DT468 Period
Below, you will find descriptions of the resource period parameters used in standard modules (resource period data fields)
DI001326 Resource
ID of the resource
DI001327 Period
In PLANTA project, one period equates to one day. On this day, a resource can, e.g., be planned or vacation or absence can be defined for him or her.
DI001337 Available capacity (without child resources)
Actually available capacity of the selected resource without its possibly existing child resources on the selected day. Do not confuse this with general availability of the resource per period (Cf. Unit/period)! Due to different influence factors, the actually available capacity can be lower or higher than the defined availability. For further information, see the calculation below.
Details
- When creating period records, the default value defined for the resource is consistently copied from the Available capacity for periods field (Resource Data Sheet module) to all periods but, if necessary, it can be changed for each period by changing the influence factor values (manual changing not possible since calculated).
- If the default value or one of the values which are considered in the calculation is changed in the Available capacity for periods field (Resource Data Sheet module), the default value is automatically applied to all new periods of the resource as soon as they are generated. If the changed value is to be adopted for existing periods as well, the periods must be updated in the Resource Data Sheet module.
Calculation
- Available capacity (without child resources) = Unit/period * Factor amount/period +/- values of the influence factor 1-5 (vacation, absence, factor value 3, factor value 4, or factor value 5) calculated successively.
DI002454 Available capacity
Actually available capacity of the selected resource without its possibly existing child resources on the selected day.
Calculation
- Available capacity = sum of the Available capacity (without child resources) values of the selected resource and of all of its child resources per period, provided that the Summarize periods checkbox has been activated.
Note
- If the resource availability of the child resources is altered, the available capacity for each period will be summarized upwards along the resource structure when saving. It is saved in the Available capacity field on each parent resource per period.
DI001338 Factor amount/period
Production factor amount which is available on the selected day (in the selected period). When creating the periods, the general, initial value is consistently copied from the Factor amount field (Resource Data Sheet module) to all period records but can be changed in individual period records afterwards.
Details
- Can be used to influence the Available capacity (without child resources).
- A value less than 1 reduces the available capacity, an entry greater than 1 increases it.
The parameter can be edited in the following module by users with modification rights:
DI001339 Unit/period
The number of units ( the unit itself is defined in the Base unit parameter), which are available for the planning of the selected resource on the selected day (in the selected period). When creating the periods (daily records), the initial default value is consistently copied from the Unit/day field (Resource Data Sheet module) to all days but can be changed for individual days afterwards.
The parameter can be edited in the following module by users with modification rights:
DI001340 Vacation (factor value 1)
In PLANTA standard, the vacation of the resource on the selected day is displayed. The field is automatically filled with the value which the respective employee has set when recording his/her Absence for this day: one day (1) or half a day (0,5)
Details
- The parameter represents the first of 5 influence factors with the help of which the generally defined availability of the resource per day (see the Available capacity (without child resources) parameter can be changed. This factor is permanently preset with vacation and cannot be changed. In the calculation of available capacity, the 5 period influence factors are successively taken into account.
DI001341 Absence (factor value 2)
In PLANTA standard, the absence of the resource on the selected day is displayed here. The field is automatically filled with the value which the respective employee has set when recording his/her Absence for this day: one day (1) or half a day (0,5)
Details
- The parameter represents the second of 5 influence factors with the help of which the generally defined availability of the resource per day (see the Available capacity (without child resources) parameter can be changed. This factor is permanently preset with vacation and cannot be changed. In the calculation of available capacity, the 5 period influence factors are successively taken into account.
DI001342 Basic load (factor value 3)
In PLANTA standard, the basic load of the resource on the selected day is displayed here.
Details
- The influence represents the third of 5 influence factors with the help of which the generally defined availability of the resource per day (see the Available capacity (without child resources) parameter can be changed. This influence factor can be set to another meaning if required, however, in such a case, the impact on the modules in which this parameter is used must be taken into account. In the calculation of available capacity, the 5 period influence factors are successively taken into account.
- The field is automatically filled with the value from the Value 3 field in the Resource Data Sheet module, however, it can be changed manually per day in the Availability module if necessary.
DI001343 Factor value 4
In PLANTA standard, the additional work of the resource on the selected day is displayed
Details
- The influence represents the fourth of 5 influence factors with the help of which the generally defined availability of the resource per day (see the Available capacity (without child resources) parameter can be changed. This influence factor can be set to another meaning if required, however, in such a case, the impact on the modules in which this parameter is used must be taken into account. In the calculation of available capacity, the 5 period influence factors are successively taken into account.
- The field is automatically filled with the value from the Value 4 field in the Resource Data Sheet module, however, it can be changed manually per day in the Availability module if necessary.
DI001344 Factor value 5
In PLANTA standard, an additional factor is displayed here which has an influence on the availability of the resource on the selected day.
Details
- This parameter represents the fifth of 5 influence factors with the help of which the generally defined availability of the resource per day (see the Available capacity (without child resources) parameter) can be changed. This influence factor can be set to another meaning if required, however, in such a case, the impact on the modules in which this parameter is used must be taken into account. In the calculation of available capacity, the 5 period influence factors are successively taken into account.
- The field is automatically filled with the value from the Value 5 field in the Resource Data Sheet module, however, it can be changed manually per day in the Availability module if necessary.
DI001346 Used (without child resources)
Sum of the actual loads of the selected resource on the selected day from all active projects in which this resource is planned. The values of possibly existing child resources are not included in this value. For further information, see Used.
Calculation
- The Used (without child resources) value is determined in replanning from Actual load values of the resource from all projects mentioned above.
Notes
- The respective data field is hidden in the Availability module by default but the user can unhide it if required.
- If the Work parameter = (deactivated), Used (without child resources) = 0
DI002464 Used
Sum of the actual loads of the selected resource from all active projects in which this resource is planned on the selected day. If the selected resource has child resources, their values are included here.
Calculation
- Used = sum of the Used (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox has been activated for the parent resource.
Notes
- The respective data field is hidden in the Availability module by default but the user can unhide it if required.
- In this field, only the values from the projects with status = "Active" are displayed.
DI001352 Planned (without child resources)
Sum of the planned remaining loads of the selected resource on the selected day from all active projects in which this resource is planned. The values of possibly existing child resources are not included in this value. For further information, see Planned.
Calculation
- In replanning, the Planned (without child resources) value is determined from Remaining load values of the resource from the above mentioned projects.
Notes
- The respective data field is hidden in the Availability module by default but the user can unhide it if required.
- If the Work parameter = (deactivated), Used (without child resources) = 0
DI001353 Planned code A (without child resources)
Sum of the remaining load of the selected resource on the selected day from all active projects with Code = A in which this resource is planned. The values of possibly existing child resources are not included in this value. For further information, see Planned code A.
Calculation
- In replanning, the Planned code A (without child resources) value is determined from Remaining load values of the resource from the above mentioned projects.
Notes
- By adjusting the value of the Utilization code 1 model parameter, the value of another project code can also be displayed in the Planned code A field.
- If the Work parameter = (deactivated), Planned code A (without child resources) = 0
DI001354 Planned code B (without child resources)
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = B in which the resource is planned. The values of possibly existing child resources are not included in this value. For further information, see Planned code B.
Calculation
- In replanning, the Planned code B (without child resources) value is determined from Remaining load values of the resource from the above mentioned projects.
Notes
- By adjusting the value of the Utilization code 2 model parameter, the value of another project code can also be displayed in the Planned code B field.
- If the Work parameter = (deactivated), Planned code B (without child resources) = 0
DI001355 Planned code C (without child resources)
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = C. The values of possibly existing child resources are not included in this value. For further information, see Planned code C.
Calculation
- In replanning, the Planned code C (without child resources) value is determined from Remaining load values of the resource from the above mentioned projects.
Notes
- By adjusting the value of the Utilization code 3 model parameter, the value of another project code can also be displayed individually in the Planned code C field.
- If the Work parameter = (deactivated), Planned code C (without child resources) = 0
DI001356 Planned code D (without child resources)
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = D. The values of possibly existing child resources are not included in this value. For further information, see Planned code D.
Calculation
- In replanning, the Planned code D (without child resources) is determined from Remaining load values of the resource from the above mentioned projects.
Notes
- By adjusting the value of the Utilization code 4 model parameter, the value of another project code can also be displayed individually in the Planned code D field.
- If the Work parameter = (deactivated), Planned code D (without child resources) = 0
DI001357 Planned code E (without child resources)
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = E. The values of possibly existing child resources are not included in this value. For further information, see Planned code E.
Calculation
- In replanning, the Planned code E (without child resources) is determined from Remaining load values of the resource from the above mentioned projects.
Notes
- For individual adjustments you have to consider that here values from all projects are displayed, the codes of which do not correspond to any of the values of the Utilization code 1-4 model parameters. If projects with several such codes exist, their values are displayed summarized in the Planned code E (without child resources).
- If the Work parameter = (deactivated), Planned code E (without child resources) = 0
DI002483 Planned
Sum of the actual loads of the selected resource on the selected day from all active projects in which this resource is planned. If the selected resource has child resources, their values are included here.
Calculation
- Planned = sum of the Planned (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox has been activated for the parent resource.
Note
- The respective data field is hidden in the Availability module by default but the user can unhide it if required.
DI002484 Planned code A
Sum of the remaining load of the selected resource on the selected day from all active projects with Code = A in which this resource is planned. If the selected resource has child resources, their values are included here. The parameter without consideration of child resources is Planned code A (without child resources).
Calculation
- Planned code A = sum of the Planned code A (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox is activated for the parent resource.
Note
- The values for the planned load stem from the planning of the respective resource in the Schedule.
DI002485 Planned code B
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = B in which the resource is planned. If the selected resource has child resources, their values are included here. The parameter without consideration of child resources is Planned code B (without child resources).
Calculation
- Planned code B = sum of the Planned code B (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox has been activated for the parent resource.
Note
- The values for the planned load stem from the planning of the respective resource in the Schedule.
DI002486 Planned code C
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = C. If the selected resource has child resources, their values are included here. The parameter without consideration of child resources is Planned code C (without child resources).
Calculation
- Planned code C = sum of the Planned code C (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox has been activated for the parent resource.
Note
- The values for the planned load stem from the planning of the respective resource in the Schedule.
DI002487 Planned code D
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = D. If the selected resource has child resources, their values are included here. The parameter without consideration of child resources is Planned code D (without child resources).
Calculation
- Planned code D = sum of the Planned code D (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox has been activated for the parent resource.
Note
- The values for the planned load stem from the planning of the respective resource in the Schedule.
DI002488 Planned code E
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = E. If the selected resource has child resources, their values are included here. The parameter without consideration of child resources is Planned code E (without child resources).
Calculation
- Planned code E = sum of the Planned code E (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox has been activated for the parent resource.
Note
- The values for the planned load stem from the planning of the respective resource in the Schedule.
DI001345 Utilization (without child resources)
Utilization of the selected resource on the selected day. Utilization means the sum of the planned remaining load and actual load throughout all active projects in which the resource is planned. The values of possibly existing child resources are not included in this value. For further information, see Utilization.
Calculation
- Utilization (without child resources) = Used (without child resources) + Planned (without child resources)
Note
- If Used (without child resources) + Planned (without child resources) = 0 or if Work = (deactivated), Utilization (without child resources) will also be 0.
DI002455 Utilization
Utilization of the selected resource on the selected day. If the selected resource has child resources, their values are included here.
Calculation (summarization)
- Utilization = sum of the Utilization (without child resources) values of the selected resource and of all of its child resources, provided that the Summarize periods checkbox has been activated for the parent resource.
DI001363 % utilization (without child resources)
Utilization of the selected resource on the selected day in percent. The values of possibly existing child resources are not included in this value. For further information, see % utilization.
Calculation
- (Used (without child resources) + Planned (without child resources)) / Available capacity (without child resources) * 100
- For the following constellations, = 0 % will be displayed in the % utilization (without child resources) field.
- If Available capacity (without child resources) = 0
- If Used (without child resources) + Planned (without child resources) = 0
- If Work = (deactivated)
DI059759 % utilization
Utilization of the selected resource on the selected day in percent. If the selected resource has child resources, their values are included here.
Calculation
- (Used + Planned) / Available capacity * 100
- For the following constellations, the % utilization field shows = 0 %.
- If Available capacity = 0
- If Used + Planned = 0
- If Work = (deactivated)
Note
- In the My Department, Planning, Utilization by skills modules, a traffic light that switches to red as soon as an overload is detected (utilization over 100%) is implemented on the respective field.
DI001364 Work
This parameter serves to define whether the resource is available for planning on the selected day.
Values:
- = work
- = no work.
- If the Work parameter is deactivated for a particular day, all other parameters mentioned above (Available capacity (without child resources), Utilization (without child resources), Planned (without child resources), Used (without child resources)) = 0 for this day
Details
- When you create period records (daily records), this value is copied from the stored resource calendar.
- In order to define a day as a non-working day in the Availability module, you have to empty the Unit/period and Factor amount/period parameters and save these changes. If this is done, the Available capacity (without child resources) and Available capacity fields will be emptied automatically if they contain values and the Work checkbox is automatically deactivated.
- And vice versa, if you want to define a non-working day as a working day in the Availability module, the Unit/period and Factor amount/period parameters must be set, and in case the basic load is defined in the Resource Data Sheet, the Basic load (factor value 3) field with the appropriate value and the changes must be saved. As a result, the Work checkbox will automatically be deactivated.
- After these parameters have been changed, replanning is required in order for the changed availabilities to be taken into account in all projects for which the resource has been planned.
DI002537 Vacation
Number of the vacation days of the selected resource
Details
- The value is copied from DI001340 Vacation (factor value 1) automatically.
DI002538 Absence
Number of the absence days of the selected resource
Details
- The value is automatically copied from DI001341 Absence (factor value 2).
DI002544 Comment
Comment on the absence of the resource
DI041435 Absence type
Type of absence
If the employees record their absence in the Absence module (or administrators in the Availability module), they must select an absence type for each day. The entry determines the type and duration of absence per day, i.e. either an entire or half a day. Different view modules for absence, e.g. Absence (Department), then do not show the specific absence type but only either Vacation or Absence with values 1 or 0,5. The tables below illustrate this relation.
| Absence type | Vacation field | Absence field |
|---|---|---|
| no entry | blank: | blank: |
| 1/2 day absence | blank: | 0.5 |
| 1/2 day of vacation | 0.5 | blank: |
| Absence | blank: | 1 |
| On- and off-the-job training | blank: | 1 |
| Maternity leave/parental leave | 1 | blank: |
| Special leave | 1 | blank: |
| Vacation | 1 | blank: |
DI009478 Presence
Presence or hours to be worked of the selected resource on the selected period
Details
- When using the clock in/clock out function, the presence of the employee will be saved here as soon as he/she has recorded presence in the course of working time recording.
- When using the Hours to be worked function, the hours to be worked by employees can be specified here. The field is either filled automatically when setting the hours to be worked value in the Edit Hours to be Worked module or it can be edited manually in the Availability module.
DI063981 Histo: Available capacity + planned by code
Display of the available capacity and the remaining utilization by project code as a histogram
DI041387 Week (period)
Calendar week with year indication
DI041388 Month (period)
Display of month and year
DI001673 Day
Numeric value of a weekday, whereas 1 = Monday and 7 = Sunday. Is used, e.g., for filtering by weekdays in the Availability module.
002488 Absence vacation: Sum
Sum of all days of absence and vacation per selected period. The period can vary in different modules.
DI066137 Planned code A minus requested values
Sum of the planned remaining load of the selected resource on the selected day from all active projects with Code = A in which this resource is planned, minus the requested values from Resource Requests. If the selected resource has child resources, their values are included here.
Calculation (summarization)
- Planned code E minus requested values = Planned code E - requested hours from Resource Requests.
DI066138 Planned code B minus requested values
Sum of the planned remaining load of the selected resource on the selected day from all active projects with Code = B in which the resource is planned, minus the requested values from Resource Requests. If the selected resource has child resources, their values are included here.
Calculation (summarization)
- Planned code B minus requested values = Planned code B - requested hours from Resource Requests.
DI066139 Planned code C minus requested values
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = C in which the resource is planned, minus the requested values from Resource Requests. If the selected resource has child resources, their values are included here.
Calculation (summarization)
- Planned code C minus requested values = Planned code C - requested hours from Resource Requests.
DI066140 Planned code D minus requested values
Sum of the actual loads of the selected resource on the selected day from all active projects with Code = D in which the resource is planned, minus the requested values from Resource Requests. If the selected resource has child resources, their values are included here.
Calculation (summarization)
- Planned code D minus requested values = Planned code D - requested hours from Resource Requests.
DI066136 Planned code E minus requested values
Sum of the planned remaining load of the selected resource on the selected day from all active projects with Code = A in which this resource is planned, minus the requested values from Resource Requests. If the selected resource has child resources, their values are included here.
Calculation (summarization)
- Planned code E minus requested values = Planned code E - requested hours from Resource Requests.