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Hi ALl,

 

Doing a project in 24R1 where I see some strange behaviour and wondering if we are dealing with a bug.

 

Situation:

I have a Work Task where I need to assign a person to the Work Task using a Resource group (Resource Type = ‘Person). Standard allocation against the Resource demand works as expected, but I am also trying to use ‘Direct Allocation’. And I noticed that not all of my Resources are showing in the drop down list. Initially I didn’t even see any. So I’ve been trying to debug and investigate and I’ve found the cause of the issue but now I am wondering if this is a bug or ‘functionality as intended’. And if it is ‘functionality as intended’ - what would be the idea behind that way of working because I can’t imagine why this would work like this.

 

So what I have found out is:

Direct Allocation does not take into account persons belonging to the top Resource Group, only from subgroups. And I have no idea why this would work like that.

 

I am trying to make sense out of this but I really can’t think of any good reason why we should have a Parent Resource Group in order to be able to use Direct Allocation. Anyone any good ideas, or is this a bug?

 

Best Regards

Roel

 

 

 

Background info:

In my example I have a Resource Group called ‘Technicians’ that has 7 people in the group, and which also has 2 subgroups. The subgroups respectively have 2 and 5 persons assigned to their group.

 

When I add a Resource Demand ‘Technician’, Qty = 1 to my Work Task and use ‘Direct Allocation’, I get a drop down that only includes the 7 people from my subgroups. The people that are directly assigned to the group ‘Technicians’ cannot be selected.

 

 

Now I make 1 change => I assign the group ‘Technician’ to a Parent so my group “Technicians”, also becomes a subgroup of the parent group ‘Service and Sales’. I don’t make any changes to the demand on my work task. so I am still requesting 1 Resource from the Resource Group ‘Technicians’.

 

Now when I go into ‘Direct Allocation’, I can see the 7 people from my subgroups, but I can also see the persons that are assigned to the group ‘Technicians’. 

 

 

Current IFS version:

 

 

Hi Roel, I did a quick test in 24.2.0 with a top resource group and 2 children, each with 1 resource. Regardless which one I specify in my resource demand, direct assignment always gives me resources on that specific node, be it parent or child. It does not show resources in child groups.

With “Apply Constraints” you can remove some filters, this is described in Scheduling Demystified.

Hi!

 

Does the resources in the ‘Technician’ group have the same connections to site, maint org etc?

Is there any difference if you un-tick the “Apply Constraints” check-box in the Direct Allocations step?

 

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