Creating scheduled items
Schedules can be created:
Note
When the feature flag Heures centiemes and the PLG_HHCC management rule are enabled, scheduled items created, except leave schedules, are only displayed on the start date of the schedule.
From an empty schedule block
| 1 | From the Timesheets & schedules menu, display the desired week then click on  for the desired day from the List or Column display. |
The creation form of the scheduled item opens.
| 2 | Specify the following fields in the creation form: |
| Field | Description | |||||||||
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| Employee |
The employee allocated to the scheduled item. By default, the connected employee is specified. This field cannot be modified. |
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| Start date |
Start date of the scheduled item. When the |
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End date (only displayed when the PLG_HORODATE management rule is enabled) |
End date and time of the scheduled item. |
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| Duration |
Duration of the scheduled item The input unit depends on the unit set up for schedules from the Desktop Application > General setup > Resources and labor > Labor > Units section > Timesheets field. You can specify the duration using 2 decimals (for example, 1/4 day = 0.25). The schedule's duration includes all the days not worked set up for the company. Example You create a schedule with a 4-day duration, starting on Monday. On the selected week, Wednesday happens to be a national holiday. Two schedule blocks will be added: a first block of two days (from Monday to Tuesday) and a second block of two days (from Thursday to Friday). However, it is possible to scheduled items on the days not worked indicated in the standard week of the employee allocated to the selected schedule. The workload is counted based on that duration. Example You add a 1 hour (0.14 day)-duration schedule on a day with a workload of 07:42. The remaining time to be scheduled for a one-day task would therefore stand at 0.86. If the If the |
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Full day (only display when the PLG_HORODATE management rule is enabled) |
Check the Full day option if you want the item to be scheduled in full days. In this case, you can specify the item's start and end dates but you cannot modify the time, as it is displayed for information purposes only. In this case:
Examples You want to schedule an item on Monday 25: you schedule it from the 25th to the 25th and check Full day. The created item is scheduled for 1 day. You want to schedule 2 days and a half, from Monday 25 to Wednesday 27: you schedule it from the 25th to the 27th and check Full day.
One or multiple fields among Full day, Ends at noon and/or Starts on the afternoon can be hidden with the |
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| Customer |
Specify the Customer. To quickly specify the project, click on |
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| Project |
Specify the project associated to the scheduled item. A filter for projects is available on the right of the Project field. By clicking on the
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| Phase | Specify the phase associated to the timesheet. | |||||||||
| Sub-phase | Specify the sub-phase associated to the timesheet. | |||||||||
| Task |
Specify the task associated to the timesheet. When the user has the 061604 PROJECT PROJECT TASKS SEARCH DMF they can access and modify from the Reference For more information about the task details, see Modifying the tasks to be scheduled. |
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| Place | The location of the scheduled item. It is a free-form field that is used for informational purposes only. | |||||||||
| Online meeting |
When this box is checked, the scheduled item is expected to hold online, via a video conferencing tool. This option enables you to transfer an online meeting to an Outlook calendar using the PlanningExchange batch. Reference For more information about the batch PlanningExchange, refer to PlanningExchange batch. This field can be hidden with the |
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| Color |
Allows you to customize the displayed color of a scheduled item. This field can be hidden with the |
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| Comment |
A comment on the scheduled item. This field must be filled when the |
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Description (only displayed when the PLG_DESCRIPTIF management rule is enabled) |
The description of the scheduled item. |
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| Action |
The action associated with the scheduled item. Actions displayed in the drop-down list vary depending on the schedule's project. If the selected project is linked to a single action code, then that code is automatically filled in. Note When the My default action code preference is specified, the Action field is automatically specified with the default action code (see My default action code). |
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Order line (only displayed when the PLG_CMDCLI management rule is enabled) |
The order lines associated with the schedule's project. |
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| Validated |
When this box is checked, the scheduled item is considered as validated. The item is considered as not validated when the box is not checked. This box cannot be checked or unchecked manually. To validate a scheduled item, refer to Validating or canceling the validation of a scheduled item. |
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| Quarter of day |
Click on the quarter of day of your choice to automatically modify the item's start time. Quarters of day are established based on the standard week of the employee allocated to the schedule. Example The employee allocated to the schedule has a standard week of 7 working hours per day, from 9:00 AM to 12:30 AM and from 1:30 PM to 5:00 PM. For a scheduled item:
If the This field is not displayed if the |
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| Allow on Saturdays |
This option enables you to indicate whether the days not worked of an employee must be taken into account or not, when scheduling standby duties for example. Example You create a scheduled item with a 10 day-duration, setting Monday, October 5 as the start date. You check Allow on Saturdays and leave the Allow on Sundays option unchecked. The newly-created item will therefore be scheduled from Monday, October 5 to Thursday, October 15. The These fields are hidden if the In a timestamped schedule, these options are automatically checked and set as default options when the Full day option is not checked. |
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| Allow on Sundays | ||||||||||
| Allow on national holidays | ||||||||||
| Tags |
Specify the first letter of the tag you are looking for to open the list of relevant tags, then click on the tag to add it to the scheduled item. Only the tags from the Schedule type are displayed in the list. You can add as many tags as necessary. To create a new tag right away:
Reference For more information about tags and fields to fill, refer to Tags.
To modify a tag, click on the tag in a schedule's form, make all necessary modification and click on Save. The tags added to the scheduled item are visible from the agenda:
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next to the Customer field in order to open the search field and select a task. If the customer is already specified, tasks available in the search are filtered according to this customer.
icon, it is possible to select one of the following filters:
icon the details of the task specified.| 4 | Click on Save. |
A scheduled item is created in the calendar for the desired date. The schedule is also displayed as a line in the Activity overview menu.
By duplicating an existing schedule
An existing schedule item can be duplicated to quickly create a new schedule.
| 1 | From the Timesheets & schedules menu, display the desired week from the List, Column or Table display. |
| 2 | Click on  for the scheduled item to duplicate, then on Duplicate. |
| 3 | Modify the desired information in the form then click Validate to create the new schedule. |
Tip
From the List or Column view, you can do a Ctrl + drag and drop from a scheduled item toward another day to quickly duplicate it.
