Time - Plan

Plans List

The Time Plan screen lists all existing planned work entries for this user by project (by task).  Values in light grey text indicate default values (e.g. a person's default person  organization, labor category, etc.), with other (darker font) values reflecting entries explicitly entered by the user (or Resource Planner).

Field Descriptions (click on a link below for additional information)

List - Icon Controls (add, update and delete planned work entries) Person Begin Date End Date Labor Category Project Organization Person Organization Location Plan Hours Actual Hours Variance Hours

 

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Edit Individual Plans

The edit individual plan () icon will provide a screen for the user to edit attributes for a single planned work entry.  This screen will resemble the following:

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Add Plan

The add plan () icon will display the planning screen.  In order to add a new planned work entry, the user must at least identify which project/task, supply a date range and a number of hours to be planned.

Field Descriptions (click on a link below for additional information)

Project Task Plan Dates Begin Date End Date Link Dates to Project / Task Dates Block Out as unavailable for other plans Plan Labor Hours or Utilization Miscellaneous Cost Element Labor Category    (The labor category field will only appear if the Show Labor Category in User Planning (unasource.user.plan.show_labor_category) property is enabled) Location

 

Note: The Assign button will only be available if the project profile indicates self plan assign is available.

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Assign Planned Work

In the event that you have created planned entries that you would now like users to be able to begin charging against, you can use the Assign feature.  This feature allows a user to create assignments from their planned work entries.  

Note: The Assign button will only be available if the Project Profile >> Access tab >> Assign Self Plans option is enabled for the current project.

These screens will show an individual planned work entry.  The entry may have an accompanying set of zero to many existing assignments that overlap the planned work entry. If you have more than one existing assignment for a single planned work entry, do note that upon updating the system with the new assignment information, the existing assignment entries will be replaced.

Planning at the Project or Task Level

If the project is identified as requiring project level assignments but the planning was done at the task level, the user will not be permitted to create an assignment from the planned entry.

If the project is identified as requiring task level assignments but the planning was done at the project level, the user will not be permitted to create an assignment from the planned entry.

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You can access this screen by clicking on the Assign button from one of the plan work add/edit screens.   To make the assignments, click the check box next to the planned work entry and then click on the Save button.  Once the assignment has been created from the plan (or if an assignment had previously been created from a plan) the check box will no longer be active and a message will indicate that a matching assignment exists for that plan.

Field Descriptions (click on a link below for additional information)

Person Begin Date End Date Labor Category Project Organization Person Organization Location Hours Exceed

 

Note: When you modify or remove an assignment, any un-EXTRACTED timesheets are immediately updated with the modified assignment attributes (or person's default attributes in the case of an assignment removal).  For example, if you modify a user's bill rate, once you hit save, any timesheets for this user that are not yet EXTRACTED will have the bill rate updated immediately.

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