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tracker:schedule [2010/08/01 15:39]
tracker:schedule [2012/09/23 16:57] (current)
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 +====== ProjectTRACKER Help - Schedule ======
 +The schedule function of the ProjectTRACKER provides basic time tracking and heuristic planning tools, to do resource and time planning with your tasks. The typical schedule page looks like:
 +
 +{{:tracker:tracker-taskschedule.png?750}}
 +
 +When clicking on a task ID the detailed resource allocation plan of the associated task below the schedule grid is shown:
 +
 +{{:tracker:tracker-taskschedule2.png?750}}
 +
 +//**Note:**// Only users with “Schedule” access rights can see and use the scheduling functionality!
 +
 +===== Selection Filters =====
 +
 +^ Task | Task filter. |
 +^ Program | Program filter. |
 +^ Task-ID | Filter for task id. |
 +^ Task-Group | Filter for task group. |
 +^ Task-Prio |Task prio filter. Prio must be given in format: 1,2,3 ... |
 +^ Task Owner | Task Owner filter. |
 +^ Task Status | Task Status filter. |
 +^ Year | Year filter. |
 +
 +
 +===== Selection Options =====
 +^ Allocation | Selects how Efficiency is calculated |
 +| **100% Allocation** | 100% resource allocation. |
 +| **Plan Allocation** | //Effort planned//((from allocation [[tracker:plan|Plan]])) / //Total Capacity//. |
 +| **Resource Allocation**((is affected by **Holidays** setting)) | //Net Capacity// / //Total Capacity//. |
 +| **Eff. Resource Allocation**((is affected by **Holidays** setting)) | //Net Capacity// * //Engineer Efficiency//((from [[tracker:users|Users]])) / //Total Capacity//. |
 +| |//Total Capacity// := //Sum of resource allocation percentages//((from [[tracker:plan|Plan]])) * //Max. effort possible per task time frame//. |
 +| |//Net Capacity// := //Sum of resource allocation percentages//((from [[tracker:plan|Plan]])) * (//Max. effort possible per task time frame// - //Holidays((is affected by **Holidays** setting))//).|
 +^ Effort1((//Effort1// is used for the schedule calculations))/2((//Effort2// is is used as comparison to //Effort1// in the Ratio field)) | Selects how the Effort calculations are done |
 +| **Gross Capacity** | := //Total Capacity//. |
 +| **Net Capacity** | := //Net Capacity//. |
 +| **Planned Effort** | //Planned Effort// from [[tracker:estimates|Estimates]] / [[tracker:tasks|Tasks]].|
 +| **Best Case Effort** | //Best Case Effort// from [[tracker:estimates|Estimates]].|
 +| **Worst Case Effort** | //Worst Case Effort// from [[tracker:estimates|Estimates]].|
 +| **Expected Effort** | //Expected Effort// from [[tracker:estimates|Estimates]].|
 +| **Allocated Effort** | //Effort planned// from allocation [[tracker:plan|Plan]].|
 +| **Effort Measured** | //Effort Done// + //Effort Remaining// from [[tracker:efforts|Efforts]].|
 +^ Date estim. | Selects how the //Estimated End Date// is calculated. |
 +| **Effort** | Calculate the end date based on //**Effort1**//.|
 +| **Regr.** | Do a linear regression on //Effort Done// and //Effort Remaining// data from [[tracker:efforts|Efforts]] with no confidence interval.|
 +| **Regr. 95%** | Same as **Regr.** but with a 95% confidence intervall.|
 +^ Remaining Effort only | Subtracts //Effort Done//((from [[tracker:efforts|Efforts]])) from //Effort1//. //**Note:**// Summary results might be not correct if not **Effort Measured** is used. In case of problems '<0!' is shown in the efforts column.  |
 +^ Holidays | Selects how holidays are calculated in the //Net Capacity// calculations. |
 +| **Excl.** |Don't consider holidays.|
 +| **Incl.** |Include user and location holidays as planned in [[tracker:absence|Absence]].|
 +| **Profile** |Use holiday profiles as defined in the location / site holiday [[tracker:profiles|Profiles]].|
 +^ {{:tracker:excel3.jpg}} | Export to MS Excel sheet. |
 +^ {{:tracker:print-pdf.png|}} | Opens the [[tracker:reports|Reports]] page showing all reports including //7// in the report view. |
 +
 +===== Tasks Schedule Grid =====
 +
 +^ID((Clicking on the headline will also sort the column)) | Internal ID of the task record. A tool tip with the task description is shown when moving the mouse cursor over the ID field. Clicking on the ID will open the **Task Allocation Plan** grid. |
 +^ {{:tracker:trend-down2.png}}{{:tracker:trend-stable2.png}}{{:tracker:trend-up2.png}} | Trend of the last change to task **Effort**. Clicking on the icon will open the [[tracker:pm#task_history_trending|Task History / Trending]]. |
 +^Group((Clicking on the headline will also sort the column))| Name of the task group. |
 +^Prio((Clicking on the headline will also sort the column))| Prio of this task - in case task is done (remaining effort is 0) the task prio is shown in green. |
 +^Predecessor| Comma separated "Task ID's" on which the task is depending. |
 +^Task Name((Clicking on the headline will also sort the column))| Program : Task Name. |
 +^Start Date((Clicking on the headline will also sort the column))| Task Start Date. |
 +^End Date((Clicking on the headline will also sort the column))| Task End Date. |
 +^ Task Owner((Clicking on the headline will also sort the column)) | Task owner - if defined, users with “Own Task” right can change the task content, even when not the record owner or in the group of the record owner. |
 +^ Task Status((Clicking on the headline will also sort the column)) | Task status((Configurable by the ProjectTRACKER PHP administrator)). //**Note:**// For Summary Tasks the task status shows the lowest status of all tasks belonging to the summary group. |
 +^//Effort1//| Effort as selected in **Effort1 Selection Option**. |
 +^//Effort2//| Effort as selected in **Effort2 Selection Option**. |
 +^Ratio| := //Effort2// / //Effort1// or vice versa when clicking on **2/1**. |
 +^Average Headcount| Allocated average //Head Count// for this task. |
 +^Alloc. Efficiency| Calculated **Allocation** efficiency as defined above. Clicking on the link will call directly the [[tracker:plan|Plan]] page for this task. //**Note:**// You need “Plan” access rights to access the Plan page! |
 +^Estimation Start Date| Alternative start date. |
 +^Estimated End Date| Calculated end date as defined by **Date estim**. |
 +^W| {{: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. |
 +
 +==== Tasks Schedule Grid Check Boxes ====
 +
 +^ □√ Pred. Date | Calculate the **Start Date** taking care on the task **Predecessor** dependencies.\\  //**Note:**// The new start dates will be also used in the calculations without overtaking the values with the **Update** button. |
 +^ □√ Actual Date | Show the current **Start Date** or **End Date** from [[tracker:efforts|Efforts]]. Dates are shown in green or red color depending on in-time or delayed execution.\\  //**Note:**// The current dates will be not used in the calculations. If you want to calculate with the current dates overtake them by pressing the **Uddate** button.  |
 +^ 1/2 | Invert the //Effort1// / //Effort2// ratio calculations and vice versa. |
 +^ □√ Today □√ Copy| Use the current date as the **Estimated Start Date**. If copy is selected the current date is also copied to the **Start Date**.\\  //**Note:**// The new start dates will be also used in the calculations without overtaking the values with the **Update** button. |
 +^ □√ Copy | Copy the **Estimated End Date** over to the **End Date**. To overtake the values press the **Update** button. |
 +
 +//**Note:**// Calculated values are greyed or colored - when you want to save the calculated values press the **Update** button. Be very careful when pressing **Update** with greyed or coloured values, you might overwrite by accident all your values!
 +
 +===== Tasks Schedule Buttons =====
 +^ Update | Store task schedule entries. |
 +^ Cancel | Reload page //**without**// storing. |
 +
 +===== Tasks Allocation Plan Grid =====
 +^ ID((Clicking on the headline will also sort the column)) | Internal ID of the task plan allocation record. |
 +^ Name((Clicking on the headline will also sort the column)) | Name of the allocated resource. |
 +^ Allocation | Allocation percentage of resource defined in [[tracker:plan|Plan]]. |
 +^ Time Period | Partial allocation of resource defined [[tracker:plan|Plan]]. |
 +^ Engineer Efficiency | Shows resource **Efficiency** defined in [[tracker:users|Users]]. |
 +| | Other fields are defined as in the **Task Schedule** grid. |
 +
 +
 +=====   Task Allocation Plan Buttons =====
 +^ Update | Store task allocation plan entries. |
 +^ Cancel | Close allocation plan form //**without**// storing. |
 
 
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