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

DT499 Object Process

DI041138 Process step

ID of a process step. A process step is an operational instruction for a person/resource/user.

DI057824 Process step name

Here, the process step name is entered or displayed.

DI041139 Project ID

ID of the project to which the process with the selected process step belongs

DI041144 Created by

When you create a record, the ID (code) of the logged-on user is automatically entered in this field.

The creating user is also the owner of a record.

DI059171 >>

Focus task arrow key. By clicking on this button, the user is redirected to the module to be edited. The field to be edited is focused in the corresponding module provided that the appropriate settings have already been defined in the Process Model Templates module.

Note

  • The arrow key is only displayed in the Process Status module if the settings mentioned above have been defined.
  • If it is an individual process step or a process step with a defined action, the "I" or "A" indicators are displayed instead of the arrow button.

From DB 39.5.12

DI056896 Resource

Name of the resource responsible for the completion of the process step

Up to DB 39.5.12

DI056896 Resource name

Name of the resource responsible for the completion of the process step

From DB 39.5.12

DI041353 Resource ID

Name (ID) of the resource which is to complete/has completed the process step

Up to DB 39.5.12

DI041353 Resource

Name (ID) of the resource responsible for the completion of the process step

DI056947 Not required

(De)activating the checkbox for this parameter defines whether the completion of the corresponding process is required or not.

DI057848 Project

Functional ID of the project to which the process step hours are reported

DI057849 Project

Incarnation field for selecting a functional ID of the project, to which the hours of the process step are to be reported.

DI057847 Task ID

Technical ID of the task to which the process step hours are reported. For description, see Task.

DI058995 Task

Functional ID of the task to which the process step hours are to be reported.

DI041168 Phase name

Name of the phase to which the process belongs

DI057914 Priority

Priority of the process step

From DB 39.5.11

Values
  • High
  • Medium
  • Low

Up to DB 39.5.10

Values
  • 1: high
  • 2: medium
  • 3: low

DI058039 Status name

Name of the process step status.

Values

  • rejected
  • accepted
  • completed
  • open
  • reversed
  • incomplete

DI058038 Status name

Name of the status. For description, see DI058039.

DI041385 Date

Date by which the process step is to be completed

Note

  • It cannot be a date that lies in the past.

DI041370 Object

Here, the type of object (project or request) which the process step refers to is displayed.

New from DB 39.5.0

062228 Master milestone

In this field, you can select a master milestone for each process phase, which is automatically set to "completed" after approval of the process phase.

Note

  • The listbox only shows data, i.e. milestones, if available in the selected project. If no milestones are available, only the header data of the project (ID and name) is displayed in the listbox.

062229 Summary task

In this field, summary tasks, the sub tasks of which are only released for editing after release of the process phase, can be defined for each process phase.

Note

  • The listbox only shows data, i.e. summary tasks, if available in the selected project. If no milestones are available, only the header data of the project (ID and name) is displayed in the listbox.

New from S 39.5.14

DI063275 Placeholder

From S 39.5.15

DI063594 Placeholder set

Shows whether a Placeholder has been defined for the process step of the Process Model Templates module.

DI041188 Comment

Here, a comment on the process step can be submitted.

DI057947 VDI: 1

Technical data item. It is used to visualize the number of process steps in different modules. E.g. in the Activities area (Todo items up to DB 39.5.0) in the Dashboard module, the number of process steps is displayed by 4 statuses (delayed, today, future, without date).

DI041506 File

In this field you can create a link to a file.

Insert file

  • Right-click on the Linked file field and select the Insert context menu command.
  • Click on the Search button in the Insert hyperlink window.
  • Select the required file and click on the Open button.
  • Confirm with OK.
  • Save.
Details
  • It is also possible to drag files from e.g. Window Explorer to the data field for documents using Drag & Drop.

DI041152 Phase

DI041163 Sequence (phase)

DI041164 Calculated status

DI041180 SQL rule parameters

DI041187 Released on

DI041198 Accepted

DI041201 Class (Step)

DI041202 Submitted on

DI041214 Module

DI041215 Area

DI041234 SQL rule

DI041237 Data field

DI041353 Resource

DI041551 TDI: past/present/future

DI041557 Object name

Name of the object (project, or request)

DI041563 % completed

DI041597 TDI: 1

DI056895 Resource name

DI056943 Rejected on

DI056944 Released by

DI056946 Type

DI056951 Rejected by

DI057675 Resource structure code

DI057817 Object ID

DI057819 Object type

DI057823 Superordinate process step

DI057825 Process step in model

DI057844 Position

DI057850 Task name

Name of the task to which the process step hours are reported

DI057851 Task name

DI057857 Process rule

DI057886 Object type

DI057912 Planned effort

Planned effort of the resource assignment (in resource units).

DI057919 Sequence

DI057920 Client

DI057924 Client name

DI057952 Manager

DI057953 Manager structure code

DI057970 Project name

Name of the project to which the process step hours are reported

DI057971 Creating user structure code

DI058037 Status

DI058072 Cost center

DI058073 Request created by

DI058074 Manager

DI058075 Cost center structure code

DI058076 Cost center name

DI058091 Request status

DI058096 Manager name

DI058097 461: OLAP 3 Request analysis - txt

DI058122 Bar: requested dates (Request)

DI058198 Total costs

DI058199 Actual costs

DI058200 Rem. costs

DI058201 Total effort

DI058202 Actual effort

DI058203 Remaining effort

DI058209 Cost budget

DI058210 Effort budget

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