schedule le remaining work

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Table of contents

remaining work scheduling screen

This screen allows you to allocate resources and distribute target and remaining work for the project and its phases.

It is possible toFilter the list of project resources using the filter criterion or the Resource or private filters Resource.

The display Capacity Plan displays resource capacity, availability and remaining work .

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These definitions may be useful:

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When you first register remaining work global :

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By clicking on the line of a resource, it is possible to see which other phases the resource is assigned to, as well as the distribution of remaining work among these phases.

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For most actions to take place, resources must be allocated to the project and/or its phases.

There is no visibility for scheduling on phases that are not in progress (that have not started): they appear grayed out.

The last granularity displayed will always be the one displayed on the next visit.

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You can display resources and assignments in a paginated list (see bottom of screen: 25, 50, 100, 200). The choice of pagination is memorized, even if you change pages.

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🇺🇸 Depending on the calendar settings (EN-US), the first day of the week may vary. For example :

in week view, when hovering over a week, the day displayed is Sunday,
in daytime display, weeks begin on Sunday
in week view, only Sunday can be selected as start date and Saturday as end date

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Rights required :

General actions

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To display an attribute in this screen :

Add a project attribute

Define the theme as a Resource.
Add this attribute to a project form Views

Add this form to the project if you haven't already done so
Enter a value for this attribute or use the default value.

Theattribute is then added to all resource screens of this project if it has a specific value, and to all projects where this form is added if it uses a default value.

Once it has a value, this attribute can be removed from the form and will continue to appear in the Resources theme .

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The boxes in the table can be of different colors:

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The boxes in the table can have different font styles:

Button name	Description
Validate entry	This button validates the entry of remaining work : it will no longer be possible to make modifications for the period concerned. Resources will no longer be able to enter completed work for past periods. A confirmation window appears, confirming that the entry has been validated.
Invalidate input	This button cancels the validation of the remaining work entry, so that modifications can be made again. A confirmation window appears to confirm the cancellation of the entry validation.
Update	This button recalculates the scheduling. A window opens: simply select an eligible date from the calendar. The dates proposed are those between the current start date for smoothing remaining work work and today's date. This button only appears when remaining work has been entered on the project before the last smoothing start date. The date is grayed out if it turns out to be unselectable: either before the project start date, or after the project end date. Rights required : Update remaining work smoothing date Enter the remaining work of a resource
Assign	This button is used to assign resources in order to schedule their remaining work. Adding a resource can add it to the project team (see Setting). This may not be possible if the role has a license level that exceeds the platform's current limit. See License management Rights required : Assigning a generic resource Assigning a named resource
Modify density	Choice between `Normal` and `High`. With a high density, more resource lines will appear in the list (without changing page). Lines will be thinner than with normal density. 🚩 This button is available in the contextual menu of the screen.
Display resource notes	This button displays comments added to the timesheet of assigned resources. 🚩 This button is available in the contextual menu of the screen.
Export	🚩 This button is available in the contextual menu of the screen.
Reports	Reports can be run from this screen: - Financial summary - Review of resource availability (one report per resource category ) 🚩 This button is available in the contextual menu of the screen.
Full screen	Displays the remaining work scheduling screen in full screen mode.
Exit full screen mode	Returns to a standard view the remaining work scheduling screen.
Fold	To the left of a phase line, this button folds the assigned resources, making it impossible to modify resource boxes. 🚩 Clicking on a line folds/unfolds the resource assignments.
Unfold	To the left of a phase line, this button unfolds the assigned resources, enabling you to modify the phase boxes. 🚩 Clicking on a line folds/unfolds the resource assignments.
Folding a level	Allows you to fold a level on the board: fold project phases, or fold phase resources, for example.
Unfold a level	Unfold a level on the board: unfold project phases, or phase resources, for example.
Fold everything	This button folds all lines: projects and phases 🚩 This button can be accessed from the capacity plan header line on the left.
Unfold all	This button unfolds all lines: projects and phases 🚩 This button can be accessed from the capacity plan header line on the left.
Group by	This button is used to group the various elements of the table : - by phase - by type - by resource - by profile
Edit	This button is used to enter values for fields: representations remaining work, target, etc. 💡 It is possible to move from box to box using the tab key. 🚩 The date selector will be grayed out when the user modifies the scheduling of the remaining work.
Allocate resources	This button lets you assign resources more quickly than with the `Assign`. It can be accessed by hovering over a phase line. Resource filters are not displayed, but a search is possible. Select resources, then click on Cancel or Register
Edit	Allows you to modify a phase directly. 🚩 This button is available when hovering over a phase line.
Day	When the remaining work scheduling is displayed by month or week, this button allows you to return to a day view . The last granularity displayed will be the one shown the next time this screen is displayed. 💡 With the day view , hover over this line to quickly display the current month or the next 3 weeks. 🚨 Display granularity may have been set by default via this box of the Global configuration It is not possible to display days over a period of more than 2 months.
Week	When the remaining work scheduling is displayed by month or day, this button is used to return to a week view . The last granularity displayed will be the one shown the next time this screen is displayed. 💡 With the week view , hover over this line to quickly display the current month or the next 12 months. 🚨 Display granularity may have been set by default via this box of the Global configuration It is not possible to display weeks over a period of more than 52 weeks (1 year).
Month	When the remaining work scheduling is displayed by day or week, this button is used to return to a month view . The last granularity displayed will be the one shown the next time this screen is displayed. 💡 With the month view , hover over this line to quickly display the current month or the next 12 months. 🚨 Display granularity may have been set by default via this box of the Global configuration It is not possible to display months over more than 2 years.
Copy the target into the RAF	This button copies the data entered in thetarget representation to theremaining work representation . It thus activates the smoothed distribution of the remaining work. The button `Update` appears, along with the smoothing start date of the remaining work. 🚦 To perform this action, the target load must be entered. 🚩 This button is available in the phase contextual menu .
Notify resources	By clicking on this button, you can send an e-mail to assigned resources, informing them of their assignment to this phase . A window appears, offering confirmation or cancellation of the e-mail. 🚩 This button is available in the contextual menu of the phase.
View resource activity	This button takes you to the resource's activity entry screen. Activity entries 🚩 This button is available via a resource's contextual menu .
Consult the resource sheet	This button is used to consult a resource's file. Resources 🚩 This button is available via a resource's contextual menu .
Reassign remaining work	This button is used to transfer loadremaining work) from the resource to one or more other resources. Required rights : Assigning a generic resource or Assigning a named resource 🚩 This button is available via a resource's contextual menu .
Notify the resource	This button is used to notify the resource of its assignment to a phase or project. An e-mail is then sent to the user's e-mail address, with the phase and project label. 🚩 This button is available via a resource's contextual menu .
Reset remaining work global	This button deletes all detailed scheduling for the resource, and the global remaining work is deleted for the assignment 🚩 This button is available via a resource's contextual menu .
Remove resource	This button is used to remove the resource from the phase(not only for scheduling the remaining work), only possible if there is no completed registered for the resource. Rights required : Deleting assignments in the resource theme 🚩 This button is available via a resource's contextual menu .
Seehistory	This button displays thehistory modifications to resource entries: date, user, action, object, property, value... Actions are sorted from the most recent date to the oldest. 🚩 This button is available via a resource's contextual menu .