Plannable Resources
Definition of the plannable resource types for resource planning: view, create, edit and delete definitions.
Under Plannable Resources, the resource types that can be used in resource planning are defined. A plannable resource determines which kind of resource can be assigned to a planning, whether it is mandatory and in which minimum and maximum quantity it may be planned. These settings are usually maintained by system administrators.
Note: This page is available exclusively to users with administrator rights.
1. Navigation
The overview of the plannable resources is accessible via the Global Settings.
2. Plannable Resources Overview (Table)
The overview shows all defined plannable resource types in a table. Each row represents one resource definition. The list is split into pages (pagination), so that a clear presentation is ensured even with many entries.
Columns
| Column | Description |
|---|---|
| Group | Group to which the resource definition is assigned |
| Reference ID | Unique reference identifier of the resource definition |
| Resource Type | Type of the plannable resource (selection from a predefined list) |
| Designation | Language-dependent (localized) designation of the resource |
| Required | Indicator of whether the resource must be planned (checkbox) |
| Minimum Quantity | Smallest permitted number of this resource |
| Maximum Quantity | Largest permitted number of this resource |
Note: The columns Required, Minimum Quantity and Maximum Quantity cannot be used as a filter criterion.
Sorting
Clicking a column header sorts the list in ascending or descending order by that column.
Multiple Selection
Several definitions can be marked at the same time. Toolbar actions such as deletion can be applied jointly to the marked entries.
3. Create a Plannable Resource
The «Add» button in the toolbar opens a dialog for entering a new resource definition.
- Click the «Add» button in the toolbar.
- Enter the following fields in the dialog:
| Field | Description |
|---|---|
| Group | Group to which the definition is assigned. By default, the currently selected group is preset. |
| Reference ID | Unique reference identifier of the resource |
| Resource Type | Type of the plannable resource (currently the type «Account» is available for selection) |
| Designation | Language-dependent designation of the resource |
| Required | Define whether the resource must be planned |
| Minimum Quantity | Smallest permitted number of this resource |
| Maximum Quantity | Largest permitted number of this resource |
- Confirm the dialog with «Save».
The new definition is saved and then appears in the overview.
4. Edit a Plannable Resource
An existing resource definition can be adjusted at any time.
- Mark or open the desired entry in the list.
- Open the editing dialog.
- Adjust the desired fields (e.g. designation, minimum or maximum quantity, the «Required» indicator).
- Confirm the changes with «Save».
The table is then updated with the changed values.
5. Delete Plannable Resources
Resource definitions that are no longer needed can be removed from the overview.
- Mark one or more entries in the list.
- Click the «Delete» button in the toolbar.
- Confirm the security prompt.
The marked definitions are removed. Deleting several entries at the same time (batch operation) is supported.
Note: If the action is triggered without a marked entry, no deletion takes place.
6. Toolbar Functions
The toolbar of the overview contains the following standard tools:
- Add / Edit: Create a new resource definition or edit an existing entry.
- Management Actions: General management functions such as deleting marked entries.
- Apply Templates: Apply saved templates to the current view.
- Layout Functions: Adjust and reset the column arrangement and the table layout.
7. Notes
- The definitions affect resource planning: they determine which resource types can be planned and which quantity specifications apply.
- Changes to the definitions are immediately available in resource planning after saving.
- As resource type, currently only the type «Account» is available for selection.