contains operations executed by working resources. Target system and origin system do not share the same scope definition.

Rules

A list of possible working resources is proposed.

The list contains executing resources, each one realizing at least one operation found under the System tree structure under the target system. The initial executing resource can no longer be assigned. All types of working resources are proposed as executing resource for the moved operation.

You can select a working resource from that list.

Where Link Management for Operation Move

The operation to be moved is assigned to an organizational resource. There is a Where link between the operation and the organizational resource.

Case 1

Where link management for operation move (case 1).

Initial Conditions

Target system contains no operation or target system contains operations with no assigned organizational resource. Target system and origin system share the same scope definition.

Rules

Moved operation is still assigned to the same organizational resource.

Case 2

Where link management for operation move (case 2).

Initial Conditions

Target system contains no operation or target system contains operations with no assigned organizational resource. Target system and origin system do not share the same scope definition.

Rules

The Where link is removed and the moved operation is not assigned to any organizational resource.

Case 3

Where link management for operation move (case 3).

Initial Conditions

Target system contains operations assigned to organizational resources. Target system and origin system share the same scope definition.

Rules

A list of possible localization resources is proposed.

The list contains the localization resource of the operation to be moved. It also contains the localization resources (each one localizing at least one operation) found under the System tree structure of the target system.

If you select a localization resource from the list, the moved operation is assigned to the selected resource.

Case 4

Where link management for operation move (case 4).

Initial Conditions

Target system contains operations assigned to organizational resources. Target system and origin system do not share the same scope definition.

Rules

A list of possible localization resources is proposed. That list contains the localization resource of the operation to be moved. It also contains localization resources, each one localizing at least one operation found under the whole System tree structure under the target system.

If you select a localization resource from the list, the moved operation is assigned to the selected resource.

Used Link Management for Operation Move

The operation to be moved uses one or more nonworking resources. There is a Used link between the operation and the nonworking resources.

Case 1

Used link management for operation move (case 1).

Initial Conditions

Target system contains no operation or target system contains operations with no localization resource. Target system and origin system share the same scope definition.

Rules

Moved operation still uses the same nonworking resources.

Note: As target system contains operations with no localization resource, no localization resource can be proposed for the moved operation.

Case 2

Used link management for operation move (case 2).

Initial Conditions

Target system contains no operation or target system contains operation with no localization resource. Target system and origin system do not share the same scope definition.

Rules

If a used resource is used only by the operation to be moved, then this resource can be moved or duplicated under the first organizational resource holding the scope definition. This resource is included in the proposed used resource list. You can move, duplicate, or unassign it during the operation move.

If a used resource is shared by the operation to be moved and other operations, then this resource is duplicated under the first organizational resource holding the scope definition. This resource is included in the proposed used resource list. You can duplicate or unassign it during the operation move.

Note: As target system contains operations with no localization resource, no localization resource is possible for the moved operation.

Case 3

Used link management for operation move (case 3).

Initial Conditions

Target system contains operations with localization resource assigned. Target system and origin system share the same scope definition.

Rules

Sometimes a used resource is used only by the operation to be moved. In this case, this resource can be moved or duplicated under the localization resource you select the list of possible localization resources.

This resource is included in the list of possible used resources. You can keep, move, duplicate, or unassign it during the operation move.

If you do not select a localization resource, then the used resource is moved or duplicated under the organizational resource holding the scope definition.

Sometimes a used resource is shared by the operation to be moved and other operations. In this case, this resource is duplicated under the localization resource you select the list of possible localization resources.

This resource is included in the list of possible used resources. You can keep, duplicate, or unassign it during the operation move.

If you do not select a localization resource, then the used resource is moved or duplicated under the organizational resource holding the scope definition.

Note: As target system contains operations with localization resource assigned, the Where link management described above is possible. Depending on user selection during Localization Resource assignment, the moved operation has a Localization or not.

In addition, if the target system contains operations with used resource assigned, those resources are proposed for being assigned to the moved operation.

Case 4

Used link management for operation move (case 4).

Initial Conditions

Target system contains operation with localization resource assigned.

Target system and origin system do not share the same scope definition.

Rules

Sometimes a used resource is used only by the operation to be moved. In this case, this resource can be moved or duplicated under the localization resource you select the list of possible localization resources.

This resource is included in the list of possible used resources. You can move, duplicate, or unassign it during the operation move.

If you do not select a localization resource, then the used resource is moved or duplicated under the organizational resource holding the scope definition.

Sometimes a used resource is shared by the operation to be moved and other operations. In this case, this resource is duplicated under the localization resource you select the list of possible localization resources.

This resource is included in the list of possible used resources. You can duplicate or unassign it during the operation move.

If you do not select a localization resource, then the used resource is moved or duplicated under the organizational resource holding the scope definition.

Note: As target system contains operations with localization resource assigned, the Where link management described above is possible. Depending on user selection during Localization Resource assignment, the moved operation has a Localization or not.

In addition, if the target system contains operations with used resource assigned, those resources are proposed for being assigned to the moved operation.