Viewing subordinates' planning report

Close

Click this to exit.

Show

Click this to display the planning of people who are subordinates of the person defined at Person.

Refresh

Click this to update the planning according to the defined criteria.

Person

Click this to view the planning of the person selected at Person under the Criteria section. For more information, see Viewing personal planning report.

Note: This is not available for users without any role assigned.

Subordinates

Click this to view the subordinate's planning of people who are subordinates of the person defined at Person.

Note: This is not available for users without any role assigned.

Projects

Click this to view the project planning of person selected at People. For more information, see Viewing project planning report.

Note: This is not available for users without any role assigned.

Month / Week / Day

Click the Year, Month, Week, or Day buttons to view the yearly, monthly, weekly, or daily subordinate's planning respectively.

Note: This is available once you have clicked Show, and then Advanced.

Simple / Advanced

Once you have clicked Show, you can click Simple or Advanced to see different fields in the respective modes. By default, this page is displayed in the Simple mode.

New

Click this at the bottom of the planning to create a request. Alternatively, click an empty cell in the calendar to create a request. The request to be created depends on the selection of the option. You may see different request types depending on your settings. For more information, see Creating and modifying request types – Action tab and Creating and modifying requests.

Note: This is available once you have clicked Show, and then Advanced.

Customise

Click Customise at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving. Take note of the following sections/fields:

General section

You can define the height of the row under this section.

Details section

You can choose to display or hide the relevant information on the planning such as the description, hours, status, and/or account, and displaying the request types, and the planning under this section.

Project section

You can choose to display the relevant planning information on the project such as the planning to include or exclude child projects and whether to include the planning on amount and/or members of the project under this section.

Person section

You can define the sort order and page size when displaying the planning for the person.

Planning: Week section

Select the check box to display the planning which includes Saturdays and Sundays.

Planning: Day section

Define the start and end time of a day to display the planning which falls within the defined time under this section.

Extra (Person) section

Select the Account, Project, Contact, Item, and Item 2 check boxes to display the corresponding extra information in the planning.

Person

Type or select a person to display the planning of this person’s subordinate(s). By default, the current user that is logged on to the system is selected. Once you have selected a person, you can view the details of the person by clicking the hyperlink displayed next to the box. For more information, see Viewing personal cards.

Request: Status

Select the Open, Approved, Realized, Processed, and/or Rejected check boxes to display the request with the corresponding statuses.

Date

Type or select a range of dates for the subordinate’s planning.

Note: The total number of days within the date range must be less than 31 days.

Planning

Select an option available for the subordinate's planning to be displayed:

• Requests — Select this option to display the planning of the person based on the request types.
• Availability — Select this option to display the planning based on the availability or non-availability of the person.

Subordinates

Select the level of subordinates for the subordinate’s planning to be displayed.

Category / Category 2

Select the category to display the planning requests created under this category. For more information, see Creating and modifying request category.

Note: This is available only when in the Advanced mode.

Type / Type 2

Select the request type created under the corresponding category of the planning request selected at Category / Category 2. For more information, see Creating and modifying request types – General tab.

Note: This is available only when in the Advanced mode.

Exclude: Type 1 / Exclude: Type 2

Select the required request type to be excluded from the subordinate's planning.

Note: This is available only when in the Advanced mode.