Use this window to re-plan and reschedule operations and tool-and-facilities related to work orders and PM actions and as well as to allocate resources. The window consists of the following sections:
Filter Area: Once the details related to your search have been displayed you can further filter the details. You can filter the details based on the maintenance organization, resource type (i.e., employee or tool-and-facility), craft and/or tool-and-facility type (applicable to both the allocated and the non-allocated details.). Allocation details can also be filtered based on the allocated activity, i.e., preventive maintenance (work orders generated from PM actions), corrective maintenance, route work order and planned separate PM actions.
Frame Settings: Allows you to control the resolution of the graph, i.e., the scale (whether information should be displayed on an hourly, daily or weekly basis) and lets you zoom within the queried time range. Additionally you can view the color scheme that is applied to the graph. Available color schemes are: Craft ID, Criticality, Operational, Priority, Work Order, and Work Type. You can assign a color to the available values in these categories in IFS/Basic Data for Maintenance, e.g., for Criticality: LOW = Green, MEDIUM = Yellow, HIGH = Red. If colors are not specified the bars will be shown in the default color (i.e., the colors used in the Resource Load Graph). Color schemes are defined in Gantt Status Color.
Refresh Options: Allows you to refresh the information that most probably will be updated in a short time frame and refrain from loading information that is not frequently updated. Refresh Resources will refresh the last search for only the allocations belonging to the resources already displayed in the Gantt, but exclude the allocations from Human Resources (HR) and Project i.e. it will only update the Upper Gantt with work order information. The Load HR Data check box in the Properties dialog box, if selected ensures that the refresh command is included with an update of HR Schedules and Load. If not selected, the calendar from HR or Application Services will not be updated. Refresh Work Orders will load the work order information that has been modified since the last time the Resource Allocation Gantt window was refreshed. Refresh All will refresh the last search for only the allocations belonging to the resources and work orders already displayed in the Gantt, but exclude the allocations from HR and Project i.e. it will only update Upper Gantt and Lower Gantt with work order information. It should/should not update the calendar from HR or Application Services and the information about the resource or work order depending on the selection of the Load HR Data check box.
Graph Area: Consists of two graphs. The first one displays the resources and their allocations based on your search. You can also right-click on this graph and create a work order or service request for a resource. The second graph displays the work orders and PM actions that have planned information but do not have any resources allocated to them. The check boxes along the side of the second graph filters the information. The current date and time will be indicated via a red line on the graphs. You can view work orders and PM actions where:
Define Search Criteria
Filter Details
Plan and Schedule
Activities
Allocate Resources