Some sections are displayed on almost all screens in the detail area.
All manipulations on an element must be saved to move to another element.
If you do not save them, a message asks you to confirm either the saving, to cancel the modifications, or to continue the modifications on this same element.
Closed allocation are indicated with a gray background.
An alert is generated when deleting self allocation
The contact and users sections only display those who only have this role.
A special icon is placed on resource rows representing a pool of resources.
Click on the resource name to go directly to the selected resource.
Allocation rate
The allocation rate on the resource calculates the percentage of allocation to be taken into account for the planning according to the calendar of the resource.
For example, if the resource has a standard France calendar, then the resource works 5 days a week.
His assignment rate on the project is 100%, the resource can be scheduled without a ceiling and can possibly work on this project up to 5 days a week.
His assignment rate on the project is 50%, so the resource can be scheduled for a maximum of 2.5 days per week on this project.
His assignment rate on the project is 20% so the resource can be scheduled for a maximum of 1 day per week on the project
Replace resource
Replace resource on an allocation: all tasks assigned will be transferred to the new resource with assigned and left work.
Work done on tasks still belongs the old resource.
This section allows to manage assignment of resources to tasks.
Assigning a resource to a task allows you to define its function on the latter and its daily cost (if defined when creating the resource) according to the workload you assign to it.
The work initially planned for this resource to the task.
Real
Sum of work done by this resource to the task.
Left
Remaining work to this resource to complete the task.
Only project resources can be assigned to project tasks.
The responsible is added in the assignments automatically if no resource is assigned (global parameter)
If actual work exists for an assignment, it cannot be deleted.
On the table
Switch automatic assignment of the project team
When you toggle this button, the project allocations are automatically added to the assignment table.
If a new allocation is made later, then the list of assignments is updated automatically.
If a resource is deleted or closed from the allocation then it will be automatically closed from the assignments.
Click on to delete the assignments without assigned work
Click on to delete all the assignments
In the table
Click on to assign a new resource.
Click on to assign an entire team to the activity
Click on to assign an entire organization to the activity
Click on to assign a pool of resources to the activity
Click on to modify the assignment.
Click on to delete the assignment.
Click on to divide the assignment (two equal parts between two resources)
Click on to go directly to the allocation sheet for this resource. You may have this button at the top of the assignment area if you are assigned to the item yourself.
Click on the name of the resource to access the details on the resource screen.
The closed assignments are displayed on a gray background.
A special icon is placed on resource rows representing a pool of resources.
A resource can be assigned in the table without having a workload.
A resource that defers a task because it does not have the necessary availability and its planned assignment date is greater than the committed date then the remaining assigned work field turns red for this resource.
Planned assignment date is greater than the validated date¶
Function list. The main function defined for the resource will be display first.
Cost
Daily cost defined for the resource and its function.
Rate
The max rate (%) to plan the resource on the task by day.
Assigned work
The work initially planned for this resource to the task.
Real work
Sum of work done by this resource to the task.
Left work
Remaining work to this resource to complete the task. .. code:: [Left work] = [Assigned Work] – [Real Work] - Project leaders can adjust this value to estimate the work needed to complete the task by the resource.
Reassessed work
The new total work planned to complete the task. [Reassessed work] = [Real Work] + [Left Work]
Comments
Any comment on the allocation. When a comment exists, will appear on the assignment list, and on the description of the activity on the “real work allocation” screen. Moving the mouse over the icon will display the comment.
Assignment rate
The assignment rate on the resource calculates the percentage of assignment to take into account for the planning according to the FTE of the resource.
For example, if the resource has an FTE of 1 then the resource works the whole day.
Its assignment rate on the activity is 100%, the resource may be planned without a ceiling and may possibly work full days on this project.
Its activity assignment rate is 50%, so the resource can be planned for a maximum of 0.5 per day.
Its assignment rate on the activity is 20% so the resource can be planned 0.2 per day at most.
You can automatically assign the entire project team (all the resources assigned to the project) to a given activity.
This assignment is dynamic, when you add a resource to the project it is automatically added to the activity.
Switch the button to automatically assign the ressources of the project to the activity.
The entire project team will be added to the assignment table.
We only take into account the resources assigned directly to the project of the activity, not the parent project,
The allocation must not be closed
The assignment function is the default function of the resource
Rated load is zero
Assignment rate is 100%
Important
Only Resources assigned to the project are assigned, not users or contacts who are not also resources.
If you remove a resource from the assignment, that resource is not removed from the project.
Automatic assignment does not generate duplicates. If a resource already exists in the assignments, its assignment is not duplicated.
On the other hand, if the assignment is closed it will be reopened (if the activity is not itself closed).
If the allocation of the resource on the project is deleted or closed then the assignment on the activity is automatically closed so that resources can no longer be attributed to the activity even if the resource has work remaining.
Note
When this option is unchecked, the assignments will not be deleted (there is no way to know if the assignment was generated dynamically or manually). Only the automation for newly assigned Resources will be disabled.
When you check the activity option at the time spent on an activity then several fields will no longer be accessible and a recalculation of the load will be carried out:
Recalculation of the rated load = revised load when modifying the remainder to be done
Recalculation of the remainder to be done = rated load - actual load when changing the assigned load. This is the existing operation in all cases
Prohibition to modify the assigned load to a value lower than the actual load. You will then have a blocking message
Define the input parameters according to the selected planning mode - See: Planning mode
Define the initial due dates as a reference in order to check any drifts in your project.
Set a deadline by which the work must be completed. You will be able to compare your validated dates with the planned dates of the software to follow the possible drifts of your projects.
Directly on the project screen, without any other constraint, determines the start of planning for it.
Are inherited from successors or parents when the task prioritization option is selected and indicated in italics
Planned
Planned dates can be defined with:
Requested or validated dates
The planned dates can be initialized with validated dates or requested dates (whether validated dates are not specified).
Planning calculation
The planned dates are determined during the planning calculation.
The planning calculation is done according to tasks assigned to resources and their predecessors.
Note
Planning mode “Fixed duration”
The planned dates of tasks will be calculated depending on their predecessors and their specified duration.
Warning
Planned dates of parent element
At parent element level, dates are adjusted with the first planned start date and the last planned end date from all sub-elements.
The planned start date is adjusted to the real start date when work began.
The planned dates are calculated by the software. You do not have the possibility to change these dates manually.
These dates are calculated according to the many constraints that you have defined (FTE, Rates, Dependencies, Charges, priorities, availability …).
Delay display
If the dates entered in the validated dates are lower than the dates calculated by the software - the planned dates, then the planned end date box is red as well as the bar of the Gantt chart corresponding to the element.
This then reflects a possible delay.
The planned dates are greater than validated dates¶
Real
These are the dates of work actually carried out. The work actually charged
The real start date is set when work began (In progress).
The real end date is set when no more remaining work (done).
Note
Real dates of parent element
The real start date will be propagated to parent elements up to project.
The real end date for parent element will be initialized, when all sub-element have been completed.
The real work is actually being done. It is filled via the timesheet screen.
The items containing actual work cannot be deleted.
To enable this, you must first remove the actual work or configure the forced deletion in the specific access.
Requested
Allows you to define forecast dates. These are generally the dates agreed with your client or the beneficiary of your activity..
Unless they are the only indicated, these dates have no impact on the planning.
If no validated date is specified and no constraints are applied then they can initialize the planned dates.
Duration
The durations correspond to the number of days between the start and end dates.
These are always integer values, without decimals!
They are calculated automatically.
But you can also enter a start date and a number of whole days, the end date will be automatically calculated.
To display the technical progression section, which corresponds to an advancement in Unit of Work, you must position the option in the global parameters.
When an activity is paused, it is never recalculated.
Unlike fix the planning, the current schedule for the project is purged.
This amounts to postponing the activity to an undetermined date.
When this option is checked, the option fix the planning is automatically checked.
Activity on real time
When you check the option possibility of managing activities on real time in the global parameters>Tab Planning>Planning then the validated load becomes read-only and the calculation of the validated load equals the revised load.
The option can be disabled manually even if it has been set to the activity type.
The option is incompatible with activities managed by “Work Units” (turnover module).
The field will then not be visible and the “Unit of work”, “complexity” and “quantity” fields will be hidden if the “activity over time” option is activated.
It will therefore be necessary to deactivate the option to make these fields reappear.
Planning activity
Planning activity field allows to link the ticket with a planning activity
For each completed line, a new line appears after. You can register up to 4000 characters
You can specify the urgency, the person in charge and the state of the point to be treated.
You can close a point to be addressed. It disappears from the lists. Display it again using the “closed” switch button.
You can reorganize the list using the handles in front of the name of the point to be processed.
To delete a line, completely delete the text and validate after the deletion popup.
If the element has a manager defined, then it is automatically filled in as manager for each line created
If the behavior of the item type was defined with the parameter “todo list required on done status” then the change of status to done is impossible if the items of the to-do lists are not all set to “done”.
the todo list is an element who can be copied in the copy options of an activity.
Todo list screen
A screen dedicated to the point to be treated is available in the steering menu.
You then have access to all your lists, all elements included.
Filters are available to restrict the display of these. including the direct display of the version in the form of a listbox, with the possibility of changing the value of the element
The strict dependency mode forces the successor planning element not to start on the same day as the same predecessor but the next day. Even if the task is finished before the end of the day.
To have the successor start on the same day or before the end of the predecessor task, select NO for strict mode or you can also put a negative delay.
to create a new allocation.
to allocate a team on the project
to allocate an organization on the project
to update an existing allocation.
to delete the corresponding allocation.
to replace resource on the corresponding allocation.
¶
to delete the assignments without assigned work
to assign a pool of resources to the activity
to divide the assignment (two equal parts between two resources)
to go directly to the allocation sheet for this resource. You may have this button at the top of the assignment area if you are assigned to the item yourself.
to show ticket list attached to the activity.
End End dependency
End start dependency
Start start dependency
to download the document
to get the list of elements of all projects.
to add a hyperlink to an item.
to see the exact name of the document. Otherwise, the exact name of the document will be displayed.
click to switch notes to full screen mode
to return standard pop up notes
to respond to the previous note