At this page, you can obtain an overview of planning with the created requests, per project. The request must be linked to a project whereby the Project field is defined as mandatory in the corresponding request type. You can create or modify request types at Workflow/Setup/Requests/Request types.
All users can access this page.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to display the overview according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Click this to refresh the overview based on the latest criteria defined.
Click this to clear the defined criteria so that you can define a new overview.
Click this to exit.
Type or select a project to display the requests linked to this project. This information is mandatory.
Note: If you access this page by clicking the Request planning link under the Monitor section of a project card, this is pre-filled with the corresponding project.
Select the Open, Approved, Realized, Processed, and/or Rejected check boxes to display the requests with the corresponding status. Clear all the check boxes to display the requests with any status. By default, the Open, Approved, Realized, and Processed check boxes are selected.
Type or select a request category to display the requests created under this category. Leave this blank to display the requests created under any request category.
Type or select a request type to display the requests created using this request type. Leave this blank to view the requests created using any request type.
Select one or both check boxes to display the corresponding requests:
Type or select the appropriate level of children.
Type or select Daily, Weekly, Monthly, or Yearly to display the overview in the corresponding scale.
Note: When you select Daily, Weekly, or Monthly, the Date field is available. When you select Yearly, the Year field is available.
Type or select one of the following:
Type or select a date or range of dates to display the requests that start or end on this date(s).
Note: This is available only when the overview is in a daily, weekly, or monthly scale. The planned start and end dates are defined in the Start date and End date fields of the corresponding requests. You can view or modify requests at Workflow/Reports/Requests/Search. If the request are assigned to you, you can also view the request by clicking Requests at the left menu.
Type or select a year to display the requests that start or end in this year.
Note: This is available only when the overview is in a yearly scale. The planned start and end dates are defined in the Start date and End date fields of the corresponding request planning. You can view or modify requests at Workflow/Reports/Requests/Search. If the requests are assigned to you, you can also view the request by clicking Requests at the left menu.
Select a request type to create a new request linked to the selected project using this request type. Then click New.
Note: This section is available only if the selected project is in Proposed or Active status. It will be displayed after clicking Show.
By default, you can view the following information in the overview:
Each record in the Daily, Weekly, Monthly, and Yearly columns consists of two lines:
The columns will be highlighted based on the planned or realization dates, and the color of the cells are determined by the status of the requests.
At this section, you can obtain the summary of all the listed requests.
The colors represent the status of the requests on a particular day, week, month, or year.
The legend represents the status of the corresponding request. They are available in the Status column. To show the Status column, click Customize.
This displays the total planned hours per request status.
This displays the total actual hours per request status.
This displays the total planned amount per request status.
This displays the total actual amount per request status.
Click at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving.
Currently, there is no related document.