My Activities MOD009BJ3

Access

Employee → Own Planning → Employee Board → My Activities

Resource Management → Department Planning → Department Board → Click on the link on the name of the required employee → Employee Board → My Activities

Module information

This module shows all activities (planned tasks, todo items, risk and aooportunity measures, process steps, measures/decisions, and lessons learned) of the logged-in employee. Entries within a specified time period are shown, grouped by date status (Delayed, Today, Future, Without date). The grouping lines show the number of the respective activities.

In the scale area, you can see the employee's utilization chart (the colors correspond to the project codes—see the legend at the end of this topic) as well as days of absence and vacation, provided that they have been recorded in the Absence module.

Details on Usage

Activities cannot be edited directly in this module. You can switch to the editing modules by clicking on the link on the ID of the respective task or via the context menu. By right-clicking on the tasks or todo items, they can be opened in the Time Recording module — see the Time Recording section for further information. It is futhermore possible to transfer displayed dates to the Outlook calendar (for details, see PLANTA project and Outlook).

Details on Period

By default, the filter period is set to:

from = first day of the current week -7
to = first day of the current week +28.

This filter setting does not cause any interaction with other modules. To change the dates, enter the requested dates in the from and to fields and click the Update period button—the time scale will adjust automatically (start of the scale = From date, end = to date + 40 days).

If both fields are cleared, all activities will be displayed. If one of the fields is cleared, the scale extends through to the end of the current year. The system only displays date status groups that contain pending activities in the selected the period.

Details on Date Status

The following date parameters are used to detect the date status of activities.

Activity type	Date parameter
Task	Calc. start / Calc. end The following applies to the schedule status of a task: it is Without date if neither Calc. start nor Calc. end exist Delayed if Calc. end lies in the past; Today if Calc. start is today or in the past and Calc. end is today or lies in the future.; Future if both dates lie in the future.
Task	Date
Opportunity Measure	Date
Risk Measure	Date
Process Step	Date
Lessons Learned	Creation Date
Measures/Decisions	Creation Date

With the exception of tasks, activities without a due date or creation date are not listed.

Details on activities

Tasks

All tasks in which the logged-on user is planned as a resource are displayed.

Tasks are not displayed if they

are locked (Task locked parameter = ✓),
are contained in locked projects (Locked parameter = ✓ in the Project Core Data) or
terminated (Actual end date set).

To open a task, click on the link in the Task field or use the Edit task context menu command — the Task module is opened.

In hybrid systems, task statistics from PLANTA pulse are displayed additionally in the module. They show the number of pending/all cards of the employee from the corresponding board in pulse. By clicking on the link on these figures you switch to the pulse board.

Todo Items

All todo items which are assigned to the logged-on user are displayed.

Todo items are not displayed if they are contained in

locked projects (Locked parameter = ✓ in the Project Core Data) or
locked tasks (Task locked parameter = ✓),
are at % completed = 100% or
do not have a defined date.

By clicking on the link in the Todo item field or by right-clicking and selecting the Edit todo item context menu command, you switch to the Todo Item module.

Risks and Opportunities

Risks/opportunities for which the current user is defined as the person responsible are displayed with their risk and opportunity measures.

Risk and opportunity measures are not displayed if they

are contained in locked projects (Locked parameter = ✓ in the Project Core Data) or
are not active (Active = ✗)

By clicking on the link in the Risk / Opportunity field or by right-clicking and selecting the Show risk / Show opportunity context menu command, you switch to the Risk / Opportunity data sheet module.

Process Steps

Process steps from the active process model to which the logged-on user is assigned are displayed (if you work with process models). Process steps without defined Date are not displayed. By clicking on the link in the Process step field, you switch to the Process Step module in which the data of the process step can be viewed and certain data can be edited (e.g. Status). To execute a process step (i.e., to perform the defined action), you must navigate to the panel of the assigned project using the project ID and open the Process Status module from there. For the entire procedure, please refer to the Process Status module, Submission and approval process steps present an exception: If you click on the link on these process steps, the Process Status module of the respective project is opened and the process step is marked. The Approval process step is only displayed in the My Activities module of the respective resource if the submission process step is completed. Via the Edit process step context menu command you switch to the Process Step module.

Lessons Learned

All lessons learned for which the current user has been defined as the person responsible are displayed. Lessons Learned are not displayed if they have no Creation date or if they have Status = completed.

Measures/Decisions

All measures and decisions for which the current user has been defined as the person responsible are displayed. Measures and decisions are not displayed if they have no Creation date or if they have Status = completed.

If, for example, you have not been assigned to the relevant tasks for risk and opportunity measures or process steps, the Select Project dialog module opens in an intermediate step.

Time Recording

You can open the Time Recording module directly by right-clicking on a task or a todo item. Depending on the selected activity, when you switch to the Time Recording module, the corresponding task or project is addressed (marked) — the corresponding activity is already marked for quick identification. If a task or a todo item of a task is selected, the respective task is marked in the Time Recording module. If a risk, an opportunity measure, or a process step is selected, the respective project is marked. Since working time cannot be reported to projects, the marked project must be expanded so that a task can be selected for time recording.

See also: Time Recording

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Legend: Bar

Symbol

Meaning

Color

Comment

Calculated dates of the selected resource for the selected task in the selected project.

The color of the bar is determined by the code of the respective project.

Code A

Code B

Code C

Code D

Code E

Calc. start and Calc. end assignment, by clicking on the

Calculated schedule menu item button.

Actual dates of the selected resource for the selected task in the selected project.

The bar is hatched in white.

Actual start and last Latest time recording date of a resource in a task (resource assignment) will be calculated from the recorded hours worked of the corresponding resource (DT472) or they are edited manually.

Date of the todo items, risks, opportunity measures, and process steps

The date value for the bars is determined:

for todo items from the Date field (DT804)
for risk measures from the Date field (DT811)
for opportunity measures from the Date field (DT813)
for process steps from the Date field (DT499)

Legend: Unload

Symbol	Meaning	Color	Comment
	Planned load (remaining load) of the resource(s) in projects	The color of the bar is determined by the code of the projects. Code A Code B Code C Code D Code E	The code is defined in the Project Core Data of the respective project. The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
	Actual load of the resource(s)		The values for the histogram bar will be determined from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records again stem from the time recording of the resources (DT472).
	Available capacity of the resource(s)		The values for the histogram bar will be determined from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet. The limiting line at the top of the bar will remain visible despite of overlapping by load data.
	Basic load of the resource(s)		The values for the histogram bar will be determined from the Basic load (factor value 3) column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet. The limiting line at the top of the bar will remain visible despite of overlapping by load data.
or 20h	Overload of the resource		The overload percentage value displayed in the red bar or the absolute overload displayed as a red number will be determined from the availability of the resource (Summarized available capacity) and its planned loads (Summarized planned).