Time management
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 Time-Tracking: Working & Leisure Time solution)
The Planned work time data tag is available by default in every Planfix account and stores information about the date and time range scheduled for a task. It includes the following fields:
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.
The Actual working time data tag is usually attached to a task by an employee who creates an action that describes the work performed. It contains information about the date, the period, and the type of work performed during this period:
In the standard Time-tracking solution, this data tag is used to calculate hourly wages. It can also compare planned versus actual work time in hourly tracking.
Useful
- New accounts to work with Analytics "Actual working time" need to install the configuration of the Time tracking