Setting up management rules

The following management rules are applied on the Project's portal. These rules must be set up from the Desktop Application, from Tools > Setup > General Setup > Special parameters > Management rules.

Important

The PLG_TACE management rule must be enabled and set up in order to show the Scheduled rate display option in the Employee view of the calendar.

The PLG_TACEmanagement rule enables you to establish calculation rules for employees' occupancy rate excluding holidays (Scheduled rate) in Project.

Calculating the scheduled rate is done as follows:

  • Scheduled hours of the employee / (Number of worked days of the employee - Total number of days scheduled for items validated on leave projects)
Scheduled hours of the employee

An employee's scheduled hours is the total sum of that employee's daily occupancy rates.

By default, only internal and external projects are taken into account when calculating an employee's scheduled hours. However:

  • The codes of the internal projects / phases / sub-phases filled in Employee scheduled hours: Exclude the following internal projects / phases / sub-phases codes are not taken into account when calculating an employee's scheduled hours. If the *INTERNE* code is indicated in this field, then all internal projects are excluded from the scheduled hours.
  • The codes of the leave projects / phases / sub-phases filled in Employees scheduled hours: Include the following leave projects / phases / sub-phases codes are taken into account when calculating an employee's scheduled hours.
Number of worked days of the employee

This number of worked days includes:

  • national holidays in the employee company's calendar,
  • the employee's standard week, only if the Yes option is checked for the Employee worked days,
  • the number of working days in a month, only if the No option is checked for the Employee worked days.

Important

If No is checked for the Employee worked days, then you should exclude the employee's part-time projects from the Employee leaves.

If national holidays are generated by leave projects, then you should exclude these projects from the Employee leaves.
Total number of days scheduled for items validated on leave projects

Scheduled items validated on leave projects group together all leave projects.

Note

The validation is only need for leave projects of the Leaves with Request type. To be considered when calculating an employee's worked days, leaves of this type must be validated. The other types of leaves do not need that validation.

For the Employee leaves field:

  • If Yes is checked, then the codes of the projects / phases / sub-phases filled in the Employee leaves field are excluded from the projects taken into account.
  • If No is checked, only the codes of the projects / phases / sub-phases filled in the Employee leaves field are taken into account.

Note

On the Settings Portal, target scheduled rates management can be enabled. A target scheduled rate can then be specified on the record sheet of each employee. It is the scheduled rate that the employee must ideally reach every month.

For more information on target scheduled rates, refer to Entering general information and contact details.

Example 1

Employee A works 5 days a week.

For a week, employee A's schedule will look as follows:

  • 2 days scheduled on external projects
  • 1 day scheduled on an internal project
  • 1 day scheduled on a medical leave project
  • 1 day scheduled on a paid leave project
Calculating the standard Scheduled rate 3 scheduled days / (5 worked days - 2 leave days) = 100%
If the internal project is excluded (code indicated in Employee scheduled hours) 2 scheduled days / (5 worked days - 2 leave days) = 66%
If the number of working days is taken into account (with No checked in Employee worked days) 3 scheduled days [+ 2 leave days included] / (5 worked days - (2 leave days [- 2 leave days excluded])) = 100%
If medical leave projects are excluded (with Yes checked and the code indicated in Employee leaves) 3 scheduled days / (5 worked days - (2 leave days [- 1 leave day excluded])) = 75%

Example 2

Employee B works at 80% (4 days a week):

  • If the PLG_TACE rule takes into account standard weeks, the employee's working hours are divided over 4 days.
  • If the PLG_TACE rule takes into account working days, the employee has a day scheduled on a leave project ("part-time" for example) to manage his schedule.

For a week, employee B's schedule will look as follows:

  • 1 day scheduled on an external project
  • 1 day scheduled on an internal project
  • 1 day scheduled on a medical leave project
  • 1 day scheduled on a paid leave project
  • Example *: an additional day scheduled on a part-time leave project
Calculating the standard Scheduled rate 2 scheduled days / (4 worked days - 2 leave days) = 100%
If the internal project is excluded (code indicated in Employee scheduled hours) 1 scheduled day / (4 worked days - 2 leave days) = 50%
If the number of working days is taken into account (with No checked in Employee worked days)

Example *

2 scheduled days [+ 3 leave days included] / (5 worked days - (3 leave days [- 3 leave days excluded])) = 100%
If medical leave projects are excluded (with Yes checked and the code indicated in Employee leaves) 2 scheduled days / (4 worked days - (2 leave days [- 1 leave day excluded])) = 66%

The following management rules are linked or specific to Project:

Rule or control Description
AFF_ABS_BLOQ Prohibits schedules entry on leave projects of the Leaves with Request type.
AFF_ABSCAL_BLOQ

Prohibits schedules entry on leave projects of the Calendar absences type.

Note

The leave type is defined in the project sheet > Additional information tab > Management data section.
PLG_AUTORISER_LES Automatically checks the Allow on Saturdays/Sundays/national holidays options when creating, duplicating or postponing a scheduled item.
PLG_CMDCLI Adds the Order line in a scheduled item's form (only in Project). This field indicates the customer order linked to the item.
PLG_COMMENTAIRE Makes it mandatory to specify a comment in a scheduled item's form.
PLG_DESCRIPTIF Adds the Description field in a scheduled item's form.
PLG_HORODATE

Makes it possible to specify timestamped schedules and access the Calendar menu.

Important

This management rule affects the way schedules are filled in Project, as well as in the Web Portal and the Desktop Application.

Before activating this rule, contact your Akuiteo project manager.
PLG_LNK_CLB_AFF_TACH

Makes it possible to manage the partitioning by project and by employee:

  • When this rule is disabled, the behavior of the standard partitioning applies and only the employees linked to a project can be affected as resources on the scheduled items.
  • When this rule is enabled, it is possible to associate a schedule item to all employees of a company and the multi-company employees.

Important

The PLG_LNK_CLB_AFF_TACH rule only applies to the Project portal, and not the Desktop Application or the other web portals.
PLG_MASQUER_ABS

Hides leave projects' labels.

Users who have the DMF 250113 PROJECT SCHEDULE VIEW SHOW LABELS FOR LEAVE PROJECTS will still see the labels of leave projects.