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What is plan ?
With plan , it's easy to see which resources have planned or completed activities in which phases, so you can allocate resources to projects as needed.
An allocation corresponds to a resource assigned to a phase or a project. The resource can therefore enter time completed on the project/project. phase .svg)
Activity entries. project manager can define the target work to be carried out and the remaining work assigned resource.
Representations of theme Resources À l'initialisation du RAF global, le reste à faire est lissé sur une plage de date (date de début d'une phase/projet ou date de planification et date de fin d'une phase/projet) en excluant les jours contenant du réalisé et du reste à faire détaillé manuel et en excluant les jours non travaillés de la ressource (Onglet Calendrier)
Plan capacity
When shifting a phase, if it contains detailed RAF and following this modification the detailed RAF is no longer contained in the phase, then :
Le reste à faire détaillé manuel qui n'est plus compris entre le début et la fin de la phase est annulé.
Le reste à faire détaillé lissé est recalculé et est relissé automatiquement
En l'absence de RAFDM, une journée contient du RAFDM ou la valeur - si le RAFG n'est pas renseigné.
There is no view for this screen.
The number of assignments displayed corresponds to the sum of all assignments on a phase for the selected resources/phases. In fact, even though I've selected 14 resources, I may have selected other resources via the project selector, and a resource may be assigned to several phases.
The project lines/phase displayed are those for which the resource has been assigned, and for which the resource has planned from remaining work and/or completed.
Une ligne Autres affectations contient les valeurs qui soit sont masquées par les options d'affichage (Affectations avec du reste à faire ou Affectations avec du réalisé) ou qui soit contiennent du réalisé saisi en dehors des dates d'affectation. S’il n’y a pas de reste à faire détaillé mais qu’il y a du RAFG, alors le projet peut faire partie de cette ligne.
đź’ˇ Depending on the calendar setting (EN-US), the first day of the week may vary. Thus : - in week view, when hovering over a week the day displayed is Sunday, - in day view, weeks start on Sunday
Rights required
Go to plan capacity (only resources with the same hierarchical level or not attached to any structure are visible, and not all resources combined, if the role is set to role hierarchical).
The rights of the scheduling resourcesGeneral actions
| Button name | Description |
|---|---|
A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources. | |
Here is the list of filter criteria (by default) that can be used to select items for export:
- | |
A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects. 🚨The aim here is to select the resources allocated to these various projects, not the projects themselves. | |
Here is the list of filter criteria (by default) that can be used to select items for export:
- | |
This button will only display resources with remaining work for the selected projects. | |
This button will only display resources with completed for the selected projects. | |
Displays plan capacity according to selected resources đźš© If no resource is selected, then this button will be grayed out: it is no longer possible to display plan capacity | |
When plan is displayed by month or week, this button is used to display view by day.
🚨 Il est possible que la granularité d'affichage ait été paramétrée par défaut via la case | |
When plan is displayed by day or month, this button is used to display view by week.
🚨 Il est possible que la granularité d'affichage ait été paramétrée par défaut via la case | |
When plan is displayed by day or week, this button can be used to display view by month.
🚨 Il est possible que la granularité d'affichage ait été paramétrée par défaut via la case | |
Display plan in full screen mode (always in a browser tab) | |
Return to a standard view of plan , with the perimeter of plan at the top of the screen. | |
Choice between | |
Select grouping by Resource or Project | |
In the header of plan capacity: This button is used to fold all lines for all resources displayed: projects and phases. In plan capacity, at resource level: This button folds all lines for the resource: projects and phases đźš© This button can be accessed from the header line of plan capacity, on the left AND at resource level by means of the chevron. | |
In the header of plan capacity: This button unfolds all rows for all resources: projects and phases. In plan capacity, at resource level: This button unfolds all rows for the resource: projects and phases đźš© This button can be accessed from the header line of plan capacity, on the left AND at resource level by means of the chevron. | |
Header of plan capacity: Allows you to fold a level on plan capacity: fold project phases, or fold resource projects, for example. In plan capacity, at resource level: This button unfolds all lines for the resource: projects and phases. đźš© This button can be accessed from the header line of plan , on the left AND at resource level using the chevron. | |
In the header of plan capacity: Allows you to unfold a level on the plan capacity: unfold project phases, or unfold resource projects, for example. In plan capacity, at resource level: Allows you to unfold a level on plan capacity: unfold project phases, or unfold resource projects for example. đźš© This button can be accessed from the header line of plan capacity, on the left AND at resource level by means of the chevron. | |
Editing is possible on the plan capacity boxes, which correspond to a resource, a project / a phase and a day, a week or a month (depending on the display mode selected) đź’ˇData shown in bold are those that have been defined manually. Those that are not have been defined via remaining work smoothing (automatic) and have not been modified. | |
A tooltip is displayed when hovering over a project or a phase for which the resource is assigned. For projects, you can see: start date, end date and smoothing start date remaining work For phases, you can see: start date, end date and smoothing start date remaining work | |
Information is available by hovering over a box on plan :
- | |
This button lets you quickly add an assignment to a resource. It triggers a Project selection popup and Phase | |
This button takes you to the resource's activity entry screen. | |
This button is used to consult a resource's file. | |
This button is used to remove the resource from phase/from the project (not only for scheduling from remaining work), only possible if there is no completed registered for the resource.
Rights required : |
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Field name | Functional information |
Il est possible de sélectionner des ressources (filtre statique) parmi la liste des ressources ou de sélectionner des critères de filtre. | |
Il est possible de sélectionner un filtre projet privé ou un filtre projet public, de sélectionner des projets (filtre statique) parmi la liste des projets, ou de sélectionner des critères de filtres. | |
Allows you to select a start and end date for period data export, or predefined periods:
- Active month
- Current year
- Last 12 months
- next 12 months
- period depending on the projects selected
There is no limit to the number of months/years displayed.
🚨 If a year has no representation remaining work , it will not be displayed on the screen when selected. |
Modification of plan capacity
La modification du reste à faire est permise sur une phase dont la date de fin est postérieure à la date de début du lissage du reste à faire global (RAFG) ou postérieure à la date du jour.
đź’ˇWhen a value from remaining work is corrected, then the values on the same line (same project/phase) are automatically reread.
Field name | Functional information |
Several labels are displayed:
- resource label and photo : đź’ˇ if the user has a managed resource, then the user's icon is copied and added to the resource
- the project label (for which the resource is assigned) ➡️ Clicking on this label redirects to the screen  schedule the remaining work project
- the phase label (for which the resource is assigned) ➡️ clicking on this label redirects you to the screen schedule the remaining work of the phase
🚨 When display options hide certain assignments, then a line "Other assignments"is displayed. This line contains consolidations of RAF or completed values not displayed. | |
This field corresponds to the total remaining work for the resource and for a phase/a project
🚨 If completed was entered, but then deleted, then:
- entered on a past day: the completed is considered to be 0no longer receives a RAFD, and availability is no longer displayed.
- entry on a future day: the RAFD is read back into the cell and availability is still displayed.
đź’ˇ If a parameter structure is set to "update remaining work according to target", then remaining work will be automatically updated with the value of representation target .  Structures de mesure | |
đź’ˇA finer-meshed RAFDM takes precedence over a wider-meshed RAFDM.
đźš©If completed (activity entry in particular) is entered on a day, then it will no longer be possible to modify this value and enter remaining work manually.
🚨If a day is not worked in the calendar (weekend, public holidays, etc.), then the box corresponding to the day and phase will be greyed out.
Otherwise, the box will be white. It is still possible to enter activity in a box with a grey background.
view day :
The day changes according to the period selected.
A letter indicates the day of the week, and the number indicates the day of the month.
The lines below this field are used to enter remaining work.
A line Total shows the total number of entries for each day, regardless of project or phase.
đź’ˇ When hovering over the day, e.g. V6, S7... the date is displayed in DD/MM/YYYY format.
Weekly view:
The weeks change according to the period selected.
The letter S is followed by the week number (calculated according to the calendar, with the first/last day of the week set).
The lines below this field are used to enter remaining work.
One line Total shows the total number of entries for each week, regardless of projects or phases.
đź’ˇ When hovering over the week, example: S6, S7... the date of the first day of the week is displayed in DD/MM/YYYY format.
view months :
The month changes according to the period selected.
A letter indicates the month of the year, and the number indicates the year.
The lines below this field can be used to enter remaining work.
One line Total shows the total number of entries for each month, regardless of projects or phases. |