What is activity capture?
Users can enter activity data to view all workloads on a project or phase. These are all the hours or days (depending on settings) entered by the user. Everything is consolidated at the level of the resource associated with the user on the project.
La saisie d'activité saisie est ajoutée dans le thème Ressources du projet une fois sommée au mois, en représentation réalisé. Il est donc possible de comparer cette représentation avec la cible renseignée à la création du projet.
Pour les budgets : représentation correspondant au montant des dépenses comptabilisées (comme "mandaté") Pour les ressources : représentation des saisies d'activités
La représentation reste à faire est ajoutée à la saisie d'activités : il est possible, lorsque l'on souhaite saisir du réalisé, d'avoir un reste à faire suggéré.
⚙️ Formule : RAF = capacité - le réalisé Pour la planification des ressources : c'est l'estimation du nombre de jours de travail restant à la ressource pour réaliser sa mission sur le projet/la phase, à compter de la date de planification
List of activity entries
Actions
Feuille de saisie d'une ressource ➡️ Saisies d'activités - Feuille de saisie d'activités (semaine)
Filter ➡️
Saisies d'activités - Filtrer la liste des saisies d'activités
Rights required :
Several combinations are possible, but this right is recommended:
-
Manage activity entries (consultation of entries for resources at the same hierarchical level)
View all activity tracking
Consult resources
Filter list of activity entries
Click on Save to apply the filter and
Close to return to the list.
It is also possible to apply Resource or private filters
Resource.
Un triangle apparaît lorsque le filtre choisi pour la recherche n'est pas un filtre enregistré
Button name | Description |
---|---|
Choice between | |
This button instantly downloads an .xlsx file containing :
- the | |
By ticking several activity entries, you can submit them en masse.
These entries must be status : | |
This button enables the manager or resource manager to mass-validate activity entry sheets on the status | |
This button allows the manager or resource manager to reject an activity entry sheet at any time. status |
Activity entry sheet (week)
Actions
Il est possible de paramétrer une vue pour cet écran : timesheet.
This view can be set up with a break on a attribute project or a project property.
Button name | Description |
---|---|
This button provides access to a search engine for adding phases to the activity entry sheet.
In principle, projects are added automatically, with all phases to which the resource is assigned and which have already started.
Rights required : | |
This button is used to submit a timesheet sheet to the status | |
This button allows the manager or resource manager to validate an activity entry sheet at the status | |
This button allows the manager or resource manager to reject an activity entry sheet at any time. status | |
This button allows a platform administrator to invalidate an activity entry sheet on the platform. status | |
This button allows the manager or resource manager to modify an activity entry sheet in the status | |
This button is used to show/display the remaining work for each day and each project/phase : it appears in grey on each box where remaining work has been planned. | |
If you click on this button, Saturdays and Sundays will no longer appear in the entry sheet. Days described as not worked in the resource calendar (Monday to Friday) will remain visible in the sheet. 🚩 This button is available at contextual menu on the activity entry sheet, if the week displayed is complete. | |
By clicking on this button, then Saturday and Sunday will appear in the entry sheet. 🚩 This button is available in the contextual menu activity entry sheet, if the week displayed is the work week. | |
Choice between | |
This button displays the monthly activity entry sheet ➡️ timesheet sheet (month) 🚩 This button is available at contextual menu on the activity entry sheet. | |
This button instantly downloads an .xlsx file containing :
- the | |
Il est possible de passer d'une période à une période précédente en cliquant sur ce bouton.
La période courante sera donc modifiée dans le | |
Il est possible de passer d'une période à une période suivante en cliquant sur ce bouton.
Il n'est pas possible d'accéder à la période suivante si la période courante est la période active.
La période courante sera donc modifiée dans le | |
To the left of a project line, this button folds the phases belonging to the project. To the left of a break line, use this button to fold the projects and phases contained in this break. | |
To the left of a project line, this button unfolds the phases belonging to the project. To the left of a break line, this button unfolds the projects and phases contained in this break. | |
This button folds a level of lines: phases and projects. Only breaks will be visible, even though everything is folded. 🚩 This button can be accessed from the timesheet sheet header line, on the left. | |
This button unfolds a level of lines: projects and phases. Only breaks will be visible, even though everything is folded. 🚩 This button can be accessed from the timesheet sheet header line, on the left. | |
This button folds all lines: breaks, projects and phases added to the timesheet sheet. 🚨 It is possible that the default display setting is "all folded". This is this box to be checked or unchecked in the ‣ 🚩 This button can be accessed from the sheet header line of timesheet, on the left. | |
This button unfolds all the lines: breaks, projects and phases added to the timesheet sheet. 🚩 This button can be accessed from the timesheet sheet header line, on the left. | |
Notes can be added to the activity entry sheet to provide more information on the activity performed.
🚩This button is available on each line of the timesheet
A window showing the phase / project entry for the week currently being entered appears.
Rights required : | |
This button sends an e-mail to the resources assigned to this phase, notifying them of the end of work for the resource associated with the logged-in user. | |
This button is used to remove a phase already added to the activity entry sheet. 💡 It is only possible to remove a phase if the activity entry for it is 0. You will need to confirm the deletion of the phase in the activity entry sheet. 🚩 This button can be accessed from the contextual menu of a phase already added to the timesheet sheet. | |
This button links to theme Planning in the project area of the timesheet sheet line. | |
This button is used to add the other phases of the project already added to the timesheet sheet. 🚩 This button can be accessed from the contextual menu of a phase already added to the timesheet sheet. | |
A tooltip is displayed when hovering over a project or a phase added to the timesheet sheet.
For projects, you can see: status, start date, end date and description, as well as the project attributes added to view
For phases, you can see: phase parent, manager, status, target start, target end and message , as well as the phase/milestone attributes added to the view
🚩 The tooltip is not displayed if there is no view |
Voici les champs retrouvés dans cet écran :
Non-exhaustive list of error/information messages
Activity entry sheet (month)
The purpose of this screen is to consult the timesheet monthly list, which is different from the weekly list, and not to modify it.
Button name | Description |
---|---|
This button is used to submit a timesheet sheet to the status | |
This button allows the manager or resource manager to validate an activity entry sheet at the status | |
This button allows the manager or resource manager to validate an activity entry sheet at the status | |
This button allows a platform administrator to invalidate an activity entry sheet on the platform. status | |
This button allows the manager or resource manager to modify an activity entry sheet in the status | |
If you click on this button, Saturdays and Sundays will no longer appear in the entry sheet. Days described as not worked in the resource calendar (Monday to Friday) will remain visible in the sheet. 🚩 This button is available at contextual menu on the activity entry sheet, if the week displayed is complete. | |
By clicking on this button, then Saturday and Sunday will appear in the entry sheet. 🚩 This button is available in the contextual menu activity entry sheet, if the week displayed is the work week. | |
Choice between | |
This button takes you back to view Week timesheet (week) 🚩 This button is available at contextual menu on the activity entry sheet. | |
This button displays all the notes entered for an entire month 🚩 This button is available at contextual menu on the activity entry sheet. | |
This button allows you to export the timesheet sheet to view months in .pdf format. 🚩 This button is available at contextual menu on the activity entry sheet. | |
This button exports the timesheet sheet to view month in .png format. 🚩 This button is available at contextual menu on the activity entry sheet. | |
To the left of a project line, this button folds the phases belonging to the project. To the left of a break line, use this button to fold the projects and phases contained in this break. | |
To the left of a project line, this button unfolds the phases belonging to the project. To the left of a break line, this button unfolds the projects and phases contained in this break. | |
This button folds a level of lines: phases and projects. Only breaks will be visible, even though everything is folded. 🚩 This button can be accessed from the timesheet sheet header line, on the left. | |
This button unfolds a level of lines: projects and phases. Only breaks will be visible, even though everything is folded. 🚩 This button can be accessed from the timesheet sheet header line, on the left. | |
This button folds all lines: breaks, projects and phases added to the timesheet sheet. 🚨 It is possible that the default display setting is "all folded". This is this box to be checked or unchecked in the ‣ 🚩 This button can be accessed from the sheet header line of timesheet, on the left. | |
This button unfolds all the lines: breaks, projects and phases added to the timesheet sheet. 🚩 This button can be accessed from the timesheet sheet header line, on the left. | |
A tooltip is displayed when hovering over a project or a phase added to the timesheet sheet. For projects, you can see: status, start date, end date and description, as well as the project attributes added to view For phases, you can see: phase , manager, status, start target, end target and message , as well as the phase/milestone attributes added to the view |
Voici les champs retrouvés dans cet écran :