Resources on a Work Order Plan

You can add resources and related work hours to a Work Order Plan. Resource lines are automatically transferred to the related Work Order.

In the whole EAM App, you can only use resources that are marked as Maintenance Resource on the Resouce Card in the Maintenance tab. It applies to all areas where Resources are being used: Work Orders, Rounds, Resource Allocations, Scheduling Board, etc.

1. On a Work Order Plan > Resources section, select a Work Type Code.
2. In the Estimated Qty. field, you can enter the expected number of work hours to be used on the job.
3. In the Unit of Measure Code field, select 'Hour'.
4. In the No. field, you can select an employee. You can leave this field blank if a specific employee is not required.
5. If your license is set up for Skills, you can specify the required skills to carry out a job on a Work Order. Skills can be defined on both Work Order Plan and Work Order. Based on the setup from the Asset Manager Setup, the user can be notified about missing skills or the user can be blocked from choosing a resource that does not have the required skills.
6. On the Work Order on the General tab, you can define if skills are required and which skills are required.
7. If you want to - you can also add a checklist to the resource line. Relevant fields are hidden by default.

Example: Resource defined by no., unit of measure code, and skills on the Resource tab.