You can use this Web application to view resources associated with the current item, divided into various categories and displayed as a tree, either by capacity categories or capacity views. You can also drill down to the Groups view, where you can enter costs.
Category views are read only, except for custom fields, if they exist. You can update group views.
In the category view, you can only change custom fields, if they exist. You must save any changes before selecting another category.
Below is a list of the fields that are initially displayed when you create a bucket or item. These fields are predefined in Financial and Capacity Planning Settings.
Field |
Explanation |
Current Planning Period |
Displays the start and end dates for financial planning, which you specify when you create a bucket. This influences the first period displayed in the table below. Furthermore, the Total for the Planning Period field uses this period to calculate the totals. |
Period Breakdown |
Displays the period breakdown that you specify when creating an item. If this field is blank, the system uses the period breakdown from the parent bucket. This governs the interval between the time periods in the table below. |
Unit |
Displays the unit that you specify when you create an item. If this field is blank, the system uses the unit specified for the parent bucket. The capacity figures that you enter in the table below are recorded in this unit. |
The next level contains two radio buttons:
Radio Button |
Explanation |
Capacity Categories |
Select this option to display the corresponding table. The table is structured in the form of a tree, whereby the first level shows the categories and the second level shows the configured planning types. |
Planned |
Select this option to display the corresponding table. The table is structured in the form of a tree, whereby the first level shows the configured planning types and the second level shows the categories. |
The next table down displays the categories and corresponding period-specific costs as follows:
Field |
Explanation |
|
Time Line |
Displays the time line visible in the table below. You specify the default number of periods during configuration. |
|
Periods Shown |
If the time line entered is greater than the maximum time line currently available, the time line is corrected to show the current maximum time line. The first and last periods are marked with an asterisk in their column headers. |
|
Column Navigation |
If the time line is greater than the default number of periods displayed, a column navigator appears at the bottom right of the table. |
|
First Column Sorting |
This function allows you to sort the first column, by clicking the first column header. |
|
Category |
This column lists the categories in which the costs are collected. Each category is further divided into category groups. To view or edit cost information in the category groups, click the name of the category. |
|
Deactivated |
Shows whether the category is active or has been deactivated. |
|
Sponsor |
Displays the cost center or the entity responsible for the project. |
|
Periods |
The next few columns display the periods. The time interval between the periods is governed by the Period Breakdown field and the number of time periods displayed is governed by the Periods Displayed field. The names of the periods have the following format <yyyy><Period Breakdown><starting month number of this period>. An asterisk before the name denotes the first and last column. |
|
Total for Planning Period |
Displays the total costs for the category across the entire planning period. |
|
Grand Total |
Displays the total costs for the category across all periods, including periods that fall outside the planning period. |
|
Show All Columns |
The Show All Columns button is located in the top right corner of the table. |
|
Column Table Navigator |
This function is located at the bottom right of the table. |
|
Table Rows Navigations |
These functions are located at the bottom left of the table. |
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Show All Rows |
The Show All Rows button is located at the top right of the table. If the current number of rows is less than the default number of rows, all rows in the table are shown. If the current number is greater, the table contains the default number of rows. |
|
Expand All / Collapse All |
The Expand All / Collapse All button is at the top right of the table. You can use this function to expand or collapse all table nodes. |
|
To enter costs against the category groups |
Click the name of the category. The name is the link to the category groups. |
Custom Fields
This is where you see the custom-defined fields. If you have not defined any such fields, this tray is not shown.
● When you select a category, the tray shows the custom fields for the selected category
● You can update the custom fields
● To save your changes, click Save
● To cancel your changes, choose another link in the navigation bar or menu
The Chart view shows a chart for either all categories or for a single category. You determine what is displayed by using a dropdown box, whereby the view initially displays all categories. The view provides the following features:
● A time line display
● A dropdown box for the category
● A dropdown box for the chart views, that is a group of planning types