Reporting of Hours Worked

Information

• You can report hours worked in the Work Reporting and ReportingHoursWorked modules.
• You can report new hours to
  • own tasks
  • other projects/tasks
  • future overhead costs

Report to Planned Tasks

Objective

• To report to tasks for which the employee is scheduled as a resource himself/herself.

Option 1

Access path

• Employee Own Planning Employee Board Work Reporting

Procedure

• In the left window, all projects and tasks are displayed, for which the current employee is scheduled as a resource.
• Open the required project.
• Click in the field below the required date in the line of the required task in the right window.
• Enter the required number of hours.
• Save.
  • Below the respective task line, a load record is created.
• Enter the hours for all required days in the same way.
• Expand the tree structure of the task in question in the left window. Here, you can see the load records in table form.
  • In the Comment field, a comment on the load record can be entered.
  • If the date is changed manually in the Date field, the load record is automatically moved under the scale as well.

Option 2

Access path

• Employee Own Planning Employee Board My Activities (up to DB 39.5.0 My Tasks) right-click on the required task and select Report hours worked from the context menu enter hours worked in the Report Hours Worked dialog box OK Reporting Hours Worked
• Resource Management Department Planning Department Board My Department left-click on the required resource link Employee Board My Activities right-click on the required task and select the Report hours worked command from the context menu--> enter hours into the Reporting Hours Worked dialog box OK Reporting Hours Worked

Procedure

• Right-click on the required task in the My Activities module.
• Select the Reporting hours worked command from the context menu.
• Enter hours worked in the Reporting hours worked dialog box.
• Confirm with OK.
• The Reporting Hours Worked module is opened.
• In the Reporting Hours Worked module, a new record with reporting data (hours) is automatically created and previously input hours are entered.
  • In the Date field, the reporting date is automatically entered.
  • The Project and Task fields are automatically filled with the respective data.
• Save.

Option 3

Notes

• If you double-click on the black clock, you switch directly to the Reporting Hours Worked module.
• In the from and to fields, the time at which you clicked the clock is entered. You can change the time manually.

Procedure

• Click on the black clock
  • to start time recording.
  • The start time is displayed in the first line next to the clock, the time recording is displayed in the second line.
• Click on the black clock
  • to stop time recording.
  • Time recording is stopped and the Reporting Hours Worked module is then opened.
• In the Reporting Hours Worked module,
  • a new reporting record is created and the following fields are filled automatically: Date, from, to and Actual load.
    • In the Date field, the reporting date is entered.
    • In the from and to fields, the recorded start and end time are entered.
    • The Actual load value is calculated on the basis of the from and to values.
  • Select the project for which hours are to be reported from the list box on the Project field.
  • Select the task for which hours are to be reported from the list box on the Task field.
  • Enter a comment in the Comment field if necessary.
  • Save.

Report to Other Projects/Tasks

Objective

• Reporting to tasks for which the employee is not planned himself but for which the resources to which the current employee has access are planned (controlled via the Resource Structure Code).

Option 1

Access path

Option 2

Notes

• If you double-click on the black clock, you switch to the Reporting Hours Worked module immediately.
• In the from and to fields, the time at which you clicked the clock is entered. You can change the time manually.

Procedure

• see Option 3 in the Report to planned tasks section.

Report to Future Overhead Costs

Objective

• To report hours to the future overhead cost tasks.

Information

• The existence of overhead cost projects with the corresponding tasks (e.g. vacation, sickness), is a requirement for reporting the hours to the overhead costs.

Access path

• Employee Own Planning Employee Board Work Reporting

Procedure

• Move to the week for which you want to report overhead costs by pressing the arrow buttons.
• In the Actual postings also for the future (overhead costs,...) area, the overhead cost project(s) is (are) displayed with its (their) corresponding tasks.
• Click on the line of the required overhead cost task in the scale area below the required date and enter the hours.
• Save.
  • A load record is created and can be viewed and edited in the left window by expanding the tree structure of the respective task.
    • In the Comment field, a comment on the load record can be entered.
    • If the date is manually changed in the Date field, the load record is automatically moved under the scale as well.
• Enter the hours for all required days in the same way and save.

Notes

• The actual hours entered here are also displayed in the Reported hours: future area in the Reporting Hours Worked module.
• In the Reporting Hours Worked module, hours can also be reported to overhead cost projects / overhead cost tasks.

Reverse Postings

Information

• If incorrect actual load records have been created, PLANTA expressively recommends that you do not delete them but reverse postings.
  • Incorrect load records can occur, e.g., if an incorrect project or an incorrect task has been reported or if the key date has already been exceeded.

Explanation

Procedure

• In the Work Reporting module or Report Hours Worked module, you have to
  • Create a new record with the same date as in the reference record below the posting record to be reverse.
  • In the Actual load field, you have to enter the same number of hours as in the reference record with a minus symbol.
  • Save.

Note

• You have to make sure that reverse postings are made to the same date as the incorrect postings.

Stop

• As long as no capacity scheduling has been carried out for the affected project after the reporting of actual loads, it is still possible to delete the reported actual value directly (no load record!). But as there is no indication whether capacity scheduling run, it should only be done in consultation with the responsible project manager, because otherwise project data could be manipulated.

Lock/Limit Reported Hours Worked (Entry of Hours Worked)

Information

• The entry of hours worked can completely be locked via the Locked (Project) or Locked task parameters or limited via the Key date performance model parameter.

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See also: Work Reporting, Reporting Hours Worked