A resource task serves as a common entity between different activities. Tasks can originate from production, service, assembly, or projects. You can also create user-defined resource tasks. These Resource tasks are not linked to a source document.
Tasks plan the activities of resources by assigning a resource or a resource group to a task. The assigned resource task is then the basis for planning. Without assignments, tasks can also be used as a to-do list for a resource or a department based on the task type. In this scenario, a resource can select a task from a list and start and stop the task.
The resource task is automatically created from the various planning functions:
Project: by releasing the project task.
Assembly: by releasing the assembly order.
Service: by the repair status code.
Production: by creating or refreshing a released production order (when the Manufacturing Integration app is installed).
Absence: through registration in Absence. Future absence plans time off for availability purposes.
Resource: user-defined (manually created) miscellaneous tasks specified by work type.
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Learn more
To learn more on resource tasks, see the references in the following table:
To | See |
|---|---|
Set up resource tasks | |
Set up resource task search | |
Create resource tasks | |
Assign resource tasks | |
Start and stop resource tasks | |
Assign groups to resource tasks | |
Learn about planning controlled tasks | |
Learn about the time registration progress | |
Set up recurrence and suspension of resource tasks |
Notes
The following notes apply to resource tasks:
Resource Capacity is important to monitor whether the time sheet is complete. For example, if the capacity of a resource is 40 hours, the time sheet is complete when all 40 hours are accounted for in the time sheet lines.
In Industrial Equipment Manufacturing-RM, Work Type is mandatory on a Resource card. Additional work types can be set through the Work Type action. These work types control posting in the time sheet.
You can create repeating sub-tasks with the Recurrence feature.
Assigned tasks are listed per resource. From the Resource card, select Related Information > Resource > Tasks > My Assignments.
The Clean-up Tasks periodic activity sets the status of a resource task to Terminated when the source document no longer exists. Resource tasks are not removed because that would also remove the link with the posted entry.
In Resource Setup, a Global Stop Time is available combined with a batch function. This batch function ends tasks that were not stopped, for example, at the end of a work day. Note that the global stop function runs on a specified date, which is the stop date for the found tasks. If a task must continue after the global stop time, mark it as Exempt from Global Stop on the Resource Task card.
When a task runs over several days, a stop entry is created at midnight and immediately creates a new entry for the new day. This continues until the resource creates a stop entry. The days between the initial start and the final stop are treated as 24-hour days. Only the time input line with the final stop entry, and the duration of that final day, is copied to the time sheet.
Note: When resource tasks are used in production, the final time input line also contains the output detailsA resource can be allowed to start and stop tasks for other resources based on the delegation function on the Resource card.