Managing Resource Assignment When Moving an Operation

You can reassign resources when an operation is moved from one system to another. When moving an operation in the Process Gantt chart, the Resource Assignment Assistant appears to propose resources that can be assigned.

When an operation with assigned resources is moved to another system, the resources are analyzed and can be possibly replaced by other resources.

When an operation with no assigned resource is moved to another system, resources are proposed for possible assignment to the moved operation.

Before you begin: Open your session data in Process Planning. In this example, the session data is as follows:
  • A system structure with operations
  • A product structure with organizational, working, and nonworking resources
  • Operations assigned to resources
  • Different scopes defined between systems and resources.
See Also
Resource Assignment Rules When Moving an Operation
  1. In the Process Gantt chart, select the operation to be moved (in the example below, GeneralOperationA2.1).

    To do that, just select the bar representing the operation on the right-hand side of the chart.



  2. Drag the bar representing the operation in the chart onto the target system or an operation under the target system (in the example below, GeneralSystem52485.1).

    The first dialog box of the Resource Assignment Assistant appears.

    It proposes Executing resources to be assigned to the operation.



  3. Select the required Executing resource in the list and click Next to continue resource assignment.

    A second dialog box appears proposing Localization resources.



  4. Select the required localization resource in the list and click Next to continue resource assignment. Clicking Back takes you back to the first dialog box.

    A third dialog box appears proposing Used resources.

    The Used resources of the operation being moved are preselected. Depending on the context, you have a choice of actions you can perform on these resources: keep, move, duplicate, or unassign.

    Used resources from the target system or operation are also proposed.



  5. Select the required Used resources in the list. If you choose a preselected resource, you can right-click it to apply a move, duplicate or unassign action on that resource.

    Click Finish to end the command. You can go back to previous dialog box by clicking Back.

    The selected operation is moved, and has the selected resources assigned to it.



It is possible to select more than one resource proposed at each step of the Resource Assignment Assistant using the Ctrl key. When the selections are validated, the resources are assigned to operation.