Screen scheduling of the remaining work
This screen allows you to allocate resources and distribute loads for the project and its phases target and remaining work.
It is possible toFilter the list of project resources using the filter criterion or the Resource or private filters Resource.
The display Plan capacity to view capacity, availability and remaining work resources.
💡 By clicking on the line of a resource, it is possible to see on which other phases the resource is assigned, as well as the distribution of remaining work these phases.
🚦In order for most actions to take place, resources must be allocated to the project and/or its phases.
Phases that are not in progress (that have not yet begun) are not visible to scheduling : they are grayed out.
The start date for smoothing remaining work appears at the top of the screen.
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💡🇺🇸 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 - in week view, only Sunday can be selected as start date and Saturday as end date
Rights required
Access the scheduling resources screen
Enter the target of a resource
Enter the remaining work of a resource
General actions
The last granularity displayed will be the one shown the next time this screen is displayed.
Button name | Description |
---|---|
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 | |
This button is used to assign resources to schedule remaining work . Rights required : Assigning a generic resource Assigning a named resource | |
Choice between | |
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 | |
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 | |
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 . | |
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 |
Field name | Functional information |
Several labels are displayed:
- resource label and photo: if the user has a managed resource, then the user icon is copied and added to the resource
- project name and start and end dates (for which the resource is assigned)
- phase label and start and end dates (for which the resource is assigned) | |
Allows you to select a start and end date for period to view the scheduling of remaining work, or pre-defined periods:
- Active month
- 12 months to go
- Start of smoothing remaining work the period selected is the one that was applied the last time remaining work
was smoothed. If a customized period is selected, a window will appear with the start and end months to be selected. Then click on Cancel or Validate
🚨 The button Validate is grayed out when the selection between start date and end date is greater than 2 months in the display Day and 2 years in display Month
🚩When the user changes the scheduling of remaining work, then the date selector will be grayed out, regardless of the granularity displayed.
The tooltip will then display : Save to modify the period displayed . | |
This is the load target remaining to be done, for a project, a phase and its resources.
For example, it could be the number of man-days it remaining work would take to complete a project. phase | |
This field cannot be modified. These are the completed entries that are accumulated for this resource and this phase Activity entries | |
This is the load remaining to be done by the resource for the phase.
The remaining work is then smoothed over the months/days of the phase, according to the remaining work smoothing start date set.
The RAFG cannot be modified if the end date of the phase is earlier than the current date.
💡 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
💡 If the global remaining work is deleted, the remaining work that had been smoothed on days is deleted on the days that are not worked according to the resource's schedule. | |
This field cannot be modified. It corresponds to the sum of remaining work and completed . | |
This field reminds you for which phase the resource has been assigned. The start and end dates appear.
This field appears if Group by has been set to Type , Resource or Profile | |
This field appears if the screen display mode has been set to Day | |
This field appears if the screen display mode has been set to Month |