Time Recording in PLANTA Hybrid

Information

• This topic describes the time recording options available when using the hybrid planning method with PLANTA project and PLANTA pulse.

• In PLANTA Hybrid, there are two time recording options:

  • Simple time recording: Time recording only on PLANTA pulse elements (cards)
  • Extended time recording: Time recording both on PLANTA pulse elements (cards) and on PLANTA project elements (tasks)

Simple: Time Recording on PLANTA pulse Elements (Cards)

Information

• In this variant, time recording is exclusively done on cards of the boards in PLANTA pulse. These may either be the boards directly created in PLANTA or those synchronized from PLANTA project tasks. Here, hours worked can
  • either be entered directly on the cards in the respective boards
  • or in the Time Recording PLANTA pulse panel.

Requirements

The following settings are to be made in the hybrid system in order to use this time recording variant

• PLANTA project
  • Since pulse allows multiple postings per day as well, the Time recording variant parameter must be set = 3 to enable multiple hour postings per day in PLANTA project.

• PLANTA pulse
  • Under time recording settings in the PLANTA Hybrid area,
    • the Allow time recording on cards of non-synchronized boards should be deactivated. Reason: The deactivation of the parameter allows time recording only on cards of the boards which have been synchronized from PLANTA project tasks and thus guarantees the consistency of the hours worked recorded in both components of the hybrid system. If the parameter remained active, hours worked could also be recorded on the cards of the boards which only exist in PLANTA pulse. The hours worked of these boards are not sent to PLANTA project.

Furthermore the general conditions for hybrid use must be met.

Synchronization of time recording data

Information

• If a simple time recording option is used in a hybrid system, synchronization of the time recording data takes place automatically and only in one direction: from PLANTA pulse to PLANTA project. I.e.: If working times have been recorded in PLANTA pulse, load records are automatically created for the corresponding resource assignments in the respective task in the respective project in PLANTA project. The opposite, however, is not true: hours recorded in PLANTA project are not transferred to PLANTA pulse.
• Only newly recorded hours worked and comments
  • changed hours worked and comments
  • deleted hours worked and comments
  • will be synchronized

Note

• Since in PLANTA pulse hours worked can only be recorded on cards and not on boards or on projects, the synchronized boards can only be found in the time recording search if they contain cards.

Time recording procedure

The procedure of simple time recording in PLANTA Hybrid is identical to the procedure when using PLANTA pulse as a standalone application. For a description of the procedure in PLANTA pulse, see

• here for time recording directly on cards
• here for time recording in the Time Recording panel.

Extended: Time Recording on PLANTA pulse Elements (Cards) and PLANTA project Elements (Tasks)

Information

• This variant offers a combined use of time recording in the Time Recording panel in PLANTA pulse. Hours worked can be recorded:
  • both on cards of the boards synchronized or not synchronized from PLANTA project (created directly in PLANTA pulse),
  • and on PLANTA project tasks which have not been synchronized as boards but are displayed automatically as soon as extended time recording has been activated.

Requirements

The following settings are to be made in the hybrid system in order to use this time recording variant

• PLANTA project
  • Since pulse allows multiple postings per day as well, the Time recording variant parameter must be set = 3 to enable multiple hour postings per day in PLANTA project.

• PLANTA pulse
  • Under time recording settings in the PLANTA Hybrid area,
    • the Allow time recording on cards of non-synchronized boards should be deactivated. Reason: The deactivation of the parameter allows time recording only on cards of the boards which have been synchronized from PLANTA project tasks and thus guarantees the consistency of the hours worked recorded in both components of the hybrid system. If the parameter remained active, hours worked could also be recorded on the cards of the boards which only exist in PLANTA pulse. The hours worked of these boards are not sent to PLANTA project.
    • the Activate time recording on PLANTA project elements parameter must be activated and the parameters depending on it, like Protocol, Port, and Host must be configured.

Furthermore the general conditions for hybrid use must be met.

Please contact your PLANTA consultant if you want to use this time recording option.

Synchronization of time recording data

Information

• Synchronization in time recording on cards of the boards:
  • When recording hours worked on cards of the boards, the same peculiarities of synchronization as in simple time recording apply. For further information, please refer to the Simple: Time Recording on PLANTA pulse Elements (Cards) .
• Synchronization in time recording on PLANTA project tasks.
  • The PLANTA project tasks displayed in PLANTA pulse are no synchronized elements in the ordinary sense. The tasks from PLANTA project are only displayed in PLANTA pulse, they only exist in PLANTA project. The hours worked posted on it in PLANTA pulse will only be displayed in PLANTA pulse, however, they will only be saved in PLANTA project.
  • For this reason, the time recording data is always synchronous in both systems since they are only stored in one system. They can, however, be recorded in both systems.
• The following time recording data is "exchanged" between both systems:
  • newly recorded hours worked, comments, and time recording favorites
  • changed hours worked, comments, and time recording favorites
  • deleted hours worked, comments, and time recording favorites

Details

• As soon as new tasks have been created in a project approved for time recording in PLANTA project, they will immediately be available for posting in PLANTA pulse as well.
• If a user who has not been synchronized with a user in PLANTA project logs on to PLANTA pulse, he/she cannot record hours on tasks from PLANTA project.
• If a task from PLANTA project has been synchronized with PLANTA pulse, it will only be displayed as a PLANTA pulse element (board with cards) in time recording search, not as a project element. Hours worked can only be posted on cards of this board. They cannot be posted directly on the task.
  • Exception: Tasks which are synchronized but on which the user has already recorded actual hours in PLANTA project in the current week are shown in the overview.
• Since in PLANTA pulse hours worked can only be recorded on cards and not on boards or on projects, the synchronized boards can only be found in the time recording search if they contain cards.

Time recording procedure

For a detailed description of the procedure for extended time recording in PLANTA Hybrid, please click here.