Trade Group Capacity Workbench (tppdm8610m000)
Use this session to view and maintain trade group by employees. This session displays budgeted labor for a selected Trade Group over a selected period of time that is equal to a month, week, or day. The workbench displays data for Available, Assigned and Planned categories.
- The Workbench displays data from seven-time buckets simultaneously, with an option to browse between the periods of buckets. Time bucket is a period of time, which can be specified for a month, week, or day
- The employee’s data is displayed in a graph on the top right pane of the session.
- Trade Group data for each Employee is identified by the fields User, Time bucket type, Period Start Date, and Employee.
- The grid column labels are dynamically altered based on the value specified for the Period, From, and To field.
Field Information
- Main Trade Group
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The code of the main trade group.
- Clear
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Clears the input data for the Selection group box.
- Trade Group
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The code of the trade group.
- Description
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The description or name of the code.
- Employee
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The code of the employee.
- Name
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The name of the employee.
- Date From
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The From and To fields define a range of: dates using which you can view the employee data, to get the capacity details.
- Build Date
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The date and time of the last build.
- Period
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Indicates whether the employee data can be displayed by day, week, or month time bucket.
Allowed values
Time Bucket Type
- From
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The date and time from when the data must be displayed.
- To
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The date and time up to which the data must be displayed.
- Graph
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The graph that displays the employee’s data. The graph displays two bars, one for the available time and another for Assigned and Planned category.
- Employee
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The code of the employee.
Note:- For project assignments, that are not (yet) linked to an employee, the session displays a line with unnamed resource. As project assignments without an employee can only have the status Free, the corresponding hours is displayed as Planned.
- Assignments are only displayed if there is time availability specified in the calendar. For example, a quality assignment for the weekend is not displayed if there is no work time specified in the calendar.
- The planned or assigned hours are always calculated based on the default calendar of the employee, even if a different calendar is used in the assignment.
- Name
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The name of the employee.
- Job Title
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The job title of the employee.
- Department
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The code of the department to which the employee belongs.
- Description
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The description or name of the code.
- Employee Type
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The employee type.
Allowed values
- Internal
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A person permanently employed by the organization.
- External
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A person who is not on the payroll of the organization. Yet, the external employee will be used for planning purposes. Additionally, the external employee's time spent can be entered.
- Manager
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The code of the manager of the employee.
- Name
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The name of the manager of the employee.
- Available
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The number of hours resource is available within the time bucket, according to their own calendar (if any) or the actual calendar of the trade group.
Note: The calendar for the Trade group is defaulted from the main trade group or a higher level. - Assigned
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The number of hours the resource is assigned for a task in the Assignments (tpptc2170m000) session with the Assignment Status set to Assigned, In Progress, and Completed.
- For Service assignments, the service order and work order activities with the status set to Released are displayed as assigned.
- For Manufacturing, the Resource Assignment Status set to In Progress or Completed, are displayed as assigned.
- For Quality assignments, the assignments with the status set to Assigned, In Progress, Completed, and Closed are displayed as assigned.
- Planned
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The number of hours the resource is planned but not yet confirmed to, based on the project Assignments (tpptc2170m000) session. Only the Project Assignment Status set to Free are considered.
- For Service assignments, the service order and work order activities with the status set to Free or Planned are displayed as planned.
- For Manufacturing, the Resource Assignment Status set to Not Started are displayed as planned.
- For Quality assignments, the assignments with the status as Free or Reopened are displayed as planned