Parameter

Description

GENERAL

Period unit

This unit specifies the default planning horizon that will be shown from today on forward when a form is opened without any context.

Length of period

This length specifies the number of periods that will be shown from today on forward when a form is opened without context.

Gantt week numbering

It is possible to configure per legal entity the week numbering.

Locale: Setting the week numbering according to the user locale settings in Dynamics 365

ISO8601: Setting the week numbering according to the ISO8601 standard

US: Setting the week number according to the US standard

Default milestone category

The selected project category will be set according to the predefined parameter.

CLOSE TASK

Delete capacity reservations

When set to yes, the system will remove the capacity reservations for tasks that are marked as "closed". This will free up the resource to be assigned to a different task.

GANTT DEFAULTS

Show Projects

When set to yes, intercompany linked projects linked will be shown in the task planning by default.

POSTING

Manual completed percentage

When set to yes, the user needs to update the percentage of completion manually. This will show the earned hours on an activity next to the posted hours and the hours to complete. When set to no, the system will update the percentage of completion based on hours posted.

TASK PLANNING

Activity planning method

Calculate based on effort

This method calculates the progress based on effort. This can be the preferred method for organizations that want to know what the impact is going to be on the "Task effort at complete" based on the "Task effort to complete" in combination with the "Posted hours".

Calculate based on performance

This method calculates the progress based on performance. This can be the preferred method for organizations that want to know what the impact is going to be on the "Task effort at complete" based on the "Reported progress" in combination with the "Posted hours".

See chapter "Activity planning method" for more information.

Multi-edit setting

Block multi-edit:

Do not allow multi-project edit if one of the projects is already in draft.

Allow publishing of projects already in draft:

The person initiating a multi-project edit can publish any existing draft version on the selected projects.

Allow discarding of projects already in draft:

The person initiating a multi-project edit can discard any existing draft version on the selected projects.

Allow publishing and discarding of projects already in draft:

The person initiating a multi-project edit can discard any existing draft & publish version on the selected projects.

RESOURCE PLANNING

Assign tasks to any resource

When set to yes, a resource that has non-matching competencies can be assigned to a task after confirming a warning message. This applies to human resources and their roles as well as machined resources and their capabilities.

Update assignments on publish

Reassign to new period: Resource assignment is behaving as it previously was when a task is rescheduled. The resource assignment will move with the task schedule.

Cancel assignments outside activity window: Any assignment outside the new task schedule will be removed from the applicable resources and moved as unassigned time to the required role of the task.

CAPACITY OVERVIEW

Project quotation probability threshold

Set the minimal probability for a project quotation WBS to be considered when viewing the histogram, or capacity overview, on resources and roles.

When set to 0, the system will include all quotation WBS capacity in the histograms and capacity overview. When set to a percentage, the following criteria must be met to see the capacity impact.

1.������������ A Project Quotation needs to be linked to an Opportunity

The opportunity probability percentage needs to be equal to, or higher than the defined percentage in the "project quotation probability threshold".

CRITICAL PATH

Recalculate critical path on publish

When set to yes, the default for recalculating the critical path on publish is set to yes.

Default critical path ID

Manual: The manual option applies the same behavior as in previous versions of Axtension Planning & Control, by forcing the manual creation of a critical path per project.

Unique per (sub)project: This setting will create a critical path per (sub)project at project creation.

Project + sub-projects: This setting will create a critical path per main project at project creation; any sub-projects will inherit the critical path of the main project.

PERIOD INTERVAL

In both task & resource planning the date range that is visualized can be adjusted by selecting two dates. These dates can be selected manually, or you can use the small & large intervals

Small interval

The small interval allows the user to change a date with a single click by days, weeks, or months.

Large interval

The large interval allows the user to change a date with a single click by days, weeks, or months.

SUSTAINABILITY

Bing Maps API Key

Field to enter the Bing Maps API key to calculate resource travel distances in the Resource planning.

Configure task information

This allows for configuration what information should be displayed on the job/operation, in the tooltip (when you hover over a task with your mouse) and on the description (show in the grid).

Type

Select for which type of order the setup should apply:
Project activity - An activity of a project.

Information

Select where you would like to change the information shown:

Task description - The description of a task displayed in the grid on the left side of the screen.

Tooltip - The description of job/operation when you hoover over a task.

Task name - The description shown in the Gantt bar

Configure description

Select the fields that should be shown and sequence them with the up and down buttons.

Number of rows

See for more information Increase row heigt in resource planning.

Parameter

Description

GANTT COLOR

Color

Define the color that should be applied to the activities that comply with the rule's set up below.

Description

Provide a clear description that describes when this color is applied.

PROJECTS

Valid for

Table: this color applies to a single project

Group: this color applies to a group of projects

All: this color applies to all projects

Project relation

When "Valid for" contains Table, select a project

When "Valid for" contains Group, select a project group

Valid for

Table: this color applies to a single project category

Group: this color applies to a project category group

All: this color applies to all project categories

Category relation

When "Valid for" contains Table, select a project category

When "Valid for" contains Group, select a project category group

Project name

This field shows the project name that belongs to the project selected in the "project relation" field.

Parameter

Description

GENERAL

Name

Name for the Allocation distribution

Description

Description of the Allocation distribution

Distribution type

Selection of the level of detail for the distribution

Active

When enabled the Allocation distribution can be used on project tasks, enabled Allocation distributions cannot be changed. To apply changes the Allocation distribution must be inactivated.

Duration %

Number of lines are created based on the distribution type.

Allocation %

Manual entry for the allocation % per line.

Allocation cumulative %

Cumulative calculation of all allocation %.

Parameter

Description

CHECK ITEM AVAILABILITY

Requirement fulfilled when

Physical reserved: the system will show that the items tracked on an activity are available when the inventory is physical reserved and on-hand.
On hand in item: the system will show that the items tracked on an activity are available at the required date of the project task.

On hand available physical: the system will show that the items tracked on an activity are currently available.

Purchase / Production fulfilled when

Items will be shown as available when:
Complete: all items are (reserved and) on hand.
Part delivery: some of the items are (reserved and) on hand.

Automatically recalculate item availability

When set to Yes, the system will constantly validate automatically if the items linked to an activity via item tracking are available.

When set to No, the validation of item availability needs to be manually initiated.

Plan for item tracking

When item availability is validated and there is no reservation, the master plan identified in this field will be used to check on "delay's".

ITEM REQUIREMENTS CHECK

Default

When linking items to an activity via item tracking, the required date for the items can be defined based on the activity start or finish date. This field allows for setting a default in tracking the item's availability.

Item requirement date update

Configure the date that will be updated on the item requirement or sales order, when an item is linked to an activity.

ITEM REQUIREMENTS

Project group

Shows project group

Name

Shows project group name

Item requirements check

This setting overrules the default specified in "Item requirement check - Default" specified above for the project group specified.

ITEMS

Item model group

Shows item model group

Automatically track

Select the item model groups that should be automatically put in "Item tracking" on activity level. Only items that are linked via "item tracking" to an activity will be visualized.

Parameter

Description

TASK PLANNING COLUMNS

Column name

Activity field that should be displayed

Width in px

Number of pixels that should be used to show the information

Description

Description of the column name

RESOURCE PLANNING COLUMNS

Column name

Activity field that should be displayed

Width in px

Number of pixels that should be used to show the information

Description

Description of the column name

Parameter

Description

POSTING

Manual completed percentage

Overrule the default parameter on project level.

When set to yes, you will need to manually update the percentage of completion. This will show the earned hours on an activity next to the posted hours and the hours to complete.
When set to no, the system will update the percentage of completion based on hours posted.

CRITICAL PATH [MOVED FROM PROJECT TAB "SETUP"]

A critical path ID is by defaulted by the project ID but can be changed. A critical path calculation is executed per ID, this means, all projects linked to the same ID will get one critical path. Linking multiple projects to the same ID is typically done for projects that have dependencies between them.

Critical path ID

Add this project to an existing critical path calculation

Create a new critical path ID

�Unlink the project from the critical path ID

Parameter

Description

INTERCOMPANY

Company

Select the legal entity of the related project. This company can also be the same company as the originating project's legal entity. This allows for linking intra-company as well.

Project ID

Select the project that should be shown in the planning when enabling "show intercompany projects"

Function

Description

Edit Task

Open the edit menu for selected tasks

Close

Set the selected task as completed

Reopen

Set a completed task as open

Show critical path

Outline the activities that are included in the critical path

View options

Export

Export

Export the selected project WBS as a template. This is the same function that can be triggered from the standard Work Breakdown Structure screen.

Export summary task

Export a selected summary task together with underlaying task as a template.

FILTERS

Select view

All filters can be stored in a view. Within this dropdown a stored view can be selected. The "Save as view" button, saves the filters set in the form below as a "view".

Estimated planning status

Within scheduled effort (LIGHT GREEN): Shows all tasks that have an estimated total effort with less than 100% load of the planned effort of the task.

On scheduled effort (BRIGHT GREEN): Shows all tasks that have an estimated total effort with a load of 100% of the planned effort of the task.

Less than 10% over schedule (LIGHT RED): Shows all tasks that have an estimated total effort between 100% and 110% of the planned effort of the task.

More than 10% over schedule (BRIGHT RED): Shows all tasks that have an estimated total effort higher than 110% of the planned effort of the task.

NOTE: This option is only available when "Show estimated planning status" is enabled in the chart preferences.

Resource load status

Capacity remaining (LIGHT GREEN): Shows all tasks that have resources assigned with less than 100% load during the total duration of the task

Full capacity (BRIGHT GREEN): Shows all tasks that have resources assigned with a load of 100% during the duration of the task.

Lightly overloaded (LIGHT RED): Shows all tasks that have resources assigned with a load between 100% and 110% during the duration of the task.

Overloaded (BRIGHT RED): Shows all tasks that have resources assigned with a load higher than 110% during the duration of the task.

NOTE: validation is done for the duration of a task, not on individual assignment.

NOTE: This option is only available when "load resource availability" is enabled in the chart preferences.

Material status

Planning error (RED): Materials are delayed.

Not available (ORANGE): Materials are not available yet.

Available (GREEN): Depending on the parameters, the materials are on hand, or on-hand and reserved.

Consumed (GRAY): Materials are consumed on the project.

Available & picked (BLUE): Materials are available and have already been picked at the warehouse but not yet consumed.

Budget status

No budget: Tasks without budget

Within budget: Task that are within budget

On budget: Tasks that are exactly on budget

Less than 10% over budget: The planned cost are max 109% of the budgeted costs

More than 10% over budget: The planned cost are 110% or more over budgeted costs

Budget adjustment requested: There is an active budget adjustment for the CBS code linked to the task

NOTE: This option is only available when "Show budget status" is enabled in the chart preferences.

Category

Filter activities shown based on category. Multi select allowed.

Project

Select the projects that should be included in the filter. This dropdown will only show projects that are in the current Gantt view.

Role

Only show tasks assigned to the selected roles.

Show only critical path

Show only tasks that are part of the critical path.

Progress

Only with progress: Show only tasks with a percentage of completion
Only without progress: Show only tasks with 0% completion.

Show only summary tasks

When toggle is set to yes, the system will only show summary tasks.

Milestones

Only milestones: Show only milestones

No milestones: exclude milestones from the view.

Staffing status

Not staffed: Shows only activities which are not staffed at all

Partially staffed: Shows only activities which are partially staffed

Fully staffed: Shows only activities which are fully staffed

Fully staffed with conflict: Shows only activities which are fully staffed, but on which the selected resources might have a load issue

CBS code

Only show tasks that are linked to one of the selected CBS codes

Buttons

Reset filter: Set all filters to default
Disable filter: Disable the filter set so everything is shown, but when you re-open the filter screen, all filters are still set and by pressing OK, the filter will be re-applied.

OK: Apply filter

Cancel: Close screen without applying filters.

CHART PREFERENCES

From

From date selection used by Gantt (intervals can be changed in the Visual Planning parameters)

To

To date selection used by Gantt (intervals can be changed in the Visual Planning parameters)

Lock the period duration, allows the user to simultaneously move the "from" and "to" date when using the small & large interval buttons.

Show tasks

Active: Tasks that have not yet been closed.
All: Active and closed tasks.

Show item tracking

When toggled enabled the items linked to an activity will be visualized directly in the planning.

Gantt control table setup

Users can adjust the default set of columns in the task planning to their own needs. This option is available in the chart preferences.

PROJECT

Show projects

None: Don't show any projects

Current company: Show projects from the current legal entity

Intercompany: Show all linked projects

Include subprojects

When set to yes, show sub-projects from selected project(s) down

Include linked projects

Show all projects that are linked via an activity as a predecessor or successor activity.

Baseline version

Select a baseline and compare your current plan to the selected baseline.

Show resource availability

Enabling this toggle will enable:

the icon on tasks indicating if the resource assigned to the task is overloaded during the duration of the tasks.

The option to filter on this resource status

Show estimated planning status

Enabling this toggle will enable:

The progress bar showing a color representing the estimated effort on a task.

The option to filter on this task status

Show budget status

Enabling this toggle will enable:

The icon on tasks indicating if the task has a budget linked and its status.

The option to filter on the budgeting status of tasks

The fact pane showing details in relationship to budget status

PRODUCTION (Only when Axtension Production Planning is licensed)

Production orders

Show related production orders and their planning

Planned production orders

Show related planned orders and their planning

Site

Filter (planned) production orders on site

Master plan

Show planned production orders based on this master plan

Function

Description

Bulk Edit

Update the "Progress" and "Estimated hours remain" for activities in the progress and estimate data set.

Edit

Take project plan into the draft and make changes.

Retrieve version

Take one of the previous versions and restore it as a draft.

TASK PLANNING

Resource planning

Open resource planning for a selected project

Capacity overview

Open the capacity overview for a selected project

Publish log

This log contains the publishing status when doing a multi project publish.

Resource assignments

This will open the "edit assignments" from. Within this form, you can adjust the assignment of the selected tasks per resource, per day. This screen only works if resources have already been assigned to the selected task. The assigning of resources can be done both directly on the edit activity form and via resource planning.

Update effort

This can update the value of "Effort in hours", based on the value of "Estimated total effort".

Calculate critical path

Pressing this button will trigger the calculation of a critical path based on all projects assigned to the same critical path ID (defined in the project parameters).

Move

Only available in draft mode. This function allows moving a project forward

from a new start date or backwards from a new end date.

EXPORT

File name

Ability to adjust the generated file name.

Page format

Ability to choose the desired page format.

Page orientation

Ability to choose the desired page orientation.

Print mode

Single page: the selected task- and/or resource planning will be exported to a single page.

Cutting marks: the selected task- and/or resource planning will be exported to multiple pages (based on page format and orientation), as each page being part of the total plan.

Paging: the selected task- and/or resource planning will be exported to multiple pages (based on page format and orientation), including the columns on each page.

COST CONTROL

Only active if Axtension Project Controlling is licensed.

Function

Description

General

CBS code

Link the activity to one of the CBS codes

NOTE: Only available if Axtension Project Controlling is licensed

NOTE: This field can only be changed on a published task.

EDIT ACTIVITY (Published Task)

Task effort to complete

See chapter "Activity planning method" for more information

Task effort at complete

See chapter "Activity planning method" for more information

Actual Work

Actual time spent on activity in hours.

NOTE: Legacy purposes only. New implementations should hide this field.

Completed Percentage

See chapter "Activity planning method" for more information

Progress

See chapter "Activity planning method" for more information

Estimated planning status

Based on the "Estimated total effort", this field will show how the task's planning is performing in comparison with the planned "Effort in hours". This field shows three statuses:

-       Within scheduled effort

-       On scheduled effort

-       Less than 10% over scheduled effort

-       More than 10% over scheduled effort

Closed

When enabled activity is completed and percentage completed will be set to 100

DETAILS

Estimated cost and revenue

See all cost lines associated with the activity. And additionally Estimates on remaining and total hours on transaction type.

Transfer to item requirement: Transfer expected item cost lines to an item requirement directly from the task.

Links

Show all predecessors and successors to the activity. These can only be edited in draft mode.

Item Tracking

Item requirements, Purchase orders or Production orders can be linked to the start or finish date of an activity. Item details show information about the linked object including reference. Errors shows delays generated by MRP.

Notes

Notes can be added to the activity

Resources

Here you can add or remove the assignments of resources for the selected task, but only on a published plan.

Project resource = A human resource from the project team.

Human resource = Any schedulable human resource in the system

Equipment = Resource group or resource

Required competencies

The ability to assign required competences per task on published task plannings.

Assigned competencies can be used as criteria for suggesting applicable resources in the "Edit assignment" form of the Resource planning. Required competences can also be used without role assignment on the task.

Address

When on-site activity toggle is enabled, the on-site address can be entered for the task. This address can be used to calculate the resource travel distance.

Dependencies

Define the following dependencies:

Free text - Define a dependency required on at the start date or end date of the task. A free text dependency is used for informational purposes.

Purchase order line - Define a dependency to any purchase order line in the system. This order does not have to be related to the project.

Production order start - Define a dependency to any production order start date in the system. This order does not have to be related to the project.

Production order finish - Define a dependency to any production order finish date in the system. This order does not have to be related to the project.

Transfer order shipping - Define a dependency to any transfer order shipping date. This transfer order does not have to be related to the project.

Transfer order receipt - Define a dependency to any transfer order receipt date. This transfer order does not have to be related to the project.

Result:

Function

Description

New task

Create a new activity

Cut

See section "Cut activity/activities" in this chapter

Delete task

Delete an activity

Copy & Paste

The ability to copy and paste one or multiple tasks selected in the task planning with the copy action in the action bar.

Import option: Ability to paste the copied task(s) as:

-       Child of the selected task

-       Above the selected task

-       Below the selected task

Links: When the copied tasks are pasted as a child of the selected task, any links on the selected task can be either redirected to the pasted task(s) or can be deleted.

Adopt CBS code from parent: When the copied tasks are pasted as a child of the selected task, it becomes possible to adopt the CBS code of the selected task or to keep CBS code from the copied tasks.

ARRANGE OPTIONS

Sticky links

With the "Sticky links" activities will stick to each other based on the links when one of the activities is being rescheduled.

When the action "Sticky links" is enabled, moving an activity either to an earlier or later moment, will also move any of the linked activities throughout the project. When sticky links is enabled, the other activities (predecessors and successors) will be rescheduled in relation to the rescheduled activity, while reapplying all the links and respecting the delay configured on the links.

Import

Import tasks from template

Show only templates: Enabling this toggle will only show WBS templates, disabling this toggle will allow the ability to import the WBS from a project.

Name: Dropdown to select a WBS template or WBS from a project.

Import option: Ability to paste the copied task(s) as:

-       Child of the selected task

-       Above the selected task

-       Below the selected task

Links: When the copied tasks are pasted as a child of the selected task, any links on the selected task can be either redirected to the pasted task(s) or can be deleted.

Adopt CBS code from parent: When the copied tasks are pasted as a child of the selected task, it becomes possible to adopt the CBS code of the selected task or to keep CBS code from the copied tasks.

Reapply links

When a project is in draft mode, this function reapplies links to the selected tasks and sets any spacing between tasks that are not caused by delays to zero.

Generate subcontract

Create a subcontract for a task

NOTE: This option is only available when the Axtension Subcontract Management module is enabled.

Field

Description

Type

Task: Standard Activity

Milestone: Activity with 0 effort and visualization as a milestone

Recurring: Activity that will recur in a certain timeframe

Priority

If activity is set to priority high, an additional visualization will be added to a task on task planning as on resource planning.

CBS code

Can only be specified for new tasks during draft. Changes can be made on published activities.

Critical Path

If set to yes, this activity will be visualized as part of the critical path. This should only be used if you do not use the automatic critical path.

On-site activity

When enabled on-site address information can be entered for resource travel distance calculation

Task start date

Start date of the task.

Task end date

End date of the task.

Duration

Duration in days for the task.

Effort in hours

Definition for the estimated effort in hours.

Number of resources

Ability to define the number of required resources on a task. This number will be used with the "Distribute evenly" drag action in the Resource planning, The "Distribute evenly" action will distribute the amount of effort evenly per resource.

Allocation distribution reference

Ability to select the required "Allocation distribution"

DETAILS

Estimated cost and revenue

Maintain all estimated cost and revenue lines for this task. If Axtension Project Controlling is licensed, you can specify production budget lines for an item line.

Links

Specify the predecessors and successors the activity including positive or negative delays.

Link type:

-       FF = Finish Finish

-       SS = Start, Start

-       FS = Finish Start

-       SF = Start Finish

Type:

-       Hard = when rescheduling the related activity needs to move as well.

-       Soft = no constraints during rescheduling.

Delay:

Number of units that should be kept as a positive or negative delay.

Unit:

Unit that should be used for the delay

Field

Description

Summary bar

When collapsed, the summary task itself will be shown, and the underlying tasks are hidden.

Single line with tasks

When collapsed, the summary task will be replaced with one line on which all tasks are shown. Any tasks planned in parallel will be shown overlapped.

Tasks optimized

When collapsed, the summary task will be replaced with one line on which all tasks are shown. Any tasks planned in parallel will be placed underneath each other.

Actions

Description

Set primary

Ability to set the currently visible draft as primary draft. Only a primary draft can be published.

Switch draft

When multiple drafts of a planning exist, it is possible with this action to switch to the other drafts.

Create new draft

Ability to create a new draft from the current draft or from the published task planning.

Draft properties

Ability to adjust the description of the selected draft.

Parameter

Description

PARAMETERS

Baseline

If set to yes, this version will be available as a baseline for comparison

Version name

Provide a short code to identify the version

Description

Provide a description to the version

Recalculate critical path on publish

If set to yes, the critical path will be re-calculated based on the recent changes (only works when a critical path is setup in the project parameters). This toggle is defaulted within the parameters.

Update assignments on publish

Reassign to new period: Resource assignment is behaving as it previously was when a task is rescheduled. The resource assignment will move with the task schedule.

Visualization

Description

INTERCOMPANY

Visualization of task

Task with estimated planning status shown enabled in the chart preferences

Task without estimated planning status shown enabled in the chart preferences

Task without progress

Percentage of completion is only show in the workable time according to the calendar. In this example, the task is at 50% progress.

A.     Hard link between tasks

B.     Soft link between tasks

Item tracking on activity

�         Orange: Planned - Materials are not available, but are expected to arrive on time�

�         Red: Delayed - Materials are not available on time

�         Green: Available - Materials are available either on hand or on hand and reserved, depending on the parameter

�         Blue: Picked - Materials have been picked for shipment but not consumed yet.

�         Grey: Consumed -Materials have been consumed on project

Item tracking availability in time

Task identified as critical path

Baseline comparison

High priority task

Dependency on task without conflicting date

Dependency on task with conflicting dates

Only if Axtension Project Controlling is licensed

Parameter

Description

Critical path ID

This is the ID one, or multiple, projects are linked to for critical path calculation. When you click on the critical path ID, the system will show all details behind the critical path calculation:

Critical

Yes: This task is part of the critical path

No: This task is not part of the critical path

Start Float

Number of days the start date can vary forwards or backwards

Finish Float

Number of days the finish date can vary forwards or backwards

Free float

Number of days until you conflict with the next task

Earliest start

The earliest date the activity can start without influencing the next activity in the critical path

Earliest finish

The earliest date the activity can finish based on the earliest start date

Latest start

The latest date the activity can start without influencing the next activity in the critical path

Latest finish

The latest date the activity can finish based on the latest start date

Calculated on

Date on which the critical path was calculated

Calculated at

Time on which the critical path was calculated

Field Name

Description

Effort in hours

Scheduled hours

Progress

Progress percentage on the task

Posted hours

Posted hours via an hour journal

Completed hours

Completed hours based on the progress and effort

Task effort to complete

Remaining hours to complete the task

Task effort at complete

Total hours based at completion of the task

Field Name

Formula (Effort based)

Formula (Performance based)

Effort in hours

The configured effort in hours on the task

The configured effort in hours on the task

Posted hours

Posted hours on the task

Posted hours on the task

Progress (%)

(Posted hours / Effort in hours)� 100
Can be adjusted manually

(Posted hours / Effort in hours)� 100
Can be adjusted manually

Completed hours

(Effort in hours� Progress) /100

(Effort in hours� Progress) /100

Task effort to complete

Effort in hours - Completed hours
Can be adjusted manually

Task effort at complete - Posted hours
Can be adjusted manually

Task effort at complete

Posted hours + Task effort to complete

(Posted hours / Progress)

Field Name

Numbers

Formula (Effort based)

Formula (Effort based)

Effort in hours

200

Posted hours

20

Progress

5%

Completed hours

10

Progress� Effort in hours

5%� 200

Task effort to complete

190

Effort in hours - Completed hours

200 - 10

Task effort at complete

210

Task effort to complete + Posted hours

190 + 20

Field Name

Numbers

Formula (Effort based)

Formula (Effort based)

Effort in hours

150

Posted hours

30

Progress

50%

Completed hours

75

Progress� Effort in hours

50%� 150

Task effort to complete

75

Effort in hours - Completed hours

150 - 75

Task effort at complete

105

Task effort to complete + Posted hours

75 + 30

Field Name

Numbers

Formula (Performance Based)

Formula (Performance Based)

Effort in hours

200

Posted hours

20

Progress

5%

Completed hours

10

Progress� Effort in hours

10%� 200

Task effort to complete

380

Task effort at complete - Posted hours

400 - 20

Task effort at complete

400

Posted hours / Progress

20 / 5%

Field Name

Numbers

Formula (Performance Based)

Formula (Performance Based)

Effort in hours

150

Posted hours

30

Progress

50%

Completed hours

75

Progress� Effort in hours

50%� 150

Task effort to complete

30

Task effort at complete - Posted hours

60 - 30

Task effort at complete

60

Posted hours / Progress

30 / 50%

Field Name

Numbers (Effort based)

Numbers (Performance based)

Effort in hours

200

200

Posted hours

20

20

Progress

5%

5%

Completed hours

10

10

Task effort to complete

190

380

Task effort at complete

210

400

Field Name

Numbers (Effort based)

Numbers (Performance based)

Effort in hours

150

150

Posted hours

30

30

Progress

50%

50%

Completed hours

75

75

Task effort to complete

75

30

Task effort at complete

105

60

Fields

Description

SAVED VIEWS

Select view

A selection of resources can be saved as a public or a private view. Select a predefined list of resources.

DATES

Use relative dates

If toggle set to no, select the start & end date manually

If toggle set to yes, select a number of periods to the past and a number of periods to the future. The system will dynamically determine the selected dates. Relative dates will be saved in "Saved views".

HUMAN RESOURCE SELECTION

Human resource type

Role: Human resources are selected by role

People: Human resources are selected by individual

Department: Human resources are selected by department

Roles

If human resource type is "Role" you can select a single role from a dropdown list.

Include resources with matching competences

(Only when Human resource type = "Role")

If set to "Yes", all resources with competences that match with the competences specified on the role will be shown.

Departments

If human resource type is "Department" you can select one or multiple departments that should be included. These departments are set up within the organizational hierarchies.

Human resources

If human resource type is "people" you can select one or multiple human resources. There are multiple filter columns provided in the list of human resources like Title, Office location, Department, Position & Job.

Equipment

Selection of resource groups. These are the resources defined in: Organization administration > Resources > Resource groups

Options

Description

Edit task

Open the selected task in edit mode

DRAG ACTION

Full capacity

When assigning a task to a resource, it will take the full resource capacity not considering any tasks that are already scheduled.
Example: If a resource has 8 working hours a day, the system will always assign 8 hours to this resource even if there is already an activity scheduled.

Remaining capacity

When assigning a task to a resource, the remaining available capacity will be reserved for the resource.

Example: When a resource has 8 working hours a day, but 2 hours are already assigned to another task, the system will only take the remaining 6 hours available.

Distribute

When assigning a task to a resource, a task will be reserved for the resource each day until the effort in hours is spread evenly. The system will consider the required number of resources configured on the task.

Example: When a task has 40 hours capacity in a 5-day week and the activity requires 10 hours in that same week, The system will assign 2 hours per day and distribute the effort across those days. If on the same task 2 resources are required, the system will assign 1 hour per day and thus dividing the effort by the number of required resources.

Capacity percentage

When assigning a task to a resource, a pop-up will appear asking the percentage of this resource capacity that you'd like to use for assigning the activity to. The percentage is always based on the resource capacity, not on the task demanded effort.

Example: When a resource has 8 working hours a day and you assign 50%, the system will take 4 hours independent of any activity that have already been scheduled in that period.

Arrange Options

Connect Selection

Ability to connect assignments one after another in the resource planning based on the selected order.
A warning is shown if any assignments fall outside of the activity window after connecting the selection. The selected assignments will be scheduled as close as possible within the activity window.

HIGHLIGHT

Project

Highlight all activities from the same project of the selected assignment (task).

Disabled

Disable the highlighting of activities.

VIEW OPTIONS

Zoom in

Change the scaling of the entire Gantt. Zoom in, increases the readability.

Zoom out

Change the scaling of the entire Gantt. Zoom in, decreases the readability.

Reset Zoom

Set the zoom level adjusted with the zoom in & zoom out to default.

Fit into view

Show the entire planning horizon in a single view. This changes the scaling automatically.

Scroll to today

Independent of the scaling, move the view to today.

Show nonworking time

When enabled, the Gantt will also display time frame in which there is no capacity according to the calendar.

When disabled, the non-working time defined in the calendar will not be displayed in the Gantt.

Pin

The selected resource will be pinned at the top of the screen. This way, when scrolling through the resource list, the pinned resource will remain visible. The pinning of resources is only remembered for a single session, when reopening the screen, the pinning of resources will be gone.

Unpin

Unpin a previously pinned resource.

Show project colors

Use project color to visualize tasks. The project color can be defined on the project or in the parameters.

Show category colors

Use category color defined in the parameters for the color of the task.

FILTERS

Select view

All filters can be stored in a view. Within this dropdown a stored view can be selected. The "Save as view" button, saves the filters set in the form below as a "view".

Resource load status

Capacity remaining (LIGHT GREEN): Shows all tasks that have resources assigned with less than 100% load during the total duration of the task

Full capacity (BRIGHT GREEN): Shows all tasks that have resources assigned with a load of 100% during the duration of the task.

Lightly overloaded (LIGHT RED): Shows all tasks that have resources assigned with a load between 100% and 110% during the duration of the task.

Overloaded (BRIGHT RED): Shows all tasks that have resources assigned with a load higher than 110% during the duration of the task.

NOTE: Validation is done for the duration of a task, not on individual assignment.

NOTE: This option is only available when "load resource availability" is enabled in the chart preferences.

Material status

Planning error (RED): Materials are delayed.

Not available (ORANGE): Materials are not available yet.

Available (GREEN): Depending on the parameters, the materials are on hand, or on-hand and reserved.

Consumed (GRAY): Materials are consumed on the project.

Available & picked (BLUE): Materials are available and have already been picked at the warehouse but not yet consumed.

Category

Filter activities shown based on category. Multi select allowed.

Project

Select the projects that should be included in the filter. This dropdown will only show projects that are in the current Gantt view.

Role

Only show tasks assigned to the selected roles.

Progress

Only with progress: Show only tasks with a a percentage of completion
Only without progress: Show only tasks with 0% completion.

Buttons

Reset filter: Set all filters to default
Disable filter: Disable the filter set so everything is shown, but when you re-open the filter screen, all filters are still set and by pressing OK, the filter will be re-applied.

OK: Apply filter

Cancel: Close screen without applying filters.

CHART PREFERENCES

From

From date selection used by Gantt (intervals can be changed in the Visual Planning parameters)

To

To date selection used by Gantt (intervals can be changed in the Visual Planning parameters)

Lock the period duration, allows the user to simultaneously move the "from" and "to" date when using the small & large interval buttons.

Show tasks

Active: Tasks that have not yet been closed
All: Active and closed tasks

Show unassigned tasks

Show unassigned tasks that are not assigned to a role, or to a role that is not part of the current resource view.�

Show item tracking

By enabling the show item tracking, items linked to activities and their status will be visualized in the resource planning.

Show projects

When enabled, show project activities

Show quotations

When enabled, show quotation activities

Show resource availability

When enabled, show the resource status icon on the tasks, and enable the filter.

PRODUCTION (Only when Axtension Production Planning is licensed)

Production orders

Show related production orders and their planning

Planned production orders

Show related planned orders and their planning

Master plan

Show planned production orders based on this master plan

Intercompany production orders

Show intercompany production orders if exists following the explosion of the production order.

Options

Description

Activity

Information about the selected activity, including:

-       Planned effort and duration

-       Amount of required resources

-       Estimated total effort based on progress

-       Estimated unassigned hours based on progress

-       Assigned hours

-       Unassigned hours based on the planned effort

-       If it is an on-site activity. The address is used to calculate the travel distance from the home address of assigned and suggested resources.

Required competences

Assigned required competences on the activity. Required competences are used to drill down the suggested resources.

Assigned and suggested resources

Overview of all assigned resources to the task, and an overview of any suggested resource part of the same role or with matching competences.

Add resource: Allows for manual adding of additional resources to the activity. After assigning hours and specific dates the resource is assigned to the task.

Resource effort details

Show the assignment distribution by day for the selected resource and their availability

Distribute

Distribute the selected rows according to one of the scheduling methods. This way, you can distribute all hours easily to specific days.

Assign to other resource

Assign the selected days 1:1 to another resource.

From Resource planning, if set to yes: show the list of resources currently loaded in the resource planning view.

From Resource planning, if set to no: select resources based on their role

.

Assign unassigned hours

The ability to assign unassigned hours to a resource in a period, following one of the available distribution methods.

Cancel assignments

Option to remove any reservations on selected dates for a resource.

View options

Ability to select days, weeks, or months as a view for a resource and to assign effort in the selected period.

Function

Description

View

Task planning

Open the task planning of the project that belongs to the selected activity.

Capacity overview

Open the capacity overview for the project that belongs to the selected activity.

Show planned activities

Show all planned activities for the selected resource, independent on the project.

EDIT

Task planning

Instantly edit the project related to the selected assignment. The selected assignment will be highlighted in the project plan.

RESOURCE ASSIGNMENTS

Assign equipment

Assign equipment to the selected task.

Assign human resources

Assign a human resource to the selected task via standard Dynamics 365 F&O functionality

Edit resource assignment

This form is opened when double clicking on an assignment.

Change the assignments for the selected task per resource per day.

Auto-generate team

Generate the team based on required capacity.

SELECTION

Resources

Select resources that should be included in the Gantt without instantly adding them to the project team.

Visualization

Description

Role

Resource

Expand role histogram

Expand Resource histogram

Check task planning visualizations for additional details in relationship to resources & materials.

Task status:

Can be started: predecessors are completed or there are no predecessors.

Is started: progress % on task higher than 0%

Should not be started: predecessors are not completed.

Should not be started: there is conflicting dependency

Indicating that hours are removed with the reduced amount.

Indicating that hours are added with the assigned amount.

Column

Description

Project ID

Project ID

ID

ID in the Product Breakdown Structure

Item number

Number of item

Item name

Name of item

Task name

Task name connected with the item requirement, if any.

Requirement quantity

Requested quantity

Unit

Unit type

Order type

Type of order

Reference ID

Reference to the order fulfilling the requirement

Legal entity

Legal entity fulfilling the requirement

Inventory status

Status of the requirement

Site

Site fulfilling the requirement

Required date

Requirement date indicate the date the item needs to be available to be consumed as calculated by master plan

Requested date

The date initially requested for the item to be available

Delay days

Delayed days as calculated by master plan

Impact status

Status describing the impact on the item requirement

Function

Description

Expected content validation rule

This field allows the selection of four predefined actions where content validation should be trigged on:

-������������� On project activity / milestone close

-������������� On project quotation transfer to project

-������������� On cost control budget lock

Budget adjustment is sent to workflow

Content category

Optionally, a content category can be selected as an additional criterium what the validation rule should check on:

-       General

-       Invoice

-       Communication

-       Drawings

-       Product Info

-       Project Documents

Block

Enabling this setting prevents the execution of the defined action, if ��the expected content is not available. When disabled, only a warning will be shown.