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Utilization With Cause MOD009AWP

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From DB 39.5.13

Project panel (Idea, Proposal) Schedule module (only in module variants with resources) Select the Display utilization context menu command on the required resource Utilization with Cause

From DB 39.5.13

Project (Idea, Proposals) panel Schedule (only in module variants with resource) Select the Select the Display utilization context menu command on the required resource Utilization with Cause

Information

In this module, the utilization of the selected resource in all projects in question is checked, starting from a particular project.

Details

The causes of utilization (projects and tasks for which the resource is planned or for which he or she has already worked) can be displayed by opening the tree structure.
On project and task level, the Remaining effort, Overload, Calculated start date, and Calculated end date of the respective resource are displayed.
Remaining effort and Overload are additionally summarized on resource level.
In the scale area, resource dates per project and task are additionally represented in a Gantt chart.

New from DB 39.5.11

Notes

Only the utilization in
- projects with Status = "1" (active projects) is displayed.
- projects which have scheduling data in the period from today - 30 d up to today + 365 d is displayed.
- the tasks without an actual end date is displayed. If all tasks for which the resource in question is planned in a project have an actual end date, the project is not displayed.

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	Shows the utilization diagram and the Gantt chart below the scale
with sum area	Shows additionally summed remaining load per week (upper line) and per month (lower line) below the utilization diagram.

Legend: Histogram

From DB 39.5.15

Symbol Meaning Color Comment

Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
Code A
Code B
Code C
Code D
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 Planned code 1 to Planned code 5 columns.

Actual load of the resource(s) The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, in turn stem from the working time recording of the resources (DT472).

Available capacity of resource(s) The values for histogram bars are calculated from the 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 utilization bars.

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, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
The limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

From DB 39.5.14

Symbol Meaning Color Comment

Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
Code A
Code B
Code C
Code D
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 Planned code 1 to Planned code 5 columns.

Actual load of the resource(s) The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, in turn stem from the working time recording of the resources (DT472).

Available capacity of resource(s) The values for histogram bars are calculated from the 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 utilization bars.

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, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
The limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

From DB 39.5.12

Symbol Meaning Color Comment

Planned load (remaining load) of the resource(s) in projects The color of the bar is determined by the code of the projects.
Code A
Code B
Code C
Code D
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 Planned code 1 to Planned code 5 columns.

Actually incurring load (actual load) of the resource(s) The values for the histogram bar are taken from the 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).

Available capacity of the 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 utilization bars.

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, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
NEWThe limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

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.

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, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

From DB 39.5.8

Symbol Meaning Color Comment

Planned load of the resource(s) in projects The color of the bar is determined by the code of the projects.
Code A
Code B
Code C
Code D
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 Planned code 1 to Planned code 5 columns.

Actually incurring load (actual load) of the resource(s) The values for the histogram bar are taken from the 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).

Available capacity of the 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 utilization bars.

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, again, comes from the general basic load defined for the resource in the Resource Data Sheet.
NEWThe limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

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.

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, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

Up to DB 39.5.8

Symbol Meaning Color Comment

Planned load of the resource(s) in projects The color of the bar is determined by the code of the projects.
Code A
Code B
Code C
Code D
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.

Actually incurring load (actual load) of the resource(s) The values for the histogram bar are taken 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).

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.

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.

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.

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, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

Legend: Gantt chart

From DB 39.5.14

Symbol Meaning Color Comment

Task requested dates Requested start and Requested end of a task are defined in the Schedule module.

Calculated dates of the selected resource for the selected task in the selected project The color of the bar is determined by the code of the respective project. For the meaning of the individual code colors, see the histogram scale. Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

Calculated dates of the selected resource for the selected task in the selected project The bar is white hatched. Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from the reported hours worked of the corresponding resource (DT472) or are edited manually.

Latest task dates Latest start and Latest end of a task are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

From DB 39.5.12

Symbol Meaning Color Comment

Task requested dates Requested start and Requested end of a task are defined in the Schedule module.

Calculated dates of the selected resource for the selected task in the selected project The color of the bar is determined by the code of the respective project. For the meaning of the individual code colors, see the histogram scale. Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

Actual dates of the selected resource for the selected task in the selected project Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from working time recording of the corresponding resource (DT472) or are edited manually.

Latest task dates Latest start and Latest end of a task are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

Up to DB 39.5.12

Symbol Meaning Color Comment

Task requested dates Requested start and Requested end of a task are defined in the Schedule module.

Calculated dates of the selected resource for the selected task in the selected project The color of the bar is determined by the code of the respective project. For the meaning of the individual code colors, see the histogram scale. Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

Actual dates of the selected resource for the selected task in the selected project Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from the working time recording of the corresponding resource (DT472) or are edited manually.

Latest task dates Latest start and Latest end of a task are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

Meaning	Color	Comment
Planned load (remaining load) of the resource(s) in projects	The color of the bar is determined by the code of the projects. Code A Code B Code C Code D 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 Planned code 1 to Planned code 5 columns.
Actual load of the resource(s)		The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, in turn stem from the working time recording of the resources (DT472).
Available capacity of resource(s)		The values for histogram bars are calculated from the 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 utilization bars.
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, again, comes from the general basic load defined for the resource in the Resource Data Sheet. The limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

Meaning	Color	Comment
Planned load (remaining load) of the resource(s) in projects	The color of the bar is determined by the code of the projects. Code A Code B Code C Code D 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 Planned code 1 to Planned code 5 columns.
Actual load of the resource(s)		The values for the histogram bar are taken from the Used column from the period records of the resource(s) (DT468). The values in the period records, in turn stem from the working time recording of the resources (DT472).
Available capacity of resource(s)		The values for histogram bars are calculated from the 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 utilization bars.
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, again, comes from the general basic load defined for the resource in the Resource Data Sheet. The limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.

Meaning	Color	Comment
Planned load (remaining load) of the resource(s) in projects	The color of the bar is determined by the code of the projects. Code A Code B Code C Code D 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 Planned code 1 to Planned code 5 columns.
Actually incurring load (actual load) of the resource(s)		The values for the histogram bar are taken from the 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).
Available capacity of the 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 utilization bars.
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, again, comes from the general basic load defined for the resource in the Resource Data Sheet. NEWThe limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.
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.
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, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

Meaning	Color	Comment
Planned load of the resource(s) in projects	The color of the bar is determined by the code of the projects. Code A Code B Code C Code D 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 Planned code 1 to Planned code 5 columns.
Actually incurring load (actual load) of the resource(s)		The values for the histogram bar are taken from the 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).
Available capacity of the 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 utilization bars.
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, again, comes from the general basic load defined for the resource in the Resource Data Sheet. NEWThe limiting line at the top margin of the bar will be visible despite overlapping by utilization bars.
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.
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, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

Meaning	Color	Comment
Planned load of the resource(s) in projects	The color of the bar is determined by the code of the projects. Code A Code B Code C Code D 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.
Actually incurring load (actual load) of the resource(s)		The values for the histogram bar are taken 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).
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.
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.
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.
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, again, comes from the general value of factor 5 defined for the resource in the Resource Data Sheet.

Meaning	Color	Comment
Task requested dates		Requested start and Requested end of a task are defined in the Schedule module.
Calculated dates of the selected resource for the selected task in the selected project	The color of the bar is determined by the code of the respective project. For the meaning of the individual code colors, see the histogram scale.	Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
Calculated dates of the selected resource for the selected task in the selected project	The bar is white hatched.	Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from the reported hours worked of the corresponding resource (DT472) or are edited manually.
Latest task dates		Latest start and Latest end of a task are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

Meaning	Color	Comment
Task requested dates		Requested start and Requested end of a task are defined in the Schedule module.
Calculated dates of the selected resource for the selected task in the selected project	The color of the bar is determined by the code of the respective project. For the meaning of the individual code colors, see the histogram scale.	Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
Actual dates of the selected resource for the selected task in the selected project		Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from working time recording of the corresponding resource (DT472) or are edited manually.
Latest task dates		Latest start and Latest end of a task are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

Meaning	Color	Comment
Task requested dates		Requested start and Requested end of a task are defined in the Schedule module.
Calculated dates of the selected resource for the selected task in the selected project	The color of the bar is determined by the code of the respective project. For the meaning of the individual code colors, see the histogram scale.	Calc. start, and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
Actual dates of the selected resource for the selected task in the selected project		Actual start and last Latest time recording date of a resource in a task (resource assignment) are calculated from the working time recording of the corresponding resource (DT472) or are edited manually.
Latest task dates		Latest start and Latest end of a task are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.

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