| Field | Description |
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| Method
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In this field, you can select a distribution method to be used when the action “Book” is selected. The functionality of the field corresponds to that of the field “Method” in the window Detailed Planning.
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| Planning Unit
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In this field, you can select a planning unit which can be either “Week” or “Day.” The planning unit is used if the distribution method selected in the field “Method” above is either “Fixed Allocation” or “Even Allocation” and determines whether the number of hours booked when the action “Book” is selected should be interpreted as the number of hours to be allocated on each day or within each week. If the booking method is “Even Allocation,” and the planning unit is “Day,” this means that an even number of hours is booked for each day in the relevant range of dates (until the specified number of hours has been booked). If the booking method is “Even Allocation,” and the planning unit is “Week,” an even number of hours is allocated within each week, but the number of hours booked on the individual days within each week is not necessarily evenly allocated, as the hours are applied to the days as if the distribution method “Early Allocation” had been selected. If the booking method is “Fixed Allocation,” and the planning unit is “Day,” the number of hours specified in the field “Hours for Fixed Allocation” is allocated to each day within the relevant range of dates (until the specified number of hours has been booked), while the planning unit “Week” causes the specified number of hours to be allocated to each week, the number of hours booked on the individual days within each week once again being allocated as if the distribution method “Early Allocation” had been selected.
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| Within Planned Range
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If you mark this field, the period within which hours are booked when the action “Book” is selected will be the period from the starting date to the planned ending date of the current job budget line. If you do not mark this field, the period will run from the starting date until the specified number of hours has been booked, regardless of the planned ending date of the budget line. However, in neither case will hours be allocated to dates before the date specified in the field “Never Before” (if any).
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| Never Before
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In this field, you can enter a date to be used as the starting date when Maconomy distributes hours as a result of selecting the action “Book,” regardless of whether any starting date on the current job budget line exists. In other words, Maconomy will never distribute hours before the date in this field.
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| Hours for Fixed Allocation
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If the distribution method “Fixed Allocation” has been selected, you must specify the number of hours to be repeatedly allocated to each planning unit in this field. See the above description of the distribution method “Fixed Allocation” for further information on the functionality of this field.
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| Include Days Off
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If you mark this field, Maconomy will include days off for the allocation of the hours allocated when the action “Book” is selected. Specifying that days off should be considered implies that if all hours specified cannot be distributed on working days, including any allowed overtime registered for the employee in question, Maconomy will attempt to distribute any remainder of hours on days off (nonworking days, for example, weekends). If only part of the hours can be allocated this way, Maconomy will issue an error message. If this field is not marked, days off are considered equal to absence days, on which no hours can be allocated to an employee. Note that this option cannot be selected for the distribution method “Fixed Allocation.”
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| Unattainable
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In this field, you can choose how the system should react if the action “Book” is selected, and the requested number of hours cannot be allocated to the employee in question. You can select one of the following options:
- Cancel Allocation — If you select this option, the requested allocation is automatically cancelled, and Maconomy will issue an error message.
- Allocate Best Number of Hours — If you select this option, Maconomy will attempt to allocate as many hours as possible in accordance with the specifications entered in this window. The hours which could not be allocated will automatically be cut off, and Maconomy will issue a message informing you how many hours were allocated and how many hours were cut off.
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