Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
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Record Hours Worked (Overview)

Information

  • This topic provides an overview of all options and locations for the recording of hours worked in PLANTA project. For the exact description of the procedure, please refer to the description of the respective module.

    • There are several descriptions for the Report Hours module since the module behaves differently depending on the global parameters set. All setting combinations are listed on the page that can be accessed using the link mentioned above. Please check the combination you are using and refer to the corresponding description.

  • If you use PLANTA project along with the agile component PLANTA pulse as a hybrid system, you have the option to record the hours worked entirely in the PLANTA pulse component. The recorded data is synchronized with PLANTA project. For further information on this, please click here.

Did you know?

There are several video guides available on the subject of time recording.

Record Own Working Time on Projects/Tasks for which One is Planned

Where?

In the Record Hours module in the Time Recording up to the end of the current week area

Path to the module from the user menu:
Personal Area → Time Recording panel → Report Hours module
Personal Area → My Work panel → For the required work item, click on the Time Recording context menu command → Report Hours

How?

hours

  1. enter hours directly below the time scale (one entry can be made per day and task)

  2. or enter hours directly below the time scale and write comments (one entry can be made per day and task)

  3. or create a load record for the required task (load record) (several entries can be made per day and task).

The global Time recording variant parameter determines whether 1, 2, or 3 will be used.

Record Own Working Time on Projects/Tasks for which One is not Planned but on which One has Worked

Where?

In the Report Hours module in the Time recording up to the end of the current week area

The tasks for which one is not planned are not automatically displayed in the Time Recording module. Instead, they must first be fetched manually to the Time Recording module by making a selection in the Add Projects and Tasks for Time Recording dialog module.

  • Select the required project from the Project listbox.

  • Subsequently, select the required task from the listbox with the same name.

  • Click on the Apply button.

Path to the module from the user menu:
Personal Area → Time Recording panel → Report Hours module → Add further projects/tasks button → Add Projects and Tasks for Time Recording dialog module

How?

hours

  1. enter hours directly below the time scale (one entry can be made per day and task)

  2. or enter hours directly below the time scale and write comments (one entry can be made per day and task)

  3. or create a load record for the required task (load record) (several entries can be made per day and task).

The global Time recording variant parameter determines whether 1, 2, or 3 will be used.

Where?

In the Record Time dialog module, which opens by directly entering the URL in the browser and already contains the project and the task to which the hours are to be posted.

The link to the Time Recording dialog module can either be generated

  • via the context menu on the required task and the DeepLink.png Copy link to time recording command in the Schedule or Report Hours modules, or

  • via the DeepLink.png Copy link to time recording button in the Task module.

How?

  • Enter hours worked in the Worked field.

  • Change the date which is preset with "Today" by default if you want to post hours to another day.

  • If necessary, enter a comment in the field of the same name.


Record Vacation, Sickness, etc. (Future Hours) (Overhead Costs)

Where?

In the Report Hours module in the Time recording in the future area

Path to the module from the user menu:
Personal Area → Time Recording panel → Report Hours module

How?

hours

  1. enter hours directly below the time scale (one entry can be made per day and task)

  2. or enter hours directly below the time scale and write comments (one entry can be made per day and task)

  3. or create a load record for the required task (load record) (several entries can be made per day and task).

The global Time recording variant parameter determines whether 1, 2, or 3 will be used.

Record Own Hours Worked on Projects in which One is Stakeholder

Where?

In the Time Recording dialog module which is opened from the Project Core Data of the corresponding project.

Path to the module from the user menu:
Project panel → Project Core Data tab → Time Recording context menu command on your own stakeholder in the Stakeholder → Time Recording area

How?

Select the task in the respective fields in the open dialog module and enter the number of hours.


Delete/Cancel Recorded Working Time

Where?

In the Report Hours module

Path to the module from the user menu:
Personal Area → Time Recording panel → Report Hours module

How?

1. Automatic reverse posting: correct/delete the required value
2) Manual reverse posting: Create another load record with the same (but negative) actual load value for the day on which the load record to be canceled is dated.

Detailed information on reverse postings

The global Reverse posting variant parameter determines whether reverse postings will be created automatically or manually; and if they are created automatically, in which case.

Record Presence Times (Clock-in/Clock-out Times)

Where?

In the Presence dialog module, which is opened from the Report Hours module.

Path to the module from the user menu:
Personal Area → Time Recording panel → Report Hours module → Record presence button → Presence dialog module

How?

Click on the Record presence button in the Record hours module. The Presence module, in which the presence times, breaks, journeys, and over-night-stays can be recorded.

To be able to record presence, the global Hours to be worked and presence time parameter must be set to "4".

Record Hours Worked of Other Employees

Procedure

  • The procedure for the recording of external hours is the same as that for recording own hours, the only difference is the access path to the Time Recording module. The following persons are allowed to record external hours:

    • The department managers who can record hours for employees of their own department by opening the Time Recording panel of their own employees from the My Department panel.

    • The project managers who can record hours for the stakeholders of their projects in the area of the same name in the project core data, by clicking on the Time Recording context menu command in the corresponding record.