Comparison of Target, Planned, Actual Hours
T he evaluation of the target, planned and actual hours comparison shows a comparison of the available hours and the planned hours in the form of a diagram or a table.
Creating the evaluation
Open the main menu
and select in the Statistics area under
the function
.
Via the
-button fold in the parameter selection to enlarge the evaluation, with the
-button the parameter selection is then displayed again.
The statistics can be filtered according to the following criteria:
From - to: Here you define the period for which the evaluation is generated.
Group: By selecting one or more groups (the group rights of the user are taken into account), you limit the evaluation to the resources from those groups.
Main group: By selecting one or more main groups (the user's main group rights are taken into account), you limit the evaluation to the resources belonging to those main groups.
With "OK" you start or update the evaluation.
The times are shown per calendar week. The meaning of the colours in the graph can be seen in the table. The hours are subdivided according to the following criteria, whereby "PM" stands for "Project Management" and "RP" for "Resource Planning":
Available: This graph shows the available capacity in hours. It is calculated from the daily working time stored for the resource or the daily working time set system-wide. External resources are taken into account as soon as they are assigned a bar. This target capacity is then increased for the length of the bar by the daily working time recorded in the bar. Absence times are not taken into account.
Planned (PM): The released times (RP release) from the Project Management, to which an assignment has already been assigned in the Resource Planning, are displayed in bar form.
Unplanned (PM): These values are calculated from the released times (RP release) from Project Management for which not all hours have been scheduled yet. This value is displayed, if there is a difference between the target value from the PM requirement and the planned value from the RP requirement.
Planned (RP): These values are calculated from the assignments without reference to Project Management, e.g. service assignments, internal or address-related assignments.
Demand (PM): These are the target times from Project Management that do not have a release for Resource Planning. These times are only taken into account if the release "feedback" is set in the corresponding projects.
IS (PM): The reported actual times form this value.
With the arrows
in the upper right corner above the diagram, you can scroll to the next page of the evaluation.
Use the
-button to export the comparison to an Excel spreadsheet.