Assignment of resources

Contents

The assignment of resources is one of the program's most important features, and can be carried out in two different ways:

Both types of assignment are explained in the following sections.

To carry out either of the two types of resource assignment, the following steps are necessary:

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Resource assignment menu

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Resource assignment

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Resource assignment search

Specific assignment

This is the specific assignment of a resource to a project task, i.e. the user decides which specific "name and surname(s)" or "machine" must be assigned to a task.

Specific assignment can be carried out on the screen shown in this image:

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Specific resource assignment

When a resource is specifically assigned, the program creates daily assignments in relation to the percentage of daily assigned resources selected, by previously comparing it with the available resource calendar. For example, an assignment of 0.5 resources for a 32-hour task means that 4 hours per day are assigned to the specific resource to fulfil the task (supposing a working calendar of 8 hours per day).

Specific machine assignment

Specific machine assignment functions in the same way as that for workers. When a machine is assigned a task, the system stores a specific assignment of hours for the chosen machine. The main difference is that the system searches the list of assigned workers or criteria at the moment the machine is assigned:

  • If the machine has a list of assigned workers, the program chooses from those that are required by the machine for the assigned calendar. For example, if the machine calendar is 16 hours per day and the resource calendar is 8 hours, two resources are assigned from the list of available resources.
  • If the machine has one or several assigned criteria, generic assignments are carried out from among the resources that fulfil the criteria assigned to the machine.

Generic assignment

Generic assignment occurs when users do not choose resources specifically, but leave the decision to the program, which distributes the loads among the company's available resources.

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Generic resource assignment

The assignment system uses the following assumptions as a basis:

However, the system does not fail when criteria have not been assigned, but when all resources fulfil the non-requirement of criteria.

The generic assignment algorithm functions in the following way:

Generic machine assignment

Generic machine assignment functions in the same way as worker assignment. For example, when a machine is assigned to a task, the system stores a generic assignment of hours for all machines that fulfil the criteria as described for the resources in general. However, in addition, the system performs the following procedure for machines:

  • For all machines chosen for generic assignment:
    • It collects the machine's configuration information: alpha value, assigned workers and criteria.
    • If the machine has an assigned list of workers, the program chooses the number required by the machine depending on the assigned calendar. For example, if the machine calendar is 16 hours per day and the resource calendar is 8 hours, the program assigns two resources from the list of available resources.
    • If the machine has one or several assigned criteria, the program makes generic assignments from among the resources that fulfil the criteria assigned to the machine.

Advanced assignment

Advanced assignments allow users to design assignments that are automatically carried out by the application in order to personalise them. This procedure allows users to manually choose the daily hours that are dedicated by resources to tasks that are assigned or define a function that is applied to the assignment.

The steps to follow in order to manage advanced assignments are:

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Advanced resource assignment

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Configuration of the segment function