My Work MOD009E0R | Project and Portfolio Management

Introduction

Personal Area → My Work → My Work

Module information

This module shows all the work items — planned tasks, activities, risk and opportunity 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 work items.

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 these have been recorded in the My Absences module.

Details on Usage

Work items 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 work item or via the context menu.

You can also use the context menu to switch to time recording to record the hours worked for each work item. To do so, see the “Time recording” section.

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 = last 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 work items 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 work items in the selected period.

Details on Date Status

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

Work 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
Opportunity Measure	Date
Risk Measure	Date
Process Step	Date
Lessons Learned	Creation Date
Measures/Decisions	Creation Date

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

Details on work items

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.

Risks (with risk measures) and opportunities with (opportunity measures)

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 can 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 complete a process step (i.e., to perform the stored action), you must use the project ID to navigate to the panel for the assigned project 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 Work 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 Record Hours module for the selected work in order to record hours worked on the task corresponding to the respective work item.

Depending on the selected work item (right-click on the required task and choose the Time Recording command in the context menu), when you switch to the Record Hours module, the corresponding task or project is selected (marked) immediately so you can find it quickly.

If a task is selected, the respective task is selected in the Record Hours module.
If a risk, an opportunity measure, or a process step is selected, the respective project is marked. The selected project must be expanded so that a task can be selected for time tracking.

See also: Record hours

Legend: Bar

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 of a resource in a task (resource assignment) is calculated by clicking on the Calculate Schedule 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 risks, opportunity measures, and process steps		The date value for the bars is determined: for risk measures from the Date field (DT811) for opportunity measures from the Date field (DT813) for process steps from the Date field (DT499)

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 of a resource in a task (resource assignment) is calculated by clicking on the Calculate Schedule 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 risks, opportunity measures, and process steps

The date value for the bars is determined:

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: Utilization

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 of the planning objects is set or changed in the respective core data module. 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).