Hours to be Worked

Information

In PLANTA project you can define for each resource how many hours per period (day) he or she is supposed to work.
The defined planned value will be compared to the recorded values of the resources in the Time Recording module as soon as the latter are available. A traffic light will signalize whether the defined value is met, exceeded, or undercut.

Requirements

In order to be able to use the Hours to be worked function
- 1) you have to activate the function in Global Settings and
- 2. you have to specify daily hours to be worked values for the required resource(s) for the required period.
  - If the hours to be worked function is activated in Global Settings but the hours to be worked values have not yet been defined for a resource, the traffic light for this resource will always be red in the Time Recording module.

Activate Hours to be Worked Function

Information

Activating the Hours to be worked function in Global Settings causes the customizings required for running the function (columns, buttons, traffic lights etc.) to be activated/displayed in the corresponding modules.

Procedure

Open Global Settings module under PM Administration → Master Data → Project Settings.
Set the Planned hours worked and presence time parameter in the Time Recording area to "3".
Save.

Define/edit hours to be worked

Open the Resources module under PM Administration → Master Data → Users, Roles, Resources.
Unhide the resources by clicking on the All button.
Mark the required person resource(s).
- If no resources are marked at this position, all displayed resources will be shown in the next step.
Click on the Edit hours to be worked button in the module header of the module.
The dialog module of the same name will be opened.
For the previously marked resource(s), the required hours to be worked can now be defined in the Hours to be worked for periods field and the period to which these hours worked are to apply can be defined in the from and to fields.
- Click on the Apply hours to be worked to period records button afterwards.
  - The dialog module is closed and the defined hours to be worked are copied to every individual period record in the Availability module.
  - The calculated average value of all period records is displayed in the Ø hours to be worked column in the Resources and Resource Data Sheet modules.
  - If the hours to be worked value of individual periods is changed, the calculated average value may deviate from the initially set hours to be worked value.

Delete Hours to be Worked

Open the Resources module under PM Administration → Master Data → Users, Roles, Resources.
Unhide the resources by clicking on the All button.
Mark the required person resource(s) if required.
Click on the Delete hours to be worked button.
The Delete hours to be worked of resources message is displayed.
- When you click on the
  - All displayed resources button, the hours to be worked of all displayed resources is deleted in all displayed period records.
  - All marked resources button, the hours to be worked of all resources which have been marked before is deleted in all displayed period records.
  - Cancel button, the task is aborted.

Procedure

Open the Resources module under PM Administration → Master Data → Users, Roles, Resources.
Switch to the Resource Data Sheet by clicking on the link on the required resource.
Open the Availability module via the Availability button.
Enter/edit the desired hours to be worked value for each period record in the Presence field.

Details

An average of all values entered in the Presence column is calculated and displayed in the Ø hours to be worked field in the Resources and Resource Data Sheet modules.
- The changes in the hours to be worked in individual period records influence the calculated average value.

Information

The defined hours to be worked will be displayed per day in the Time Recording module directly below the the time scale.
In the second line below the time scale, recorded hours worked are displayed per day. They are compared with the specified target values in the upper line. A traffic lights signalizes immediately after saving the work reporting whether the defined hours to be worked were complied with (no traffic light), overrun (red traffic light), or undercut (yellow traffic light).