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Planning and time module concepts
The name you want for the task.
A more detailed description of the task.
The date you expect the task to start if you want to show this in the overall plan.
The date you expect the task to finish if you want to show this in the overall plan.
You can link this task with other tasks that should be finished before this task can start. Just click on the link and select the predecessor you want and create a link to this predecessor for future use.
You can mark this task as a milestone and this will then be shown in the overall plan.
You can link this task to users and this task will then show up under "My tasks" for these users. In the Plan manager you can also select a user and then only tasks linked to this user are shown.
You can link this task to other references in ReqMan and create direct links to these.
Create a billing code in the Plan manager and you can then attach this billing code to a task. In the Time manager you can then export all time registrations for this billing code to Excel.
Tip: Excellent to help you with billing of the project to a client.
Tip: You can also use this billing code for referencing or integrating with external ERP or billing systems such as SAP and Microsoft Dynamics AX.
Type the estimate for the task here and it will show in the overall plan and whenever a user registers some time for this task.
This is a calculated field showing all the time that has been registered for this task to date.
Type the time remaining to finish this task (also called ETC). When a user enters a time this field should be updated by the user.
Tip: When more than one user works on a task you need some procedures to decide how this Remaining field should be updated. Or you can just make a copy of the task, so every task only has one user.
This is a calculated field showing Actual / (Actual + Remaining)
You can mark this task as completed and this will then be shown in the overall plan.
A time registration is for a specific plan which needs to be chosen first.
A time registration is for a specific task which needs to be chosen first. After selecting the plan select the task by clicking on Select and then clicking on the task for which you want to register some time spent.
Select the user for which you want to register some time spent.
Select or enter the date for the time spent.
Enter a description of the detailed task performed.
This comes from the task (see on the left).
This is a calculated field showing all the time that has been registered for this task to date.
Enter the time spent on this task by this user on this date.
Enter your best estimate for how long time is required to finish the task (see also on the left).
Tip: Excellent to help you with billing of the project to a client.