Resursplanering

Resursplanering

Allmänt och inställningar

I Projekt | Projekt, fliken Resursplanering kan medarbetarnas tid planeras. Tiden kan antingen planeras per dag eller per vecka.

Färgmarkering för olika projekttyper kan ställas in i Projekt | Backoffice | Basregister | Parametrar, fliken Arvode.

Vilka medarbetare som ska vara möjliga att resursplanera ställs in i Projekt | Backoffice | Basregister | Medarbetare, fliken Allmänt. Kryssa i Möjlig att resursplanera. Resursplaneringen kan göras per grupp, personalkategori och arbetsgrupp. Dessa kopplas till medarbetaren. Planeringen kan även göras på team på kund, och extra medarbetare kan även läggas till urvalet.

Planera resurser

Resurserna kan planeras per dag eller per vecka. Dubbelklicka på en medarbetares dag eller markera dagen i matrisen och välj Öppna för att planera tid.

Om tiden ska planeras per vecka läggs all tid på måndagen och översikten visas när Detaljeringsnivå "Vecka" väljs. Projekt-id kan fyllas i, eller väljas genom att klicka i sökrutan (med tre punkter), timmar och eventuell arvodeskod kan fyllas i och kommentar kan skrivas. Välj Ok för att spara eller Avbryt för att avsluta.

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.