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

Information

• In this module, all activities (planned tasks, todo items, risk measures, opportunity measures, and process steps) to be carried out (open) by the current employee are displayed
  • in the specified period (values of the from/to fields) and
  • grouped by date status (delayed, today, future, without date)
• The grouping lines show the number of respective activities for the respective date status.
• You cannot edit activities in this module.
  • To edit or view activities, switch to the respective editing modules by clicking on the link on the ID or via the context menu.
• In the time scale area, the following elements are available:
  • The utilization diagram which shows the utilization of the employee in projects
    • The colors of the diagram equate to the project code. For details, see the legend at the end of this topic.
  • The absence and vacation days of the employee, provided that they have been recorded in the Absence module
• It is possible to transfer the dates displayed in this module to the Outlook calendar. For details on this subject, see PLANTA project and Outlook.

Details on Period

• The filter is set to the following period by default: from = First day of the current week -7, to = first day of the current week +14. With these filter settings, there is no interaction with other modules.
• To change the filter, enter the required time period in the from and to fields and click on the Refresh period button.
• When changing the period, the display of the time scale is automatically adjusted to the period specifications. As a result, the start of the time scale equates to the from date, and the end to the to date + 40 days.
• In order to have all activities displayed, clear the from and to fields and click on the Refresh period button.
• If the from/to fields, or one of them, are set empty, the time scale is displayed up to the end of the current year.
• The system only displays the date status groups that contain pending activities in the specified period.

Details on date status

• The following date parameters are used to detect the date status of activities (with regard to today's date).
• Task:
  • is Without date if neither Calc. start nor Calc. end exist
  • is Delayed if Calc. end lies in the past
  • is Today if Calc. start is today or lies in the past and Calc. end is today or lies in the future.
  • is Future if Calc. start and Calc. end lie in the future
• Todo item: date
  • Todo items without a date are not listed in the My Activities module.
• Opportunity measure: date
  • Opportunity measures without a date are not listed in the My Activities module.
• Risk measure: date
  • Risk measures without a date are not listed in the My Activities module.
• Process step: date
  • Process steps without a date are not listed in the My Activities module.

Details on activities

• Tasks
  • All tasks in which the logged-on user is planned as a resource are displayed.
  • No tasks are displayed which
    • are locked (Task locked= parameter) or
    • are contained in locked projects (Locked= parameter in the Project Core Data) or
    • have an Actual end date.
  • Click on the link in the Task field of the required task or select the Edit Task context menu command to switch to the Task module, where you can view the task details and edit particular data.
• Todo Items
  • All todo items which are assigned to the logged-on user are displayed.
  • No tasks are displayed which
    • are contained in locked projects (Locked= parameter in the Project Core Data) or
    • are assigned to locked tasks (Task locked parameter = ) or
    • are at % completed = 100% or
    • do not have a defined date.
  • Click on the link in the Todo item field of the required todo item or right-click on the required todo item and select the Edit todo item context menu command to switch to the Todo Item module. Here todo item data can be viewed or particular data can be edited.
• Risks
  • Risks are displayed with the risk measures for which the current user is defined as the person responsible.
  • No tasks are displayed which
    • are contained in locked projects (Locked= parameter in the Project Core Data) or
    • have Status = Completed or Discarded or Active = or
    • do not have a defined date.
  • Click on the link in the Risk field of the required todo item or right-click on the required todo item and select the Show risk context menu command to switch to the Risk module. Here, the data of the respective risk can be viewed and the data of the risk measures can be edited.
• Opportunities
  • Opportunities are displayed with the measures for which the current user was defined as the person responsible.
  • No opportunity measures are displayed which
    • are contained in locked projects (Locked= parameter in the Project Core Data) or
    • have Status = Completed or Discarded or Active = or
    • do not have a defined date.
  • Click on the link in the Opportunity field of the required todo item or right-click on the required todo item and select the Show opportunity context menu command to switch to the Opportunity module. Here, the data of the respective opportunity can be viewed and the data of the opportunity measures can be edited.
• 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 which have no date will not be displayed.
    • Click on the link in the Process step field to switch to the Process Step module in which the data of the process step can be viewed and particular data can be edited (e.g. Status). To edit the process step itself (i.e. to carry out the stored action), you have to switch to the panel of the assigned project by clicking on the link on the project ID, and then open the Process Status module. For the entire procedure, please refer to the Process Status module,
      • Exception: Submission and approval process steps:
        • If you click on the links on these process steps, the Process Status module of the respective project is opened and the process step is marked. By clicking on the link of the process step, the action stored on it can be carried out.
        • 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. Here you can create or edit data.

Time Recording

• You can open the Time Recording module for the selected activities in order to record working time on the task corresponding to the respective activity. As a result, the respective task or the respective project are activated (marked) directly when switching to the Time Recording module after having selected an activity.
  • Right-click on the required activity and select the Time recording context menu command.
    • If a task or a todo item of a task is selected in My Activities, the respective task is marked in the Time Recording module.
    • If a risk, an opportunity measure, or a process step is selected in My Activities, the respective project is marked in the Time Recording module.
      • Since working time cannot be reported to projects, the marked project must be expanded so that a task can be selected for time recording.
        • In case you were not planned for the respective tasks in, e.g., risk or opportunity measures, or process steps, the Add Projects and Tasks for Time Recording dialog module in which the task is to be selected is opened in an intermediate step and which is inserted in the Time Recording module and in which the working time can then be recorded as well.
  • For the working time recording procedure, see the description of the Time Recording module.

Legend Bars

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) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
	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 will be edited manually.
	Date of the tasks, risks, opportunity measures, and process steps		The date value for the bars is determined: for tasks 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)

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, however, stem from the working 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).