The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help.

My Activities MOD009BJ3 New from DB 39.5.0

Description for versions < DB 39.5.0


Access path

From DB 39.5.14

Information
  • In this module, all activities (planned tasks, todo items, risk measures, opportunity measures, and process steps) to be carried out (open) by the current employee are displayed
    • in the predefined period (from and to fields)
    • grouped by date status (Delayed, Today, Future, Without date)
  • The grouping lines show the number of respective activities for the respective date status.
  • You cannot create or edit data in this module.
    • To edit or view the data, click on the link on the ID of the required activity and select the required command from the context menu to switch to the respective editing modules.
  • NEW In the scale area, the following elements are available:
    • The utilization diagram which shows the utilization of the employee in projects
      • The colors of the diagram equate to the project code. For details, see the legend at the end of this topic.
    • The absence and vacation days of the employee, provided that they have been recorded in the Absence module

Up to DB 39.5.14

Information
  • In this module, all activities (planned tasks, todo items, risk measures, opportunity measures, and process steps) to be carried out (open) by the current employee are displayed
    • in the predefined period (from and to fields)
    • grouped by date status (Delayed, Today, Future, Without date)
  • The grouping lines show the number of respective activities for the respective date status.
  • You cannot create or edit data in this module.
    • To edit or view the data, click on the link on the ID of the required activity and select the required command from the context menu to switch to the respective editing modules.

Details on the period

From DB 39.5.14

  • NEW The filter is set to the following period by default: from = @36-7, to = @36+14 (@36 = first day of the current week). With these filter settings, there is no interaction with other modules.
  • To change the filter, enter the required time period in the from and to fields and click on the Refresh period button.
  • When changing the period, the display of the scale is automatically adjusted to the period specifications. As a result, the start of the scale equates to the from date, and the end to the to date + 40 days.
  • To display all activities, empty the from and to fields and click on the Update period button.
  • If the from/to fields, or one of them, are set empty, the scale is displayed up to the end of the current year.
  • The system only displays the date status areas that contain open activities in the specified period.

Up to DB 39.5.14

  • Depending on the module access, the filter is set differently by default, since the module is in interaction with other modules which use the same filter.
  • To change the filter, enter the required time period in the from and to fields and click on the Refresh period button.
  • When changing the period, the display of the scale is automatically adjusted to the period specifications. As a result, the start of the scale equates to the from date, and the end to the to date + 40 days.
  • To display all activities, empty the from and to fields and click on the Update period button.
  • If the from/to fields, or one of them, are set empty, the scale is displayed up to the end of the current year.
  • The system only displays the date status areas that contain open activities in the specified period.
  • Details on date status

    • The following date parameters are used to detect the date status of activities (with regard to today's date).
    • Task:
    • Todo item: Date
      • Todo items without a date are not listed in the My Activities module.
    • Opportunity measure: Date
      • Opportunity meassures without a date are not listed in the My Activities module.
    • Risk measure. Date
      • Risk measures without a date are not listed in the My Activities module.
    • Process step: Date
      • Process steps without a date are not listed in the My Activities module.

    Details on activities

    From DB 39.5.9

    • Tasks
      • All tasks in which the logged-on user is planned as a resource are displayed.
      • No tasks are displayed which
      • Click on the link in the Task field of the required task or select the Edit task context menu command to switch to the Task module, where you can view the task details and edit particular data.
    • Todo items
      • All todo items which are assigned to the logged-on user are displayed.
      • NEW No todo items are displayed, which
      • Click on the link in the Todo item field of the required todo item or right-click on the required todo item and select the Edit todo item context menu command to switch to the Todo Item module. Here todo item data can be viewed or particular data can be edited.
    • Risks
      • Risks are displayed with the risk measures for which the current user has been defined as the person responsible.
      • NEW No risk measures are displayed, which
      • By clicking on the link in the Risk field or via the Edit todo item context menu command you switch to the Risk module. Here, the data of the respective risk can be viewed and the data of the risk measures can be edited.
    • Opportunities
      • Opportunities are displayed with the measures for which the current user has been defined as the person responsible.
      • NEW No risk measures are displayed, which
      • Click on the link in the Opportunity field or select the Show opportunity context menu command to switch to the Opportunity module. Here, the data of the respective opportunity can be viewed and the data of the opportunity measures can be edited.
    • Process steps Process steps from the active process model to which the logged-on user is assigned are displayed (if you work with process models).
      • NEW Process steps which do not have a defined date are not displayed.
        • Click on the link in the Process steps field to switch to the Process step module in which the data of the process step can be viewed and particular data can be edited (e.g. Status). To edit the process step itself (i.e. to carry out the stored action), you have to switch to the panel of the assigned project by clicking on the link on the project ID, and then open the Process Status module. For the entire procedure, please refer to the Process Status module,
          • Exception: Submission and approval process steps:
            • If you click on the links on these process steps, the Process Status module of the respective project is opened and the process step is marked. By clicking on the link of the process step, the action stored on it can be carried out.
            • Approval process step is only displayed in the My Activities module of the respective resource if the submission process step is completed.
        • Via the Edit process step context menu command you switch to the Process Step module. Here you can create or edit data.

    From DB 39.5.8

    • Tasks: All tasks in which the logged-on user is planned as a resource are displayed.
      • No tasks are displayed which
      • Click on the link in the Task field of the required task or select the Edit task context menu command to switch to the Task module, where you can view the task details and edit particular data.
    • Todo items: All todo items which are assigned to the logged-on user are displayed.
      • Click on the link in the Todo item field of the required todo item or right-click on the required todo item and select the Edit todo item context menu command to switch to the Todo Item module. Here todo item data can be viewed or particular data can be edited.
    • Risks: Risks are displayed with the risk measures for which the current user is defined as the person responsible.
      • By clicking on the link in the Risk field or via the Edit todo item context menu command you switch to the Risk module. Here, the data of the respective risk can be viewed and the data of the risk measures can be edited.
    • Opportunities: Opportunities are displayed with the measures for which the current user was defined as the person responsible.
      • Click on the link in the Opportunity field or select the Show opportunity context menu command to switch to the Opportunity module. Here, the data of the respective opportunity can be viewed and the data of the opportunity measures can be edited.
    • Process steps: Process steps from the active process model to which the logged-on user is assigned are displayed (if you work with process models).
      • Click on the link in the Process steps field to switch to the Process step module in which the data of the process step can be viewed and particular data can be edited (e.g. Status). To edit the process step itself (i.e. to carry out the stored action), you have to switch to the panel of the assigned project by clicking on the link on the project ID, and then open the Process Status module. For the entire procedure, please refer to the Process Status module,
        • Exception: Submission and approval process steps:
          • NEW If you click on the links on these process steps, the Process Status module of the respective project is opened and the process step is marked. By clicking on the link of the process step, the action stored on it can be carried out.
          • NEW Approval process step is only displayed in the My Activities module of the respective resource if the submission process step is completed.
      • Via the Edit process step context menu command you switch to the Process Step module. Here you can create or edit data.

    From DB 39.5.7

    • Tasks: All tasks in which the logged-on user is planned as a resource are displayed.
      • No tasks are displayed which
      • Click on the link in the Task field of the required task or select the Edit task context menu command to switch to the Task module, where you can view the task details and edit particular data.
    • Todo items: All todo items which are assigned to the logged-on user are displayed.
      • Click on the link in the Todo item field of the required todo item or right-click on the required todo item and select the Edit todo item context menu command to switch to the Todo Item module. Here todo item data can be viewed or particular data can be edited.
    • Risks: Risks are displayed with the risk measures for which the current user is defined as the person responsible.
      • By clicking on the link in the Risk field or via the Edit todo item context menu command you switch to the Risk module. Here, the data of the respective risk can be viewed and the data of the risk measures can be edited.
    • Opportunities: Opportunities are displayed with the measures for which the current user was defined as the person responsible.
      • Click on the link in the Opportunity field or select the Show opportunity context menu command to switch to the Opportunity module. Here, the data of the respective opportunity can be viewed and the data of the opportunity measures can be edited.
    • Process steps: Process steps from the active process model to which the logged-on user is assigned are displayed (if you work with process models).
      • Click on the link in the Process steps field to switch to the Process step module in which the data of the process step can be viewed and particular data can be edited (e.g. Status). To edit the process step itself (i.e. to carry out the stored action), you have to switch to the panel of the assigned project by clicking on the link on the project ID, and then open the Process Status module. For the entire procedure, please refer to the Process Status module,
      • Via the Edit process step context menu command you switch to the Process Step module. Here you can create or edit process step data.

    Up to DB 39.5.7

    • Tasks: All tasks in which the logged-on user is planned as a resource are displayed.
      • No tasks are displayed which
      • Click on the link in the Task name field of the required task or right-click on the Edit task context menu command to switch to the Task module, where you can view the task details and edit particular data.
    • Todo items: All todo items which are assigned to the logged-on user are displayed.
      • Click on the link in the Todo item name field of the required todo item or right-click on the required todo item and select the Edit todo item context menu command to switch to the Todo Item module. Here, data can be viewed or particular data can be edited.
    • Risks: Risks are displayed with the risk measures for which the current user is defined as the person responsible.
      • Click on the link in the Risk name field or right-click on the todo item and select the Show risk context menu command to switch to the Risk module. Here, the data of the respective risk can be viewed and the data of the risk measures can be edited.
    • Opportunities: Opportunities are displayed with the measures for which the current user was defined as the person responsible.
      • Click on the link in the Opportunity name field or select the Show opportunity context menu command, you switch to the Opportunity module. Here, the data of the respective opportunity can be viewed and the data of the opportunity measures can be edited.
    • Process steps: Process steps from the active process model to which the logged-on user is assigned are displayed (if you work with process models).
      • Click on the link in the Process step name field to switch to the Process step module in which the data of the process step can be viewed and particular data can be edited (e.g. Status). To edit the process step itself (i.e. to carry out the stored action), you have to switch to the panel of the assigned project by clicking on the link on the project ID, and then open the Process Status module. For the entire procedure, please refer to the Process Status module,
      • Via the Edit process step context menu command you switch to the Process Step module. Here, you can create or edit data.

    Time recording

    From DB 39.5.13

    • You can open the Time Recording module for the selected activities in order to record working time on the task corresponding to the respective activity. As a result, the respective task or the respective project are activated (marked) directly when switching to the Time Recording module after having selected an activity.
      • Right-click on the required activity and select the Time recording context menu command.
        • If a task or a todo item of a task is selected in My Activities, the respective task is marked in the Time Recording module.
        • If a risk, an opportunity measure, or a process step is selected in My Activities, the respective project is marked in the Time Recording module.
          • Since working time cannot be reported to projects, the marked project must be expanded so that a task can be selected for time recording.
            • In case you were not planned for the respective tasks in, e.g., risk or opportunity measures, or process steps, the Add Projects and Tasks for Time Recording in which the task is to be selected is opened in an intermediate step and which is inserted in the Time Recording module and in which the working time can then be recorded as well.
      • For the working time recording procedure, see the description of the Time Recording module.

    Up to DB 39.5.13

  • For all activities displayed here, you have the option to carry out time recording directly from the module.
    • To do so, right-click on the required activity and select the Reporting hours worked context menu command.
    • A dialog window is opened in which the number of hours can be entered.
    • After saving you switch to the Reporting Hours Worked module in which time recording can be completed.
  • Legend bars

    From DB 39.5.14

    Symbol Meaning Color Comment
    KalkPRDB14.png Calculated dates of the resource for the selected task in the selected project The color of the bar is determined by the code of the corresponding project.
    CodeADB14.png Code A
    CodeBDB14.png Code B
    CodeCDB14.png Code C
    CodeDDB14.png Code D
    CodeEDB14.png Code E
    Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
    ActDB12.png Actual dates of the selected resource for the selected task in the selected project The bar is white hatched. Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from the reported hours worked of the corresponding resource (DT472) or are edited manually.
    aufgabenbeschreibung.PNG Date of tasks, risks and opportunity measures and process steps   The date value for the bar is calculated:
    • for the todo items from the Date (DT804) field
    • for the risks measures from the Date (DT811) field
    • for the opportunity measures from the Date (DT813) field
    • for the process steps from the Date (DT499) field.

    From DB 39.5.12

    Symbol Meaning Color Comment
    KalkPRDB12.PNG Calculated dates of the resource for the selected task in the selected project The color of the bar is determined by the code of the corresponding project.
    CodeADB12.PNG Code A
    CodeBDB12.PNG Code B
    CodeCDB12.PNG Code C
    CodeDDB12.PNG Code D
    CodeEDB12.PNG Code E
    Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
    ActDB12.png Actual dates of the selected resource for the selected task in the selected project   Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from the reported hours worked of the corresponding resource (DT472) or are edited manually.
    aufgabenbeschreibung.PNG Date of tasks, risks and opportunity measures and process steps   The date value for the bar is calculated:
    • for the todo items from the Date (DT804) field
    • for the risks measures from the Date (DT811) field
    • for the opportunity measures from the Date (DT813) field
    • for the process steps from the Date (DT499) field.

    Up to DB 39.5.12

    Symbol Meaning Color Comment
    Kalk.png Calculated dates of the resource for the selected task in the selected project The color of the bar is determined by the code of the corresponding project.
    A.png Code A
    B.png Code B
    C.png Code C
    D.png Code D
    E.png Code E
    Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
    Ist.png Actual dates of the selected resource for the selected task in the selected project   Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from the reported hours worked of the corresponding resource (DT472) or are edited manually.
    aufgabenbeschreibung.PNG Date of tasks, risks and opportunity measures and process steps   The date value for the bar is calculated:
    • for the todo items from the Date (DT804) field
    • for the risks measures from the Date (DT811) field
    • for the opportunity measures from the Date (DT813) field
    • for the process steps from the Date (DT499) field.

    Legend utilization

    From DB 39.5.15

    Symbol Meaning Color Comment
    CodeADB14.png Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
    CodeADB14.png Code A
    CodeBDB14.png Code B
    CodeCDB14.png Code C
    CodeDDB14.png Code D
    CodeEDB14.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Planned code 1 to Planned code 5 columns.
    ActDB12.png Actual load of the resource(s)   The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, in turn stem from the working time recording of the resources (DT472).
    KapLinieDB15.png Available capacity of resource(s)   The values for histogram bars are calculated from the Available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    The limiting line at the top of the bar will be visible despite of overlapping by utilization bars.
    GrundlastLinieDB15.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
    The limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

    From DB 39.5.14

    Symbol Meaning Color Comment
    CodeADB14.png Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
    CodeADB14.png Code A
    CodeBDB14.png Code B
    CodeCDB14.png Code C
    CodeDDB14.png Code D
    CodeEDB14.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Planned code 1 to Planned code 5 columns.
    ActDB12.png Actual load of the resource(s)   The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, in turn stem from the working time recording of the resources (DT472).
    KapLinieDB14.png Available capacity of resource(s)   The values for histogram bars are calculated from the Available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    The limiting line at the top of the bar will be visible despite of overlapping by utilization bars.
    GrundlastLinieDB14.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
    The limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

    From DB 39.5.12

    Symbol Meaning Color Comment
    CodeADB12.PNG Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
    CodeADB12.PNG Code A
    CodeBDB12.PNG Code B
    CodeCDB12.PNG Code C
    CodeDDB12.PNG Code D
    CodeEDB12.PNG Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Planned code 1 to Planned code 5 columns.
    IstHisto.png Actually incurring load (actual load) of the resource(s)   The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    KapLinie.png Available capacity of the resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top of the bar will be visible despite of overlapping by utilization bars.
    GrundlastLinie.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.
    Faktor4.png Factor 4 of resource(s)   The values for the histogram bar are calculated from the Factor value 4 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 4 defined for the resource in the Resource Data Sheet.
    Faktor5.png Factor 5 of resource(s)   The values for the histogram bar are calculated from the Factor value 5 column from the period records of the resource(s)(DT468). The value in DT468, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

    From DB 39.5.8

    Symbol Meaning Color Comment
    CodeHisto.png Planned load of the resource(s) in projects The color of the bar is determined by the code of the projects.
    A.png Code A
    B.png Code B
    C.png Code C
    D.png Code D
    E.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Planned code 1 to Planned code 5 columns.
    IstHisto.png Actually incurring load (actual load) of the resource(s)   The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    KapLinie.png Available capacity of the resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top of the bar will be visible despite of overlapping by utilization bars.
    GrundlastLinie.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.
    Faktor4.png Factor 4 of resource(s)   The values for the histogram bar are calculated from the Factor value 4 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 4 defined for the resource in the Resource Data Sheet.
    Faktor5.png Factor 5 of resource(s)   The values for the histogram bar are calculated from the Factor value 5 column from the period records of the resource(s)(DT468). The value in DT468, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

    Up to DB 39.5.8

    Symbol Meaning Color Comment
    CodeHisto.png Planned load of the resource(s) in projects The color of the bar is determined by the code of the projects.
    A.png Code A
    B.png Code B
    C.png Code C
    D.png Code D
    E.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
    IstHisto.png Actually incurring load (actual load) of the resource(s)   The values for the histogram bar are taken from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    Kap.png Available capacity of resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    GrundlastAbDb8.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general basic load value defined for the resource in the Resource Data Sheet.
    Faktor4.png Factor 4 of resource(s)   The values for the histogram bar are calculated from the Factor value 4 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 4 defined for the resource in the Resource Data Sheet.
    Faktor5.png Factor 5 of resource(s)   The values for the histogram bar are calculated from the Factor value 5 column from the period records of the resource(s)(DT468). The value in DT468, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

    Topic attachments
    I Attachment History Size Date Comment
    Pngpng Ist.png r1 0.3 K 2011-07-15 - 08:01  
    Pngpng Kalk.png r1 0.5 K 2011-07-15 - 08:00  
    Pngpng Kreis.png r1 0.5 K 2011-05-10 - 14:27  

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