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

My Department MOD009AVE

Access path

Information

  • In this module,
    • the utilization diagram of the department for which the logged-on users acts as a department manager is displayed. Only the utilization of the resources to which the logged-on user has access is displayed.
    • a resource list with all resources to which the logged-on user has access is displayed.
    • skills which are planned in projects as skill resources (skill requests) and to which the logged-on user has access are listed.

Access rights
  • The allocation of department manager rights is done in the Department name (default) parameter.
  • The definition of resource access is done via the resource structure code and the Access to resources parameter.
  • The definition of skill access is done via the skill structure code and via the Access to resources parameter
    • Please make sure that the entries in all parameters coincide.

Details

From DB 39.5.14

  • By clicking on the link on the name of a resource, the department manager can go to the Employee Board, where he/she can, e.g., have a look at the activities of the resource or its working time recording in the respective modules.
    • The department manager can only edit activities of the resource if he or she has modification rights for the respective project.
    • In the Time Recording module, the calendar scroll function checks the duration of the periods of the logged-on resource, not those of the selected resource. I.e., in this case it checks the duration of the periods of the department manager. If the department manager, as a resource, does not have any periods, or fewer periods than the opened resource, or if the department manager has no resources at all, the Resource calendar for the selected period has not been maintained. You cannot go further. message is displayed and you either cannot scroll to further weeks at all or not far enough.
  • The utilization diagrams shows the cumulated utilization of department resources by project code. In the utilization diagram, the resource utilization is compared with the resource availability.
  • The number range below the diagram shows:

Up to DB 39.5.14

  • By clicking on the link on the name of a resource, the department manager can switch to the (My Activities employee board (up to DB 39.5.0 My Tasks)) of this resource and have a look at their activities.
    • The department manager can only edit activities of the resource if he or she has modification rights for the appropriate project. The same applies for reporting of hours worked for a particular resource.
  • The utilization diagrams shows the cumulated utilization of department resources by project code. In the utilization diagram, the resource utilization is compared with the resource availability.
  • The number range below the diagram shows:
  • Note

    • PLANTA recommends to carry out a replanning of all projects before viewing the utilization diagram, especially if changes have been made to the resource structure.

    Module Variants

    Base Utilization for a period of four months (one month in the past up to three months in the future) is displayed
    Short term The utilization for a period of one month (from today up to one month in the future) is displayed

    Legend: Utilization diagram

    From DB 39.5.15

    Symbol Meaning Color Comment
    CodeADB14.png Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
    CodeADB14.png Code A
    CodeBDB14.png Code B
    CodeCDB14.png Code C
    CodeDDB14.png Code D
    CodeEDB14.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
    ActDB12.png Actually incurring load (actual load) of resource(s)   The values for the histogram bars are calculated from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    KapLinieDB15.png Available capacity of resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    The limiting line at the top of the bar will be visible despite of overlapping by load data.
    GrundlastLinieDB15.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general basic load defined for the resource in the Resource Data Sheet.
    The limiting line at the top of the bar will be visible despite of overlapping by load data.
    Ueberlast.PNG Overload of resource   The overload value displayed in the red bar in percentage is calculated from the availability of the resource (Summarized available capacity) and its planned load (Summarized planned).

    From DB 39.5.14

    Symbol Meaning Color Comment
    CodeADB14.png Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
    CodeADB14.png Code A
    CodeBDB14.png Code B
    CodeCDB14.png Code C
    CodeDDB14.png Code D
    CodeEDB14.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
    ActDB12.png Actually incurring load (actual load) of resource(s)   The values for the histogram bars are calculated from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    KapLinieDB14.png Available capacity of resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    The limiting line at the top of the bar will be visible despite of overlapping by load data.
    GrundlastLinieDB14.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general basic load defined for the resource in the Resource Data Sheet.
    The limiting line at the top of the bar will be visible despite of overlapping by load data.
    Ueberlast.PNG Overload of resource   The overload value displayed in the red bar in percentage is calculated from the availability of the resource (Summarized available capacity) and its planned load (Summarized planned).

    From DB 39.5.12

    Symbol Meaning Color Comment
    CodeADB12.PNG Planned load of the resource(s) in projects The color of the bar is determined by the code of the projects.
    CodeADB12.PNG Code A
    CodeBDB12.PNG Code B
    CodeCDB12.PNG Code C
    CodeDDB12.PNG Code D
    CodeEDB12.PNG Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
    IstHisto.png Actual load of resource(s)   The values for the histogram bars are calculated from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    KapLinie.png Available capacity of resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top of the bar will be visible despite of overlapping by load data.
    GrundlastLinie.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general basic load defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top of the bar will be visible despite of overlapping by load data.
    Faktor4.png Factor 4 of resource(s)   The values for the histogram bar are calculated from the Factor value 4 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 4 defined for the resource in the Resource Data Sheet.
    Faktor5.png Factor 5 of resource(s)   The values for the histogram bar are calculated from the Factor value 5 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.
    Ueberlast.PNG Overload of resource   The overload value displayed in the red bar in percentage is calculated from the availability of the resource (Summarized available capacity) and its planned load (Summarized planned).

    From DB 39.5.8

    Symbol Meaning Color Comment
    CodeHisto.png Planned load of resource(s) in the projects The bar color is determined by the project code.
    A.png Code A
    B.png Code B
    C.png Code C
    D.png Code D
    E.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
    IstHisto.png Actual load of resource(s)   The values for the histogram bars are calculated from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    KapLinie.png Available capacity of resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top of the bar will be visible despite of overlapping by load data.
    GrundlastLinie.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general basic load defined for the resource in the Resource Data Sheet.
    NEWThe limiting line at the top of the bar will be visible despite of overlapping by load data.
    Faktor4.png Factor 4 of resource(s)   The values for the histogram bar are calculated from the Factor value 4 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 4 defined for the resource in the Resource Data Sheet.
    Faktor5.png Factor 5 of resource(s)   The values for the histogram bar are calculated from the Factor value 5 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.
    Ueberlast.PNG Overload of resource   The overload value displayed in the red bar in percentage is calculated from the availability of the resource (Summarized available capacity) and its planned load (Summarized planned).

    Up to DB 39.5.8

    Symbol Meaning Color Comment
    CodeHisto.png Planned load of resource(s) in the projects The bar color is determined by the project code.
    A.png Code A
    B.png Code B
    C.png Code C
    D.png Code D
    E.png Code E
    The code is defined in the Project Core Data module of the respective project.
    The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
    IstHisto.png Actual load of resource(s)   The values for the histogram bars are calculated from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records, however, stem from the working time recording of the resources (DT472).
    Kap.png Available capacity of resource(s)   The values for histogram bars are calculated from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet.
    GrundlastAbDb8.png Basic load of resource(s)   The values for the histogram bar are calculated from the Basic load (factor value 3) column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general basic load value defined for the resource in the Resource Data Sheet.
    Faktor4.png Factor 4 of resource(s)   The values for the histogram bar are calculated from the Factor value 4 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 4 defined for the resource in the Resource Data Sheet.
    Faktor5.png Factor 5 of resource(s)   The values for the histogram bar are calculated from the Factor value 5 column from the period records of the resource(s)(DT468). The value in DT468, however, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.
    Ueberlast.PNG Overload of resource   The overload value displayed in the red bar in percentage is calculated from the availability of the resource (Summarized available capacity) and its planned load (Summarized planned).

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