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		+	<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>
−	__FORCETOC__
−	<translate>
		+	{{ExpandImage| PRO-SPEC-EN-Bild1.png}}
−	== General == <!--T:1-->
		+	<translate>
		+	=Resource planning=
		+	== General and Settings ==
−	<!--T:2-->
−	The resource planning is found in Project: Resource planning and is used to plan the employees’ daily or weekly working time.	+	In Projects | Projects, the Resource Planning tab can be used to plan employees' time. Time can be planned either per day or per week.
		+	Colour coding for different project types can be set in Project | Backoffice | Base Register | Parameters, the Fee tab.
		+	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.
		+
		+	If time is to be planned on a weekly basis, all time is added on Monday, and the overview is displayed when the ‘Week’ level of detail is selected.
		+	The project ID can be entered or selected by clicking in the search box (with three lines and dots), hours and any fee codes can be entered, and comments can be added. Select OK to save or Cancel to exit.
		+	=== Allocate resources ===
−	<!--T:3-->
		+	Select one or more employees and one or more days to be distributed between them and click the Allocate button.
−	{{ExpandImage|PRO-RES-EN-Bild1.png}}
		+
−
		+	{|class=mandeflist
−	<!--T:4-->
		+	!Whole amount on each day
−	Select colours for project types under the Cog wheel/Settings under the tab Project accounting:
		+	|All hours on all marked days and employees specified under Hours are recorded here.
−
−	<!--T:6-->
−	Choose the employees that shall be selectable in the resource planning program in System: Base registers/Pro/Employees.
−
−	<!--T:7-->
−	{{ExpandImage|PRO-RES-EN-Bild3.png}}
−
−	<!--T:8-->
−	The planning can be made per group, staff category and working team.
−	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.
−
−	<!--T:9-->
−	{| class=mandeflist
−	|'''Group'''
−	|Planning per group. Register group in System: Base registers/Pro/Groups and connect to employee in Base registers/Pro/Employees.
−	|-
−	|'''Staff category'''
−	|Planning per staff category. Register in System: Base registers/Pro/Staff categories and connect to employee in Base registers/Pro/Employees.
−	|-
−	|'''Working team'''
−	|Planning per working team. Register in System: Base registers/Pro/Working teams and connect to employee in Base registers/Pro/Employees
	|-		|-
		+	!Equally allocated
−	|'''Client team'''
		+	|The hours specified under Hours are distributed evenly between the selected days and employees.
−	|Planning per team. Team is stated on the client in System: Base registers/Pro/Clients/Projects – tab Team.
	|-		|-
		+	!Max until everything is allocated
−	|'''Additional employee'''
		+	|The hours are distributed among employees in alphabetical order, or if, for example, a week has been selected, the hours are distributed at the beginning of the week until everything is distributed.
−	|Possibility to add employees to the selection.
	|-		|-
		+	!Maximal allocation %
−	|'''Favourites'''
		+	|Here, the percentage of hours for Evenly distributed and Maximum until everything is distributed is specified. Can be used, for example, if an employee is to work on a project for a certain part of the day.
−	|If you only want the list to show your favourites, click on the far left column. Shift between favourites and all by clicking on the column header.
	|}		|}
		+	=== Editing planned days ===
−	== To plan resources == <!--T:10-->
		+	Right-click on the day (Ctrl + mouse click on Mac) to edit a scheduled day. Multiple days can be selected and edited at once.
		+	{|class=mandeflist
−	<!--T:11-->
		+	!Copy
−	You can plan time per week or per day. Double click on an employee’s day or select the day in the chart and click Open.
		+	|The selected day can be copied to another day or another employee.
−
−	<!--T:12-->
−	{{ExpandImage|PRO-RES-EN-Bild4.png}}
−
−	<!--T:13-->
−	If you are planning per week, enter all hours on Monday. When you select itemization level “Week”, you will have the overview of the week.
−
−	<!--T:14-->
−	Enter project -id, comment, estimated hours and job code. All fields are not mandatory. Click OK to save and CANCEL to cancel your planning.
−
−	== To allocate resources == <!--T:15-->
−
−	<!--T:16-->
−	Select one or several employees. Select day or an interval of days for the allocation. Click ALLOCATE.
−
−	<!--T:17-->
−	{{ExpandImage|PRO-RES-EN-Bild5.png}}
−
−	<!--T:18-->
−	{| class=mandeflist
−	|'''Whole amount…'''
−	|The amount of hours written in the ''hours''-field will be allocated to all selected days and all selected employees.
	|-		|-
		+	!Move
−	|'''Equally allocated'''
		+	|The selected day can be moved/cut to another day or another employee.
−	|The hours written in the ''hours''-field will be divided and equally allocated between the selected days and employees.
	|-		|-
		+	!Paste
−	|'''Maximally until all…'''
		+	|A copied or moved day is pasted into the selected day and replaces the previous information. A question is asked if you want to replace the existing data.
−	|The hours written in the ''hours''-field will be allocated to the employees in alphabetical order.
	|-		|-
		+	!Add
−	|'''Maximal allocation %'''
		+	|A copied or moved day is pasted into the selected day. The information is added to the existing data.
−	|Percentage of hours regarding ''Equally allocated'' and ''Max allocated''. Useful e.g. when an employee shall work a part of a day with a project.
		+	|-
		+	!Delete
		+	|All information in the selected day is deleted.
	|}		|}
		+	=== Other functions ===
−	== To edit planned days == <!--T:19-->
		+	{|class=mandeflist
−
		+	!Arrows
−	<!--T:20-->
		+	|By scrolling with the arrows, you can move between weeks.
−	Right click on a planned day (Ctrl + mouse click on Macs). You can also select several days to edit at the same time.
−
−	<!--T:21-->
−	{{ExpandImage|PRO-RES-EN-Bild6.png}}
−
−	<!--T:22-->
−	{| class=mandeflist
−	|'''Copy'''
−	|It is possible to copy a planned day or employee.
	|-		|-
		+	!Copy period
−	|'''Move'''
		+	|With the Copy period button, you can copy selected employees and periods to another period.
−	|The selected day can be moved/pasted into another date or employee.
	|-		|-
		+	!Undo
−	|'''Paste'''
		+	|The last entry is undone with the Undo button.
−	|Paste the copied day to another day or another employee. It replaces earlier information. Before pasting, you will have a question if you want to replace existing information.
	|-		|-
		+	Export 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.
−	|'''Add'''
		+
−	|A copied or moved day can be pasted into the selected day without replacing existing information. The new information will be added to the existing.
		+	''Selection - Show''
		+	{|class=mandeflist
		+	!Planned time
		+	|If the box for planned time is checked, it will be displayed in the resource-planned time.
	|-		|-
		+	!Used time
−	|'''Delete'''
−	|All information in the selected day will be deleted.	+	|If the box for used time is checked, the time reported in the Time Reporting will be displayed.
−	|}
−
−	== Other functions == <!--T:23-->
−
−	<!--T:24-->
−	{| class=mandeflist
−	|'''Arrows'''
−	|Move between weeks with the arrows'''.'''
	|-		|-
		+	!Empty rows
−	|'''Copy period'''
		+	|If Empty rows is checked, employees who do not have any time planned/reported during the week will also be displayed.
−	|This function enables copying of selected employee(s) and period to another period.
−	|}
−
−	<!--T:25-->
−	{{ExpandImage|PRO-RES-EN-Bild7.png}}
−
−	<!--T:26-->
−	{| class=mandeflist
−	|'''Export'''
−	|Click EXPORT if you want to print out the planning to Excel. The printout shows the actual view of the screen. The planned time and hours from the calendar is written under each employee. If the planned hours exceeds the calendar hours, the amount is written in red.
−	|}
−
−	<!--T:27-->
−	{{ExpandImage|PRO-RES-EN-Bild8.png}}
−
−	<!--T:28-->
−	{| class=mandeflist
	|-		|-
		+	!Sums
−	|'''Undo'''
		+	|Summarises the planned and reported time for the day. The total planned and spent time for the entire week is displayed under the employee's name.
−	|This function undoes your last input.
		+	|-
		+	!Do not sort
		+	|Tick/untick if the list should be sorted alphabetically by project or not.
	|}		|}
		+	''Selection– Detail level''
−	== Selection – Show == <!--T:29-->
		+	{class=mandeflist
−
		+	!Details
−	<!--T:30-->
		+	|Details show resource planning on a weekly basis per day and employee.
−	{| class=mandeflist
−	|'''Planned time'''
−	|If selected, the list shows the planned time from the resource planning.
−	|-
−	|'''Used time'''
−	|If selected, the list shows the reported time from Time reporting.
	|-		|-
		+	!Week
−	|'''Empty rows'''
		+	|The planned time for the week is shown here.
−	|If you want to see all rows, even those without planned time, tick Empty rows.
	|-		|-
		+	!Available resources
−	|'''Sums'''
		+	|The setting for which occupancy rate the colour refers to is set in the user icon at the bottom of Marathon, in the Projects tab.
−	|Summarises the day’s planned time.
	|-		|-
		+	!List
−	|'''Do not sort'''
		+	|If you click on ‘List’, you will see what has been planned and what has been registered. You can deepen by project, employee, code, date or details. You can also deepen on individual entries by double-clicking on them.
−	|Select/deselect for sorting in alphabetical order.
	|}		|}
		+
−
		+	''Selection Deepening''
−	== Selection– Details == <!--T:31-->
		+	{|class=mandeflist
−
		+	!Project
−	<!--T:32-->
		+	|You can choose between different project types. The box '''Project missing''' shows all entries that have been registered without a project. The list allows you to select projects.
−	{| class=mandeflist
−	|'''Details'''
−	|This selection shows a weekly resource planning per day and employee.
	|-		|-
		+	!Delete
−	|'''Week'''
		+	|In the detail level List with deepening Details, the Delete button becomes clickable. Delete rows by selecting one or more rows (press the Ctrl key and select rows) and click Delete.
−	|Shows the planned time per week
	|-		|-
		+	!Move
−	|'''Available resources'''
		+	|This function is used to move planned time at employee or project level. Select a period in the Date (from-to) fields. The date selection determines which date is to be counted as the start date in the move function, as well as which planned time entries can be moved in this round. Select the ‘Project’ or ‘Employee’ tab, select a project or person, and then press the Move button. The box displays a list of the time planned for the selected project or employee.
−	|Colour settings can be made in FUNCTIONS the upper left corner; select SETTINGS and then Project accounting. Select rates of utilization for the different colours. In the example below, red colour indicates that the person is fully booked; green indicates that there is some time left and white that there is no planned time at all. If there is only a little time left for planning, the TOTAL- column will be yellow.
		+	Enter the number of working days by which the planned time should be moved forward, either by selecting the number of working days or changing the date in the To (start date) field. The list updates the New date and Left after moving columns for each change made to the start date.
		+	New date shows the day to which the entries will be moved if the move is carried out.
		+	Left after moving shows what the day to which the time is moved will look like after the move.
		+	Save to confirm. Please note that this move cannot be undone.
	|}		|}
		+	== Time reporting ==
−	<!--T:33-->
		+	In the time report, employees with the appropriate authorisation settings can retrieve planned time from resource planning to their time report. Either only the project and comments are retrieved, or the project, comments and number of planned hours.
−	{{ExpandImage|PRO-RES-EN-Bild9.png}}
		+
−
		+	Under the Resource Planning button, employees can see what has been planned for the week. It is possible to compare this with the reported time.
−	== List == <!--T:34-->
		+
−
		+
−	<!--T:35-->
		+	Show resource planned time on project
−	If you select ''List'' instead of overview, the program shows a list per project; what is planned and what has been registered. You can select type of project: You can deepen on date, employee, code, project or details. You can also deepen on a certain record, just click on a row to see details.
		+	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.
−	<!--T:36-->
		+
−	{{ExpandImage|PRO-RES-EN-Bild10.png}}
		+	The Fees tab shows the project's resource planning. Here you can see both what has been planned and what has been registered for the project. You can select a date range and view the list by date, employee, code or details. There is also a box for quick search.
−
		+
−	<!--T:37-->
		+	Reports
−	{| class=mandeflist
		+	In Reports, the concept of Resource Planned Time can be activated for use as a column.
−	|'''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'''
−	|Selection “All” shows all projects. “External” projects are E, G and J (external, group and speculations). “No spec” shows all except speculations. “According to list” opens a project list where you can select projects.
−	|}
−
−	== Move == <!--T:38-->
−
−	<!--T:39-->
−	The function is used for moving hours on project – or employee level to other days. Select periods in the date fields (from –to).
−	The period determines the first moving date and also limits amount of hours that can be moved.
−
−	<!--T:40-->
−	Select deepening Project or Employee. Then, select project or person and click on Move. You will see a list of planned time for the project/person you’ve chosen.
−
−	<!--T:41-->
−	State how many working days the hours will be moved ahead. You can also write a date in the field To (start date). The columns New date and Left after moving are updated after each moving.
−
−	<!--T:42-->
−	New date shows the day of the planned move.
−
−	<!--T:43-->
−	Left after moving shows the day after the move has been done.
−
−	<!--T:44-->
−	Confirm by saving. Note, that a move cannot be undone.
−
−	== Time reporting == <!--T:45-->
−
−	<!--T:46-->
−	You can import project, comments and hours from the resource planning into the day report. Click the button IMPORT FROM RESOURCE PLANNING.
−
−	<!--T:47-->
−	{{ExpandImage|PRO-RES-EN-Bild11.png}}
−
−	<!--T:48-->
−	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.
−
−	<!--T:49-->
−	{{ExpandImage|PRO-RES-EN-Bild12.png}}
−
−	== Project: Queries == <!--T:50-->
−
−	<!--T:51-->
−	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.
−
−	<!--T:52-->
−	Planned shows sales price fees for all future time that has been planned on the project and WIP 2 shows WIP+ Planned.
−
−	<!--T:53-->
−	{{ExpandImage|PRO-RES-EN-grafik16.png}}
−
−	<!--T:54-->
−	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.
−
−	<!--T:55-->
−	{{ExpandImage|PRO-RES-EN-grafik8.png}}
−
−	== Reports == <!--T:56-->
−
−	<!--T:57-->
−	You can activate the data definition “Resource planned time” in Reports and use it as a column in your reports.
−	<!--T:59-->
−	[[Category:PRO-RES-EN]] [[Category:Manuals]] [[Category:Projects]]
	</translate>		</translate>

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Latest revision as of 15:03, 27 February 2026

Resource planning

General and Settings

In Projects | Projects, the Resource Planning tab can be used to plan employees' time. Time can be planned either per day or per week. Colour coding for different project types can be set in Project | Backoffice | Base Register | Parameters, the Fee tab. 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.

If time is to be planned on a weekly basis, all time is added on Monday, and the overview is displayed when the ‘Week’ level of detail is selected. The project ID can be entered or selected by clicking in the search box (with three lines and dots), hours and any fee codes can be entered, and comments can be added. Select OK to save or Cancel to exit. 

Allocate resources

Select one or more employees and one or more days to be distributed between them and click the Allocate button.

Whole amount on each day	All hours on all marked days and employees specified under Hours are recorded here.
Equally allocated	The hours specified under Hours are distributed evenly between the selected days and employees.
Max until everything is allocated	The hours are distributed among employees in alphabetical order, or if, for example, a week has been selected, the hours are distributed at the beginning of the week until everything is distributed.
Maximal allocation %	Here, the percentage of hours for Evenly distributed and Maximum until everything is distributed is specified. Can be used, for example, if an employee is to work on a project for a certain part of the day.

Editing planned days

Right-click on the day (Ctrl + mouse click on Mac) to edit a scheduled day. Multiple days can be selected and edited at once.

Copy	The selected day can be copied to another day or another employee.
Move	The selected day can be moved/cut to another day or another employee.
Paste	A copied or moved day is pasted into the selected day and replaces the previous information. A question is asked if you want to replace the existing data.
Add	A copied or moved day is pasted into the selected day. The information is added to the existing data.
Delete	All information in the selected day is deleted.

Other functions

Export 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. Selection - Show

Arrows	By scrolling with the arrows, you can move between weeks.
Copy period	With the Copy period button, you can copy selected employees and periods to another period.
Undo	The last entry is undone with the Undo button.

Planned time	If the box for planned time is checked, it will be displayed in the resource-planned time.
Used time	If the box for used time is checked, the time reported in the Time Reporting will be displayed.
Empty rows	If Empty rows is checked, employees who do not have any time planned/reported during the week will also be displayed.
Sums	Summarises the planned and reported time for the day. The total planned and spent time for the entire week is displayed under the employee's name.
Do not sort	Tick/untick if the list should be sorted alphabetically by project or not.

Selection– Detail level {class=mandeflist

Details Details show resource planning on a weekly basis per day and employee. Week The planned time for the week is shown here. Available resources The setting for which occupancy rate the colour refers to is set in the user icon at the bottom of Marathon, in the Projects tab. List If you click on ‘List’, you will see what has been planned and what has been registered. You can deepen by project, employee, code, date or details. You can also deepen on individual entries by double-clicking on them.

Selection Deepening

Project	You can choose between different project types. The box Project missing shows all entries that have been registered without a project. The list allows you to select projects.
Delete	In the detail level List with deepening Details, the Delete button becomes clickable. Delete rows by selecting one or more rows (press the Ctrl key and select rows) and click Delete.
Move	This function is used to move planned time at employee or project level. Select a period in the Date (from-to) fields. The date selection determines which date is to be counted as the start date in the move function, as well as which planned time entries can be moved in this round. Select the ‘Project’ or ‘Employee’ tab, select a project or person, and then press the Move button. The box displays a list of the time planned for the selected project or employee. Enter the number of working days by which the planned time should be moved forward, either by selecting the number of working days or changing the date in the To (start date) field. The list updates the New date and Left after moving columns for each change made to the start date. New date shows the day to which the entries will be moved if the move is carried out. Left after moving shows what the day to which the time is moved will look like after the move. Save to confirm. Please note that this move cannot be undone.

Time reporting

In the time report, employees with the appropriate authorisation settings can retrieve planned time from resource planning to their time report. Either only the project and comments are retrieved, or the project, comments and number of planned hours.

Under the Resource Planning button, employees can see what has been planned for the week. It is possible to compare this with the reported time.

  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.

The Fees tab shows the project's resource planning. Here you can see both what has been planned and what has been registered for the project. You can select a date range and view the list by date, employee, code or details. There is also a box for quick search.

Reports In Reports, the concept of Resource Planned Time can be activated for use as a column.