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planer_functions_en.md

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Planner functionalities

Planner is divided into views and its functionalities are listed for each of them.

Project view:

  • adding / removing / editing persons in projects:
    • the ability to add persons to the project for various periods (time periods)
    • the ability of disconnecting one or all periods from persons
    • the ability to change the start and end dates of work in the project
  • adding hourly occupancy in the project for persons within a certain period of time trough calendar option
  • displaying the hourly balance depending on the view (day / week / month)
  • search project by name
  • 10 projects are displayed on a specific subpage
  • displaying persons assigned to projects
  • adding the scope of hourly occupation in the project, after click in the cell in the calendar for the given view (day / week / month)
  • sorting ascending / descending persons based on project name
  • project details window after click on project name

Persons view:

  • adding / removing / editing projects for persons
    • the ability to add persons to the project for various periods (time periods)
    • the ability of disconnecting one or all periods from persons
    • the ability to change the start and end dates of work in the project
  • adding hourly occupancy in the project for persons within a certain period of time through calendar option
  • displaying the hourly balance in projects depending on the view (daily / weekly / monthly)
  • search persons by name, surname, tribe, position
  • displaying projects assigned to persons
  • display 10 persons on a specific subpage
  • displaying established time of employment for a given person
  • adding the scope of occupancy in the project click in the cell in the calendar for a given view (day / week / month)
  • sorting ascending / descending persons based on last name
  • person details window after click on person name

Day view:

  • copying cell contents
  • pasting cell contents
  • deleting cell contents
  • adding cell contents
  • drag the contents of the cells (from one cell to another)
  • displaying the hourly balance in the specific project and the summary hourly balance in all projects for specific day and person
  • the possibility of choosing the overtime option and thus adding more hours of work in projects - max 16h
  • sick days are visible on a purple background
  • display includes / paid days available, vacations on demand, special holidays, care days child as days available on a green background
  • displaying weekend days on a gray background
  • displaying holidays on a pink background

Weekly and monthly view:

  • copying cell contents
  • pasting cell contents
  • adding cell contents
  • displaying the hourly balance in the specific project and the summary hourly balance in all projects for specific week/month and person
  • displaying weeks/months on a gray background if no occupancy of persons in the project

Hours vs worktime view:

The hours view shows the number of hours of specific persons, and the worktime view converts the number of hours into established persons worktime. 8h = 1 worktime

Other functionalities:

  • possibility of loading, saving filters
  • generated csv report showing the number of occupancy hours of persons in projects for a given view (day/week/month)