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Project Resource Scheduling

  • 1.  Project Resource Scheduling

    SILVER CONTRIBUTOR
    Posted Jul 26, 2019 02:13 PM
    We are on AX2012 R3 CU13.  ​We are looking to begin using Resource scheduling for Project activities (WBS).  We are unable to see any employees in the Worker assignment window to select.  We have completed the Project Setup form for the employee, have a calendar assigned in Employment fast-tab as well as a calendar in the project detail, Project team and scheduling fast-tab.  The parameters scheduling tab has the default working calendar and thresholds set.  Does anyone have suggestions on what we may be missing in this process?

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    Mark Berg
    Applications Business Analyst
    Bay Industries Inc.
    Green Bay WI
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    Conference-AXUG_200x200


  • 2.  RE: Project Resource Scheduling

    Posted Jul 28, 2019 04:19 PM
    Hi
    Have you set up the employees as a Resource?   Organisation Admin / Resources / Resource Groups then Resources for the employee

    Cheers

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    Gina Blue
    TransDiesel Ltd
    Christchurch
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    Conference-AXUG_200x200


  • 3.  RE: Project Resource Scheduling

    Posted Jul 29, 2019 01:34 AM
    Mark,

    My guess is that you just missed the step where you make Resources from your workers.

    Go to Project Resources, Resource List

    The little saying I always use with my users and implementations is as follows...

    - Every user (System Administration so people can login) is a worker (HR) but not every worker is a user.

    - Every Project Resource is a worker but not every worker is a project resource.

    Hope this helps!

    Chad Carnes

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    Chad Carnes
    Director of Consulting and Solutions
    EmpowerAX
    McKinney TX
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    Conference-AXUG_200x200


  • 4.  RE: Project Resource Scheduling

    SILVER CONTRIBUTOR
    Posted Jul 29, 2019 11:05 AM
    ​I do have the worker setup as a Resource.  I am unable to see them in the Resources list page or the Resource availability page.  When I try at add them manually to the Resources list page They are not listed in the drop-down for the Worker and if I manually enter their name, calendar and period code I get an error that the record already exists.

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    Mark Berg
    Applications Business Analyst
    Bay Industries Inc.
    Green Bay WI
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    Conference-AXUG_200x200


  • 5.  RE: Project Resource Scheduling

    Posted Jul 30, 2019 08:09 AM
    You need to add the workers on the Project Team and Scheduling tab of the project.  Expand the Project Team and Scheduling tab > Click Add > then click Book from Calendar.  The booking calendar will open and list all the workers that are setup for projects.  Book time against the workers you want on the project.  You don't need to book the actual time they will work - just book the worker for one day or even one hour.  Then close the booking screen.  The workers will now be listed on the Project Team and Scheduling tab.  (You may need to expand the Team Member line to see the workers.)  The workers listed here will now be visible when you click on the Resource field on the WBS lines.


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    Donna Cribbin
    DXC Technology
    New York NY
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    Conference-AXUG_200x200


  • 6.  RE: Project Resource Scheduling

    SILVER CONTRIBUTOR
    Posted Jul 30, 2019 09:03 AM
      |   view attached
    Donna, I have tried that as well, just like with the WBS worker lookup or ​Resource availability grids, none of the workers are listed, see attached.


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    Mark Berg
    Applications Business Analyst
    Bay Industries Inc.
    Green Bay WI
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    Conference-AXUG_200x200


  • 7.  RE: Project Resource Scheduling

    Posted Jul 30, 2019 09:24 AM
    Did you assign a calendar to the employee on the project setup screen?  Human resources > Employees > select the employee > Project ribbon > Project setup > Resource scheduling calendar
    I found that if the resource scheduling calendar is not assigned here then the employee is not visible in any project.

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    Donna Cribbin
    DXC
    New York NY
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    Conference-AXUG_200x200


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