Time management: Difference between revisions

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|title=Time management
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Planfix offers multiple ways to track time, including options that do not require data tags. The system includes standard time-tracking data tags, a widely used time-tracking approach. However, their use is not mandatory.


Analytics group "Time Management" contains two dimensions:
The data tag group "Time management" contains two types of data tags:
*Planned working time  
*'''Planned work time'''
*Actual working time (for the configuration [[Time tracking]])
*'''Actual working time''' (for the configuration [[Time tracking]])


'''Planned working time''' data tags is usually attached to the task automatically whenever you are planning to work on it, see the [[Planner]]. It contains information about the date and time on which the scheduled job. In addition to the system functions for which it was created, this Analytics can also be used in reports to compare planned and actual time spent on the task.


Analytics '''Planned working time''' is usually attached to the task automatically whenever you are planning to work on it, see the [[Planner]]. It contains information about the date and time on which the scheduled job. In addition to the system functions for which it was created, this Analytics can also be used in reports to compare planned and actual time spent on the task.
Standard use of this data tag:
*In [[Planner]] lists of the [[Hourly calendar]] type, the Planned work time data tag is displayed as a calendar booking block for the specified employee during the defined period.
*Panfix automatically adds the Planned Work Time data tag to tasks for which you have specified an employee and set a start time and a due date (within the same day). It then displays these tasks in Planfix’s standard hourly calendars.
*In addition to the system functions, this data tag can be used in reports to compare the planned time with the actual time spent on a task.





Revision as of 10:38, 30 January 2025

Planfix offers multiple ways to track time, including options that do not require data tags. The system includes standard time-tracking data tags, a widely used time-tracking approach. However, their use is not mandatory.

The data tag group "Time management" contains two types of data tags:

  • Planned work time
  • Actual working time (for the configuration Time tracking)

Planned working time data tags is usually attached to the task automatically whenever you are planning to work on it, see the Planner. It contains information about the date and time on which the scheduled job. In addition to the system functions for which it was created, this Analytics can also be used in reports to compare planned and actual time spent on the task.

Standard use of this data tag:

  • In Planner lists of the Hourly calendar type, the Planned work time data tag is displayed as a calendar booking block for the specified employee during the defined period.
  • Panfix automatically adds the Planned Work Time data tag to tasks for which you have specified an employee and set a start time and a due date (within the same day). It then displays these tasks in Planfix’s standard hourly calendars.
  • In addition to the system functions, this data tag can be used in reports to compare the planned time with the actual time spent on a task.


Analytics Actual working time is usually attached to the task by the officer who creates an action with a description of the steps taken on the task of work. It contains information about the date, time and type of work that was actually conducted in this period. This Analytics is the basis for calculating hourly wages. To view the results of the work reflected through this dimension, it is possible in standard report Report: time tracking


Useful

  • New accounts to work with Analytics "Actual working time" need to install the configuration of the Time tracking


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