You can assign one or more resources to schedule work order tasks using the graphical plan boards: the service plan board and the transport plan board.
You can categorize a resource as one of the following types: human resource, business object, vendor, work location, or tool. Set this in the resource category field.
Each resource type has a related account. For a business object, enter the object number. For a human resource, select the worker.
You can assign each resource to a resource type, such as service engineer or transport. You can also link a resource to one or more resource groups. Use these groups and types to filter resources on the plan boards.
You can assign capabilities to a resource. This shows that the resource meets specific task requirements. For example, a crane operator can require a license. You can filter on capabilities during task assignment in the plan board.
The Rental Management resource type can be linked to a project category. When automatic hour registration is enabled in the work order parameters, this setup is used to register hours when a resource is assigned to a task.