Resource Planning - General Settings
In the section 
in the General settings, you configure settings that affect the Planning board.
General
Capacity calculation: If you select "Standard", then for one-day assignments the start and end times of the assignment are taken into account and no working time per day can be specified. For assignments lasting several days, the working time per day is decisive and the start and end times of the assignment are not taken into account. Travelling times are taken into account here in the capacity. With the "Simplified" capacity calculation, only the specified working time per day is taken into account and travel times are not considered. If you set the "Extended" capacity calculation, the travel time is deducted from the specified working time per day. In addition, it is important for the extended capacity calculation that the working time is included in the standard working time that you can enter within the start of work and end of work.
Use project main group: If the function is activated, then when the Resource Planning is filtered by main group filters, both the main group of the assignment and the main group of the resources are filtered. If the option is not activated, only the main group of the resources is used.
Activate project plan: If this option is active and the setting "Activate project plan" is also active in the user settings, then the user can only schedule assignments for projects that are specified in the User configuration under "Project plan". This means that you can only create or change assignments for the specified projects. Assignment bars with an absence time identifier can still be specified.
Adjust project period automatically: When changing the assignment period, the project period is automatically adjusted.
Use resource search with profile of the assignment: When you open the resource search in an assignment, the skill profile of the assignment is passed to the search.
Special main group right for times absent: Main group rights are used instead of group rights when anonymizing absences in resource planning.
Create new assignment (PM): With this function, you can activate the assignment creation in the project management. When you drag a new assignment bar, this menu item appears. The project management is not available on the web, but via our Windows programme "PPNeu32.exe".
Hours per day / Start of work* / End of work*: Set the default working time per day. Define the default work start and end of work time.
Thinfinity URL for Digital Forms / service report overview/ travel reports: If you use Thinfinity, then enter the respective URL for the Digital Form, the report overview and travel reports.
Enable Assignments-grouping: With this option you activate the possibility to group assignments, i.e. assignments with the same grouping can be shifted by the same number of days.
Use approval process: After activation, the release process can be used within an assignment. If you increase the release in the assignment and in the project, for example, it is set that the period is released, then the release is reset to "0" when the assignment period is changed.
Activate 'Switching assigments invisible': Gives you the opportunity to switch assignments to invisible within the Planning board. Is the setting active, you can switch assignments to invisible and visible in the assignment info under "Further data". However, the assignment can be called up via the Assignment search.
Fixed duration: If the simplified capacity calculation is set and fixed duration is activated, then the duration of an assignment can be fixed in the assignment. This means that the total minutes for the assignment remain the same if the period changes and the working time per day is automatically adjusted.
Enable utilization caching: If the setting is active, then it is saved in the cache whether the utilization is active for each assignment.
Resource for new assignments: In the actions
from a project or "Create new assignment" from the project view in the planning board, you can specify which resource is to be pre-assigned.
Set main group automatically when creating a new assignment: If this setting is active, the main group is set automatically when an assignment is created.
Activate action locks: If you activate the setting, you can lock activities or edit action locks in the Settings area under
and 
.
Limitation for extended project filter: Adjust the number of selectable project numbers for the extended project filter.
Display settings
Project colour in planning view can be changed/reversed: With this option, you can show or hide the filter "Show assignments in project colour" in the Planning board.
Holiday/ Today/ Weekend: Click on the arrow to change the desired colour for the respective days.
Assignment colour/ Internal/ External/ Overload: Click on the arrow to change the desired colour in the capacity diagram.
For more information, see Select Colour.
Code
You can create new codes for assignments or edit existing ones. You can only delete codes, if the code has not yet been used.
Group
Here you can create new groups or edit existing ones. You can translate each group into several languages when you edit a group.
Main group
Create new main groups or edit existing ones. You can translate each main group into several languages when you edit a group.
Means of travel
You can create new travel means. You can edit travel means and adapt the respective translations.
Priority
Create new priorities or edit existing priorities and the respective translations.
Flags
In this section you can create new flags and edit existing ones. A flag has time limits from which point in time and up to which point in time it can be used. You can adjust the colour of the flag. In addition, resources can be specified for which the flags apply.
The option "Use flags" sets that flags are active. You can hatch weekends and holidays with the flags.
Icon
Under "Icon" you can create icons that are placed behind an assignment. To do this, you must activate the user setting "Use icons" within the section 
under "Display settings" so that the icons are displayed in the assignment.
Filter
Set the global filters of the planning board. The filters of the respective users can be edited in the planning board. Filters are there so that a user has already set certain display settings when calling up the planning board, if the filter has been set as the default.
Kendo-Templates
Under "Kendo-Templates" you can create templates that can be used for the bar labeling.
Individual fields
You can set from a list of individual fields from the tables PLIND, REIND, KUIND and VKIND at "IND-Fields for Planning Board" which fields are loaded in the planning board and can thus be used in the bar heading or in the worklist.
Lookups for planning board
You can use statistics to define lookup values for the planning board. To do this, enter the name of the statistics in the "API Name" field and enter a name for the lookup value in the "Title" field.
Alternative number range
Here a number range differing from the original number range can be specified for absence time assignments or address-related assignments.
Mobile Field Service
In the "
Mobile Field Service
" area, you can set whether moving and deleting assignments that have already been sent to the mobile field service is allowed. You have the option to allow deleting and moving, to display a warning or to forbid it. Moving means that you move the assignment to another resource. With the option "Excluded codes for forbidden actions", you can select codes that can still be deleted or moved despite the prohibition.
Permissions
As a system administrator, you can call up and change general settings (RechtSys =2).