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This shows you the differences between two versions of the page.

tracker:plan [2010/08/01 15:46]
tracker:plan [2012/10/03 11:30] (current)
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 +====== ProjectTRACKER Help - Plan ======
 +
 +The ProjectTRACKER planning page consist of two different planning views:
 +
 +| **Resource View** | This view shows the allocation of resources((Sorry for using the word "resource" for a human being - but this is a standard term used in project management)) / users to a certain task.|
 +| **Task View** | This view shows the allocation of tasks to a certain resource / user.|
 +
 +//**Note:**// Only users with “Plan” access rights can see and use the planning functionality!
 +
 +===== Resource View =====
 +
 +Here an example of a **Resource View**:
 +
 +{{:tracker:tracker-allocation-res.png?700}}
 +
 +Clicking on **√** will automatically fill the max. possible working effort into all lines for this month. With these "default plan values" (in grey color) you can quickly setup a task plan with 100% resource allocation by just pressing the **Update** button to overtake the vales into the plan. See also **Eng. Efficiency** selection options and the **Alloc** field in the **Allocation Plan** grid to modify the allocation percentage. Clicking on **□** will remove the grey default plan values.
 +
 +//**Note:**// In case the {{:tracker:ronly2.png}} icon is shown in the selection box or the table view you can only read the data and you cannot save any values! This is e.g. the case when you select the **Curr.** plan.
 +
 +===== Task View =====
 +
 +And here an example of a **Task View**:
 +
 +{{:tracker:tracker-allocation-task.png?700}}
 +
 +By clicking the **ID** field, the views are switched vice versa and so allow a quick overview which tasks are allocated to a resource, or which resources are allocated to a certain task. Moving the mouse pointer over task **ID** will show a tool tip with the description of the allocated task.
 +
 +===== Resource / Task Overview =====
 +
 +Selecting the **Overview** check box will summarize the Resource or Task view in a hierarchical overview:
 +
 +{{:tracker:tracker-allocation-task-over.png?600}}
 +
 +Clicking on the {{:tracker:sum.png}} sum icon will collapse or expand the related task / resource group. A collapsed tree is shown with a red {{:tracker:sumse.png}} icon.
 +
 +===== Selection Filters =====
 +
 +^ Resource | Resource name filter. |
 +^ {{:tracker:prev.gif}} {{:tracker:next.gif}} | Arrows selects next or previous resource in the alphabet. |
 +^ Task | Task name filter. |
 +^ Year | Plan year. |
 +^ Res. Group | Resource group filter. |
 +^ Task Group | Task group filter. |
 +
 +===== Selection Options =====
 +
 +^ **Eff. HC** | Multiply plan values with Full Time Equivalent (FTE) defined in the **Cost Group** field of the resource [[tracker:profiles|Profiles]]. |
 +^ **Eng. Efficiency** | Multiply default plan values with the resource **Efficiency** defined in [[tracker:users|Users]]. |
 +^Plan Type^^
 +| **Plan** |Current plan.|
 +| **Base** |Plan baseline (stored **Plan**).|
 +| **Diff-Base**((Read only view)) |Difference of **Plan** to **Base** plan values.|
 +| **Curr.**((Read only view)) |Measured values from [[tracker:efforts|Efforts]].|
 +| **Diff-Curr.**((Read only view)) |Difference of **Plan** to **Curr.** plan values.|
 +^Plan Measurement Units^^
 +| **d** |Person days.|
 +| **h** |Person hours.|
 +| **HC** |Head Count relative to max. possible capacity per month.|
 +| **%** |Percent releative to max. possible capacity per month.|
 +| **T€**((Read only view)) |Average costs calculated via the **Yearly Costs** field((This is a average, fully loaded value per resource group and does not reflect the salary of an individual)) in the resource [[tracker:profiles|Profiles]].|
 +^ {{:tracker:excel3.jpg}} | Export current plan view data to MS Excel sheet. |
 +^ {{:tracker:print-pdf.png|}} | Opens the [[tracker:reports|Reports]] page showing all reports including //2// in the report view. |
 +
 +===== Plan Inline Report =====
 +
 +The plan inline report with the name //_Plan Page Report// is shown right to the **Selection** form when defined by a user with "Report" rights. In case a single task is selected the default inline report will show the task description, start date and end date.
 +
 +===== Allocation Plan Input Grid =====
 +
 +^ ID((Clicking on the headline will also sort the column)) | Internal ID of the plan allocation record. By clicking the **ID** field the resource and task views are switched vice versa. A tool tip with the task description is shown when moving the mouse cursor over the ID field. |
 +^ Group((Clicking on the headline will also sort the column)) | Name of resource / user or task group. |
 +^ Task((Clicking on the headline will also sort the column)) | Name of the task //or// |
 +^ First Name Last Name((Clicking on the headline will also sort the column)) | First / last name of the resource / user.|
 +^ Alloc | Average allocation percentage of the resource / user per year. The value should not include holidays or absence times - these are planned in [[tracker:absence|Absence]] and also assume full availability of the resource as the **Efficiency** of a resource is planned in [[tracker:users|Users]].\\ In case the resource is available later in the year - or up to a certain month a partial allocation can be chosen via a selection box in the form **..Nov**, **..Oct**, .. **Dec..**. The Alloc value will be used for the **Auto Task Allocation** tool - see [[tracker:auto|Auto]] and for the capacity planning in the [[tracker:schedule|Schedule]] page. |
 +^ Jan .. Dec | Input fields for the plan allocation, possible formats are: |
 +| //123.4// |Allocation in person days. |
 +| //123:12// |Allocation in person hours. |
 +| //123.4%// |Allocation percentage relative to maximum capacity per month. |
 +| //1.234#// |Allocation head count relative to maximum capacity per month. |
 +| //**Note:**// The format notation is only needed when other units are used then the **Plan Measurement Units** selected in the **Selection Options**||
 +^ D/W | Delete / Write indication. In case a check box □ is available you can delete the allocation. When you move the mouse cursor over the field a tool tip shows the owner of this record. |
 +^ {{:tracker:ronly2.png}} | Indicates the record is write protected. To still write to your own records choose another filter criteria to reduce the list to entries you are allowed to write. |
 +^Allocate team members| Clicking on the link will open the resource allocation page. Via this page you can quickly allocate resources, or check the resource allocation of the selected task. //**Note:**// You can only allocate resources but not delete any allocations! To delete allocations use the **Resource View** grid. |
 +
 +===== Allocation Plan Input Buttons =====
 +
 +^ Update | Store allocation plan entries. |
 +^ Set Baseline((Only for users with Baseline rights)) | Copy current plan values of the selected task(s) to baseline. |
 +^ Unset Baseline((Only for users with Baseline rights)) | Clear stored baseline values. |
 +^ Chown((Only for system administrator)) | Make assigned resource team leaders owner of the plan allocation records. |
 +^ Cancel | Reload page //**without**// storing. |
 +
 +//**Note:**// The baseline buttons are only visible in case a task is selected!
 +
 +===== Allocation Plan Overview Grid =====
 +^ID((Clicking on the headline will also sort the column)) | Internal ID of the plan allocation record. |
 +^{{:tracker:sum.png}} {{:tracker:sumse.png}}|Clicking on the sum icon will collapse or expand the related task / resource group. A collapsed tree is shown with a red sum icon.|
 +^Group((Clicking on the headline will also sort the column)) | Name of resource / user or task group. |
 +^Task((Clicking on the headline will also sort the column)) | Name of the task //or// |
 +^First Name Last Name((Clicking on the headline will also sort the column)) | Name of the resource / user.|
 +^Jan .. Dec | Plan allocation values per month. |
 +^Sum |Sum of **Jan** .. **Dec** plan allocation values.|
 
 
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