Planning Processes Page
The Planning Processes page manages the processes for a project, which are derived from the calculation lines. The view contains the essential information for:
- work and duration
- predecessor / successor relationships
- restriction types
Note
This page will not contain any lines until the Planning Processes have been completed (see Project Process Planning and Scheduling).
In the Planning Processes page, a significant number of fields are populated with values from the Project Planning and Processing page. Therefore, the following table does not provide a complete description of each field.
Fields on the Planning Processes page
| Field | Description |
|---|---|
| Planning Status | Indicates the current state of the WBS position. The options are Planning, Release, and Finished. |
| Process ID | Indicates the unique process number assigned to the WBS position (see Process Logic). |
| Predecessor ID | Creates links between process lines (see Process Logic). |
| Predecessor / Follower | Indicates the hierarchical link between process lines (see Process Logic). |
| Description | Defaults from the Project Planning and Processing page. |
| Comment General | Indicates if a project comment line with Comment Type = General exists for the WBS position. |
| Milestone | If selected, the WBS position is set for milestone processing. |
| MSP Interface | Indicates a mapping to Microsoft Project (see Microsoft Project Integration). |
| Work Quantity / Work Format | Identifies the amount of time to complete the WBS position. |
| Duration Quantity / Duration Format | Identifies the length of time to complete the WBS position. |
| Constraint Type / Constraint Date / Constraint Minutes | Affect the calculation of the start and end dates for the planning process (see Process Logic). |
| Start | Indicates when processing for the WBS position is set to begin. |
| Finish | Indicates when processing for the WBS position is set to end. |
| Signal Conflicts / Signal Conflict | Indicates with symbols or letters if there is a conflict with dates or resource availability (see Detect Conflicts). |
| Work Not Planned Hours | Displays the number of hours that have not been planned; that is, resources that have not yet been allocated (see Assign Planning Resources). |
| Assigned Resource No. | Displays the resources that have been assigned to the WBS position (see Assign Planning Resources). |
| Assigned Capacity % | Displays the total capacity percentage assigned to the WBS position (see Assign Planning Resources). |
| Work Planned Hours | Displays the number of hours that have been planned; that is, resources have been allocated (see Assign Planning Resources). |
| Effort driven | Controls if the process, start date or end date should be limited by their planned availabilities (see Calculation of Schedule Entries). |
| Schedule Type | Determines how capacity is planned (see Scheduling and Schedule Types). |
| Scheduled Hours | Displays how many hours have been scheduled for this planning process. |
| Scheduled Freeze | If selected, planning for the WBS position is stopped regardless of the Schedule Type. The planned times for this position will not be changed during the planning process. |
| % Complete | Indicates the current stage of completion for the WBS position. |
| Process No. | Identifies the unique process number assigned to the process line. |
| Outline Code | This field is not currently used. |
| Type | Defaults from the Project Planning and Processing page. |
| No. | Defaults from the Project Planning and Processing page. |
| Work Type Code | Defaults from the Project Planning and Processing page. |
| Quantity | Indicates how many units of the component should be planned. |
| Unit of Measure Code | Defaults from the Project Planning and Processing page. |
| Hours Fixed | Displays how many hours are planned for this position, with Scheduling Type = Fixed. |
| Hours Planned | Displays how many hours are planned for this position, with Scheduling Type = Planned. |
| Hours Simulated | Displays how many hours are planned for this position, with Scheduling Type = Simulated. |
| Assigned Resources | Indicates if resources have been assigned to the WBS position (see Assign Planning Resources). |
| Scheduled Early Start | Displays the earliest planning date for the process. |
| Scheduled Early Days | Displays how many days are too early for real scheduling. |
| Scheduled Late Finish | Displays the latest schedule for this process. |
| Scheduled Late Days | Displays how many days are too late for real scheduling. |
| Hours after Finish | Displays how many hours were designed after the scheduled end. |
| Sorting No. | Creates a custom sort order for the WBS positions. |
| Process Channel | Processes are created if the calculation position is linked with a process channel. The options are: - Work: Processes will be created with Work and Duration. - Lead time: Processes are created only with Duration. - Structure: Processes are created without Work and Duration. |
| Person Responsible | Identifies a person (resource) that is responsible for the WBS position. |
| Lead Time Calculation | Indicates the lead time calculation (for example, 2W for two weeks) to be used for planning a component. |
| Priority Option | Indicates the level of importance of the WBS position. The options are None, Middle, High, Very high, and Top. |
| Priority | Indicates a numeric level of importance of the WBS position. |
| Deadline | Indicates a specific date when the WBS position must be completed. |
| Process Type Fixed … | Specifies which base to fix in calculations. The options are Units (by planning resources), Work, and Duration. |
| Work Overplanned Hours | Display how many hours were planned in excess; that is, too many planning resources have been assigned. |
| Planned Capacity % | Identifies the assignment of planned capacity. 100% corresponds to one person. |
| Early Start | Displays the earliest possible time of planning for the start of the process. |
| Buffer Start Days | Indicates the number of days that can be used as a buffer for the starting date. |
| Minutes before Start | Displays the time delay on the start date. |
| Start Time | Displays the start time if start and end times are specified in planning for the WBS position. |
| Late Start | Displays the last possible time of planning for the start of the process. |
| Early Finish | Displays the earliest possible time of planning for the end of the process. |
| Minutes at Finish | Displays the time offset at the end of the process to the end date. |
| Finish Time | Displays the finish time if start and end times are specified in planning for the WBS position. |
| Buffer Finish Days | Indicates the number of days that can be used as a buffer for the ending date. |
| Late Finish | Displays the last possible time of planning for the end of the process. |
| Summary Start | Displays the planned beginning date for a summary task. |
| Summary Finish | Displays the planned ending date for a summary task. |
| Signal Forward | Displays a signal if the planning direction is forward. |
| Signal Backward | Displays a signal if the planning direction is backward. |
| WBS | Defaults from the Project Planning and Processing page. |
| Time Entry Hours | Indicates the number of hours that have been posted in the Time Entry Project Journal for the WBS position. |
| Performed Hours | Indicates the number of hours posted as usage in the Project Ledger Entries. |
Action Bar
The action bar includes menus that contain actions specific to COSMO Project Manufacturing. The actions in each menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Delete | Deletes the selected process line. | |
| New | New Process | Creates an entry in the hierarchical processing structure. For more information, see Project Process Planning and Scheduling. |
| Home | Chain | Sets the link between predecessors and followers. |
| Planning Setup | Opens the Project Planning Setup page, which is defaulted from Standard Planning Setup and can be changed for individual Project planning parameters. | |
| Release | Releases a WBS position for planning processes. | |
| Finish | Finishes the planning process for the WBS position. | |
| Scheduling | Schedule Process / Schedule Processes (with links) | The following actions plan processes for WBS positions without calculating predecessors and successors: - Schedule Process - Schedule Simulated only For more information, see Calculation of Schedule Entries. |
| Delete Schedule Entries | Deletes existing planning entries. | |
| Resources | Resource Availability | Opens the Planning Res. Availability page, which displays availability for the resource in a matrix view (see Availability Overview). |
| Resource Allocation | Opens the Planning Res. Allocation page, where resources can be assigned to WBS planning positions (see Resource Allocation). | |
| MSP Interface | MS Project Import / MS Project Export / MSP Codes | These actions are used with the Microsoft Project integration. For more information about setting up these actions, see Microsoft Project Integration. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Structure | New Process ID | Recalculates Process IDs that are out of order due to inserted processes. For more information, see Project Process Planning and Scheduling. |
| Sorting | Change sorting / Up / Down | Changes the sorting of the lines: - Change sorting: changes the sorting key from the WBS Position field to the Sorting No. field and vice versa. - Up - Down |
| Schedule | Schedule Simulated only | Plans processes for WBS positions with Schedule Type = Simulated without calculating predecessors and successors. |
| Schedule (with links) | Processes effort driven / Processes never effort driven | Plans processes for linked WBS positions: - Processes effort driven - Processes never effort driven For more information, see Calculation of Schedule Entries. |
| Update Scheduling | Simulated to Planned / Fix all and release / Planned to Fixed / Fixed to Planned / Planned to Simulated | Updates the Schedule Type in the lines in the Project Scheduled Entries page: - Simulated to Planned: Changes the Schedule Type from Simulated to Planned in the scheduled lines. - Fix all and release: Changes the Schedule Type to Fixed and changes the status to Released in all scheduled lines. - Planned to Fixed: Changes the Schedule Type from Planned to Fixed in the scheduled lines. - Fixed to Planned: Changes the Schedule Type from Fixed to Planned in the scheduled lines. - Planned to Simulated: Changes the Schedule Type from Planned to Simulated in the scheduled lines. For more information, see Scheduling and Schedule Types. |
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Planning | Process Card | Opens the Project Process Card page, which provides a card view of all the information in the Planning Processes page for the selected WBS position. |
| Project Team | Opens the Project Team page, which displays all planning resources assigned to the project. | |
| MS Project | MSP Lines | Used with the Microsoft Project integration. For more information about setting up these actions, see Microsoft Project Integration. |
| Graphical Extension | Graphical Resource Planning | Opens the Graphical Resource Planning page, which provides a graphical view of assigned resources relating to this project process. For more information, see Graphical Project Resource Planning. |
| Graphical Project Planning | Opens the Graphical Project Planning page, which provides a graphical view of project line processes relating to this project. For more information, see Graphical Project Planning. |
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