Time Recording with Posting Object

Information

This topic describes the procedure of recording hours worked in PLANTA Hybrid when assigning a posting object to a PLANTA pulse card. For a general overview of the time recording options in PLANTA Hybrid and the synchronization of time recording data, see here.
- This is a user-defined field of the posting object type from PLANTA project.
- The field can be used on cards in order to assign a task from PLANTA project to them.
- Hours recorded on this card are then posted to the corresponding task.

Select Posting Object

In order to be able to set a posting object on cards, you first have to create a user-defined field of the Posting object from PLANTA project type in PLANTA pulse. Further information

Procedure

Open the required card on which a posting object is to be set.
Select the created field in the User-defined fields area.
Select the required task on which the working hours are to be posted from the listbox.
- The listbox shows all tasks from PLANTA project on which the logged-on user can post.

Change Posting Object

Procedure

Open the required card on which the posting object is to be changed.
Select the respective field in the User-defined fields area.
Select the required task on which the working hours are to be posted from the listbox.

Hours already recorded on the card will not be reposted if the posting object is changed afterwards.

Recording of Hours Worked

Procedure

Open the required card on which the hours worked are to be recorded.
Open the Time Recording tab.
- The selected booking object is displayed.
Enter the hours worked in the Worked field.
Add a comment if necessary.
Change the date if required.
Click on Save or confirm by pressing CTRL/Shift + Enter.
The recorded hours are now displayed in a table below the input area.
The recorded hours are posted to the task from PLANTA project that has been selected as posting object.

Change/Delete Hours Worked

Procedure

Open the required card on which you want to change hours worked.
Open the Time Recording tab.
In the table, click on the hourly value that you want to change.
Make the changes in the upper Edit time recording area.
Click on Save or confirm by pressing CTRL/Shift + Enter.
Via the Cancel button, the editing mode can be quit without saving changes.
The changes are sent to PLANTA project as well.

Display in the Time Recording panel

In the Time Recording panel of PLANTA pulse, the recorded hours are displayed on the corresponding card.
Information about the task on which the hours were posted is also displayed.
Additional working hours can also be recorded directly in the Time Recording panel. Further information