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Planning board

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What is a planning board?

The planning board (also called resource planning; menu Configuration → Planning board) is a graphical interface for capacity and deployment planning of arbitrary resources on a timeline – people, machines, vehicles, rooms, workstations or production lines.

It supports day-to-day operational planning and makes utilization and bottlenecks visible at a glance: who or what is booked when, where is capacity still free, where do appointments overlap? The planning board thus replaces manually maintained planning tables and calendars with an always up-to-date, interactive view directly on your business data.

Basic principle

The planning board relates two kinds of business content:

• Resources – what is being planned (e.g. employee, machine, vehicle). They form the rows of the board.
• Bookings – the concrete allocation of a resource over a period (e.g. holiday, maintenance, project assignment, production order). They appear as coloured bars on the time axis.

In addition, milestones (points in time), relationships between bookings (succession/dependencies, GANTT) and background events (e.g. public holidays) can be displayed. Different booking types can be kept on the same resource – e.g. holiday, sickness and project times of an employee – each visually distinguishable.

Freely configurable

• display of resources, bookings and legend,
• time window and granularity (hours/days/weeks),
• highlighting of periods (weekends, holidays) and bookings (colours),
• context functions, milestones and GANTT view,
• permissions.

Use by end users

• move and extend bookings via drag & drop, rebook between resources by dragging into another row,
• create, copy and delete directly on the board, edit via double-click through the detail form,
• bulk-edit several bookings at once,
• convenience: choose period and time unit, switch axes (resources/time), filter resources and bookings, restrict to "only my entries" on shared boards, export/print the view,
• the personal display is kept per user; the board can refresh automatically at configurable intervals.

Configuration (example: utilization plan)

1. Resource and booking BO

Create a resource BO (e.g. employee) and a booking BO with a reference to the resource plus date from/to (optionally time from/to).

Booking BO for planning.

2. Wizard: name, label, BOs

The wizard guides you through internal name, label/menu path and selecting the resource BO (with sort field) and booking BO (with relationship).

Resource/booking BO in the wizard.

Relative date expressions for the period

The default period is calculated relative to TODAY (evaluated left to right):

In the table below you define the display and legend; field content via variables, e.g. resource ${strnachname} ${strvorname}, booking ${grundderbuchung}.

4. Plan elements & successor relations

Here you configure the displayed entries. Successor relations (e.g. critical path) are based on a BO with two reference fields to the booking BO and are drawn as a connection. Optional: staged view, milestones.

Script code (Groovy) for formatting

In the advanced settings two methods can be provided:

• formatCell(clct, cell) – formats cells (resource/booking): cell.color, cell.text, cell.toolTip.
• formatBg(clct, interval, bg) – formats the background: bg.color (interval.start/interval.end are Date).

  def formatCell(clct, cell) {
    if (clct['meinFeld'] == 5) {
      cell.color = "#ff9999";
      cell.toolTip = "Text";
    }
  }
  def formatBg(clct, interval, bg) {
    if (interval.start <= new Date()) {
        bg.color = "#ffccff"
    }
  }


ODER 
import java.text.SimpleDateFormat 
def formatCell(clct, cell) {
Date currentDate = new Date();
def formatter = new SimpleDateFormat("dd/MM/yyyy");
String formatedDate = formatter.format(currentDate);
  if (clct['halbertag'] == true) {
    cell.color = "#ee8625";
    cell.text = clct['intmitarbeiter']+" ("+clct['von'] +" halber Tag "+clct['uhrzeit']+")";
  }else{
       cell.color = "#398db7";
       cell.text = clct['intmitarbeiter'] +" ("+formatedDate+" - "+clct['bis']+")";
  }
}

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