Time Recording with Posting Object

For 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.

• The field is displayed in a separate area on the card with the symbol.

• Click on Add.

• In the search field, search for the desired process to which the working hours are to be posted.

  • It shows all tasks from PLANTA project on which the logged-on user can post.

  • If necessary, you can select a project in the Project field by which tasks are filtered.

Change Posting Object

Procedure

• Open the required card on which the posting object is to be changed.

• The field is displayed in a separate area on the card with the symbol.

• Click on Change.

• In the search field, search for the desired process to which the working hours are to be posted.

  • It shows all tasks from PLANTA project on which the logged-on user can post.

  • In the Project field, you can select a project by which tasks are filtered.

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

Remove Posting Object

Procedure

• Open the required card from which the posting object is to be remove.

• The field is displayed in a separate area on the card with the symbol.

• Click on the X next to the field.

Hours already recorded on the card will not be deleted if the posting object is removed 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