Resource planning/en - Revision history

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TR at 14:56, 17 December 2018

2018-12-17T14:56:57Z

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TR at 12:04, 25 January 2016

2016-01-25T12:04:22Z

@@ Line 12: / Line 12: @@
 Resource planning can be done per group, staff category and work group. These are linked to the employee. Planning can also be done on a client team basis, and extra employees can also be added to the selection.
 ==Plan resources==
 Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.
@@ Line 75: / Line 75: @@
 |To print the resource planning, select Export, then interval and OK to export the printout to Excel. The printout shows the selection that is on the screen at the time of printing.
 |}
 {{ExpandImage| PRO-RES-EN-Bild4.png}}

@@ Line 12: / Line 12: @@
 Resource planning can be done per group, staff category and work group. These are linked to the employee. Planning can also be done on a client team basis, and extra employees can also be added to the selection.
 ==Plan resources==
 Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.

@@ Line 11: / Line 11: @@
 Which employees can be resource planned is set in Project | Backoffice | Base Register | Employees, the General tab. Tick the box Enable resource planning.
 Resource planning can be done per group, staff category and work group. These are linked to the employee. Planning can also be done on a client team basis, and extra employees can also be added to the selection.
 Resources can be planned on a daily or weekly basis. Double-click on an employee's day or select the day in the matrix and choose Open to plan time.
@@ Line 138: / Line 140: @@
 == Show resource planned time on project==
 If the parameter Show resource planned in project analysis (Project | Backoffice | Base register | Parameters, Clients and projects tab) is enabled, two new columns are displayed in the analysis screen for the project: Planned and WIÅ 2.
 Planned shows the sales price Fees price for all time planned for the project going forward, and WIP 2 shows WIP + Planned.

@@ Line 7: / Line 7: @@
 {{ExpandImage|PRO-RES-EN-Bild1.png}}
-Select colours for project types under the Cog wheel/Settings under the tab Project accounting:
+Select colours for project types in {{pth|System|Base registers/PRO/Parameters}} tab Fees.
 Choose the employees that shall be selectable in the resource planning program in System: Base registers/Pro/Employees.

← Older revision		Revision as of 14:00, 17 December 2018
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	Select colours for project types under the Cog wheel/Settings under the tab Project accounting:		Select colours for project types under the Cog wheel/Settings under the tab Project accounting:
−
−	{{ExpandImage\|PRO-RES-EN-Bild2.png}}

	Choose the employees that shall be selectable in the resource planning program in System: Base registers/Pro/Employees.		Choose the employees that shall be selectable in the resource planning program in System: Base registers/Pro/Employees.

← Older revision		Revision as of 09:45, 6 July 2018
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	You can activate the data definition “Resource planned time” in Reports and use it as a column in your reports.		You can activate the data definition “Resource planned time” in Reports and use it as a column in your reports.

−	[[Category:PRO-RES-EN]] [[Category:Manuals]] [[Category:~~Project~~]]	+	[[Category:PRO-RES-EN]] [[Category:Manuals]] [[Category:Projects]]

@@ Line 16: / Line 16: @@
 The planning can be made per group, staff category and working team.
-	These are connected with the employee in Base registers/PA/Employee.
+These are connected with the employee in System: Base registers/PRO/Employee.
-	It is also possible to plan on client teams and to include additional employees to the selection.
+It is also possible to plan on client teams and to include additional employees to the selection.
 {| class=mandeflist
@@ Line 124: / Line 124: @@
 |-
 |'''Used time'''
-|If selected, the list shows the reported time from Marathon Time.
+|If selected, the list shows the reported time from Time reporting.
 |-
 |'''Empty rows'''
@@ Line 130: / Line 130: @@
 |-
 |'''Sums'''
-|Summarizes the day’s planned time.
+|Summarises the day’s planned time.
 |-
 |'''Do not sort'''
@@ Line 159: / Line 159: @@
 {| class=mandeflist
 |'''Delete'''
-|On itemization level “List”, deepening on “Details”, the Delete-button is activated. Select one or several rows (press Ctrl-key and select rows) and click on DELETE.
+|On itemisation level “List”, deepening on “Details”, the Delete-button is activated. Select one or several rows (press Ctrl-key and select rows) and click on DELETE.
 |-
 |'''Project'''
@@ Line 187: / Line 187: @@
 Click on RESOURCE PLANNING to see a weekly overview of your planned time.
-	If you click the box REPORTED, you can compare your planned and used time.
+If you click the box REPORTED, you can compare your planned and used time.
 {{ExpandImage|PRO-RES-EN-Bild12.png}}
-== Client and project ==
+== Project: Queries ==
 If the parameter ”Show resource planned in project analysis” is checked (in System: Base register/Pro/Parameters/Clients and projects), two columns are shown in the project analysis view: Planned 1 and WIP 2.
@@ Line 205: / Line 205: @@
 == Reports ==
-You can activate the data definition “Resource planned time” in Reports in Frontoffice and use it as a column in your reports.
+You can activate the data definition “Resource planned time” in Reports and use it as a column in your reports.

@@ Line 199: / Line 199: @@
 {{ExpandImage|PRO-RES-EN-grafik16.png}}
-A project’s resource planning is shown in Project: Questions/Project, under the tab FEES. The list shows the planned time and the time so far reported on the project. You can select a time interval and sort the list per employee, code, date or details. You can also use quick search.
+A project’s resource planning is shown in {{pth|Project|Questions}} Project, under the tab Fees. The list shows the planned time and the time so far reported on the project. You can select a time interval and sort the list per employee, code, date or details. You can also use quick search.
 {{ExpandImage|PRO-RES-EN-grafik8.png}}