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DT467 Resource


From DB 39.5.12

DI001218 Resource ID

ID (code) of the resource

Up to DB 39.5.12

DI001218 Resource

ID (code) of the resource


From DB 39.5.12

DI001275 Resource

Name of the resource

Details

  • When a resource is created, the name is either allocated manually or filled automatically if Resource type = 1 is set and a respective person has been set.

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

Up to DB 39.5.12

DI001275 Resource name

Name of the resource

Details

  • When a resource is created, the name is either allocated manually or filled automatically if Resource type = 1 is set and a respective person has been set.

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


From DB 39.5.12

DI003414 Resource type ID

Code (ID) of the resource type. For description, see DI058259.

Up to DB 39.5.12

DI003414 Resource type

Code (ID) of the resource type. For description, see DI058259.


From DB 39.5.12

DI058259 Resource type

Name of the resource type. In input mode, a listbox for selection of a resource type will be displayed on the respective field.

Details

Values

  • 1I - internal employee
  • 1E - external employee
  • 2 - department resource
  • 5 - skill resource
  • 8 - revenues resource
  • 9 - cost resource

Notes

  • For resources 1I and 1E (person resources), you have to assign a person.
  • For resources with another resource type, you do not have to assign a person.

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

Up to DB 39.5.12

DI058259 Resource type name

Name of the resource type. In input mode, a listbox for selection of a resource will be displayed on the respective field.

Details

Values

  • 1I - internal employee
  • 1E - external employee
  • 2 - department resource
  • 5 - skill resource
  • 8 - revenues resource
  • 9 - cost resource

Notes

  • For resources 1I and 1E (person resources), you have to assign a person.
  • For resources with another resource type, you do not have to assign a person.

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


From DB 39.5.12

DI058258 Resource type

Name of the resource type. For description, see DI058259.

Up to DB 39.5.12

DI058258 Resource type name

Name of the resource type. For description, see DI058259.


From DB 39.5.12

DI005103 Resource type

Name of the resource type. It is used as a parameter for grouping.

Up to DB 39.5.12

DI005103 Resource type name

Name of the resource type. It is used as a parameter for grouping.

DI000270 Resource structure code

Structure code of the resource

Details

  • Arbitrary order criterion
  • It is used to define access rights, for selection and sorting purposes (especially for utilization diagrams with summarization by resource structure).

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


From DB 39.5.12

DI058977 Conversion factor

Name of the resource conversion factor. In the calculation of the schedule, the conversion factor is used to convert effort and resources to costs.

Details

Note

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

Up to DB 39.5.12

DI058977 Conversion factor name

Name of the resource conversion factor. The conversion factor is used by the capacity scheduling to convert effort and resources to costs.

Details

Note

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


From DB 39.5.12

DI000440 Conversion factor ID

Code (ID) of the conversion factor of the resource. For description, see DI058977.

Up to DB 39.5.12

DI000440 Conversion factor

Code (ID) of the conversion factor of the resource. For description, see DI058977.


From DB 39.5.12

DI000803 Default load profile ID

Code (ID) of the default load profile of the resource. For description, see DI058969.

Up to DB 39.5.12

DI000803 Default load profile

Code (ID) of the default load profile of the resource. For description, see DI058969.


From DB 39.5.12

DI058969 Default load profile

Default load profile name of the resource. In input mode, a listbox for selection of a default load profile will be displayed on the respective field.

Load profiles control how resource load (or costs in the case of cost resources) is spread across the duration of the task. For each resource, a default load profile can be preset in the master data, which will automatically be copied to the Load profile field when the resource is assigned to a task. If required, the preset can be changed on the resource assignment.

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

See also: Detailed information on load profiles

Up to DB 39.5.12

DI058969 Load profile name

Name (Incarnation field) of the default load profile of the resource. In input mode, a listbox for selection of a default load profile will be displayed on the respective field.

Load profiles control how resource load (or costs in the case of cost resources) is spread across the duration of the task. For each resource, a default load profile can be preset in the master data, which will automatically be copied to the Load profile field when the resource is assigned to a task. If required, the preset can be changed on the resource assignment.

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

See also: Detailed information on load profiles

DI000804 Default max. load/day

Default value for maximum load of the resource per day

Details

  • The Default max. Belastung/Tag value of a resource serves to preset the Max. load/day parameter when assigning the resource to a task in a schedule. If required, the preset can be changed on the resource assignment.
  • The value is considered by the date scheduling when remaining loads (planning) are created, in contrast to the value of the Max. actual hours/day parameter which is considered when recording actual hours.

The value entered here has an effect on the following load profile:

  • CAP
    • The Max. load/day value is a threshold for capacity scheduling which is exceeded if necessary, e.g. if duration or requested dates are predefined for the respective task.
    • If no Max. load/day has been set, the entire available capacity left is available for planning.
    • The mere exceeding of the Max. load/day limit does not yet represent an overload, as overload is only determined on the basis of the available capacity of a resource. The resource only has overload when the availability is overrun.
    • The calculation of the schedule works with the Max. load/day parameter as follows (provided that there are no further restrictions on the resource assignment, like e.g. requested dates):
      • The required duration of the resource assignment used in scheduling is calculated from Remaining effort / Max. load/day.
      • This duration is the starting value for capacity adjustment.
        • Example: Remaining effort of the resource assignment = 100, Max. load/day = 5 The duration of the resource assignment is calculated as follows: 100/5 = 20 days.
        • If several resources are assigned to the task, the task duration is determined as the maximum duration of all resource assignments.
  • BLD
    • If the Max. load/day field is filled in a resource assignment with BLD, the Remaining effort is automatically calculated as follows:
      • Remaining duration * Max. load/day.
      • During calculation of the project schedule, manual changes made to the Remaining effort are overwritten by calculated values. If you do not want this, you have to clear the Max. load / day field.
  • For all other load profiles, an entry in this field has no effect.

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

See also: Default min. load/day


From DB 39.5.12

DI000830 Default cost type ID

Code (ID) of the Default cost type parameter. For description, see Default cost type.

Up to DB 39.5.12

DI000830 Default cost type

Code (ID) of the Default cost type parameter. For description, see Default cost type name.

DI058255 Default cost type

From DB 39.5.12

From DB 39.5.12, DI058255 is named Default cost type.

From DB 39.5.7

From DB 39.5.7, DI058255 is named Default cost type name.

Up to DB 39.5.7

Up to DB 39.5.7, DI058255 was named Cost type name.

Name of the Default cost type of the resource In input mode, a listbox for selection of a cost type will be displayed on the respective field.

Details

  • The default cost type value of a resource serves to preset the Cost type of the resource assignment parameter when assigning the resource to a task in a schedule. If required, the preset can be changed on the resource assignment.
  • During scheduling it will be copied to the load records. The cost type of the load records is then essential for the summarization of the costs to the cost type group and the display in cost and budget modules, e.g. in the Budget module.

Notes

From S 39.5.12

  • The cost type can be changed both as default value in the master data of the resource (Default cost type) and on both levels of a project (cost type of the resource assignment and cost type of the load) at any time. However, the impact of the changes must be considered.
    • If the cost type of the resource assignment (DT466) is changed, it is transferred to all new load records (DT472) of the resource assignment. In order for the cost type to be applied to the existing load records as well, the schedule of the project must be recalculated. (NEW unloading no longer necessary).
      • Exempt therefrom are actual load records and manually created load records (i.e. those with MAN load profile). They are neither changed during unloading nor during calculation of the project schedule and must be adjusted manually if necessary.
    • If the default cost type of the resource is changed, the new value is used as a default value for all resource assignments (DT466) that are created afterwards. The cost type of existing resource assignments, however, is not changed automatically, but equates to the default cost type applicable at the time of insertion of the resource assignment. It must be changed manually if required.

From S 39.5.2

  • The cost type can be changed both as default value in the master data of the resource (Default cost type) and on both levels of a project (cost type of the resource assignment and cost type of the load) at any time. However, the impact of the changes must be considered.
    • If the cost type of the resource assignment (DT466) is changed, it is transferred to all new load records (DT472) of the resource assignment. In order for the cost type to be applied to the existing load records as well, the schedule of the project must first be unloaded and subsequently be recalculated.
      • Exempt therefrom are actual load records and manually created load records (i.e. those with MAN load profile). They are neither changed during unloading nor during calculation of the project schedule and must be adjusted manually if necessary.
    • If the default cost type of the resource is changed, the new value is used as a default value for all resource assignments (DT466) that are created afterwards. The cost type of existing resource assignments, however, is not changed automatically, but equates to the default cost type applicable at the time of insertion of the resource assignment. It must be changed manually if required.

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

See also: Create and assign cost types


From DB 39.5.12

DI058971 Calendar

Name of the resource calendar. In input mode, a listbox for selection of a calendar will be displayed on the respective field. The calendar selected here defines that resource period records are preset with the settings of this calendar.

Details

  • The calendars offered for selection in the listbox can be created and edited in the Calendar module.

Note

  • If changes are made to the calendar afterwards, they do not have an effect on existing periods of the current resources but only new periods. If you want changes to take effect on existing resource periods, you have to delete the periods of the respective resources and create them anew.

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

See also: What does period mean?, Start period / End period

Up to DB 39.5.12

DI058971 Calendar name

Name of the resource calendar. In input mode, a listbox for selection of a calendar will be displayed on the respective field. The calendar selected here defines that the resource period records are preset with the settings from this calendar.

Details

  • The calendars offered for selection in the listbox can be created and edited in the Calendar module.

Note

  • If changes are made to the calendar afterwards, they do not have an effect on existing periods of the current resources but only new periods. If you want changes to take effect on existing resource periods, you have to delete the periods of the respective resources and create them anew.

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

See also: What does period mean?, Start period / End period


From DB 39.5.12

DI001229 Calendar ID

Code (ID) of the resource calendar. For description, see DI058971.

Up to DB 39.5.12

DI001229 Calendar

Code (ID) of the calendar For description, see DI058971.

DI001230 Start period

Start date of the planning horizon of a resource. The value of the Start period parameter are used together with the value of the Damage extent value to generate the resource period records. For the detailed creation, modification, and deletion procedure of periods, see the description of the Resource Data Sheet module.

New from DB 39.5.11

Details
  • If a from date is set when updating the periods of a resource which is later than the start period, the start period date is updated.

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

DI001231 End period

End date of the planning horizon of a resource. The value of the End period parameter is used together with the value of the Start period parameter to generate resource period records. For the detailed creation, modification, and deletion procedure of periods, see the description of the Resource Data Sheet module.

Details

From DB 39.5.11

  • If a Left on date is set for a resource
  • NEW If a from date is set when updating the periods of a resource which is later than the end period, the end period date is updated.

From DB 39.5.10

From DB 39.5.4

  • If a Left on date is set for a resource, the NEW End period field is automatically filled with the same date.

    • Up to DB 39.5.4

  • If a Left on date is set for a resource, it should be entered in the End period field as well.

    • Notes

    • If a resource is planned beyond the end of his/her planning horizon (i.e. later than the date of its end period), the effects on scheduling results must be considered.
      • If there is no availability for planned resources due to missing periods, scheduling surmises the availability to be unlimited (7 days week)
        • To the BLD load profile, the following applies:
        • the resource is scheduled for 7 days per week.
      • To the CAP load profile, the following applies:
        • the entire remaining load is planned on one day, i.e. the first day after the period.
        • Since the distribution of the remaining hours on the task are done linearly, this leads to different calculations of calc. end dates of the task and the resource assignment.
      • To all other load profiles, the following applies:
        • loading in accordance with the curve definition
    • If you do not want the system to behave in this way, you can proceed as follows:
      • Alternative 1: Prolonging of the planning horizon of the resource in the Resource Data Sheet.
      • Alternative 2: scheduling of the resource using MAN load profile.
    • However, to prevent performance impairment, the planning horizon should not be longer than necessary. The planning horizon can be extended if necessary.

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


    New from DB 39.5.11

    DI064807 Calculation of

    Start date of the period in which periods are to be updated if particular resource parameters have been changed

    Details

    • The period can correspond to the entire planning horizon or deviate from it. If the from/to specifications lie outside the planning horizon, the last one (i.e. Start period and/or End period) is adjusted.
    • For the detailed procedure for updating periods, see here.

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


    New from DB 39.5.11

    DI064808 Calculation up to

    End date of the period in which periods are to be updated if particular resource parameters have been changed

    Details

    • The period can correspond to the entire planning horizon or deviate from it. If the from/to specifications lie outside the planning horizon, the last one (i.e. Start period and/or End period) is adjusted.
    • For the detailed procedure for updating periods, see here.

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


    From DB 39.5.12

    DI058973 Base unit

    Name of the unit in which the resource is planned, e.g. hours (h), kilograms (KG) In input mode, a listbox for selection of a basic unit will be displayed on the respective field.

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

    Up to DB 39.5.12

    DI058973 Base unit name

    Name of the unit in which the resource is planned, e.g. hours (h), kilograms (KG) In input mode, a listbox for selection of a basic unit will be displayed on the respective field.

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


    From DB 39.5.12

    DI001232 Base unit (short)

    Code (ID) of the base unit of the resource. For description, see DI058973.

    Up to DB 39.5.12

    DI001232 Base unit

    Code (ID) of the base unit. For description, see DI058973.


    From DB 39.5.12

    DI058972 Base unit

    Name of the base unit of the resource. For description, see DI058973 Base unit.

    Up to DB 39.5.12

    DI058972 Base unit name

    Name of the base unit of the resource. For description, see DI058973Base unit name.

    DI001233 Unit/day

    The number of units ( the unit itself is defined in the Base unit parameter), which are generally available per day for the planning of the selected resource. The value defined here is applied to all period records in the Unit/period column of DT468 when creating periods and can be changed for individual period records in the Availability module.

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

    DI001234 Factor amount

    Production factor amount which is generally available. The value defined here is applied to all period records in the Factor amount/period column in DT468 when creating periods and can be changed for individual period records in the Availability module.

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


    From DB 39.5.12

    DI058979 Factor type

    Name of the factor type of the resource. The parameter describes the production factor. In input mode, a listbox for selection of a factor type will be displayed on the respective field.

    Standard values

    • Employee - Employee
    • Mach - Machine
    • Pc - Pieces

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

    Up to DB 39.5.12

    DI058979 Factor type name

    Name (incarnation field) of the factor type of the resource. The parameter describes the production factor.

    Standard values

    • Employee - Employee
    • Mach - Machine
    • Pc - Pieces

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


    From DB 39.5.12

    DI001235 Factor type ID

    Code (ID) of the factor type of the resource. For description, see DI058979.

    Up to DB 39.5.12

    DI001235 Factor type

    Code (ID) of the factor type of the resource. For description, see DI058979.


    From DB 39.5.12

    DI058978 Factor type

    Name of the factor type of the resource. For description, see DI058979.

    Up to DB 39.5.12

    DI058978 Factor type name

    Name of the factor type of the resource. For description, see DI058979.

    DI001237 Default min. load/day

    Default value for the required minimal load of the resource per day

    Details

    • The value entered here serves to preset the Min. load/day parameter when assigning the resource to a task.

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

    See also: Default max. load/day

    DI001238 Automatic work reporting

    From DB 39.5.0

    The parameter is no longer used.

    Up to DB 39.5.0

    Specifies, how the effort reporting is carried out

    Values

    • Checked - hours worked are reported automatically.
    • Unchecked - hours worked are reported manually.

    Details

    • The starting point of automatic work reporting is the actual start date. Thus, setting an actual start date on the resource assignment or on the task is a requirement for automatic work reporting.
    • If an actual start is entered which is earlier than the date of the first remaining load record, scheduling creates an actual load record with a value which corresponds to the previously determined remaining values per day for the period from the entered actual start to today’s date
    • Actual effort is loaded on a daily basis until the actual end has been set. This may cause the posted effort to exceed the planned effort.

    Calculation

    Restrictions

    • Automatic work reporting is only unique if the actual data of the resource assignment matches the task. Hence, resources with automatic work reporting should not be planned along with other resources or different dates in tasks.
    • In automatic work reporting, the following parameters or settings are not considered:
      • Work reporting lock Max. load / day
      • Load Profiles
      • values entered manually in Remaining load and Remaining effort are overwritten by capacity scheduling.

    DI001239 Load limit %

    Percentage value for the load limit of the resource. The capacity adjustment starts at the value calculated from: Available capacity * Load limit %.

    Example

    • Load limit %= 120
      • Capacity adjustment starts at 120 % load, i.e., tasks are only moved when this value is reached.

    Note

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


    From DB 39.5.7

    DI001240 Available capacity for periods

    Generally available capacity of the selected resource per period. The value calculated here is copied to each period record of the Available capacity column (Availability module). If necessary, the value can be changed for the required period records in the Availability module by changing the respective period factors.

    Calculation upon saving

    Example

    • Unit/day = 8 (hours)
    • Factor amount = 1
    • Factor 3 (basic load) = 10% ( Value 3 =10, Unit 3 = %, Base unit for unit 3 = 0, Calc. method = - )
    • other factors = empty
    • Result: Available capacity for periods = 7.2 (hours)

    Up to DB 39.5.7

    DI001240 Available capacity base period

    Available capacity for periods. The value calculated here is copied to each period record of the Available capacity column (Availability module). If necessary, the value can be changed for the required period records in the Availability module by changing the respective period factors.

    Calculation upon saving

    Example

    • Unit/day = 8 (hours)
    • Factor amount = 1
    • Factor 3 (basic load) = 10% ( Value 3 = 10, Unit 3 = %, Factor/BE 3 = 0, Calculation method = - )
    • other factors = empty
    • Result: Available capacity base period = 7.2 (hours)


    From DB 39.5.7

    Influence factors for the calculation of the Available capacity for periods parameter

    Note
    • The influence factors listed here are considered in the calculation of the Available capacity for periods value. The values of the influence factors are added or subtracted successively in the calculation of the Available capacity for periods. For the calculation formula, see Available capacity for periods.
    • Meaning, values, calculation methods, and units of influence factors 1 - 2 are reserved by PLANTA for absence and cannot be changed. Only conversion ratio between base unit and units 1 - 5 (Base unit for unit (1-5) field) can be edited. Meaning, values, calculation methods, and units of influence factors 3-5 are arbitrary.

    Field Explanation
    DI001246 Factor 1
    DI001252 Factor 2
    DI001258 Factor 3
    DI001264 Factor 4
    DI001270 Factor 5
    		Name of the factors which can influence the value in Available capacity for periods
    DI001249 Calc. method 1
    DI001255 Calc. method 2
    DI001261 Calc. method 3
    DI001267 Calc. method 4
    DI001273 Calc. method 5     		Mathematical operation which is either used to calculate Available capacity for periods or to convert Unit (1-5) and Base unit for the Factors (1-5)

    Values

    • +: additive operation
    • -: subtractive operation
    DI001250 Value 1
    DI001256 Value 2
    DI001262 Value 3
    DI001268 Value 4
    DI001274 Value 5
    		Influence factor values are added or subtracted successively during calculation of Available capacity for periods.
    Values for factors 1-2 (vacation and absence) are only set in DT468 (Availability module) and are therefore always empty in DT467 (Resource Data Sheet module).
    DI001247 Unit 1
    DI058981 Unit 1: name
    DI001253 Unit 2
    DI058983 Unit 2: name
    DI001259 Unit 3
    DI058985 Unit 3: name
    DI001265 Unit 4
    DI058987 Unit 4: name
    DI001271 Unit 5
    DI058989 Unit 5: name     		Units of the influence factors.

    Values

    • h - hours
    • d - days
    • % - percent
    DI001248 Base unit for unit 1
    DI001254 Base unit for unit 2
    DI001260 Base unit for unit 3
    DI001266 Base unit for unit 4
    DI001272Base unit for unit 5     		Conversion ratio between Base unit and Unit (1-5).

    Example

    Note
    • In case the % entry was made in the Unit (1-5) field, the respective Base unit for unit x field must be empty.

    Up to DB 39.5.7

    Influence factors for the calculation of the Available capacity for periods parameter

    Note
    • The influence factors listed here are considered in the calculation of the Available capacity base period value. The values of the influence factors are added or subtracted successively in the calculation of the Available capacity base period. For the calculation formula, see Available capacity base period.
    • Meaning, values, calculation methods, and units of influence factors 1 - 2 are reserved by PLANTA for absence and cannot be changed. Only conversion ratio between base unit and units 1 - 5 (Base unit for unit (1-5) field) can be edited. Meaning, values, calculation methods, and units of influence factors 3-5 are arbitrary.
    Field Explanation
    DI001246 Factor 1
    DI001252 Factor 2
    DI001258 Factor 3
    DI001264 Factor 4
    DI001270 Factor 5
    		Name of the factors which can influence the value in Available capacity for periods
    DI001249 Calc. method 1
    DI001255 Calc. method 2
    DI001261 Calc. method 3
    DI001267 Calc. method 4
    DI001273 Calc. method 5     		Is a mathematical operation which is used to either calculate Available capacity base period or to convert Unit (1-5) and Base unit for the Factors (1-5).

    Values

    • +: additive operation
    • -: subtractive operation
    DI001250 Value 1
    DI001256 Value 2
    DI001262 Value 3
    DI001268 Value 4
    DI001274 Value 5
    		Influence factor values are added or subtracted successively during calculation of Available capacity for periods.
    Values for factors 1-2 (vacation and absence) are only set in DT468 (Availability module) and are therefore always empty in DT467 (Resource Data Sheet module).     		 
    DI001247 Unit 1
    DI058981 Unit 1: name
    DI001253 Unit 2
    DI058983 Unit 2: name
    DI001259 Unit 3
    DI058985 Unit 3: name
    DI001265 Unit 4
    DI058987 Unit 4: name
    DI001271 Unit 5
    DI058989 Unit 5: name     		Units of the influence factors.

    Values

    • h - hours
    • d - Days
    • % - percent
    DI001248 Factor/base unit 1
    DI001254 Factor/base unit 2
    DI001260 Factor/base unit 3
    DI001266 Factor/base unit 4
    DI001272Factor/base unit 5     		Conversion ratio between the Base unit and Unit (1-5).

    Example

    • Base unit = h (hours)
    • Unit 1 = d (day)
    • Factor/base unit 1 = 8.00
    • Calc. method 1 = -
    • For Factor 1, this means, that an input of one day corresponds to a reduction of 8.00 hours in an available capacity.
    Note
    • If a % value is entered in the Unit (1-5) field, the corresponding Factor/base unit field must be empty.

    		 

    DI001241 Calendar is active

    This parameter is currently without function.

    DI001242 Sum of effort

    This parameter controls whether effort values of the resource assignment (Planned/Actual/Remaining effort) are summarized to the respective effort fields of the task and of the project in the calculation of the schedule.

    Values

    • Checked - effort is summarized.
    • Unchecked - effort is not summarized.

    Notes

    • The checkbox must only be activated for effort resources, i.e., resources the effort of which is measured in time units.
    • The checkbox is to be deactivated for resources used for cost calculation in order for the effort not to be summarized in different units.

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

    DI001243 Adjustment by effort

    This parameter specifies whether a capacity adjustment by effort is carried out for this resource, provided that the remaining requirements are fulfilled. Capacity adjustment by effort means: The available free capacity is compared to the load. This is the normal approach to capacity planning. See also Adjustment by costs

    Values

    • Checked - capacity adjustment by effort is carried out
    • Unchecked - capacity adjustment by effort is not carried out

    Stop

    • This parameter must be set if at least one of the planned resources uses the CAP load profile. If in such a case this parameter is not activated, no load records are created in the calculation of the schedule.
    • In PLANTA project, this parameter is activated for all newly created resources by default.

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


    From DB 39.5.12

    DI001269 Calculation active

    Information

    • In the calculation of the schedules, each resource which is addressed by the projects is required exclusively.
      • If a project for which a specific resource is planned is currently calculated, this resource is locked for other calculations, so that no calculation can be carried out for other projects for which the resource is planned. * This is because the capacity scheduling checks the availability of every resource and corrects it respectively when loading in.
    • The Calculation active code is
      • set to Checked when the calculation of a schedule starts
      • set to Unchecked when the calculation of a schedule ends

    Notes

    • If the program is terminated during capacity scheduling, the code must be reset manually.
    • Several individual calculations can only run simultaneously if the projects do not share any resources.

    Up to DB 39.5.12

    DI001269 Capacity scheduling active

    Information

    • The capacity scheduling requires each source addressed by the calculated projects.
      • If capacity scheduling is carried out for a project for which a specific resource is planned, this resource is locked for other capacity schedulings, so that the capacity scheduling cannot be carried out for other projects for which the resource is planned.
    • This is because the capacity scheduling checks the availability of every resource and corrects it if necessary when loading in.
    • The capacity scheduling sets the Capacity scheduling active code to
      • Checked upon start
      • and resets it to Unchecked upon end.

    Notes

    • If the program exits during capacity scheduling, the code must be reset manually.
    • Several capacity schedulings can only run simultaneously if the projects do not share any resources.

    DI001276 Name 2

    Additional name field in case the name must be completed

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

    DI001281 Class 1

    Resource classification 1

    Details

    • Arbitrary order criterion
    • It is used for selection and sorting purposes.

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

    DI001282 Class 2

    Resource classification 2

    Details

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

    DI001528 Adjustment by costs

    Specifies whether capacity adjustment by effort is to be carried out for this resource, provided that the remaining necessary conditions are satisfied. Capacity adjustment by costs means: The available free capacity and the load are multiplied by the conversion factors, and only then is smoothing applied.

    Note


    From DB 39.5.12

    DI001674 Active calculation on

    Date on which the calculation of a project was started

    Up to DB 39.5.12

    DI001674 Current capacity scheduling on

    Here, the current date is entered automatically when capacity scheduling starts.


    From DB 39.5.12

    DI001675 Active calculation of : ID

    ID (code) of the resource who has started the calculation of the project

    Up to DB 39.5.12

    DI001675 Current capacity scheduling by

    Here, the ID of the current user is entered automatically upon start of capacity scheduling.


    From DB 39.5.12

    DI058239 Active calculation of

    Name of the resource who has started the calculation of the project

    Up to DB 39.5.12

    DI058239 Current capacity scheduling by: name

    The name of the current user is entered here automatically when capacity scheduling starts.


    From DB 39.5.12

    DI002352 Active calculation at

    Time at which the calculation of a project was started

    Up to DB 39.5.12

    DI002352 Current capacity scheduling time

    Here, the current time is entered automatically when capacity scheduling starts.


    From DB 39.5.12

    DI002342 New resource ID

    New ID (new code) of the resource

    Details

    • Serves to exchange resource IDs. Is only used in special modules.

    Up to DB 39.5.12

    DI002342 New resource

    New ID (new code) of the resource

    Details

    • Serves to exchange resource IDs. Is only used in special modules.

    DI002348 Number of task-resource assignments

    Number of tasks to which the current resource is assigned

    DI002349 Number of load records

    Number of load records of a resource

    DI002499 Resource to be planned

    This parameter controls whether the resource is available for planning.

    Values

    • Checked - resource can be planned.
    • Unchecked - resource cannot be planned. (such resources cannot be assigned to the tasks)

    Notes

    From DB 39.5.15

    • If a resource is already assigned to a task, the checkbox cannot be deactivated. When attempting to deactivate the checkbox for a planned resource anyway, an alert is displayed with a list of the projects and tasks in which the resource in question is planned. NEW This list only contains projects and tasks in which the planning of the resource is not yet completed, i.e. in which no Actual end date is entered on the resource assignment.
    • If actual hours are to be reported to the resource, the checkbox does not have to be deactivated.
    • This parameter does not affect the summarization of the utilization in resource structures. If the Resource to be planned parameter is deactivated, the utilization of the parent resource is summarized to the parent resource regardless.

    From DB 39.5.10

  • If a resource is already assigned to a task, the checkbox cannot be deactivated. NEW When attempting to deactivate the checkbox for a planned resource anyway, an alert is displayed with a list of the projects and tasks in which the resource in question is planned.
  • If actual hours are to be reported to the resource, the checkbox does not have to be deactivated.
  • This parameter does not affect the summarization of the utilization in resource structures. If the Resource to be planned parameter is deactivated, the utilization of the parent resource is summarized to the parent resource regardless.

    • Up to DB 39.5.10

  • If a resource is already assigned to a task, the checkbox cannot be deactivated.
  • If actual hours are to be reported to the resource, the checkbox does not have to be deactivated.
  • This parameter does not affect the summarization of the utilization in resource structures. If the Resource to be planned parameter is deactivated, the utilization of the parent resource is summarized to the parent resource regardless.

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

    DI002653 Summarize periods

    This parameter controls for parent resources whether the period records of all child resources are summarized to the parent resource. This parameter only takes effect on parent resources. On the lowest resource level, it does not take effect. E.g. the checkbox is to be activated for the department resource which has child employee resources, so that the employee resource period records are summarized to this very department resource.

    Values

    • Checked - period data is summarized.
    • Unchecked - period data is not summarized.

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

    DI006128 Short/long term planning

    The parameter is currently not used.

    Code (ID) of the Short/long term planning parameter

    DI058975 Short/long term planning: name

    The parameter is currently not used.

    Name of the Short/long term planning parameter

    DI006938 HT: all employees

    Help text: all employees

    DI006940 HT: project team + access

    Help text: project team + access

    DI006942 HT: department + employees

    Help text: department + employees

    DI006943 HT: skill resource

    Help text: skill resource

    DI006944 HT: cost resource

    Help text: cost resource

    DI006945 HT: revenue resource

    Help text: revenue resource

    DI007072 Current user

    In this field, the code of the current user is displayed.

    DI007073 User name

    Name of the logged on user.


    From DB 39.5.12

    DI007803 Default cost center

    Default cost center name of the resource. For description, see DI058253.

    From DB 39.5.7

    DI007803 Default cost center name

    Default cost center name of the resource. For description, see DI058253.

    Up to DB 39.5.7

    DI007803 Cost center name

    Default cost center name of the resource. For description, see DI058253.


    From DB 39.5.12

    DI001283 Default cost center ID

    Code (ID) of the default cost center of the resource. For description, see DI058253.

    Up to DB 39.5.12

    DI001283 Default cost center

    Code (ID) of the default cost center of the resource. For description, see DI058253.


    From DB 39.12

    DI058253 Default cost center

    Name of the default cost center (default organizational unit) of the resource. In input mode, a listbox for selection of a default cost center will be displayed on the respective field.

    Notes

    • The cost center can be changed both as a default value (Default cost center) and on both levels of a project (cost type of the resource assignment and cost type of the load) at any time. However, the impact of the changes must be considered.
      • If the cost center of the resource assignment (DT466) is changed, it is applied to all new load records (DT472) of the resource assignment in the calculation of the project schedule. In order for the cost type to be applied to the existing load records as well, the schedule of the project must first be unloaded and subsequently be recalculated.
        • Exempt therefrom are actual load records and manually created load records (i.e. those with MAN load profile). They are neither changed during unloading nor during calculation of the project schedule and must be adjusted manually if necessary.
      • If the default cost center of the resource is changed (DT467), the new value is used for all resource assignments (DT466) that are created afterwards. The cost center of existing resource assignments, however, is not changed automatically, but equates to the default cost type applicable at the time of insertion of the resource assignment. It must be changed manually if required.

    Details

    • You can create and edit cost centers in the Cost Centers module.

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

    From DB 39.5.7

    DI058253 Default cost center name

    Name of the default cost center (default organizational unit) of the resource. In input mode, a listbox for selection of a default cost center will be displayed on the respective field.

    Notes

    • The cost center can be changed both as a default value (Default cost center) and on both levels of a project (cost type of the resource assignment and cost type of the load) at any time. However, the impact of the changes must be considered.
      • If the cost center of the resource assignment (DT466) is changed, it is applied to all new load records (DT472) of the resource assignment in the calculation of the project schedule. In order for the cost type to be applied to the existing load records as well, the schedule of the project must first be unloaded and subsequently be recalculated.
        • Exempt therefrom are actual load records and manually created load records (i.e. those with MAN load profile). They are neither changed during unloading nor during calculation of the project schedule and must be adjusted manually if necessary.
      • If the default cost center of the resource is changed (DT467), the new value is used for all resource assignments (DT466) that are created afterwards. The cost center of existing resource assignments, however, is not changed automatically, but equates to the default cost type applicable at the time of insertion of the resource assignment. It must be changed manually if required.

    Details

    • You can create and edit cost centers in the Cost Centers module.

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

    Up to DB 39.5.7

    DI058253 Cost center name

    Name of the default cost center (default organizational unit) of the resource. In input mode, a listbox for selection of a default cost center will be displayed on the respective field.

    Details

    • You can create and edit cost centers in the Cost Centers module.

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

    DI008341 Left on

    Date from which on the resource is no longer available for planning in projects, e.g. because the respective person has left the company

    Details

    • If a resource has left the company, the planning of this resource in projects must be checked manually and the remaining effort must be allocated to other resources. The respective department manager can do this via the Resource Planning module.
    • The actual data remains unaffected. Otherwise, the planning would be invalidated. For this reason it is explicitly advised against the deletion of resources which have left the company.
    • However, resources left should not be included in any further planning. Thus, they must not appear in the resource listboxes anymore. Therefore, such listboxes only offer resources for selection which have no entry in the Left on field. For more information, see Master Data Adjustment.

    Notes

    From DB 39.5.11

    • If a Left on date is set for a resource
    • NEW If a leaving date is entered in the Leaving date field in the Persons module, it is automatically copied to the Left on field of the person resource.

    From DB 39.5.10

    From DB 39.5.4

  • If a Left on date is set for a resource, the NEW End period field is automatically filled with the same date.

    • Up to DB 39.5.4

  • If a Left on date is set for a resource, it should be entered in the End period field as well.

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

    DI008842 Without cost calculation

    From DB 39

    The parameter is no longer used.

    Up to DB 39

    The hourly effort of a resource can be evaluated with costs, if required.

    Values

    • without cost scheduling = N: costs are calculated
    • without cost scheduling = Y: costs are not calculated

    DI009355 Manager

    DI009473 Vacation credit previous year

    Unused vacation entitlement of the resource for the previous year

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).

    DI009474 Vacation credit current year

    Unused vacation entitlement of the resource for the current year

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).

    DI009475 Flexhrs credit previous year

    Unused flexible working hours entitlement of the resource from the previous year

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).

    DI009476 Calculation basis / day

    Calculation basis per day

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).

    DI009477 Employment

    Employment relationship of the corresponding employee

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).

    DI009479 Date of birth

    Date of birth of the resource person

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

    DI009490 FTE

    Full Time Equivalent In this field, the volume of work of internal employees is entered.

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).

    DI009491 Head count

    Number of internal employees

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).


    From DB 39.5.12

    DI058960 Display in utilization

    Name of the display position. In input mode, a listbox for selection of a display position will be displayed on the respective field. The Display in utilization parameter defines whether and at which position the resource is displayed in the Utilization module.

    Values

    • 0 = no display (default)
    • 1 = display in 1st position Position
    • 2 = display at 2nd position Position
    • etc.

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

    Up to DB 39.5.12

    DI058960 Display in utilization: name

    Name of the display position. In input mode, a listbox for selection of a display position will be displayed on the respective field. The Display in utilization parameter defines whether and at which position the resource will be displayed in the Utilization module.

    Values

    • 0 = no display (default)
    • 1 = display in 1st position Position
    • 2 = display at 2nd position Position
    • etc.

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


    From DB 39.5.12

    DI009597 Display in utilization: ID

    Code (ID) of the Display in utilization parameter. For description, see DI058960

    Up to DB 39.5.12

    DI009597 Display in utilization

    Code (ID) of the Display in utilization parameter. For description, see DI058960


    From DB 39.5.12

    DI057716 Parent resource

    Name of the parent resource of the selected resource. In input mode, a listbox for selection of a parent resource will be displayed on the respective field. By selecting a parent resource, the resource is included in the structure, or the position of the resource in the structure will be changed.

    Notes

    • When putting on or removing a resource from the resource structure

    Attention

    • When changing the resource structure, the resource structure code does not change automatically, but must be adjusted manually.

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

    Up to DB 39.5.12

    DI057716 Parent resource name

    Name of the parent resource of the selected resource. In input mode, a listbox for selection of a parent resource will be displayed on the respective field. By selecting a parent resource, the resource is included in the structure, or the position of the resource in the structure will be changed.

    Notes

    • When putting on or removing a resource from the resource structure

    Attention

    • When changing the resource structure, the resource structure code does not change automatically, but must be adjusted manually.

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


    From DB 39.5.12

    DI009753 Parent resource: ID

    Code (ID) of the parent resource. For description, see DI057716.

    Up to DB 39.5.12

    DI009753 Parent resource

    Code (ID) of the parent resource. For description, see DI057716.

    DI057803 Anonymize to: name

    This parameter is currently not used.

    Name of the Anonymize to parameter. Here, you can select a resource, to which you want to anonymize at a later point. Thus, the individual resource that has worked the hours is no longer visible after the anonymization procedure, but the hours are summarized to the anonymization resource entered, such as a department, for example.

    DI022077 Anonymize to

    This parameter is currently not used.

    Code (ID) of the Anonymize to parameter. For description, see Anonymize to: name


    From DB 39.5.12

    DI022788 Default cost type

    Default cost type name of the resource. For description, see DI058255.

    Up to DB 39.5.12

    DI022788 Default cost type name

    Default cost type name of the resource. For description, see DI058255.

    DI023313 Anonymize resource

    Here, you can define whether to the current resource is to be anonymized.

    DI023314 Last anonymization

    Date of the last anonymization


    From DB 39.5.11

    DI023345 Max. actual hours/day

    In this field, you can enter a maximum of working hours allowed for each resource. The value entered here is checked when hours worked are reported, i.e. the resource in question will not be able to report more hours per day than specified for him/her in this field.

    Details NEW

    • It is possible to specify the default value for Max. actual hours/day for all employee resources (resources with Resource type = 1*) which are newly created. To do so, enter the required value in the maximum_work_hours_per_day global parameter.

    Note

    • The value of Max. actual hours/day is considered in the recording of actual hours, other than to the value of the Default max. load/day parameter which is considered by the scheduling when remaining loads are created (planning).

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

    Up to DB 39.5.11

    DI023345 Max. hours

    In this field, you can enter a maximum of work hours allowed for each resource. The value entered here is checked when hours worked are reported, i.e. the resource in question will not be able to report more hours per day than specified for him/her in this field.

    Note

    • The value of Max. actual hours/day is considered in the recording of actual hours, other than to the value of the Default max. load/day parameter which is considered by the scheduling when remaining loads are created (planning).

    The parameter can be edited by users with modification rights in the following module:
    • Resources
      • The respective data field is hidden by default and can be displayed by the user if necessary.

    DI027168 Person

    In this field, the person ID of the respective resource person is displayed.

    Details

    • This field is hidden by default and can be displayed if necessary (only possible for users with customizing rights).

    DI027512 Reported hours overlapping allowed

    The parameter is currently not used.

    This parameter allows or prevents hour overlapping in work reporting.

    DI028172 Cost center structure code

    Structure code of a cost center

    DI029128 HDI: check periods

    Help data item: check periods


    From DB 39.5.13

    DI034523 Resource

    Name of the resource. In input mode, a listbox for selection of a resource will be displayed on the respective field.

    Up to DB 39.5.13

    DI034523 Resource name

    Name of the resource. In input mode, a listbox for selection of a resource will be displayed on the respective field.


    From DB 39.5.12

    DI040609 Person ID

    Code (ID) of the resource person. For description, see Person.

    Note

    Up to DB 39.5.12

    DI040609 Person

    Code (ID) of the resource person. For description, see Person name.

    Note


    From DB 39.5.12

    DI058257 Person

    Name of the resource person. In input mode, a listbox for selection of a resource person will be displayed on the respective field.

    Details

    • You can create and edit persons in the Persons module.

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

    Up to DB 39.5.12

    DI058257 Person name

    Name of the resource person. In input mode, a listbox for selection of a resource person will be displayed on the respective field.

    Details

    • You can create and edit persons in the Persons module.

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

    DI040610 Full name

    Full name of the person assigned to the resource. For description, see Person.

    DI051871 TDI: restrict filter criteria

    Technical data item: Restrict filter criteria

    DI051872 Resource type name employees+department together

    Resource type name of the department and of all of its employees. It is used as a parameter for grouping.


    From DB 39.5.7

    DI061363 Average hours to be worked from periods

    Average hours to be worked value of all period records of the selected resource for which the hours to be worked have been defined. It is a calculated output value and cannot be changed manually.

    Details

    See also: Hours to be worked function

    New from DB 39.5.0

    DI061363 Average hours to be worked

    Average hours to be worked value of all period records of the selected resource for which the hours to be worked have been defined. It is a calculated output value and cannot be changed manually.

    Details

    See also: Hours to be worked function


    From DB 39.5.7

    DI062954 Hours to be worked for periods

    Hours to be worked value which applies to all period records. The value is defined manually in the Edit Hours to be Worked module and subsequently copied to all period records.

    Details

    See also: Hours to be worked function

    New from DB 39.5.0

    DI062954 Hours to be worked

    Hours to be worked value which applies to all period records. The value is defined manually in the Edit Hours to be Worked module and subsequently copied to all period records.

    Details

    See also: Hours to be worked function


    New from DB 39.5.0

    DI062955 Hours to be worked: start period

    Start of the period for which hours to be worked are defined. The value is set in the Edit Hours to be Worked module.

    See also: Hours to be worked function


    New from DB 39.5.0

    DI062956 Hours to be worked: end period

    End of the period for which hours to be worked are defined. The value is set in the Edit Hours to be Worked module.

    See also: Hours to be worked function


    From DB 39.5.10

    DI027162 Full name

    Up to DB 39.5.10

    DI027162 Name+first name


    New from DB 39.5.10

    DI064468 OLE overload in simulation


    New from DB 39.5.15

    DI065269 Select

    Checkbox for the selection of a project, e.g. in the Assign Stakeholders to the Planning Object module

             PLANTA project







     
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