Resource Groups

Resource Groups allow the assignment of many resources (with unique shifts, costs, and availability) using a single word. A simple matrix sets ups and changes the group. Assignment is evenly loaded so resource utilization is balanced in the group.

Where to Find the Model Object

The following model object can be found in the model objects directory:

  • Resources \ Resource Groups

Difficulty Level

  • Ease of Use: Easy
  • Ease of Modification: Moderate

How to Use the Model Object

  1. Open Your Model: Open your model or create a new blank model.
  2. Insert the Model Object into Your Model
    1. Locate the model object Resource Groups and select the insert button.
    2. Move the cursor to the point of insertion and left mouse-click. The upper left corner of the model object will be inserted at the location of the mouse-click.
  3. Model Requirements: Before using the Resource Groups Excel file, we will need to make sure that the model meets the requirements of the automation.
    1. The model must have 2 or more resource objects in the model.add resource objects to Resource Groups
    2. One scenario parameter for each intended resource group must be declared. Each scenario parameter must include ‘Get_‘ in the name.declaring scenario parameter in Resource Groups
  4. Open the Excel File: Right click on the Resource Groups Excel icon and click on the third option from the bottom to open the Resource Groups vx-x Excel file, where x-x represents the version number of the Excel Resource Groups excel file in Resource GroupsBefore using this Excel file for the first time, or after changing your model name, make sure that a manual export of data is done via ProcessModel. From your model, click Tools \ Export Data, click ‘Yes’ to all prompts until the data export file opens, close the data file and then use this Excel file.

    Click Enable Content if promptedEnable Macro

  5. Set up the Workbook: Once the Resource Groups Excel file opens, click the 1. Setup Workbook button. The Excel automation will now query ProcessModel for resources names  and all scenario parameters that have ‘Get_’ in their names.after Resource Groups is setupWorkbook displaying a list of resources and scenario parameters from the active model.
  6. Input Resource and Group Information: After the workbook is setup, resource and scenario parameter information will be shown in the workbook taken from the active model in ProcessModel. The resource names will be shown in column A from row 8 onwards, while scenario parameters will be shown from column B onwards on row 7.

    To add a particular resource to a particular group, simply write x in the cell that matches both the resource and the group.information added in Resource GroupsPerson1 and Person10 assigned to Group1, Person2 and Person9 assigned to Group2…

  7. Update Resource Information to Processmodel: Once all the resource grouping is done, click the 2. Update Res button to update this grouping information to your model in ProcessModel.send Resource Groups info to processmodel
  8. Update Get and Free Information: Once resource and group information has been updated to your model, go back to your model in ProcessModel.
    1. Remove any and all GET/FREE routes or GET/FREE action logic that utilizes the resources that have been grouped.
    2. To capture a resource group at a particular location, simple use the scenario parameter name, e.x: Get_Group1