Exact Synergy Enterprise

 

Overview of Planning and Realizations

Introduction

At this page, you can obtain a detailed overview of planning and realizations, per division. Planning refers to the number of hours assigned to a person on a specific date to conduct a specific task. It is possible to plan a task on a specific date without assigning to anyone yet but at this page, you can see only tasks assigned to specific people. The number of hours available for planning is based on the available labor hour capacity of the person, based on the MRS (Master Resource Schedule) generated for the person. For more information, see Generating MRS. On the other hand, realizations refer to the actual hours registered by a person to realize the planned or unplanned task. In summary, the overview includes the following information on the labor hour capacity of a person:

Menu path

Project/Reports/Planning and realizations/Planning and realizations

Note: You can also access this page from the Planning and realizations link of the corresponding project card. When accessing this page from the project card, the project field will be automatically filled with the corresponding project.

Roles & rights

All users can access this page.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to obtain an overview according to the defined criteria.

Note: Once you have clicked this button, the name of the button will change to Refresh.

Refresh

Click this to refresh the overview based on the latest criteria defined.

Note: This button is available only when you have clicked the Show button.

Reset

Click this to clear the defined criteria so that you can define a new overview.

Close

Click this to exit.

Description

Criteria section

Manager

Type or select a manager to obtain an overview of planning and realizations linked to person reporting directly or indirectly to that manager. Leave it blank to have an overview of planning and realizations linked to people reporting directly or indirectly to all managers.

Note: You can define whether you want to filter the people reporting directly or indirectly to the selected manager at Level. If you define this and the person at Person, the selection at Person will overwrite the selection made here.

Level

Type or select the level of subordinates of the selected manager(s) to have an overview of planning and realizations linked to people with the corresponding level. You can select 1: Direct, 2, 3, or 4 to determine the corresponding level. For example:

• If you type or select 1: Direct, you will see the overview of planning and realizations of direct reporting subordinates of the selected manager.
• If you type or select 2, you will see the overview of planning and realizations of direct reporting subordinates and one level of indirect reporting subordinates of the selected manager.
• If you type or select 3, you will see the overview of planning and realizations of direct reporting subordinates and two levels of indirect reporting subordinates of the selected manager.
• If you type or select 4, you will see the overview of planning and realizations of direct reporting subordinates and three levels of indirect reporting subordinates of the selected manager.

Division

Type or select a division to obtain an overview of planning and realizations linked to people under that division. This information is mandatory.

Cost center

Type or select a cost center to obtain an overview of planning and realizations under that cost center. Leave it blank to have an overview of planning and realizations under any cost center.

Note: The overview is available only if the value selected at Group by 1 is linked to the selected cost center.

Show

Select one or more of the following check boxes to define the information that you need in the overview.

·         Select the Planning check box to view the planning details in the Date, Week (Planning), Month (Planning), or Year (Planning) columns. These columns show the number of hours planned for people to do the assigned tasks. The information is retrieved from the Tasks application of Exact Globe.

·         Select the Actual check box to display the realization details in the Date, Week (Actual), Month (Actual), or Year (Actual) columns. These columns show the number of the corresponding hours planned for a person to do a task or activity, which have been realized. The information is retrieved from the Realizations/Labor hours application of Exact Globe.

·         Select the Weekend check box to view the Sa (Saturday) and Su (Sunday) columns. These columns show the planned and realized hours, depending on whether you have selected or cleared the Planning and Actual check boxes, respectively.

Note: Sa (Saturday) and Su (Sunday) columns are available only when the overview is on a daily scale.

Project

Type or select a project range to have an overview of planning and realizations for projects within that range. Leave them blank to have an overview of planning and realizations for all projects.

Person

Type or select a range of people to have an overview of planning and realizations of people within that range. Leave them blank to have an overview of planning and realizations of all people.

Note: If you define the person here and at Manager, the selection here will overwrite the selection made at Manager.

Activity

Type or select a range of activities to have an overview of planning and realizations linked to activities within that range. Leave them blank to have an overview of planning and realizations linked to any activity.

Group by 1

Type or select Person, Cost center, Project, Activity, or Hours to group the overview accordingly. The value chosen will be shown in the first column. This information is mandatory.

Note: If you type or select Person, Cost center, Activity, or Hours and the overview is on a daily scale, you will see the total labor hour capacity of people in the same row of the code or name of the person, cost center, activity, or hours. However if you type or select Project and the overview is on any scale, you will see the total number of planned and realized hours for people per project.

Group by 2

Type or select Cost center, Person, Project, Activity, or Hours to group the details of each grouping selected at Group by 1, accordingly. Select None if you want to list the details of each grouping selected at Group by 1, by hours.

Note: You will not get an overview if you type or select the same grouping at Group by 1 and Group by 2.

Layout section

Scale

Type or select Daily, Weekly, Monthly, or Yearly to obtain an overview of planning and realizations in the corresponding scale.

Note:

If you type or select Daily, and the selection at Group by 1 is:

• Person - The values in the rows that show the code and name of the person indicate the total labor hour capacity per person.

• Cost center – The values in the rows that show the code and name of the cost centers indicate the total labor hour capacity of all people under each cost center.
• Activity - The values in the rows that show the code and name of the activities indicate the total labor hour capacity of all people linked to each activity.
• Hours - The values in the rows that show the code and name of the labor hour items indicate the total labor hour capacity of all people linked to each labor hour item.

If you type or select Weekly, Monthly, or Yearly, and the selection at Group by 1 is Project, the values in the rows that show the code and name of the projects indicate the total number of planned and realized hours per project.

Date

Type or select a date range to obtain an overview of the planning and realizations that have been planned and/or realized within this date range.

Note: For planned labor hour capacity of people, the date refers to the date planned for a task whereas for realized labor hour capacity of people, the date refers to the date the planned task is realized.

Indicators

Not planned

This indicates the available labor hour capacity of people which has not been planned to any task on a particular day. You can only see this indicator when the overview is on a Daily scale and the selection at Group by 1 is Person, Cost, Activity, or Hours. This indicator is available in the same row as the codes and descriptions of your selection at Group by 1.

• When you type or select Person at Group by 1, the values indicate the number of available labor hour capacity per person per day.
• When you type or select Cost center at Group by 1, the values indicate the number of available labor hour capacity for all people under the cost center per day.
• When you type or select Activity at Group by 1, the values indicate the number of available labor hour capacity for all people linked to the activity per day.
• When you type or select Hours at Group by 1, the values indicate the number of available labor hour capacity for all people linked to the hour item per day.

When a part of the available labor hour capacity of people is planned, the indicator will change to yellow, to indicate that it is still not completely planned.

Incomplete planned

This indicates that only a part of the labor hour capacity of people under the person, cost center, activity, or hours grouping, has been planned while the remaining hours are still available for planning and/or realizations. You can only see this indicator when the overview is on a Daily scale and the selection at Group by 1 is Person, Cost, Activity, or Hours. This indicator is located in the same row as the codes and descriptions of your selection at Group by 1.

• When you type or select Person at Group by 1, the values indicate the remaining number of available labor hour capacity per person per day.
• When you type or select Cost center at Group by 1, the values indicate the remaining number of available labor hour capacity for all people under the cost center per day.
• When you type or select Activity at Group by 1, the values indicate the remaining number of available labor hour capacity for all people linked to the activity per day.
• When you type or select Hours at Group by 1, the values indicate the remaining number of available labor hour capacity for all people linked to the hour item per day.

Planned

This indicates that the labor hour capacity of a person linked to a, cost center, activity, hours, or project, as selected at Group by 2, has been planned for a task.

Under the date (planning) columns:

• The hyperlinked values indicate the number of hours planned per task on a particular day, week, month, or year. Click the hyperlink to view or modify the corresponding task.
• The values which are not hyperlinked indicate the total number of planned hours per person, cost center, activity, or hour in a particular day, week, month, or year.

Over planned

A person is considered as overworked when he realizes more than the available labor hour capacity. Therefore, the planned hours are less than the realized hours. Overwork or extra cost is only applicable in labor hours. You can see this indicator only when the overview is on a Daily scale and the selection at Group by 1 is Person. This indicator is available in the same row as the codes and descriptions of your selection at Group by 1. The values indicate the number of planned labor hour capacity per person per day.

Absence/Public holidays

This indicates that all the following information falls on a public holiday or the corresponding person is absent:

• The labor hour capacity of people under the person, cost center, activity, or hours grouping which has not been planned to any task for any person, on a particular day.
• The labor hour capacity of people under the person, cost center, activity, or hours grouping, which has not been completely planned.
• The task planned for a person which can be grouped by cost center, activity, hours, or project.
• The labor hour capacity of a person which has been planned for a task with overwork.

Under the date (planning) columns:

• The hyperlinked values indicate the number of hours planned per task on a particular day, week, month, or year. Click the hyperlink to view or modify the corresponding task.
• On a daily scale, the values which are not hyperlinked indicate the remaining number of available labor hour capacity of a person per person, cost center, activity, or hour in a particular day, week, month, or year.
• On a daily scale, the values which are not hyperlinked indicate the total number of planned labor hour capacity of a person per project in a particular day, week, month, or year.
• On a weekly and monthly scale, the values which are not hyperlinked indicate the total number of planned labor hour capacity per person, cost center, activity, or hour.
• On a yearly scale, the values which are not hyperlinked are not available.

Under the date (actual) columns:

• The hyperlinked values indicate the number of planned or unplanned hours that has been realized, per entry. Click the hyperlink to view the corresponding realizations or fill in more realizations on the same date or week.
• The values which are not hyperlinked indicate the total number of planned or unplanned hours per person, cost center, activity, or hour in a particular day, week, month, or year that has been realized.

Related document

·         Recalculating Planning and Realizations

     

Main Category:	Support Product Know How	Document Type:	Online help main
Category:	On-line help files	Security  level:	All - 0
Sub category:	Details	Document ID:	15.444.812
Assortment:	Exact Synergy Enterprise	Date:	30-09-2010
Release:		Attachment:
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