Difference between revisions of "Resource planning/sv"

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__FORCETOC__
  
   
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== Allmänt ==
  
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=Resource planning=
   
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== General and Settings ==
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I Projekt | Projekt, fliken Resursplanering kan medarbetarnas tid planeras. Tiden kan antingen planeras per dag eller per vecka.
  
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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-SV-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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Färgmarkering för projekttyp ställs in i {{pth|System| Basregister/Pro/Parametrar}}, fliken {{flik|Arvode}}.
  
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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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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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Vilka medarbetare som ska vara möjliga att resursplanera ställs in i {{pth|System|Basregister/Pro/Medarbetare}}.
  
   
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{{ExpandImage|PRO-RES-SV-Bild3.png}}
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{{ExpandImage| PRO-RES-EN-Bild1.png}}
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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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Resursplaneringen kan göras per grupp, personalkategori och arbetsgrupp. Dessa kopplas till medarbetaren i {{pth|System| Basregister/Pro/Medarbetare}}. Planeringen kan även göras på team på kund, och extra medarbetare kan även läggas till till urvalet.
  
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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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{| class=mandeflist
  
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|'''Grupp'''
  
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{|class=mandeflist
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|Planering per grupp. Gruppen läggs upp i {{pth|System| Basregister/Pro/Grupper}} och kopplas till medarbetaren i {{pth|System|Basregister/Pro/Medarbetare}}.
  
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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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!Equally allocated
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|'''Personalkategori'''
  
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|The hours specified under Hours are distributed evenly between the selected days and employees.
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|Planering per personalkategori. Personalkategorin läggs upp i {{pth|System|Basregister/Pro/Personalkategorier}} och kopplas till medarbetaren i {{pth|System|Basregister/Pro/Medarbetare}}.
  
 
|-
  
|-
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!Max until everything is allocated
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|'''Arbetsgrupp'''
  
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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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|Planering per arbetsgrupp. Arbetsgrupp läggs upp i {{pth|System| Basregistret/Pro/Arbetsgrupper}} och kopplas till medarbetaren i {{pth|System|Basregister/Pro/Medarbetare}}.
  
 
|-
  
|-
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!Maximal allocation %
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|'''Team på kund'''
  
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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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|Planering per team. Teamet anges på kunden i {{pth|System| Basregister/Pro/Kunder/Projekt}} i fliken {{flik|Team}}.
  
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|-
  
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|'''Extra medarbetare'''
  
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|Möjlighet finns att ange extra medarbetare till urvalet.
  
 
|}
  
|}
   
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== Planera resurser ==
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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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Resurserna kan planeras per dag eller per vecka. Dubbelklicka på en medarbetares dag eller markera dagen i matrisen och välj {{btn|Öppna}} för att planera tid.
  
   
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{|class=mandeflist
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{{ExpandImage|PRO-RES-SV-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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Om tiden ska planeras per vecka läggs all tid på måndagen och översikten visas när Detaljeringsnivå {{kryss|Vecka}} väljs.
  
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|-
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!Move
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Projekt-id kan fyllas i, eller väljas genom att klicka i sökrutan (med tre punkter), kommentar kan skrivas, timmar och eventuell arbetskod kan fyllas i. Välj {{btn|Ok}} för att spara eller {{btn|Avbryt}} för att avsluta.
  
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|The selected day can be moved/cut to another day or another employee.
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== Fördela resurser ==
  
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Markera en eller flera medarbetare och en eller flera dagar som ska fördelas mellan och klicka på {{btn|Fördela}}.
  
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{{ExpandImage|PRO-RES-SV-Bild5.png}}
  
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{| class=mandeflist
  
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|'''Hela i varje ruta'''
  
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|Här registreras alla timmar på alla markerade dagar och medarbetare som är angivna vid Timmar.
  
 
|-
  
|-
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!Paste
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|'''Jämnt fördelat'''
  
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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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|De timmar som är angivna vid Timmar fördelas jämt mellan markerade dagar och medarbetare.
  
 
|-
  
|-
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!Add
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|'''Max tills allt är fördelat'''
  
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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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|Timmarna fördelas på medarbetarna i bokstavsordning, eller om exempelvis en vecka markerats fördelas timmarna i början av veckan tills allt är fördelat.
  
 
|-
  
|-
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!Delete
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|'''Max fördelning i %'''
  
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|All information in the selected day is deleted.
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|Här anges procentandel av timmarna för Jämt fördelat och Maximalt tills allt är fördelat. Kan användas t.ex. om en medarbetare ska arbeta en viss del av dagen med ett projekt.
  
 
|}
  
|}
   
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=== Other functions ===
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== Redigering av planerade dagar ==
  
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{|class=mandeflist
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!Arrows
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För att redigera en planerad dag kan man högerklicka på dagen (Ctrl + musklick på Mac). Flera dagar kan markeras och redigeras åt gången.
  
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|By scrolling with the arrows, you can move between weeks.
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{{ExpandImage|PRO-RES-SV-Bild6.png}}
  
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{| class=mandeflist
  
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|'''Kopiera'''
  
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|Den markerade dagen kan kopieras till en annan dag eller annan medarbetare.
  
 
|-
  
|-
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!Copy period
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|'''Flytta'''
  
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|With the Copy period button, you can copy selected employees and periods to another period.
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|Den markerade dagen kan flyttas/klippas ut till en annan dag eller annan medarbetare.
  
 
|-
  
|-
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!Undo
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|'''Klistra in'''
  
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|The last entry is undone with the Undo button.
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|En kopierad eller flyttad dag klistras in i den markerade dagen och ersätter tidigare information. En fråga ställs om man vill ersätta befintlig data.
  
 
|-
  
|-
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!Export
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|'''Lägg till'''
  
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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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|En kopierad eller flyttad dag klistras in i den markerade dagen. Informationen läggs till det befintliga datat.
  
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|-
  
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|'''Radera'''
  
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|All information i den markerade dagen raderas.
  
 
|}
  
|}
   
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{{ExpandImage| PRO-RES-EN-Bild4.png}}
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== Övriga funktioner ==
  
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''Selection - Show''
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{| class=mandeflist
  
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{|class=mandeflist
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|'''Pilar'''
  
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!Planned time
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|För att förflytta sig mellan veckorna kan man bläddra med pilarna.
  
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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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!Used time
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|'''Kopiera period'''
  
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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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|Med denna knapp kan man kopiera vald(a) medarbetare och period till en annan period.
  
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|}
  
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{{ExpandImage|PRO-RES-SV-Bild7.png}}
  
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{| class=mandeflist
  
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|'''Export'''
  
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|För att skriva ut resursplaneringen väljs {{btn|Export}} och därefter intervall och {{btn|Ok}} så exporteras utskriften till Excel. I utskriften visas det urval som finns på skärmen vid utskriftstillfället. Möjlighet finns att välja att visa kalendarieinformation och timmar. Under medarbetarens namn skrivs då summan av den planerade tiden och timmar enligt kalendarium per medarbetare. Om planerade timmar är fler än timmar enligt kalendarium skrivs summan ut med rött.
  
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|}
  
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{{ExpandImage|PRO-RES-SV-Bild8.png}}
  
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{|'''Ångra'''
  
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|Med denna knapp kan man ångra den senaste inmatningen.
  
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|}
  
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== Urval – Visa ==
  
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{| class=mandeflist
  
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|'''Planerad tid'''
  
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|Om rutan för planerad tid är ikryssad visas den i resursplanerade tiden.
  
 
|-
  
|-
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!Empty rows
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|'''Nedlagd tid'''
  
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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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|Om rutan för nedlagd tid är ikryssad visas den tiden som är rapporterad i Tidrapporteringen.
  
 
|-
  
|-
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!Sums
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|'''Tomrader'''
  
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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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|Om Tomrader är ikryssad visas även de medarbetare som inte har tid planerad/rapporterad under veckan.
  
 
|-
  
|-
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!Do not sort
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|'''Summor'''
  
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|Tick/untick if the list should be sorted alphabetically by project or not.
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|Summerar dagens planerade och rapporterade tid. Under medarbetarens namn visas den totalt planerade och nedlagda tiden för hela veckan.
  
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|-
  
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|'''Sortera ej'''
  
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|Kryssas ur/i om listan ska sorteras i projektens bokstavsordning eller inte.
  
 
|}
  
|}
   
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''Selection– Detail level''
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== Urval – Detaljeringsnivå ==
  
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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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|'''Detaljer'''
  
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|Detaljer visar resursplaneringen veckovis per dag och medarbetare.
  
 
|-
  
|-
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!Week
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|'''Vecka'''
  
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|The planned time for the week is shown here.
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|Här visas den planerade tiden summerat för veckan.
  
 
|-
  
|-
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!Available resources
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|'''Lediga resurser'''
  
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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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|Inställningen för vilken beläggningsgrad färgen avser ställs in i {{pth|Kugghjul|Inställningar}} och fliken {{flik|Projektredovisning}}. I exemplet nedan visas med rött om resursen är fullbelagd, gult om det endast finns lite tid kvar att planera och grönt om det finns tid kvar att lägga på resursen, vitt betyder att dagen är oplanerad.
 
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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-SV-Bild9.png}}
  
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{|class=mandeflist
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!Project
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== Lista ==
  
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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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Om {{kryss|Lista}} klickas i visas vad som planerats och vad som registrerats.
  
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Fördjupning kan väljas på projekt, medarbetare, kod, datum eller detaljer. Det går även att fördjupa sig på enskilda poster genom att dubbelklicka på dem.
  
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{{ExpandImage|PRO-RES-SV-Bild9.png}}
  
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{| class=mandeflist
  
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|'''Radera'''
  
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|I detaljeringsnivå Lista med fördjupning Detaljer blir knappen Radera klickbar. Radera rader genom att markera en eller flera rader (tryck ned Ctrl-tangenten och markera rader) och klicka på Radera.
  
 
|-
  
|-
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!Delete
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|'''Projekt'''
  
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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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|Möjlighet finns att välja olika projekttyper. Rutan Projekt saknas visar alla poster som registrerats utan projekt. Enligt lista ger möjlighet att selektera projekt.
  
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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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== Time reporting ==
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==Flytta==
  
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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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Funktionen används för att flytta planerad tid på medarbetar- eller projektnivå. Gör ett urval på period i fälten för {{fld|Datum}} (från-till).
  
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Urvalet på datum styr vilket datum som ska räknas som startdatum i flyttfunktionen, samt vilka planerade tidposter som kan flyttas den här omgången.
  
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Välj fördjupning {{kryss|Projekt}} eller {{kryss|Medarbetare}}, markera ett projekt eller en person och tryck sedan på knappen Flytta. I rutan visas en lista över den tid som är planerad på projektet eller medarbetaren som valts.
  
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Skriv in det antal arbetsdagar som den planerade tiden ska flyttas fram, antingen genom att välja antal arbetsdagar eller byta datum i fältet Till (startdatum). Listan uppdaterar kolumnerna Nytt datum och Kvar efter flytt för varje ändring av startdatum som görs.
  
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Nytt datum visar vilken dag posterna kommer att flyttas till om flytten genomförs.
  
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Kvar efter flytt visar hur dagen tiden flyttas till kommer att se ut efter flytten.
  
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Spara för att bekräfta. Observera att denna flytt inte kan ångras.
  
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== Tidrapportering ==
  
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I dagrapporten kan medarbetaren med en behörighetsinställning hämta planerad tid från resursplaneringen till sin tidrapport. Antingen hämtas endast projekt och kommentar, eller projekt, kommentar och antal planerade timmar.
  
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{{ExpandImage|PRO-RES-SV-Bild11.png}}
  
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Under knappen Resursplanering kan medarbetaren se vad som planerats veckovis. Möjlighet att jämföra med den rapporterade tiden finns.
  
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{{ExpandImage|PRO-RES-SV-Bild12.png}}
  
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== Projekt: Frågor ==
  
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Om parametern Visa resursplanerat i projektanalys (System: Basregister/Pro/Parametrar/Kunder och projekt) är påslagen visas två nya kolumner i analysbilden för projektet, Planerat samt Lager 2.
  
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Planerat visar utpris arvode för all tid som planerats på projektet framåt i tiden och Lager 2 visar Lager + Planerat.
  
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{{ExpandImage|PRO-RES-SV-Bild13.png}}
  
   
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{{ExpandImage| PRO-RES-EN-Bild6.png}}
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Under fliken Arvode visas projektets resursplanering. Här går det att se både vad som planerats och vad som registrerats på projektet. Datumintervall kan väljas och listan kan visas per datum, medarbetare, kod eller detaljer. Det finns även en ruta för snabbsök.
  
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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-SV-Bild14.png}}
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{{ExpandImage| PRO-RES-EN-Bild7.png}}
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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.
  +
Planned shows the sales price Fees price for all time planned for the project going forward, and WIP 2 shows WIP + Planned.
   
  +
{{ExpandImage| PRO-RES-EN-Bild8.png}}
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== Rapporter ==
  
  +
  +
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-Bild9.png}}
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I Rapporter kan begreppet Resursplanerad tid aktiveras för att användas som en kolumn.
  
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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-SV]] [[Category:Manuals]] [[Category:Projects]]
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[[Category:PRO-RES-EN]]
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[[Category:Projects]]
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[[Category:Manuals]]

Revision as of 09:49, 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.

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.

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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