DT468 Period

DI001337 Available capacity (without child resources)

Actually available capacity of the selected resource and of all of its possibly existing child resources (summarized) in the selected period Do not confuse this with general availability per period (Unit/period)! Due to different influence factors, the actually available capacity can be lower or higher than the defined availability.

Details

• When creating period records, the initial value is consistently copied from the Available capacity for periods field (Resource Data Sheet module) to all periods but if necessary, it can be changed for each period by changing the influence factor values (manual changing not possible since calculated).

Calculation

• Available capacity (without child resources) = Unit/Period * Factor amount/period +/- values of the influence factor 1-5 (vacation, absence, period factor 3, 4, or 5) calculated successively.

DI001337 Available capacity

Actually available capacity of the selected resource particularly in the selected period Do not confuse this with general availability per period (Unit/period)! Due to different influence factors, the actually available capacity can be lower or higher than the generally defined availability.

Details

• When creating period records, the initial value is consistently copied from the Available capacity for periods field (Resource Data Sheet module) to all periods but it can be changed for each period by changing the influence factor values if necessary (manual changing not possible since calculated).

Calculation

• Available capacity = Unit/period * Factor amount/period +/- values of the influence factor 1-5 (vacation, absence, period factor 3, 4, or 5) (calculated successively).

DI002454 Available capacity

Calculation (summarization)

• Available capacity = sum of the Available capacity (without child resources) values of the selected resource and of all of its child resources per period, provided that the Summarize periods checkbox has been activated.

Note

• If the resource availability of the child resources is altered, the available capacity for each period will be summarized upwards along the resource structure when saving. It is saved in the Available capacity field on each parent resource per period.

DI002454 Summarized available capacity

Details

• Summarized available capacity = sum of the Available capacity values of the selected resource and of all of its child resources per period, provided that the Summarize periods checkbox has been activated.

Note

• If the resource availability of the child resources is altered, the available capacity for each period will be summarized upwards along the resource structure when saving. It is saved in the Summarized available capacity field on each parent resource per period.

DI001338 Factor amount/period

Details

• Can be used to influence the Available capacity (without child resources).
• A value less than 1 reduces the available capacity, an entry greater than 1 increases it.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001338 Factor amount/day

Amount available from the production factor in the selected period. When creating periods from the Factor amount field in the Resource Data Sheet, the initial value will be applied consistently to all period records but can be changed for individual periods afterwards.

Details

• Can be used to influence the Available capacity.
• A value less than 1 reduces the available capacity, an entry greater than 1 increases it.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001340 Vacation (factor value 1)

NEW The field cannot be edited manually but is filled automatically depending on the entry in the Absence type field. Possible values are 1 or 0,5, also depending on the value selected in Absence type.

Details

• In the calculation of the Available capacity, the 5 period influence factors are considered successively.

DI001340 Vacation

Details

• For the calculation of the Available capacity, the 5 period influence factors are considered successively.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001341 Absence (factor value 2)

NEW The field cannot be edited manually but is filled automatically depending on the entry in the Absence type field. Possible values are 1 or 0,5, also depending on the value selected in Absence type.

Details

• In the calculation of the Available capacity (without child resources, the 5 period influence factors are considered successively.

DI001341 Absence

Details

• For the calculation of the Available capacity, the 5 period influence factors are considered successively.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001342 Basic load (factor value 3)

Details

• In the calculation of the Available capacity, the 5 period influence factors are considered successively.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001342 Factor value 3

Details

• In PLANTA, Period factor 3 = Basic load.
• For the calculation of the Available capacity, the 5 period influence factors are considered successively.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001342 Period factor 3

Details

• In PLANTA, Period factor 3 = Basic load.
• For the calculation of the Available capacity, the 5 period influence factors are considered successively.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001343 Factor value 4

Details

• In PLANTA Standard, Period factor 4 = additional work.
• In the calculation of the Available capacity (without child resources), the 5 period influence factors are considered successively.

DI001343 Period factor 4

Details

• In PLANTA Standard, Period factor 4 = additional work.
• For the calculation of the available capacity, the 5 period factors are considered successively.

DI001344 Factor value 5

Details

• In PLANTA Standard, Period factor 5 = Miscellaneous.
• In the calculation of the Available capacity (without child resources), the 5 period influence factors are considered successively.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001344 Period factor 5

Details

• In PLANTA Standard, Period factor 5 = Miscellaneous.
• For the calculation of the Available capacity, the 5 period influence factors are considered successively.

The parameter can be edited by users with modification rights in the following module:

• Availability:

DI001346 Used (without child resources)

Actually incurring load (actual load) of the selected resource without its possibly existing child resources in the selected period (day)

Calculation

• The Used (without child resources) value is determined from Actual load values of the resource from all projects in which it is planned.

Notes

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.
• In this field, only the values from the projects with status = "Active" are displayed.
• If the Work parameter = (deactivated), Used (without child resources) = 0

DI001346 Used

Actual load of the selected resource in the selected period (day)

Details

• The Used value is determined from Actual load values of the resource from all projects in which it is planned.

Notes

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.
• In this field, only the values from the projects with status = "Active" are displayed.

DI002464 Used

Calculation (summarization)

• Used = sum of the Used (without child resources) values of the selected resource and of all of its child resources in the selected period, provided that the Summarize periods checkbox has been activated for the parent resource.

Notes

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.
• In this field, only the values from the projects with status = "Active" are displayed.

DI002464 Summarized used

Details

• Summarized used = sum of the Used values of the selected resource and of all of its child resources in the selected period, provided that the Summarize periods checkbox is activated.

Notes

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.
• In this field, only the values from the projects with status = "Active" are displayed.

DI001352 Planned (without child resources)

Planned remaining load (remaining load) of the selected resource without its possibly existing child resources in all projects in the selected period (day)

Calculation

• The Planned (without child resources) value is determined from Remaining load values of the resource from all projects in which it is planned.

Notes

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.
• In this field, only the values from the projects with status = "Active" are displayed.
• If the Work parameter = (deactivated), Planned (without child resources) = 0

DI001352 Planned

Planned remaining load of the selected resource without its possibly existing child resources in the selected period (day)

Details

• The Planned value is determined from Remaining load values of the resource from all projects in which it is planned.

Notes

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.
• In this field, only the values from the projects with status = "Active" are displayed.

DI001353 Planned code A (without child resources)

Calculation

• The Planned code A (without child resources) value is determined from Remaining load values of the resource from all projects with Code = A in which this resource is planned.

Notes

• By adjusting the value of the Utilization code 1 model parameter, the value of another project code can also be displayed in the Planned code A field.
• If the Work parameter = (deactivated), Planned code A (without child resources) = 0

DI001353 Planned code 1

Planned remaining load of the selected resource without its possibly existing child resources in active projects with Code = 1 per period (day)

Calculation

• The Planned code 1 value is determined from Remaining load values of the resource from all projects with Code = 1 in which this resource is planned.

Note

• By adjusting the value of the Utilization code 1 model parameter, the value of another project code can also be displayed individually in the Planned code 1 (without child resource) field.

DI001354 Planned code B (without child resources)

Calculation

• The Planned code B (without child resources) value is determined from Remaining load values of the resource from all projects with Code = B in which this resource is planned.

Notes

• By adjusting the value of the Utilization code 2 model parameter, the value of another project code can also be displayed in the Planned code B field.
• If the Work parameter = (deactivated), Planned code B (without child resources) = 0

DI001354 Planned code 2

Calculation

• The Planned code 2 (without child resources) value is determined from Remaining load values of the resource from all projects with Code = 2 in which this resource is planned.

Note

• By adjusting the value of the Utilization code 2 model parameter, the value of another project code can also be displayed individually in the Planned code 2 (without child resource) field.

DI001355 Planned code C (without child resources)

Calculation

• The Planned code C (without child resources) value is determined from Remaining load values of the resource from all projects with Code = C in which this resource is planned.

Notes

• By adjusting the value of the Utilization code 3 model parameter, the value of another project code can also be displayed in the Planned code C field.
• If the Work parameter = (deactivated), Planned code C (without child resources) = 0

DI001355 Planned code 3

Note

• By adjusting the value of the Utilization code 3 model parameter, the value of another project code can also be displayed individually in the Planned code 3 (without child resource) field.

DI001356 Planned code D (without child resources)

Calculation

• The Planned code D (without child resources) value is determined from Remaining load values of the resource from all projects with Code = D in which this resource is planned.

Notes

• By adjusting the value of the Utilization code 4 model parameter, the value of another project code can also be displayed individually in the Planned code D field.
• If the Work parameter = (deactivated), Planned code C (without child resources) = 0

DI001356 Planned code 4

Note

• By adjusting the value of the Utilization code 4 model parameter, the value of another project code can also be displayed individually in the Planned code 4 (without child resource) field.

DI001357 Planned Code E (without child resources)

Calculation

• The Planned code E (without child resources) value is determined from Remaining load values of the resource from all projects with Code = E in which the resource is planned.

Notes

• For individual adjustments you have to consider that here values from all projects are displayed, the codes of which do not correspond to any of the values of the Utilization code 1-4 model parameters. If projects with several such codes exist, their values are displayed summarized in the Planned code E (without child resources).
• If the Work parameter = (deactivated), Planned code E (without child resources) = 0

DI001357 Planned code 5

Note

• For individual adjustments you have to consider that here values from all projects are displayed, the codes of which do not correspond to any of the values of the Utilization code 1-4 model parameters. If projects with several such codes exist, their values are displayed summarized in the Planned code 5 field.

DI002483 Planned

Calculation (summarization)

• Planned = sum of the Planned (without child resources) values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox has been activated for the parent resource.

Note

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.

DI002483 Summarized planned

Details

• Summarized planned = sum of the Planned values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox is activated for the parent resource.

Note

• The respective data field is hidden in the Availability module by default and can be displayed by the user if necessary.

DI002484 Planned code A

Calculation (summarization)

• Planned code A = sum of the Planned code A (without child resources) values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox is activated for the parent resource.

DI002484 Summarized planned code 1

Details

• Sum of the Planned code 1 values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox is activated.

DI002485 Planned code B

Planned remaining load (remaining load) of the selected resource and of all of its child resources (summarized) in projects the Code of which equates to the value of the Utilization code 2 model parameter in the selected period (day) The values for the planned load stem from the planning of the respective resource in the Schedule.

Calculation (summarization)

• Planned code B = sum of the Planned code B (without child resources) values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox has been activated for the parent resource.

DI002485 Summarized planned code 2

Remaining load of the selected resource and of all of its child resources (summarized) in projects the Code of which equates to the value of the Utilization code 2 model parameter in the selected period (day)

Details

• Sum of the Planned code 2 values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox is activated.

DI002486 Planned code C

Planned remaining load (remaining load) of the selected resource and of all of its child resources (summarized) in projects the Code of which equates to the value of the Utilization code 3 model parameter in the selected period (day) The values for the planned load stem from the planning of the respective resource in the Schedule.

Calculation (summarization)

• Planned code C = sum of the Planned code C (without child resources) values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox has been activated for the parent resource.

DI002486 Summarized planned code 3

Remaining load of the selected resource and of all of its child resources (summarized) in projects the Code of which equates to the value of the Utilization code 3 model parameter in the selected period (day)

Details

• Sum of the Planned code 3 values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox is activated.

DI002487 Planned code D

Calculation (summarization)

• Planned code D = sum of the Planned code D (without child resources) values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox has been activated for the parent resource.

DI002487 Summarized planned code 4

Details

• Sum of the Planned code 4 values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox is activated.

DI002488 Planned code E

Calculation (summarization)

• Planned code E = sum of the Planned code E (without child resources) values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox has been activated for the parent resource.

DI002488 Summarized planned code 5

Details

• Sum of the Planned code 5 values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox is activated.

DI001345 Utilization (without child resources)

Utilization of the selected resource without its possibly existing child resources in the selected period (day). The term utilization means the sum of planned remaining load (remaining load) and actual incurring load (actual load).

Calculation

• Utilization (without child resources) = Used (without child resources) + Planned (without child resources)

Note

• If Used (without child resources) + Planned without child resources) = 0 or Work = (deactivated), Utilization (without child resources) is 0 as well.

DI001345 Utilization

Utilization of the selected resource without its possibly existing child resources in the selected period (day)

Capacity scheduling

• Used + Planned

DI002455 Utilization

Calculation (summarization)

• Utilization = sum of the Utilization (without child resources) values of the selected resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox has been activated for the parent resource.

DI002455 Summarized utilization

Details

• Sum of the Utilization values of the resource and of all of its child resources in the selected period (day), provided that the Summarize periods checkbox has been activated for the parent resource.

DI001363 % utilization (without child resources)

Calculation

• Used (without child resources) + Planned (without child resources) / Available capacity (without child resources) * 100
• For the following constellations, % utilization (without child resources) = 0 % is displayed in the program.
  • If Available capacity (without child resources) = 0.
  • Used (without child resources) + Planned (without child resources) = 0
  • If Work = (deactivated)

DI001363 % utilization

Capacity scheduling

• (Used + Planned) / Available Capacity * 100
• For the following constellations, % utilization = 0 % is displayed in the program.
  • If Available Capacity is = 0.
  • If Work is = N, but Utilization (Used + Planned) is > 0.

DI059759 % utilization

Percentage value of the utilization of the selected resource and of all of its child resources (summarized) in the selected period (day)

Calculation NEW

• (Used + Planned) / Available Capacity * 100
• For the following constellations, % utilization = 0 % is displayed in the program.
  • If Summarized capacity = 0.
  • If Used + Planned = 0
  • If Work = (deactivated)

Note

• In the My Department, Resource Planning, Utilization by Skills modules, a traffic light that switches to red as soon as an overload is detected (utilization over 100%) is implemented on the respective field.

DI059759 % utilization

Percentage value of the utilization of the selected resource and of all of its child resources (summarized) in the selected period (day)

Calculation

• Planned) / Available capacity * 100
• For the following constellations, % utilization = 0 % is displayed in the program.
  • If Summarized capacity = 0.
  • If Used + Planned = 0
  • If Work = (deactivated)

Note

• In the My Department, Resource Planning, Utilization by Skills modules, a traffic light that switches to red as soon as an overload is detected (utilization over 100%) is implemented on the respective field.

DI059759 Summarized % utilization

Percentage value of the planned utilization of the selected resource and of all of its child resources (summarized) in the selected period (day)

Calculation

• Summarized planned / Summarized available capacity * 100
• For the following constellations, Sumarized % utilization = 0 % is displayed in the program.
  • If Summarized available Capacity = 0.
  • If Summarized used + Summarized planned = 0
  • If Work = (deactivated)

Note

• In the My Department, Resource Planning, Utilization by Skills modules, a traffic light that switches to red as soon as an overload is detected (utilization over 100%) is implemented on the respective field.

• When creating periods, this value is copied from the stored resource calendar.
• In order to define a day as a non-working day in the Availability module, you have to empty the Unit/period and Factor amount/period parameters and save these changes. If this is done, the Available capacity (without child resources) and Available capacity fields are emptied automatically if they contain values and the Work checkbox is automatically deactivated.
• And vice versa, if you want to define a non-working day as a working day in the Availability module, the Unit/period and Factor amount/period parameters must be set, and in case the basic load is defined in the Resource Data Sheet, the Basic load (factor value 3) field with the appropriat value and the changes must be saved. As a result, the Work checkbox is automatically deactivated.
• After these parameters have been changed, replanning is required in order for the changed availabilities to be taken into account in all projects for which the resource has been planned.

DI009478 Presence

Details

• NEW When using the Arrival/Leaving times, the presence of the employee is saved here as soon as he/she has recorded presence in the course of working time recording.
• When using the hours to be worked function, the hours to be worked for employees can be specified here. The field is either filled automatically when setting the hours to be worked value in the Edit Hours to be Worked module or it can be edited manually in the Availability module.

DI009478 Hours to be worked

Details

• The field is either filled automatically when setting the hours to be worked value in the Edit Hours to be Worked module or can be edited manually in the Availability module.

DI063981 Histo: Available capacity + planned by code