Creating from an empty scheduled item

1 From the Project view and Employee view menus, right-click on a day in the calendar to select the line linked to the project or the employee of your choice. To create a scheduled item for a resource on the current day, right-click directly on the desired resource in the first column of the calendar.

From the Calendar menu, right-click on the desired time and day in the calendar.

2 Click on Create.

The scheduled item creation form opens on the right side of the screen.

Tip

Click on the day of your choice and press CTRL + I to open the form.

3 From the form's list, select the task you want to associate with that schedule. Depending on how the item was created, the list displays as follows: customer(s), project(s), phase(s) and sub-phase(s).
  • If the item was created from the Project view, the list only displays the selected project, its phases and sub-phases.
  • If you create the item from the Employee view or from the Calendar menu, the list displays all the customers, projects, etc. that are available. In this case, in the search field, specify the first three letters of the name or code of the customer, project, phase or sub-phase you are looking for, to filter the results to display.

Note

The projects, phases, sub-phases and tasks available to the planner depend on the level of partitioning that was applied. If the planner is limited to one or more companies, divisions, entities, projects or customers, the available assignments will be filtered accordingly.

Information about the selected assignment is specified in the relevant fields in the creation form.

4 Specify the information:
Field Description
Employee

The employee allocated to the scheduled item.

Specify at least three letters of the code or name of an employee to display the list of relevant employees, then select the employee of your choice.

Note

The employee list contains the name of all the employees allocated to the same company as the project linked to the scheduled item, as well as multi-company employees. This list also takes into account all the restrictions applied both on the project and the task.
Start date / End date

The start date and time of the scheduled item.

If the PLG_HORODATE management rule is enabled and you are using the timestamped calendar, the End date field is also available. In this case, specify the scheduled item's end date and time.

If you instead schedule using a start and end time, then the actual time between the start date and time and the end date and time will be counted.
Duration

Note

If the PLG_HORODATE management rule is enabled, this field is only displayed for your information and cannot be modified.

The duration in days of the scheduled item. 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.
Full day

Note

This field is only available if 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:

  • Check Ends at noon if you want to schedule an item that ends at noon for more than one day.
  • Check Starts on the afternoon if you want to schedule an item that starts in the early afternoon for more than one day.

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.

  • If you check Ends at noon, the item will be scheduled from Monday morning to Wednesday noon. The created item is scheduled for 2 days and a half.
  • If you check Starts on the afternoon, the item will be scheduled from Monday, in the early afternoon, to Wednesday evening. The created item is scheduled for 2 days and a half.
  • If you check both Starts on the afternoon and Ends at noon, the item will be scheduled from Monday, early in the afternoon, to Wednesday noon. In this case, the created item is scheduled for 2 days.

Items scheduled on full days are displayed in the calendar's header, in the Calendar menu.
Ends at noon and Starts on the afternoon

It is possible to define the half-day on which the schedule item must be done.

Check:

  • Ends at noon: if you want to schedule an item that ends at noon.
  • Starts on the afternoon: if you want to schedule an item that starts in the early afternoon.
Location 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.
Color Allows you to customize the displayed color of a scheduled item. The specified color will be used in priority if other customizations exist (for example depending on the employee or the project type).
Comment

A comment on the scheduled item.

This field must be filled when the PLG_COMMENTAIRE management rule is enabled.
Description

The description of the scheduled item.

This field is only available if the PLG_DESCRIPTIF management rule is enabled.
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.
Order line

The order lines associated with the schedule project.

This field is only available if the PLG_CMDCLI management rule is enabled.

The DMF 250109 PROJECT SCHEDULE VIEW MODIFY LINKED ORDER is required to specify or modify this field.
Validated

When this box is checked, the scheduled item is considered as validated. When this box is left unchecked, the scheduled item is considered as non validated.

This box cannot be checked or unchecked manually. To validate a scheduled item, refer to Validating or canceling the validation of scheduled items.
Results

When this box is checked, the scheduled item is considered as done. When the box is left unchecked, the scheduled item is considered as not done.

This box can be manually checked, or checked using the Mark as done option. For more information, refer to Mark scheduled items as done or to be done.

Note

A schedule marked as done cannot be transferred into timesheets.
Quarter of day

Note

This field is not displayed if the PLG_HORODATE management rule is enabled.

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:

  • 1st quarter = the start time will be 9:00 AM
  • 2nd quarter = the start time will be 10:45 AM
  • 3rd quarter = the start time will be 1:30 PM
  • 4th quarter = the start time will be 3:15 PM

Note

If the PLG_8EME_JRNEE management rule is enabled, then only the eight quarters of day are displayed.
Allow on Saturdays

Note

These fields are hidden if the PLG_HORODATE management rule is enabled.

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 PLG_AUTORISER_LES management rule can be used to automatically check these options when creating, duplicating, dissociating or postponing a scheduled item.

In a timestamped schedule, these options are automatically checked and set as default options when the Full day option is not checked.
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.

Tip

Press F2 to open the list of all the tags available for scheduled items.

To create a new tag right away:

1 In the Tags field, specify the label of the new tag and press the Tab key, or click on another field.
2 Fill in the required fields in the New tag window that displays.

Reference

For more information about tags and fields to fill, refer to Tags.

3 Click on Save.

The tag is created and automatically added to the scheduled item. Tags are also displayed as colored icons in the schedule block. More information about those tags can be found in each item's tooltip.

Tags can be modified:

  • from the form of a scheduled item, by modifying the desired tags then by clicking on Save.
  • from the calendar, by right-clicking on one or several scheduled items then by clicking on Modify tags (see Modifying tags of scheduled items).
Project

Displays the Customer and Assignment linked to the scheduled item.

Note

If the project is a leave project, users who do not have the DMF 250113 cannot access the project's detailed information.
4 Click on Save.

The scheduled item is created and directly displayed in the calendar.