Overview
The Resource Planning View is the central landing page for planners and technicians. It provides a graphical, drag-and-drop interface for managing work orders and resources efficiently. It displays unallocated work orders alongside available planners and technicians, enabling quick assignment and real-time planning. This view supports daily and weekly planning workflows, high-volume scheduling, and live synchronization with JD Edwards.
Key Information
Use this section to understand the core Resource Planning capabilities that support allocation, scheduling, synchronization, and high-volume planning.
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Unallocated Work Orders & Resources: Displays all unassigned and past due work orders alongside available planners and technicians for quick allocation.
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Drag-and-Drop Assignment: Enables users to assign jobs by dragging work orders to the correct person and date.
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Planning Board Interface: Shows work orders and resources on the left, with adjustable planner columns to build daily or weekly plans.
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Live JD Edwards sync: All changes made in the planning board are reflected in JD Edwards. The application fetches fresh JD Edwards data every 30 minutes per branch or through manual refresh.
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Administrative Configuration: Administrators use this view to configure planning settings and resource structures.
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High-Volume Planning: Optimized for environments requiring rapid adjustments and continuous updates.
Allocation Logic and Action Icons
Use this section to understand how MEP identifies unallocated work and how the main planning action icons affect saved or unsaved changes.
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Unallocated work orders: Work orders are considered unallocated when they are past due or remain unassigned for the current day.
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Save: Commits planning changes to JD Edwards through Cantara.
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Reset: Discards the current user’s unsaved changes.
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Purge: Clears unsaved changes at the tenant level.
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Automatic refresh: Refreshes branch data every 30 minutes.
Visual Indicators
Use this section to interpret the color indicators that show whether planning changes have been saved back to JD Edwards.
The system uses color coding to show JD Edwards update status:
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Yellow: Assigned but not yet saved in JD Edwards.
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White: Assigned and already saved in JD Edwards.
