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

Working Time Recording

Information
  • This topic provides an overview of all options and positions for working time recording in PLANTA project. For the exact description of the procedure, please refer to the description of the respective module.
    • There are several descriptions for the Time Recording module depending on how the global parameters are combined. Please check the combination you use and refer to the corresponding description.
  • If you use PLANTA project along with PLANTA pulse as a hybrid system, you have the option to carry out the entire working time recording in the PLANTA pulse web component. The recorded data is synchronized with PLANTA project. For further information on this, please click here.

From DB 39.5.14

Record Own Working Time on Projects/Tasks in which One is Planned

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

how? Enter hours
  • 1. either directly below the scale (one entry per day and task possible)
  • 2. or enter hours directly below the scale and write comments (one entry per day and task possible)
  • 3. or enter a load record for the required task (several entries per day and task possible).
  • The load_creation_variant global parameter determines whether 1, 2, or 3 is used.

    Record Own Working Time on Projects/Tasks for which One is not Planned but on which One has Worked

    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

    how? Enter hours
  • 1. either directly below the scale (one entry per day and task possible)
  • 2. or enter hours directly below the scale and write comments (one entry per day and task possible)
  • 3. or enter a load record for the required task (several entries per day and task possible).
  • The load_creation_variant global parameter determines whether 1, 2, or 3 is used.

    Record Vacation, Sickness, etc. (Future Hours) (Overhead Costs)

    where? In the Time Recording module (009ABV) in the Time recording in the future

    Access path:
    Employee Board Time Recording tab
    how? Enter hours
  • 1. either directly below the scale (one entry per day and task possible)
  • 2. or enter hours directly below the scale and write comments (one entry per day and task possible)
  • 3. or enter a load record for the required task (several entries per day and task possible).
  • The load_creation_variant global parameter determines whether 1, 2, or 3 is used.

    Record Own Working Time to Projects in which One is a Stakeholder

    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

    how? Select the task in the dialog module and enter the number of hours in the displayed load record.  

    Delete/Cancel Recorded Working Time

    where? In the Time Recording module (009ABV)

    Access path:
    Employee Board Time Recording tab
    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.

    Record Presence Times (Times of Arrival/Leaving) New from DB 39.5.14

    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
    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".

    Record External Working Time

    Procedure
    • The procedure for the recording of external hours equates to that of the recording of own hours. The only difference is the way the time recording module is accessed. Recording of external hours is permitted to
      • department managers who can record hours for employees from their own department by opening the employee boards of their own employees from the department board.
      • project managers who can record hours for the stakeholders of their projects in the Project Core Data module.

    From DB 39.5.13

    Record Own Working Time

    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.

    Record Other Working Time

    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

    From DB 39.5.9

    Record Own Working Time

    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

     

    Record Other Working Time

    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  

    From DB 39.5.8

    Record Own Working Time

    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

     

    Record Other Working Time

    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  

    Up to DB 39.5.8

    Record Own Working Time

    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

     

    Record Other Working Time

    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  

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