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Question

What's the best practice for resource planning for Projects executed with Request Task

  • October 6, 2026
  • 0 replies
  • 20 views

Hi all,

 

We are planning to use project management in conjunction with NGSM (Request Task) for customer oriented engineering and installing service projects, in IFS Cloud 25R2 / 26R1.

Resources are planning under project activities initially. Request Task is generated from activities and to be scheduled with PSO and executed with MWO.

However, we found out that for resources initially planned under project activities, they don’t get carried over and reconciled against resources in the Request Task.

And I cannot re-enter them in Request Task as that will become duplicated resource demand.

 

It seems that for Work Order Task created from Project Activity, there is function to have this kind of resource carry over and reconciliation between Project Activity and WO Task

But not for Request Task.

We still want to use NGSM since it is the direction IFS is heading toward for service management.

 

Would like to hear from anyone who have experience in resource planning across Project Activity and execution tasks, especially using NGSM.

Let me know if we are missing anything here or any suggestions how to deal with such scenario.

 

Thanks!