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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?

 

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.

Dear Alexander,

 

Thanks for your reply. Sorry it took very long te reply.

 

Would you be able to share some printscreens of what you have tested so I can check if there are any differences in approach?

 

I have done some additional tests where I’ve set up 3 complete new Resource groups with identical parameters. I’ve made my first group RTI0001 the parent, RTI0002 is a child to RTI0001 but in his turn is a parent to RTI0003

In my Work Task I’ve requested 2 resources belonging to group RTI0001.

In Scenario 1 I have following structure:

  • RTI0001 with 1 employee: HOI-ROETIM
    • RTI0002 with 1 employee (Employee Red)
      • RTI0003 with 1 employee (Employee Blue)

When I use ‘Direct Allocation’ I only see Employee Red and Blue, Employee HOI_ROETIM is not visible.

 

Scenario 2:

Now I switched employee HOI_ROETIM and Employee Red and tried again. Now I see myself in the Direct Allocation, but Red is missing.

 

Scenario 3:

When I put everybody in RTI0002 or RTI0003, everybody is selectable from the drop down in ‘Direct allocation’.

 

The ‘Apply Contstraints’ tickbox does not make any difference.

 

I really don’t understand why somebody in Group RTI0001 would not show up in this scenario. And espacially switching the resources shows that the resource itself is not the cause, rather the group they are in.

 

 

As an additional test, I created Resource Group RTI0004. And I added RTI0001 as a child to RTI0004. You can see the structure below.

 

That’s all I’ve done and returned to the same Work Task, now an employee in Resource Group RTI0001 is included in the drop down….

 

 

Any thoughts?

 

Best Regards

Roel

Hi ​@Timmermans Roel  here is my setup, consisting of 1 parent and 2 child resource groups, each with 1 resource:

 

I can specify each of the groups as a demand on the request task and Direct Assignment shows me exactly the resource associated to that node.

Hi ​@Alexander Heinze ,

First of all, thanks for all the effort and the printscreen. I really appreciate your commitment and help.

 

Seeing your printscreen, I was able to see that the set-up you are testing is a little bit different from mine. Your group “20-30” is not a ‘top’ group, but is also a child to Resource Group “20 - Ventechi Germany”. And you are correct, in my set-up this also works. But the problem arises for persons attached to Resource Groups that are on the top of the hierarchy, with no parent resource group.

 

So in your set-up, we would need to add a 4th person to Resource group ‘20 - ventechi germany’. And in our WO, we need to ask for 1 Resource belonging to group 20… And try to do the ‘Direct Allocation’ and check if that 4th person is also selectable… is that possible for you?

 

Best Regards

Roel Timmermans

 

 

Ventechi Germany is a Resource Structure…

 

...at which level I cannot specify individual resources:

 

“20” cannot be used in Resource Demands either.

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