Difference between revisions of "Resource planning/da"

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__FORCETOC__
  
   
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== Generelt ==
  
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=Resource planning=
   
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== General and Settings ==
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The resource planning is found in Project: Resource planning and is used to plan the employees’ daily or weekly working time.
  
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In Projects | Projects, the Resource Planning tab can be used to plan employees' time. Time can be planned either per day or per week.
   
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Colour coding for different project types can be set in Project | Backoffice | Base Register | Parameters, the Fee tab.
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{{ExpandImage|PRO-RES-DA-Bild1.png}}
  
   
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Which employees can be resource planned is set in Project | Backoffice | Base Register | Employees, the General tab. Tick the box Enable resource planning.
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Farvemarkering for jobtype kan vælges under {{pth|Tandhjulet|Systemværdier}}, fanen {{flik|Jobstyring}}.
  
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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.
   
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==Plan resources==
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{{ExpandImage|PRO-RES-DA-Bild2.png}}
  
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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.
   
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{{ExpandImage| PRO-RES-EN-Bild1.png}}
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Choose the employees that shall be selectable in the resource planning program in System: Base registers/Pro/Employees.
  
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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.
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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. 
   
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=== Allocate resources ===
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{{ExpandImage|PRO-RES-DA-Bild3.png}}
  
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Select one or more employees and one or more days to be distributed between them and click the Allocate button.
   
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{{ExpandImage| PRO-RES-EN-Bild2.png}}
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The planning can be made per group, staff category and working team.
  
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These are connected with the employee in System: Base registers/PRO/Employee.
  
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{|class=mandeflist
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It is also possible to plan on client teams and to include additional employees to the selection.
  
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!Whole amount on each day
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|All hours on all marked days and employees specified under Hours are recorded here.
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{| class=mandeflist
  
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|'''Group'''
  
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|Planning per group. Register group in System: Base registers/Pro/Groups and connect to employee in Base registers/Pro/Employees.
  
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|-
  
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|'''Staff category'''
  
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|Planning per staff category. Register in System: Base registers/Pro/Staff categories and connect to employee in Base registers/Pro/Employees.
  
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|-
  
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|'''Working team'''
  
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|Planning per working team. Register in System: Base registers/Pro/Working teams and connect to employee in Base registers/Pro/Employees
  
 
|-
  
|-
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!Equally allocated
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|'''Client team'''
  
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|The hours specified under Hours are distributed evenly between the selected days and employees.
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|Planning per team. Team is stated on the client in System: Base registers/Pro/Clients/Projects – tab Team.
  
 
|-
  
|-
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!Max until everything is allocated
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|'''Additional employee'''
  
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|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.
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|Possibility to add employees to the selection.
  
 
|-
  
|-
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!Maximal allocation %
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|'''Favourites'''
  
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|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.
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|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.
  
 
|}
  
|}
   
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== Planlægning af ressourcer ==
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=== Editing planned days ===
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Right-click on the day (Ctrl + mouse click on Mac) to edit a scheduled day. Multiple days can be selected and edited at once.
   
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{{ExpandImage| PRO-RES-EN-Bild3.png}}
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Ressourcer kan planlægges pr. dag eller pr. uge. Dobbeltklik eller vælg en af medarbejderens dage og klik Åbn.
  
   
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{|class=mandeflist
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{{ExpandImage|PRO-RES-DA-Bild4.png}}
  
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!Copy
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|The selected day can be copied to another day or another employee.
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Hvis tiden skal planlægges pr. uge, lægges al tid på mandagen. Vælg detaljeringsniveau Uge for at se en oversigt.
  
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Indtast (eller hent) jobnummer, skriv en kommentar ind, indtast beregnet antal timer og jobkode. Du er ikke nødt til at udfylde alle felter før du kan gemme planlægningen. Klik på {{btn|Gem}}.
  
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== Fordel ressourcer ==
  
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Vælg en eller flere medarbejdere og en eller flere dage og klik på {{btn|fordel}}.
  
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{{ExpandImage|PRO-RES-DA-Bild5.png}}
  
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{| class=mandeflist
  
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!Hele timeantalet…
  
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|Antal timer, du har skrevet ind i feltet {{fld|Timer}}, vil komme på hver dag og hver medarbejder som du har valgt.
  
 
|-
  
|-
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!Move
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!Jævnt fordelt
  
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|The selected day can be moved/cut to another day or another employee.
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|Timerne fordeles jævnt mellem angivne dage og medarbejdere
  
 
|-
  
|-
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!Paste
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!Maksimalt indtil…
  
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|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.
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|Timerne fordeles i alfabetisk rækkefølge indtil alle timer er fordelte.
  
 
|-
  
|-
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!Add
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!Maksimal fordeling %
  
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|A copied or moved day is pasted into the selected day. The information is added to the existing data.
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|Angiv procentandel af timerne for Jævnt fordelt og Maksimalt indtil alt er fordelt.
  
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|-
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!Delete
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|All information in the selected day is deleted.
 
|}
  
|}
   
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=== Other functions ===
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== Redigering af planlagte dage ==
  
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{|class=mandeflist
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!Arrows
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Højreklik på en dag for at redigere planlagt tid (Ctrl + museklik på Mac). Det er mulig at markere flere dage for redigering på én gang.
  
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|By scrolling with the arrows, you can move between weeks.
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{{ExpandImage|PRO-RES-DA-Bild6.png}}
  
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{| class=mandeflist
  
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!Kopier
  
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|En dag kan kopieres til anden dag eller anden medarbejder.
  
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|-
  
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!Flyt
  
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|Den markerede dag kan flyttes/klippes ud til en anden dag eller en anden medarbejder.
  
 
|-
  
|-
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!Copy period
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!Sæt ind
  
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|With the Copy period button, you can copy selected employees and periods to another period.
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|Vælg dag, du vil kopiere til. Det erstatter tidligere information. Du får en forespørgsel om det før indsætning.
  
 
|-
  
|-
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!Undo
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!Læg til
  
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|The last entry is undone with the Undo button.
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|En kopieret eller flyttet dag kan sættes ind i den markerede dag.
  
 
|-
  
|-
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!Export
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!Slet
  
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|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.
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|Al information i den markerede dag slettes.
  
 
|}
  
|}
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You can choose to display calendar information and hours. The total planned time and hours according to the calendar for each employee are then displayed under the employee's name. If the planned hours exceed the hours according to the calendar, the total is displayed in red.
   
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{{ExpandImage| PRO-RES-EN-Bild4.png}}
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== Øvrige funktioner ==
  
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''Selection - Show''
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{| class=mandeflist
  
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!Piler
  
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|Bladre mellem uger med pilene
  
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|-
  
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!Kopier periode
  
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|Med denne funktion kan du kopiere én eller flere medarbejdere og periode til en anden periode.
  
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|}
  
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{{ExpandImage|PRO-RES-DA-Bild7.png}}
  
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{|class=mandeflist
  
{|class=mandeflist
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!Planned time
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!Eksport
  
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|If the box for planned time is checked, it will be displayed in the resource-planned time.
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|Klik {{btn|Eksport}} hvis du vil skrive ressourceplanlægningen ud. Vælg derefter periode og OK. Du ser en selektion på skærmen. Under medarbejderen ser du den planlagte tid, og timer ifølge kalenderen. Hvis der finder flere planlagte timer end medarbejderens ordinære timer, vil summen vises med rødt.
 
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|}
  
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{{ExpandImage|PRO-RES-DA-Bild8.png}}
  
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{|class=mandeflist
  
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!Fortryd
  
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|Angrer den seneste indtastning.
  
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|}
  
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== Udvalg -vis ==
  
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{| class=mandeflist
  
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|'''Planned time'''
  
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|If selected, the list shows the planned time from the resource planning.
  
 
|-
  
|-
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|'''Used time'''
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!Used time
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|If selected, the list shows the reported time from Time reporting.
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|If the box for used time is checked, the time reported in the Time Reporting will be displayed.
 
|-
  
|-
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|'''Empty rows'''
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!Empty rows
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|If Empty rows is checked, employees who do not have any time planned/reported during the week will also be displayed.
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|If you want to see all rows, even those without planned time, tick Empty rows.
  
 
|-
  
|-
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|'''Sums'''
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!Sums
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|Summarises the day’s planned time.
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|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.
 
|-
  
|-
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|'''Do not sort'''
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!Do not sort
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|Tick/untick if the list should be sorted alphabetically by project or not.
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|Select/deselect for sorting in alphabetical order.
  
 
|}
  
|}
   
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''Selection– Detail level''
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== Udvalg – Detaljer ==
  
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{class=mandeflist
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!Details
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{|class=mandeflist
  
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|Details show resource planning on a weekly basis per day and employee.
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!Detaljeret
  
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|Viser detaljeret ugevis ressourceplanlægning per dag og per medarbejder.
  
 
|-
  
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!Week
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!Uge
  
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|The planned time for the week is shown here.
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|Den planlagte tiden pr. uge
  
 
|-
  
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!Available resources
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!Ledige ressourcer
  
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|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.
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|Vælg farveindstillinger i Marathonvinduets øvre list under {{pth|Tandhjulet/Systemværdier/Jobstyring}}. Eksempelvis kan rød farve indikere, at ressourcen er helt planlagt og grøn, hvis der findes mulighed at planlægge mere meden hvid betyder, at der ikke findes noget planlagt. Feltet i Sum - kolonnen er gul, hvis der kun findes lidt tid igen for planlæggelse.
 
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|-
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!List
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|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.
 
|}
  
|}
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{{ExpandImage| PRO-RES-EN-Bild5.png}}
   
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''Selection Deepening''
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{{ExpandImage|PRO-RES-DA-Bild9.png}}
  
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{|class=mandeflist
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!Project
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== Liste ==
  
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|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.
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Hvis du vælger Liste, vil programmet vise den planlagte og den brugte tid. Fordybelse kan vælges på job, medarbejder, dato eller detaljer. Det er også mulig at fordybe sig på enkelte poster ved at dobbeltklikke på dem.
  
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{{ExpandImage|PRO-RES-DA-Bild10.png}}
  
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{| class=mandeflist
  
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|'''Delete'''
  
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|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.
  
 
|-
  
|-
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!Delete
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|'''Project'''
  
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|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.
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|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.
  
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|-
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!Move
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|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.
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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.
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New date shows the day to which the entries will be moved if the move is carried out.
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Left after moving shows what the day to which the time is moved will look like after the move.
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Save to confirm. Please note that this move cannot be undone.
 
|}
  
|}
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== Flyt ==
  
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Funktionen anvendes for at flytte planlagte timer på job- eller medarbejderniveau.Vælg periode i felterne for dato (fra – til). Datobegrænsningen afgør den første flyttedato og hvad der er muligt at flytte.
  
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Vælg fordybelse Job eller Medarbejder, vælg job eller person og klik i feltet Flyt. Du ser en liste med den planlagte tid for det job/den person, du har valgt.
  
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Angiv, hvor mange arbejdsdage fremad, du vil flytte timerne. Du kan ellers skrive en dato ind i feltet Til (startdato). Kolonnerne Ny dato og Tilbage efter flyt opdateres efter hvert flyt.
  
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Ny dato viser, hvilken dag timerne flyttes, for så vidt flyttet foretages.
  
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Tilbage efter flyt viser, hvordan dagen ser ud efter flyttet.
  
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Bekræft ved at gemme. Notér, at flyttet ikke kan fortrydes.
  
   
 
== Time reporting ==
  
== Time reporting ==
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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.
   
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{{ExpandImage| PRO-RES-EN-Bild6.png}}
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I dagrapporten kan en medarbejder hente job, kommentar og timer fra ressourceplanlægningen. Klik på {{btn|Hent fra ressourceplanlægningen}} og rediger rader bagefter, hvis du ønsker.
  
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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.
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{{ExpandImage|PRO-RES-DA-Bild11.png}}
  
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Click on RESOURCE PLANNING to see a weekly overview of your planned time.
  
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If you click the box REPORTED, you can compare your planned and used time.
  
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{{ExpandImage|PRO-RES-DA-Bild12.png}}
  
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== Project: Queries ==
  
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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.
  
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Planlagt viser salgspris Honorar for al tid, der er blevet planlagt på jobbet fremad i tiden og Lager 2 viser Lager + Planlagt
  
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{{ExpandImage|PRO-RES-DA-grafik16.png}}
  
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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.
  
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{{ExpandImage|PRO-RES-DA-grafik8.png}}
  
   
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{{ExpandImage| PRO-RES-EN-Bild7.png}}
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== Rapporter ==
  
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== Show resource planned time on project==
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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.
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Planned shows the sales price Fees price for all time planned for the project going forward, and WIP 2 shows WIP + Planned.
   
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{{ExpandImage| PRO-RES-EN-Bild8.png}}
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You can activate the data definition “Resource planned time” in Reports and use it as a column in your reports.
  
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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.
   
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{{ExpandImage|PRO-RES-EN-grafik15.jpg}}
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{{ExpandImage| PRO-RES-EN-Bild9.png}}
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== Reports ==
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In Reports, the concept of Resource Planned Time can be activated for use as a column.
   
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[[Category:PRO-RES-EN]] [[Category:Manuals]] [[Category:PRO]]
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[[Category:PRO-RES-EN]]
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[[Category:Projects]]
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[[Category:Manuals]]

Latest revision as of 10:36, 9 March 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.

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.

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

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.
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.

You can choose to display calendar information and hours. The total planned time and hours according to the calendar for each employee are then displayed under the employee's name. If the planned hours exceed the hours according to the calendar, the total is displayed in red.

Selection - Show

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.

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