Planning recurring days
Menu path
Projects à Reports à Search à Projects
Introduction
This page allows you to plan recurring days.
Roles & rights
- To plan recurring days, you will require module YA1401 — Hour entry role or the Hour entry and Project manager role, security level 10 and above, and a specific user-defined role that is linked to the relevant field on the Professional services automation: Settings page. For more information, see Defining Professional services automation settings.
- However, Employee self-service or CRM users will require module YA1401 — Hour entry role before they can be assigned the Hour entry and Project manager roles.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 250.
How do I plan recurring days?
- On the Projects: Search page, define the search criteria.
- Click Show.
- Select the required project by clicking the hyperlink under the Project column.
- On the project card, under the Project monitor section, click Planning.
- On the Project planning page, click Plan recurring.
- On the Plan recurring page, define the relevant fields.
- Click Submit.
Keep in mind: All fields with the "!" icon are mandatory.
Buttons
Submit
Click this to submit the Hour planning & realization requests for the defined period.
Note: If one of the defined dates is unsuccessfully scheduled due to the unavailability of the required staff, a message “(person) has no more available hours in the following days. You can either double book this person or go to the project planning to book on other days” will be displayed.
You can reschedule the dates by clicking the Plan recurring button on the Project planning page. To obtain an overview of project planning prior to rescheduling, click the Planning button. The logic for determining the start time is similar to the logic when performing single scheduling based on duration and start time. Once rescheduled, the overview of project planning will be displayed. For more information, see Overview of project planning.
Close
Click this to exit.
Fields
Project section
Project
Type or select the project for which you want to create the planning for recurring days. This is mandatory. If the planning for recurring days was created from the project card or project planning, this information is automatically defined based on the project card. For more information, see Viewing project cards.
Period
This field is blank. If the planning for recurring days is created from the project card or project planning, this information is automatically defined based on the project card. It displays the start and end dates of the project. For more information, see Viewing project cards.
General section
Person
Type or select an employee ID. This is the person for whom you would be making the planning for recurring days. This is mandatory.
Description
Type a description for the planning. This is mandatory.
Deliverable
Type or select a project deliverable for the project. When selecting the deliverable via , the Project deliverables pop-up page will be displayed. Only the deliverables which have been created for that particular project will be listed. You cannot create deliverables from this pop-up page.
WBS line / Budget line
Type or select a WBS or budget line to be linked to the created Hour planning & realization request. This is mandatory.
Note: If the Use deliverables & WBS check box is selected on the related project card, then the WBS line field will be displayed. If the Use deliverables & WBS check box is not selected on the related project card, then the Budget line field will be displayed.
Activity
Type or select an activity associated with the project. This is mandatory.
Invoice travel expenses?
Select Yes or No to indicate whether travel expenses will be invoiced.
Date section
Start date
Type or select a start date for the planning. This is mandatory.
End date
Type or select an end date for the planning.
Days section
Monday - Sunday
Select the check box(es) corresponding to the required planned days.
Start time
Type the start time of the planning duration.
Notes:
- This field will be displayed only when you select Duration & start time at Plan hours using under the Other settings section on the Professional services automation: Settings page. For more information, see Defining Professional services automation settings.
- The defined value will be pre-filled in the Planned start time field on the Hour planning and realize page. By default, “00:00” is displayed.
- The latest start time on a particular date allowed will be determined by the difference between the maximum hours per day, which is 24 hours and the duration of schedule. For example, if the duration is 8 hours, then the latest start time accepted is at 16:00. If you define a start time later than the allowed time, then the value will be automatically corrected with the correct latest start time. Changing the duration value will automatically change the start time.
Duration
Type the duration of planning in 15-minute intervals. By default, the following value will be displayed at the Duration field and column:
Fields section
Remarks
Type any further information you may have about the recurring days planning in this section.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
20.493.370 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
18-03-2013 |
Release: |
|
Attachment: |
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Disclaimer |