To assign resources to a department:

1. Navigate to the Resources window. You can do this by choosing the Resources button from the Departments window.

   The Resources window is split into owned and borrowed resources.

2. Enter the resource to assign to the current department.

3. Optionally, for owned resources, indicate whether the resource is available 24 hours a day. You cannot assign shifts to a resource that is available 24 hours a day.

4. For owned resources, indicate whether this department can share the resource and capacity with other departments.

5. For borrowed resources, enter the owning department.

6. Enter the number of capacity units (resource units) available for this department, for example, the number of machines for a machine resource.

   Each resource can be assigned to any number of departments; multiple resources can be assigned to each department.

7. Optionally, select the Check CTP check box. The Check CTP check box tells the system to use this resource in a Capable to Promise (CTP) check. See: Capable to Promise, Oracle MRP User's Guide.

8. Optionally, enter a resource group for the resource in this department.

9. Optionally, choose the Instances button to indicate if the department resource should be scheduled to the instance level (specific employee name or piece of equipment). See: Defining a Resource.

   Caution: You can only schedule machine type resources by instance, not labor type resources.

10. Enter an expenditure type for the resource.

11. For owned resources that are not available 24 hours, choose the Shifts button to assign and update shift information for the resource. See: To assign shift information for the resource.

To plan for resources assigned to a department

If you are using Oracle Capacity or Oracle Advanced Supply Chain Planning to ensure that you have sufficient capacity to meet your production requirements, then enter resource availability information in the Planning tab. All fields in this tab are optional.

12. Enter an exception set. The exception sets that you assign help identify capacity problems. See: Exception Sets, Oracle Advanced Supply Chain Planning Implementation and User's Guide.

13. Select an ATP rule from the list of values. See: Functional Setup for ATP Based on Collected Data, Oracle Global Order Promising Implementation and User's Guide.

14. Enter the utilization and efficiency percentage for the resource. Use these values to calculate the available hours for a resource. See: Resource Efficiency and Utilization, Oracle Advanced Supply Chain Planning Implementation and User's Guide.

15. Enter the sequencing window (in days) to consider when optimizing the sequence of jobs running on a resource with sequence dependent setups. See: Sequence Dependent Steps, Oracle Advanced Supply Chain Planning Implementation and User's Guide.

   To define a resource instance:

You can optionally define each resource instance (specific employee name or piece of equipment) eligible for use. You can also associate contingent workers as Person Type resources.

If the resource is a person resource, only certain people may be qualified to act as the resource. For example, only certain people are trained to operate a drill press. Before you can specify person resource instances, you must perform the following tasks:

• Optionally, define the person resource skills needed in the Resources window, Skills region (see: Defining a Resource).

• Specify the employees that have the necessary skills for the resource (see: To group employees by resource).

If the resource is an equipment resource, only certain serial-numbered equipment items are usable as the resource. Before you can specify equipment resource instances, you must perform the following tasks:

• Create an equipment item by selecting the Equipment attribute in the Organization Item window, Physical Attributes tab (see: Defining Items ).

• Set up serial number control for the equipment item (see: Setting Up Serial Number Control).

• Define the equipment item as an equipment type for the resource (see: To group similar types of equipment by resource).

1. Find the resources assigned to a department by navigating to the Departments window, then choosing Resources.

2. Select a resource, then choose Instances.

   The Instances window contains different fields depending upon whether you select an equipment or person resource.

3. If you select an equipment resource:

   • Enter the equipment item that acts as the resource.

   • Enter the serial number of the specific resource instance. Valid serial numbers for the equipment item appear in the list of values.

4. If you select a person resource, enter the employee number of the person that acts as the resource.

   The Instances window when invoked through the Department window allows you to select contingent workers as instances to person type resources as well.

   When you launch the Instances window for the first time, it displays the employees already assigned to this resource. If there are no employees assigned to this resource code, this window displays no records. For any existing employee associations, the Type field displays as Employee.

   You can assign additional employees or contingent workers to this resource code by selecting from the list of values in the Number field. The list of values are restricted by any associations made in the Resource window. For any newly chosen contingent worker, the Type field displays as Contingent.

5. Save your work.

   Attention: The number of resource instances must match the number of units specified in the Resources window.

   To assign shift information for the resource:

1. Navigate to the Shifts window. Do this by choosing the Shifts button from the Resources window.

2. Enter a shift number to assign to the resource.

   The shifts available to assign to the resource are those assigned to the workday calendar assigned to the organization.

3. Choose the Capacity Changes button to define capacity changes for a shift.

   To define capacity changes:

Capacity modifications can add or delete a day, or add or reduce capacity for a shift.

1. Navigate to the Capacity Changes window. Do this by choosing the Capacity Changes button from the Shifts window.

2. Enter or select a simulation set for the capacity change. Use simulation sets for capacity requirements planning in Oracle Capacity. See: Creating Simulation Sets, Oracle Capacity User's Guide.

3. Select the action to take for the department resource:

   Add: Adds a workday and capacity changes.

   Delete: Deletes a workday for this department resource.

   Add or Reduce Capacity: Add or reduce capacity for a resource shift. The capacity change can fall outside a shift time, so you can add time to a shift. To reduce capacity, enter negative numbers.

4. Enter the number of resource units to increase or decrease capacity (if applicable). Make sure to use a negative number if you are reducing capacity.

5. Enter an effective date and time from which the capacity change starts. If you are adding or reducing capacity, you must also enter a date and time on which the change is no longer in effect.

   If you are adding a shift's workday, this is the date of the new workday. If you are deleting a shift's workday, this is the date of the deleted workday. If you are changing capacity, this is the first day the resource shift's capacity changes.

6. Select the reason for the resource capacity change from the list of values. See: To define a reason for a resource capacity change.

7. Review the Resource Instance Change region for information on the specific equipment capacity changes.

   Detail Tab

   These fields identify the resource instances impacted by the capacity change.

   Source Tab

   This tab provides detailed information (the downtime source, organization, work order, and operation) about resource downtime due to scheduled maintenance at the resource instance level.

   For the resource downtime information to appear in the Source tab, you must execute the Load Production Equipment Maintenance Downtime process. See: Production Equipment Downtime.

   To define the resource tolerance:

Situations arise where an excess load needs to be placed on a resource. Use the Tolerance Fences window to define the acceptable excess load (tolerance percentage) for each resource, based on the number of days in advance of the need.

1. Navigate to the Tolerance Fences window by choosing Tolerance Fences from the Resources window.

2. Enter the number of days in advance of the resource need.

3. Enter the acceptable excess load (tolerance percentage) for the resource given the number of days in advance of the manufacturing capacity need.

4. If the tolerance percentage changes as the number of days in advance changes, then enter as many combinations of days in advance and tolerance percentage as needed.

5. Save your work.