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Primary resource group

About editing a primary resource group

This is essential if you have multi-functional or multi-skilled resources that could form part of several resource groups.

As Bill of Materials allows only one-to-one relationships, you may need to adjust the Primary Resource manually, using the Primary Resource Group menu option. Maintaining the data in the sequencer allows a one-to-many option so that one resource can be part of several resource groups. For example, a multi-skilled operator could use several machines.

Note:

Make sure that you only create a resource in Manufacturing and not Graphical Planner. There are no links between Manufacturing resource references and Graphical Planner once all data has been imported into Graphical Planner.

Remember that records which are stored in Graphical Planner are overwritten when Get Resources or Get All Data is selected from the Data Transfer Menu.

To edit a primary resource group

Open: Maintain Database > Primary Resource Group.

  1. Double-click on the desired primary resourceSince Graphical Planner is a single constraint scheduler, the resource you select is the Primary Resource. You can determine whether machine or labour is your primary resource by specifying the type in Manufacturing's Planning Defaults window. group.

    The Edit Resource Group Information window appears.

    Note: You must not change the Name or Description because Graphical Planner will not allocate work correctly. You must edit the Primary Resource Group name and description in Manufacturing.

  2. To edit the resources, click Edit alongside Resources.

    These identify valid resources for the group. A resource may be a member of more than one group.

    The Select Valid Resources window appears.

    1. Select Invalid Resources to Add to the list of Valid Resources, or select Valid Resources to Remove.
    2. Click OK.
  3. To edit the display options, click Edit alongside Display Options.

    The Edit Resource Group Display Options Information window appears.

    1. Select the Plot Color required.
    2. Select the Plot Fill Pattern required.
    3. Select the Setup Time Line Color required.
    4. Click Previous...
  4. Select the Display Usage Plot? check box to display a usage plotWithin Graphical Planner, this indicates the amount of work waiting to be processed at a selected resource across the period of the schedule. It can also display the utilisation of a resource, as well as the queue. for the resource group located in the Sequencer multi plot window
  5. Click OK.
  6. Click Save.
Note:

When sequencing, Graphical Planner looks at the BOMA stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. routingA list of operations, in sequence, needed to manufacture a part. A routing should include the amount of resource required at each work centre the part passes through. Tooling should also be included in a part's routing. Routing information should be held for every manufactured part and used for capacity planning and costing. to see if there is a resource group specified. It will then select a resource member of the group on which to place the operation. If you subsequently move the operation manually, you will only be allowed to select another resource that lies in the group.

If the BOM routing defines a specific resource, when sequenced the operation is allocated to that resource. Should you manually move it, there is no validation to ensure a valid resource has been selected. In this case, you can select any resource you want.

See also

Other tasks

Primary resources

Secondary resources

Reference

The Bill of Materials module

Import data from Manufacturing

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