What are the limitations when assigning technicians as a "generic resource" without their own license?
Specifically: Is a capacity analysis of the assembly department possible, and can vacation days be automatically transferred from the ERP system, or must they be entered manually (e.g., via a dummy project)?
Access to Can Do: Technicians without their own license cannot log into Can Do via PC or mobile app. This means they cannot independently view which tasks or time periods they are scheduled for. The communication of this information must be organized through other means.
Capacity Planning: Capacity planning by planners is still fully possible. Absences such as vacation, working time models, and other capacity-related factors can be completely represented in the system for generic resources.
Recording Absences: Vacation days or other absences must be entered manually for generic resources, e.g., via a dummy project or an internal process. Automatic transfer of vacation data from the ERP system is not possible in this case.
Feedback and Information Flow: Since technicians do not have direct access to Can Do, the flow of information (planning data and feedback) must be managed through alternative methods. Several options exist for this, such as Excel spreadsheets, email communication, or separate tools. However, this requires manual effort and may lead to increased process costs. Additionally, using intermediate storage formats like Excel may pose risks in terms of data protection, data security, and compliance.
Conclusion: A careful evaluation should be made to determine whether the increased manual effort and potential risks are justified, or if purchasing licenses for the technicians would be more cost-effective and secure.