Maintain and update resource requirements


There is a great wizard/feature to do mass update to resource requirements on route operations in Microsoft Dynamics AX 2012. This is a great way to get from static resource planning (resource group or resource) to dynamic resource planning (capability, skill, certificate, title and so on) or to maintain and extend your static or dynamic resource model. For instance if you want to change a single resource in a static model to a new resource or if you want to replace a resource or resource group with a set of capabilities. It is the replacement scenario I will try to show you.

In any of the route forms you will find the “Update resource requirements” on the action menu.

Say you have a resource group that you want to replace with a set of capabilities.

1. Launch the wizard by clicking the menu item.
AX2012_UpdateResource_Wizard0
Notice the route has now route group “C1” as a requirement.

2. Click next in the first page of the wizard
AX2012_UpdateResource_Wizard1

3. Select the set of requirements you want to change.
AX2012_UpdateResource_Wizard2
Note that you can do and exact match or a partial match and be able to only select a single operation if you need to.

4. Select the action you want to be performed for the matches found.
AX2012_UpdateResource_Wizard3png

You can do a number of different operations like replace or delete either for only the matched or all requirements on an operations. The scope of the application of the action on what to update is also a very nice feature. You can even update production routes, product builder/configuration routes or hour forecast for projects! Great!

5. Select what to replace the selection with or add
AX2012_UpdateResource_Wizard4

6. Confirm the action before running it
AX2012_UpdateResource_Wizard5

Notice the number of actions that is to perform. That is the scope of the matched records that will be altered.

7. Review your changes
AX2012_UpdateResource_Wizard6
You can see that the requirement for resource group “C1” is now replaced with a set of capability requirements.


So if you want to replace, update, delete or alter any type of resource requirements any place in the solution you can use this tool. I think this is pretty awesome. Have fun!



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