schedule the remaining work

This button validates the entry of remaining work : it will no longer be possible to make changes for the period concerned. Resources will no longer be able to enter completed for past periods. A confirmation window appears, confirming that the entry has been validated.

This button is used to cancel the validation of the remaining work entry, so that modifications can be made again. A confirmation window appears, confirming that the input validation has been cancelled.

This button is used to recalculate scheduling. A window opens: simply select an eligible date from the calendar. The dates proposed are those between the current remaining work smoothing start date and the current 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 smoothing date remaining work Enter the remaining work of a resource

Ce bouton permet d'affecter des ressources afin de pouvoir planifier leur reste à faire. Un ajout de ressource peut l’ajouter à l’équipe projet (voir Setting). Cet ajout peut s’avérer impossible si le rôle a un niveau de licence qui dépasse la limite actuelle de la plateforme. Voir License management Rights required : Assigning a generic resource Assigning a named resource

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 at contextual menu .

This button displays comments added to the timesheet of assigned resources 🚩 This button is available at contextual menu .

🚩 This button is available at contextual menu .

Reports can be run from this screen: - Financial summary - Review of availability resources (one report per category resource) 🚩 This button is available at contextual menu .

Displays the scheduling screen of remaining work in full screen mode.

Return to a standard view from the scheduling screen of remaining work.

To the left of the phase line, this button folds the resource assignments and makes it impossible to modify the resource boxes. 🚩 Clicking on a line folds/unfolds the resource assignments.

To the left of a phase line, this button unfolds the assigned resources and makes it possible to modify the boxes of a phase. 🚩 Clicking on a line folds/unfolds the resource assignments.

Allows you to fold a level on the board: fold project phases, or fold phase resources, for example.

Unfold a level on the table: unfold project phases, or phase resources, for example.

This button folds all lines: projects and phases. 🚩 This button can be accessed from the plan header line, on the left.

This button unfolds all lines: projects and phases 🚩 This button can be accessed from the plan header line, on the left.

This button is used to group the various elements of the table : - by phase - by genre - by resource - by profile

This button is used to enter values on fields: representations remaining work, target, etc. 💡 Tabs can be used to move from box to box. 🚩 The date selector will be grayed out when the user changes the scheduling of remaining work.

This button lets you assign resources more quickly than with the Assign. It can be accessed by hovering over a project line/phase. Resource filters are not displayed, but a search is possible. Select the resources, then click on Cancel or Save

Allows you to modify a phase directly. 🚩 This button is available when hovering over a line. phase

When remaining work scheduling is displayed by month or week, this button is used to return to view day. The last granularity displayed will be the one shown the next time this screen is displayed. 💡 With view day, 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 Configuration globale It is not possible to display days over a period of more than 2 months.

When remaining work scheduling is displayed by month or day, this button allows you to return to view week. The last granularity displayed will be the one shown the next time this screen is displayed. 💡 With view week, hover over this line to quickly display the current month or the 12 months to come. 🚨 Display granularity may have been set by default via this box of the Configuration globale It is not possible to display weeks over a period of more than 52 weeks (1 year).

When remaining work scheduling is displayed by day or week, this button allows you to return to view month. The last granularity displayed will be the one shown the next time this screen is displayed. 💡 With view month, hover over this line to quickly display the active month or the 12 months to come. 🚨 Display granularity may have been set by default via this box of the Configuration globale It is not possible to display months over more than 2 years.

This button copies data entered in representation target to representation remaining work . It therefore activates the smoothed distribution of remaining work. The button Update appears, along with the smoothing start date of remaining work. 🚦 To carry out this action, the target load must be entered. 🚩 This button is available at contextual menu for the project/ phase.

By clicking on this button, you can send an e-mail to assigned resources, informing them of their assignment to this project/this phase A window appears, offering confirmation or cancellation of the e-mail. 🚩 This button is available on the project's / phase's contextual menu .

This button takes you to the resource's activity entry screen. Activity entries 🚩 This button is available at contextual menu .

This button is used to consult a resource's file. Resources 🚩 This button is available at contextual menu .

Ce bouton permet de transférer de la charge (reste à faire) de la ressource vers une ou plusieurs autres ressources. Droit requis : Assigning a generic resource or Assigning a named resource 🚩 This button is available at contextual menu .

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 name of the phase and the project. 🚩 This button is available via a resource's contextual menu .

This button deletes the entire scheduling resource detail, and the global remaining work is deleted for the assignment 🚩 This button is available via a resource's contextual menu

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 : Delete assignments from theme resource 🚩 This button is available at contextual menu .

This button displays thehistory list of 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