where? | In the Time Recording module (009ABV) in the Time recording up to the end of the currrent week area | Access path: Employee Board Time Recording tab Employee Board My Activities tab Click on the Time Recording context menu on the required activity Time Recording |
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how? | Enter hours |
The load_creation_variant global parameter determines whether 1, 2, or 3 is used. |
where? | In the Time Recording module (009ABV) in the Time recording up to the end of the current week area The tasks in which one is not planned are not automatically displayed in the Time Recording module. Instead, they must first be fetched manually to the Time Recording module by making a selection in the Add Projects and Tasks for Time Recording module. |
Access path: Employee Board Time Recording tab Add further projects/tasks plus button Add Projects and Tasks for Time Recording dialog module |
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how? | Enter hours |
The load_creation_variant global parameter determines whether 1, 2, or 3 is used. |
where? | In the Time Recording module (009ABV) in the Time recording in the future | Access path: Employee Board Time Recording tab |
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how? | Enter hours |
The load_creation_variant global parameter determines whether 1, 2, or 3 is used. |
where? | In the Time Recording dialog module (009CQP) which is opened from the Project Core Data of the respective project. |
Access path: Project panel Project Core Data tab Time Recording context menu command on own stakeholder in the Stakeholder area Time Recording |
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how? | Select the task in the dialog module and enter the number of hours in the displayed load record. |
where? | In the Time Recording module (009ABV) |
Access path: Employee Board Time Recording tab |
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how? | 1) Automatic reverse posting: correct/delete the required value 2) Manual reverse posting: Create another load record with the same (but negative) actual load value for the day on which the load record to be canceled is dated. Detailed Information on Reverse Postings |
The posting_cancelation global parameter determines whether reverse postings are carried out automatically or manually, and if they are carried out manually, in which case. |
where? | In the Presence dialog module (009D2A) which is opened from the Time Recording module (009ABV). |
Access path: Employee Board Time Recording tab Record presence button Presence dialog module |
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how? | Click on the Record presence button in the Time Recording module. The Presence module, in which the presence time, breaks, journeys, and over-night-stays can be recorded. | To be able to record presence, the usage_plan_working_hours global parameter must be set to "4". |
Function | Module | Access path | Specialties |
---|---|---|---|
Record own working time on projects/tasks for which one is planned | 009ABV Time Recording 0099JK Reporting Hours Worked |
Employee Board panel Time Recording Employee Board panel My Activities tab Click on the Time Recording context menu command on the required activity NEW Time Recording |
NEW The type of time recording in the Time Recording module depends on the settings of the load_creation_variant and usage_actual_load_reporting global parameters. |
Record own working time on further projects/tasks |
NEW 009ABV Time Recording 0099JK Reporting Hours Worked |
Employee Board panel Time Recording tab |
For information on the type of time recording, see the note above. |
Record own working time in the future (vacation, sickness) | 009ABV Time Recording 0099JK Reporting Hours Worked |
Employee Board panel Time Recording tab |
For information on the type of time recording, see the note above. |
Record own working time on projects in which one is a stakeholder |
NEW 009ABV Time Recording 009CQP Time Recording 0099JK Reporting Hours Worked |
Employee Board panel Time Recording tab Project panel Project Core Data tab Time Recording context menu command on own stakeholder in the Stakeholder area Time Recording |
For the type of time recording in the Time Recording module, see the note above. The note for the 009ABV Time Recording module also applies to the 009CQP Time Recording module |
Record forecasts for own remaining effort | 009ABV Time Recording | Employee Board panel 009ABV Time Recording tab |
|
Delete/cancel own working time | 009ABV Time Recording | Employee Board 009ABV Time Recording tab |
NEW The way deleted/changed postings are treated depends on the settings of the posting_cancelation global parameter. |
Function | Module | Access path | Specialties |
---|---|---|---|
Record working time of employees on projects/tasks in which employees are planned (department manager) | 009ABV Time Recording | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
NEW The type of time recording in the Time Recording module depends on the settings of the load_creation_variant and usage_actual_load_reporting global parameter. |
Record working time of employees on further projects/tasks (department manager) | NEW 009ABV Time Recording 0099JK Reporting Hours Worked |
NEW Department Board My Department tab Click on the link of the required employee Employee Board of the employee Time Recording tab |
ICON{warning}% Fir this type of time recording in the Time Recording module, see the note above. |
Record future hours, e.g. vacation, sickness, etc. of employees (department manager) | 009ABV Time Recording 0099JK Reporting Hours Worked |
Department Board My Department tab Click on the link of the required employee Employee Board of the employee Time Recording tab |
ICON{warning}% For this type of time recording in the Time Recording module, see the note above. |
Record working time of employees on projects/tasks in which the employees are stakeholders (department managers) Record working time of project stakeholders (project managers) |
NEW 009ABV Time Recording 009CQP Time Recording 0099JK Reporting Hours Worked |
Department Board My Department tab Click on the link of the required employee Employee Board of the employee Time Recording tab Project Project Core Data tab Click on the Reporting Hours Worked context menu command on the required stakeholder in the Stakeholder area Time Recording |
For the type of time recording in the Time Recording module, see the note above. |
Record forecasts of the remaining effort of employees (department manager) | 009ABV Time Recording | Department Board My Department Click on the link of the required employee Employee Board of the employee Time Recording tab |
|
Delete/cancel recorded working time (department manager) | 009ABV Time Recording | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Time Recording tab |
NEW The way deleted/changed postings are treated depends on the settings of the posting_cancelation global parameter. |
Special case (individual CU options, no PLANTA Standard): Record working time on project process steps (project manager) | 0099JK Reporting Hours Worked | Project Process Status Reporting Hours Worked context menu command on the required process step Reporting Hours Worked |
Function | Module | Access path | Specialties |
---|---|---|---|
Record own working time on projects/tasks for which one is planned | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Employee Board panel My Activities tab Click on the Reporting Hours Worked context menu command on the required activity enter the hours worked in the Reporting Hours Worked dialog window OK Reporting Hours Worked |
The type of work reporting in the Reporting Hours Worked module depends on the settings of the usage_actual_load_reporting global parameter. |
Record own working time on further projects/tasks | 0099JK Reporting Hours Worked | Employee Board panel Work Reporting tab Record on further projects/tasks Reporting Hours Worked |
See the note above for module 0099JK |
Record own hours in the future (vacation, sickness) | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Employee Board panel Work Reporting tab Record on further projects/tasks Reporting Hours Worked |
See the note above for module 0099JK |
Record own working time on projects in which one is a stakeholder | 0099JK Reporting Hours Worked NEW 009CQP Reporting Hours Worked |
Employee Board panel Work Reporting tab Record on further projects/tasks button Reporting Hours Worked Project panel Project Core Data tab Reporting Hours Worked context menu command on one’s own stakeholder in the Stakeholder area Reporting Hours Worked |
|
Record forecasts for own remaining effort | 009ABV Work Reporting | Employee Board panel Work Reporting tab |
|
Cancel own working time | 009ABV Work Reporting | Employee Board panel Work Reporting tab |
Function | Module | Access path | Specialties |
---|---|---|---|
Record working time of employees on projects/tasks in which the employees are planned (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Record working time of employees on projects/tasks in which employees are planned (department manager) | 0099JK Reporting Hours Worked | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
NEW The type of time recording in the Reporting Hours Worked module depends on the settings of the load_creation_variant and usage_actual_load_reporting global parameter. |
Record future hours, e.g. vacation, sickness, etc. of employees (department manager) | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab
|
See the note above for module 0099JK |
Record working time of employees on projects/tasks in which the employees are stakeholders (department manager) Record working time of project stakeholders (project managers) |
0099JK Work Reporting NEW 009CQP Reporting Hours Worked |
Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab Record on further projects/tasks button Reporting Hours Worked Project panel Project Core Data Reporting Hours Worked on the required stakeholder in the Stakeholder area Reporting Hours Worked |
See the note above for module 0099JK |
Record forecasts of remaining effort of the employees (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Cancel working time of employees (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Special case (individual CU option, no PLANTA Standard): Record working time to project process steps (project manager) | 0099JK Reporting Hours Worked | Project Process Status Reporting Hours Worked context menu command on the required process step Reporting Hours Worked |
Function | Module | Access path | Specialties |
---|---|---|---|
Record own working time on projects/tasks for which one is planned | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Employee Board panel My Activities tab Click on the Reporting Hours Worked context menu command on the required activity enter the hours worked in the Reporting Hours Worked dialog window OK Reporting Hours Worked |
The type of work reporting in the Reporting Hours Worked module depends on the settings of the usage_actual_load_reporting global parameter. |
Record own working time on further projects/tasks | 0099JK Reporting Hours Worked | Employee Board panel Work Reporting tab Record on further projects/tasks button Reporting Hours Worked User Menu: Start and stop time recording via the stop watch Reporting Hours Worked |
See the note above for module 0099JK |
Record own hours in the future (vacation, sickness) | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Employee Board panel Work Reporting tab Record on further projects/tasks Reporting Hours Worked |
See the note above for module 0099JK |
Record own working time on projects in which one is a stakeholder | 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Record on further projects/tasks button Reporting Hours Worked |
|
Record forecasts for own remaining effort | 009ABV Work Reporting | Employee Board panel Work Reporting tab |
|
Cancel own working time | 009ABV Work Reporting | Employee Board panel Work Reporting tab |
Function | Module | Access path | Specialties |
---|---|---|---|
Record working time of employees on projects/tasks in which the employees are planned (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Record working time of employees on projects/tasks in which employees are planned (department manager) | 0099JK Reporting Hours Worked | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
NEW The type of time recording in the Reporting Hours Worked module depends on the settings of the load_creation_variant and usage_actual_load_reporting global parameter. |
Record future hours, e.g. vacation, sickness, etc. of employees (department manager) | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab
|
See the note above for module 0099JK |
Record working time of employees on projects/tasks in which the employees are stakeholders (department manager) | 0099JK Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab Record on further projects/tasks Reporting Hours Worked |
|
Record forecasts of remaining effort of the employees (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Cancel working time of employees (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Special case (individual CU option, no PLANTA Standard): Record working time to project process steps (project manager) | 0099JK Reporting Hours Worked | Project Process Status Reporting Hours Worked context menu command on the required process step Reporting Hours Worked |
Function | Module | Access path | Specialties |
---|---|---|---|
Record own working time on projects/tasks for which one is planned | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Employee Board panel My Activities tab Click on the Reporting Hours Worked context menu command on the required activity enter the hours worked in the Reporting Hours Worked dialog window OK Reporting Hours Worked |
The type of work reporting in the Reporting Hours Worked module depends on the settings of the usage_actual_load_reporting global parameter. |
Record own working time on further projects/tasks | 0099JK Reporting Hours Worked | Employee Board panel Work Reporting tab Record on further projects/tasks button Reporting Hours Worked User Menu: Start and stop time recording via the stop watch Reporting Hours Worked |
See the note above for module 0099JK |
Record own hours in the future (vacation, sickness) | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Employee Board panel Work Reporting tab Record on further projects/tasks Reporting Hours Worked |
See the note above for module 0099JK |
Record own working time on projects in which one is a stakeholder | 0099JK Reporting Hours Worked |
Employee Board panel Work Reporting tab Record on further projects/tasks button Reporting Hours Worked |
|
Record forecasts for own remaining effort | 009ABV Work Reporting | Employee Board panel Work Reporting tab |
|
Cancel own working time | 009ABV Work Reporting | Employee Board panel Work Reporting tab |
Function | Module | Access path | Specialties |
---|---|---|---|
Record working time of employees on projects/tasks in which the employees are planned (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Record working time of employees on projects/tasks in which employees are planned (department manager) | 0099JK Reporting Hours Worked | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
NEW The type of time recording in the Reporting Hours Worked module depends on the settings of the load_creation_variant and usage_actual_load_reporting global parameter. |
Record future hours, e.g. vacation, sickness, etc. of employees (department manager) | 009ABV Work Reporting 0099JK Reporting Hours Worked |
Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab
|
See the note above for module 0099JK |
Record working time of employees on projects/tasks in which the employees are stakeholders (department manager) | 0099JK Work Reporting |
Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab Record on further projects/tasks Reporting Hours Worked |
|
Record forecasts of remaining effort of the employees (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Cancel working time of employees (department manager) | 009ABV Work Reporting | Department Board My Department tab Click on the link of the required employee Employee Board of the employee Work Reporting tab |
|
Special case (individual CU option, no PLANTA Standard): Record working time to project process steps (project manager) | 0099JK Reporting Hours Worked | Project Process Status Reporting Hours Worked context menu command on the required process step Reporting Hours Worked |