Reporting Hours Worked

Information

• PLANTA offers two options for reporting your hours worked:
  • Reporting Hours and
  • Reporting Time.
• Depending on which of both methods you want to use, the usage_actual_load_reporting global parameter must be set to 0 or 1.

Note

• Within these two main types, there are different procedures, e.g. depending on the reporting module or on the access to the reporting module or by the type of activity to which you want to report, e.g. tasks in which you are planned or not planned, overhead tasks, etc.

Reporting Hours Worked

Information

• The usage_actual_load_reporting global setting = 1

Report to Planned Tasks

Procedure 1

Access path

• Employee Own Planning Employee Board Work Reporting

Procedure

• In the left window, all projects and tasks are displayed, for which the current employee is scheduled as a resource.
• Open the required project.
• Click in the field below the required date in the line of the required task in the right window.
• Enter the required number of hours.
• Save.
  • A load record is created below the respective task line.
• Enter the hours for all required days in the same way.
• Expand the tree structure of the task in question in the left window. Here, you can see the load records in tabular form.
  • In the Comment field, a comment on the load record can be entered.
  • If the date is changed manually in the Load date field, the load record is automatically moved under the scale as well.

Procedure 2

Access path

• Employee Own Planning Employee Board My Activities (up to DB 39.5.0 My Tasks) Right-click on the required task and select Report hours worked from the context menu Enter hours worked in the Report Hours Worked dialog box OK Reporting Hours Worked
• Resource Management Department Planning Department Board My Department Left-click on the required resource link Employee Board My Activities Right-click on the required task and select the Report hours worked command from the context menu--> enter hours into the Reporting Hours Worked dialog box OK Reporting Hours Worked

Procedure

• Right-click on the required task in the My Activities module.
• Select the Reporting hours worked command from the context menu.
• Enter hours worked in the Report hours worked dialog box.
• Confirm with OK.
• The Reporting Hours Worked module is opened.
• In the Reporting Hours Worked module, a new record with report data (hours) is automatically created and previously input hours are entered.
  • In the Load date field, the reporting date is automatically entered.
  • The Project and Task fields are automatically filled with the respective data.
• Save.

Report to Unplanned Tasks

Access path

Post Hours in the Future

Objective

• For particular cases, such as vacation, the employee is to post future actual hours.

Information

Procedure 1

Access path

• Employee Own Planning Employee Board Work Reporting

Procedure

Procedure 2

Access path

• Employee Own Planning Employee Board Work Reporting --> Post to other tasks button Reporting Hours Worked

Procedure

• Select date, project (overhead project), and task from the respective listboxes in the Date, Project, and Task fields.
• Enter hours in the Actual load field.
• In the Comment field, a comment on the reported data can be entered.
• Save.

Reverse Postings

Information

• If incorrect actual load records have been created, PLANTA expressly recommends that you do not delete them but carry out reverse postings.
  • Incorrect load records can occur, e.g., if an incorrect project or an incorrect task has been reported or if the key date has already been exceeded.

Explanation

Procedure

• In the Work Reporting or Report Hours Worked module, you have to
  • Create a new record with the same date as in the reference record below the load record to be reversed.
  • Enter the same number of hours as in the reference record with a minus symbol in the Actual load field.
  • Save.

Note

• You have to make sure that reverse postings are made for the same date as the incorrect postings.

Stop

• As long as no capacity scheduling has been carried out for the project in question, it is still possible to directly delete the reported actual value (no load record!). But since there is no indication of whether the capacity scheduling has already run or not, it should only be done after having consulted the responsible project manager because otherwise project data could be manipulated.

Work Reporting

Information

• In work reporting, there is no difference in the procedure depending on the type of task you want to post hours to since both the project and the task can explicitly be selected directly in the reporting record.
• Furthermore there is only one module for work reporting: Reporting Hours Worked module
• The work reporting options described below only differ in the way the Reporting Hours Worked module is accessed.
• usage_actual_load_reporting global setting = 0.

Procedure 1

Access path

• Employee Own Planning Employee Board Work Reporting --> Post to other projects/tasks button Reporting Hours Worked

Procedure

• Select the date from the listbox in the Date field, the project from the listbox in the Project field, and the task from the listbox in the Task field.
• Define the required time period in the from and to fields. The number of hours is calculated automatically and displayed in the Actual load field.
• In the Comment field, a comment on the reported data can be entered.
• Save.

Procedure 2

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See also: Reporting Hours Worked module, Work Reporting, Lock Reporting Of Hours Worked (Work Reporting)