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

DT472 Load


From DB 39.5.12

DI000069 Resource

Name of the resource on which the selected load was created

Up to DB 39.5.12

DI000069 Resource name

Name of the resource on which the selected load was created


From DB 39.5.12

DI001517 Resource ID

Code (ID) of the resource on which the selected load was created

Up to DB 39.5.12

DI001517 Resource

Code (ID) of the resource on which the selected load was created

DI001395 Project ID

Technical ID of the project

DI041559 Project

Functional ID of the project to which the selected load record belongs

Customizing details

  • The respective field is an output field. The ID is fetched from the project record (DI041317 in DT461) to the load record (DT472) via exit.

DI041609 Project

Functional ID of the project to which the selected load record belongs In the user modules, the respective field is a listbox for selection of a project, e.g. for manual posting of project costs.

Customizing details

  • Unlike DI041559 which has the same name, DI041609 is an incarnation. It enables you to add a listbox for selection of a project to the respective field on project level.

DI041593 Task

Functional ID of the task or the WBS code of the task to which the selected load record belongs, depending on the setting of the show_psp_instead_of_id global parameter.

Customizing details

  • The DI is fetched from DT463 Task to DT472 via exit.

DI041611 Task

Functional ID of the task to which the selected load record belongs. In the user modules, the respective field is a listbox for selection of a task, e.g. for manual posting of project costs.

Customizing details

  • Unlike DI041593 which has the same name, DI041611 is an incarnation. It enables you to add a listbox for selection of a project to the respective field on load level in user modules.

DI060046 Task (functional)

Functional ID of the task or the WBS code of the task to which the selected load record belongs, depending on the setting of the show_psp_instead_of_id global parameter.

Customizing details

  • The DI is fetched from DT463 Task to DT472 via exit.

DI058231 Parent task name

Name of the parent task of the task to which the selected load record belongs.

DI058229 WBS code

WBS code of the task to which the selected load record belongs. WBS code marks tasks according to their hierarchic structure in the work breakdown structure.

DI001400 Position

Automatically incrementing position number which is allocated invisibly. Manual editing is not considered in this field.

Details

  • In the Standard, this field is hidden but can be displayed if necessary.

DI001509 Planned load

Initially planned load of the resource in the selected load record. In the Schedule module, the respective data field for the revenue and cost resources is named Planned costs.

Calculation

  • Planned load = Remaining load until the actual start date has been set.
    • If the actual start date has been set, Planned load remains unchanged, while Remaining load is changed.

The parameter can be edited by users with modification rights in the following modules:
  • Schedule (project/proposal)
    • The respective data field is hidden by default and can be displayed by the user if necessary.
  • Task
    • The respective data field is hidden by default and can be displayed by the user if necessary.

DI001510 Actual load

Actual load (hours actually worked) of the selected resource in the selected load record (= on the selected day).

  • In the Schedule module, the respective field in the revenue and cost resources is named Actual costs, in the Cost Posting, Revenues Posting modules it is named Actual costs or Actual revenues.

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

From DB 39.5.14

  • For regular resources, the value is either directly entered manually in the Time Recording module.
    • or is calculated by the program from the times entered in the from/to fields.
  • For cost and revenue resources, the Actual load values are entered in the Cost Posting or Revenue Posting modules. In these modules, the respective field is named Actual costs or Actual revenues.

From DB 39.5.13

  • For regular resources the value is either entered directly or manually
    • depending on the global setting in the Time Recording module
    • or is calculated by the program from the times entered in the from/to fields.
  • For cost and revenue resources, the Actual load values are entered in the Cost Posting or Revenue Posting modules. In these modules, the respective field is named Actual costs or Actual revenues.
  • From DB 39.5.13

  • For regular resources, the value is either entered manually in the Work Reporting module in the course of time recording or calculated by the program from the times entered in the Reporting Hours Worked module.
  • For cost and revenue resources, the Actual load values are entered in the Cost Posting or Revenue Posting modules. In these modules, the respective field is named Actual costs or Actual revenues.
  • DI001511 Remaining load

    Remaining load of the selected resource in the selected load record (= on the selected day). In the Schedule module, the respective data field for the revenue and cost resources is named Remaining costs.

    Remaining load means the planned load reduced by the actual load.

    Details

    • The remaining load values arise during calculation of the schedule. As a result, the Remaining effort value (DT466) is summarized and allocated to the individual load records in accordance with the stored load profile.
      • Exception: Resources with MAN load profile. For this purpose, the remaining load value must be entered manually for each load record in the Remaining load field (Schedule module in the With load variant).
    • If it is not possible to distribute the entire Remaining effort since the resource is already planned in other projects in this very period and the available capacity has already been exhausted completely or partially, the overload is indicated.
      • Warning: Here, different overload results may arise in the individual calculation of projects and recalculation (calculation of all projects) depending on the priority of the projects. For more information, see Overload

    The parameter can be edited by users with modification rights in the following modules (for resources with MAN load profile):
    • Schedule (project/proposal) in the With Load module variants
    • Task in the Resources area


    From DB 39.5.5

    DI004327 Total load

    Total load of the resource. It is determined in the calculation of the project schedule (manual input not possible).

    Calculation

    Up to DB 39.5.5

    DI004327 Actual+remaining load

    Total load of a resource

    Calculation


    From DB 39.5.13

    DI001419 Actual costs

    Actual costs of the selected resource in the selected load record (= on the selected day). The revenue resource values in this field are actual revenues.

    Details

    • On load level, the actual cost calculation is done on the basis of resource reporting (Actual load) and respective conversion factors. In the calculation of the project schedule, the values are summarized to the resource assignment, the task, and the project.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources in the Actual costs and Actual load fields are equal since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project

    From DB 39.5.5

    DI001419 Actual costs

    Actual costs of the selected resource in the selected load record (= on the selected day). The revenue resource values in this field are actual revenues.

    Details

    • On load level, the actual cost calculation is done on the basis of resource reporting (Actual load) and respective conversion factors. In the calculation of the project schedule, the values are summarized to the resource assignment, the task, and the project.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources in the Actual costs and Actual load fields are equal since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project

    Up to DB 39.5.5

    DI001419 Actual costs load

    Actual costs of the current load record of the resource. The revenue resource values in this field are actual revenues.

    Details

    • Actual costs are determined in the calculation of the project schedule on the basis of resource work reporting (actual load) and respective conversion factors. For a description of the calculation procedure, see here.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources are equal in the Actual costs load and Actual load fields since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project


    From DB 39.5.13

    DI001413 Planned costs

    Planned costs of the selected resource in the selected load record (= on the selected day). The revenue resource values in this field are planned revenues.

    Details

    • On load level, the actual calculation of planned costs is done on the basis of planned resource load and respective conversion factors. In the calculation of the project schedule, the values are summarized to the resource assignment, the task, and the project.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources in the Planned costs and Planned load fields are equal since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project

    From DB 39.5.5

    DI001413 Planned costs

    Planned costs of the current load record of the resource. The revenue resource values in this field are planned revenues.

    Details

    • On load level, the actual calculation of planned costs is done on the basis of planned resource load and respective conversion factors. In the calculation of the project schedule, the values are summarized to the resource assignment, the task, and the project.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources in the Planned costs and Planned load fields are equal since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    Up to DB 39.5.5

    DI001413 Planned costs load

    Planned costs of the current load record of the resource. The revenue resource values in this field are planned revenues.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources are equal in the Planned costs load and Planned load fields since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project


    From DB 39.5.13

    DI001426 Rem. costs

    Remaining costs of the selected resource in the selected load record (= on the selected day). The revenue resource values in this field are actual revenues.

    Details

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources in the Remaining costs and Remaining load fields are equal since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project

    From DB 39.5.5

    DI001426 Rem. costs

    Remaining costs of the current load record of the resource. The revenue resource values in this field are actual revenues.

    Details

    • On load level, the actual calculation of remaining costs is done on the basis of planned resource load and respective conversion factors. In the calculation of the project schedule, the values are summarized to the resource assignment, the task, and the project.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources in the Remaining costs and Remaining load fields are equal since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project

    Up to DB 39.5.5

    DI001426 Remaining costs load

    Remaining costs of the current load record of the resource. The revenue resource values in this field are actual revenues.

    Calculation

    Note

    • In PLANTA Standard, the values for cost and revenue resources in the Remaining costs load and Remaining load fields are equal since cost and revenue resources in PLANTA Standard always have conversion factor = 1 and their loads are planned in monetary units.

    See also: Budget and Cost Planning in PLANTA project

    DI001432 Total costs

    From DB 39.5.5

    Total costs of the selected resource in the selected load record (= on the selected day).

    Calculation

    Note

    • The revenue resource values in this field are revenues.

    See also: Budget and Cost Planning in PLANTA project

    Up to DB 39.5.5

    Total costs of the resource for each load record

    Calculation

    Note

    • The revenue resource values in this field are revenues.

    See also: Budget and Cost Planning in PLANTA project

    DI056942 Total costs by resource type

    Total costs of the selected resource (except revenue resource) in the selected load record (= on the selected day). Is used in modules in which a comparison of costs and revenues is provided.

    DI040999 Total revenues by resource type

    Total revenues of the selected revenue resource in the selected load record (= on the selected day). Is used in modules in which a comparison of costs and revenues is provided.

    DI001438 Comment

    You can enter a comment text here.

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

    DI001444 Completed

    This parameter is currently without function.

    DI001446 Time from

    From DB 39.5.14

    The parameter is no longer used in PLANTA Standard.

    Up to DB 39.5.14

    Time at which the work was started

    Note

    • Is only to be entered in the course of the entry of hours worked and serves to calculate the Actual Load

    DI001447 Time to

    From DB 39.5.14

    The parameter is no longer used in PLANTA Standard.

    Up to DB 39.5.14

    Time at which the work was finished

    Note

    • Is only to be entered in the course of the entry of hours worked and serves to calculate the Actual Load

    DI001491 Overload

    Overload of the resource per load record or as a sum of all load records (depending on the module)

    Calculation

    • Remaining load value that has not been planned within the available capacity.

    Notes

    From DB 39.5.28

    • The overload values are only conclusive if a replanning has been carried out for all planning objects upfront (the calculation of the schedule of the affected planning object alone is not sufficient) since replanning also considers the priority of the planning objects when loading the resources.
      • Example: Project A with priority 2 and project B with priority 1 share resource x at the same time. If project A is calculated individually first and then project B is calculated individually as well, resource x is loaded in project A first. The free remaining capacity, if there is any, is provided by project B, and if it is not sufficient for allocating the planned hours to project B, overloads are created. In replanning, projects are loaded reversely, starting with project B, followed by project A, so that possible overloads are displayed in project A, not in project B.

    Up to DB 39.5.28

  • The overload values are only conclusive if a replanning has been carried out for all planning objects upfront (the calculation of the schedule of the affected planning object alone is not sufficient) since replanning also considers the priority of the planning objects when loading the resources.
    • Example: Project A with priority 2 and project B with priority 1 share resource x at the same time. If project A is calculated individually first and then project B is calculated individually as well, resource x is loaded in project A first. The free remaining capacity, if there is any, is provided by project B, and if it is not sufficient for allocating the planned hours to project B, overloads are created. In replanning, projects are loaded reversely, starting with project B, followed by project A, so that possible overloads are displayed in project A, not in project B.
  • Apart from the priority of the projects that share a resource at the same time in individual calculation, incorrect overload representation may also occur due to incorrect determination of the free capacity of the resource in individual scheduling. For details, see here.
  • Attention

    • In some modules, overload values are displayed in days, so that rounding differences may occur in the displayed numbers, or the overload value is not displayed at all, although an overload record exists (e.g. for overloads of less than one day).

    DI001518 Cost type

    ID of the cost type of the load record

    Details

    • The cost type of the load records is applicable to the summarization of the costs to the cost type groups and to the display in cost and budget modules, e.g. in the Budget module.
    • Each new load record automatically inherits the cost type of the corresponding resource, however, it does not inherit the default resource cost type but the cost type from resource assignment level. Please observe further peculiarities of inheritance under Notes.

    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 modules:
    • Schedule (project/proposal) in the With Load or Entire Schedule module variants (display must be activated)
    • Task in the Resources area
      • The respective data field is hidden by default and can be displayed by the user if necessary.
    • Time Recording

    Things to note in individual customizing

    • Since the loads inherit the cost type from the resource assignment, @DI001393 must be specified in the module customizing for the Cost type data field in the Default value parameter. Non consideration will result in incorrect (invalid) load records.

    See also: Create and assign cost types


    From DB 39.5.0

    DI001519 Load date

    Date of the load record

    Up to DB 39.5.0

    DI001519 Date

    Date of the load record

    DI001525 Project name

    Name of the project to which the selected load record belongs

    DI001527 Cost type name

    Name of the cost type of the selected load record. For detailed information on the cost type of the loads, see Cost Type

    DI001658 Task name

    Name of the task to which the selected load record belongs

    DI060750 SAP status

    This parameter controls the locking of particular load records (DT472). This prevents load records from being changed retrospectively after import or export. Upon export and import of load records, PLANTA link sets a numeric value in the respective field. For the text value corresponding to the numeric value, please refer to DI061212 Export status.

    DI061212 Export status

    Here, the text for the DI060750 SAP status parameter is displayed.

    Values

    • New record
      • The record is new in DT472 Load
    • Locked
      • The record was exported from DT472 to the pool table and is therefore locked for changes in DT472.
    • Transferred
      • The record was imported (transferred) from the pool table to the target
    • Unknown status
      • Status of the record is unknown

    See also: Interface Template: Load Export


    New from DB 39.5.7

    DI003399 Exported on

    Here, the date on which the export of the load record is carried out in PLANTA link is entered automatically for each exported load record.


    New from DB 39.5.7

    DI003402 Exported by

    Here, the user that carries out the export in PLANTA link is entered automatically for each exported load record.


    New from DB 39.5.7

    DI063670 Imported on

    Here, the date on which the export is carried out in PLANTA link is entered automatically for each imported load record.


    New from DB 39.5.7

    DI063672 Imported by

    Here, the user that carries out the import of the load record in PLANTA link is entered automatically for each imported load record.


    New from DB 39.5.13

    DI065292 Canceled/Reverse posting

    Marks the canceled postings (actual loads) and the corresponding reverse postings. For further information on reverse postings, please click here.

    DI007783 Resource cost center

    Code (ID) of the cost center of the resource load record

    Details

    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.

    The parameter can be edited by users with modification rights in the following module:
    • Schedule module in the Entire Schedule or With Load module variants

    Things to note in individual customizing

    • Since the loads inherit the cost center from the resource assignment, @DI009063 must be specified in the :Load_ data area in the module customizing for the Resource cost center data field in the Default value parameter. Non consideration will result in incorrect (invalid) load records.

    See also: Create and edit cost centers

    DI041078 Manager

    Manager of the project to which the selected load record belongs

    DI003394 Expenses,km,Actual load<>0

    Customizing information
    • Parameter which is used to filter data in the customizing of various user modules that contain actual loads (postings).

    DI040995 Period: Date (MON)

    Monthly display for grouped display of loads per month, e.g. in the Check Reported Hours module


    DI002694 Load month

    DI008782 Code

    DI009064 Current cost center for resource

    DI040100 TDI: Display DA

    DI040103 472: OLAP 1 - 040101

    DI040104 472: OLAP 1 - txt

    DI040537 Resource type





    DIs no longer used from DB 39.5.0

    The DIs listed below are no longer used from DB version 39.5.0.

    DI001492 Work for resource

    DI028469 Column

    Column equates to the cost type group to which costs are summarized in the user modules. In the Standard, there are 5 columns equating to 5 cost type groups:

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