Resources MOD0099DQ

• If resource parameters are changed after period records have already been created, the changes are not copied to the existing period records automatically, so that they NEW must be updated manually. However, this can only be done in the Resource Data Sheet module.
  • For this purpose, see the Edit periods in the module description.

• If resource parameters are changed in the Resource Data Sheet after period records have already been created, the changes are not applied to the existing period records automatically, so that they must be adjusted by deleting them and creating them anew. The procedure for this varies depending on the requirements:
  • 1: If the change is not to be applied to all existing periods, but only from a particular date on,
    • delete the periods and create them anew by changing the date in the End period field. For more information, see procedure 1 in the Delete Periods section. As a result, the new parameters are copied to the newly created period records.
  • 2: If the change is to be applied to all already existing periods,
    • delete the periods completely by marking the required resources and clicking on the Delete periods button, and subsequently creating them anew.
      • For both procedures, details and notes are to be considered throughout the Create, Edit, Delete Resource Periods chapter.

• Vacation and absence
  • Vacation or/and absence data of the resources which are saved in individual period records are also deleted when the periods are deleted and must be created anew for newly created periods. NEW If you want vacation and absence data to be retained, you have to update periods instead of deleting them and creating them anew. For more information, see the Edit Periods section
• Resource planning
  • If there is actual data when the resource periods are deleted, these hours are not deleted.
  • The remaining data is not deleted either, however, this is due to missing periods,
    • for resources with CAP load profile this is done on a day which equates to the calculated start date of the respective task.
    • resources with BLD load profile or without load profile, it is allocated evenly throughout the entire duration of the task.

Planned Working Time

• In PLANTA project, you can define for each resource how many hours per period (day) he or she is supposed to work. This planned value is compared to the reportings of the resources.
• You can edit or delete hours to be worked for several period records at once from the Resources module. For this purpose, see the following two chapters.

Note

• The hours to be worked function (Edit hours to be worked and Empty hours to be worked buttons) as well as the Ø hours to be worked column are only available if 3 is stored as a value for the usage_plan_working_hours parameter in the global settings.

Edit Planned Working Time

• You can display the required resource(s) by clicking on the letters or on the All button.
• Mark the required resource(s).
  • If no resources are marked at this position, the next step applies to all resources displayed.
• Click on the Edit hours to be worked button at the bottom margin of the module.
• The dialog module of the same name is opened.
  • For the previously marked resource(s), the required hours to be worked can now be defined in the Hours to be worked for periods field, and the period to which these working times are to apply can be defined in the from and to fields.
  • Click on the Apply hours to be worked to period records button afterwards.
    • The dialog module is closed and the defined hours to be worked are copied to every individual period record for the defined period in the Availability module.
    • The calculated average value of all period records is displayed in the Ø hours to be worked column in the Resources and Resource Data Sheet modules.
    • If the hours to be worked value of the individual periods is changed, the calculated average value can deviate from the initially set hours to be worked value.

Delete Planned Working Time

• You can display the required resource(s) by clicking on the letters or on the All button.
• Mark the required resource(s).
• Click on the Delete hours to be worked button.
• The Delete hours to be worked of resources message is displayed.
  • When you click on the
    • All displayed resources button, the hours to be worked of all displayed resources is deleted in all displayed period records.
    • All marked resources button, the hours to be worked of all resources which have been marked before is deleted in all displayed period records.
    • Cancel button, the task is aborted.

• Individual period records can be found in the Availability module.