Planning timeframes
Menu path
Projects > Reports > Search > Projects
Introduction
This page allows you to plan timeframes.
Roles and rights
- To plan timeframes, you will require module YA1401 — Hour entry role or the Hour entry and Project manager role, security level 10 and above, a specific user-defined role that is linked to the relevant field on the Project hours: Settings page, and you have to be linked to the project. For more information, see Defining Professional services automation settings.
- However, Employee self-service or CRM users will require the license YA1401 — Hour entry role before they can be assigned the Hour entry and Project manager roles.
Notes:
- For more details on function rights, go to System > Setup > Security > Function rights.
- For more details on roles, go to System > Setup > Security > Roles.
What version are you using?
The information in this document is based on product update 250.
How do I plan timeframes?
On the Projects: Search page, define the search criteria.
Click Show.
Select the required project by clicking the hyperlink under the Project column.
On the project card, under the Project monitor section, click Planning in the Execution column.
On the Project planning page, click Plan timeframe.
On the Plan timeframe page, define the relevant fields.
Click Submit.
Keep in mind: All fields with the ! icon are mandatory.
Buttons
Submit
Click this to submit the Capacity planning & realization requests for the defined period.
Close
Click this to exit.
Fields
Project section
Project
Type or select the project for which you want to create the planning for timeframe. This is mandatory. If the planning for timeframe is created from the project card or project planning, this information is automatically defined based on the project card. For more information, see Viewing project cards.
Period
This field is blank. If the planning for timeframe is created from the project card or project planning, this information is automatically defined based on the project card. It displays the start and end dates of the project. For more information, see Viewing project cards.
General section
Person
Type or select an employee ID. This is the person for whom you would be making the planning for timeframe. This is mandatory.
Description
Type a description for the planning. This is mandatory.
Deliverable
Type or select a project deliverable for the project.
WBS line / Budget line
Type or select a WBS or budget line to be linked to the created Hour planning & realization request. This is mandatory.
Note: If the Use deliverables & WBS check box is selected on the related project card, then the WBS line field will be displayed. If the Use deliverables & WBS check box is not selected on the related project card, then the Budget line field will be displayed.
Activity
Type or select an activity associated with the project. This is mandatory.
Date section
Start date
Type or select a start date for the planning. This is mandatory.
End date
Type or select an end date for the planning.
Duration
Type the duration of the planning.
Fields section
Remarks
Type any further information you may have about the timeframe planning in this section.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
23.886.455 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
22-03-2024 |
| Release: |
250 |
Attachment: |
|
| Disclaimer |