Actions

This section shows the Actions available in the Task Staffing workspace.

Top Tab

Field	Description
Search	When you select this action, Maconomy searches for employees for the task who match the requirements specified for the current job budget line, and the search criteria entered in the Employee Criteria island. The results of the search are displayed in the sub-tab, and the results of the previous search are deleted.
Search	This action excludes employees with the Day time unit.
Reset Search Criteria	When you select this action, the contents of the editable fields of the card part of the window will be cleared.
Reset Search Result	When you select this action, the search results in the table part of the window will be cleared.
Transfer to Plan	When you select this action, Maconomy automatically creates lines in the detailed planning for the employees with a mark in the field “Transfer to Plan” on lines in the table part of the window. Only marked employees on planning budget lines belonging to the latest approved revision of their job budget will be transferred. The transferred employees are automatically allocated on the task specified on the job budget line in the card part of this window. The lines can be viewed and edited in the window Detailed Planning. Employees already planned to work on the job, as well as deleted employees, cannot be marked and transferred.
Book	This action is only available when the current job budget line is part of the latest approved revision of the planning budget of the job in question. When you select this action, Maconomy distributes the number of hours specified in the field “No. Hours” for the employee specified in the island Booking. The hours are allocated on the current job budget line from the entered starting date and ahead in time on the basis of the information in the island Booking. However, no hours are allocated to days before any date specified in the field “Never Before.” In addition, if an estimated time-to-completion has been specified for the job budget line, Maconomy will never distribute hours before the estimate date specified for the job budget line, regardless of the strategy and method selected. Maconomy distributes the hours on the basis of the principle of avoiding overtime. If this is not possible, Maconomy will try to distribute overtime equally on working days. If this is not sufficient, potential overtime is distributed on days which are typically not working days, such as Saturdays and Sundays. If you have defined that overtime is not allowed in the field “Overtime, Empl.” in the window System Information in the Set-Up module, Maconomy will issue an error message if it is not possible to plan the current number of hours without using overtime. Note that Maconomy will never distribute so many hours to a given employee on a given date that the total distribution on this date exceeds the employee’s maximum number of working hours for the date. The employee’s maximum working hours on a given date are found in the employee revision applying on the date in question. For further information about employee revisions, see “Date-Dependent Employee Revisions” in the introduction to the window Employees.
Book Automatically	This action is only available when the current task in the card part fulfills the following criteria: It has a starting date or a latest estimate date. It has an ending date. An allocation method has been selected for the task in the Booking island. It has no more than one associated detailed planning line, which has been created using automatic allocation in the window Job Planning in the Job Cost module. An employee is specified in the island Booking. When these criteria are met, and you select this action, the employee selected in the card part is automatically allocated to work on the task. If a detailed planning line exists for the task, and it was previously created using automatic allocation, the allocation is deleted and an allocation is created. If the employee on the previously created allocation was different from the employee specified in this window, the previous employee will be substituted with the new one.
Remove from Plan	This action is only available when the current job budget line is part of the latest approved revision of the planning budget of the job in question. When this action is selected, the bookings of the employee specified in the island Booking are removed from the resource plans of the current job budget line. However, only bookings after the date specified in the field “Never Before” are removed.

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Actions

This section shows the Actions available in the Task Staffing workspace.

Top Tab

Field	Description
Search	When you select this action, Maconomy searches for employees for the task who match the requirements specified for the current job budget line, and the search criteria entered in the Employee Criteria island. The results of the search are displayed in the sub-tab, and the results of the previous search are deleted.
Search	This action excludes employees with the Day time unit.
Reset Search Criteria	When you select this action, the contents of the editable fields of the card part of the window will be cleared.
Reset Search Result	When you select this action, the search results in the table part of the window will be cleared.
Transfer to Plan	When you select this action, Maconomy automatically creates lines in the detailed planning for the employees with a mark in the field “Transfer to Plan” on lines in the table part of the window. Only marked employees on planning budget lines belonging to the latest approved revision of their job budget will be transferred. The transferred employees are automatically allocated on the task specified on the job budget line in the card part of this window. The lines can be viewed and edited in the window Detailed Planning. Employees already planned to work on the job, as well as deleted employees, cannot be marked and transferred.
Book	This action is only available when the current job budget line is part of the latest approved revision of the planning budget of the job in question. When you select this action, Maconomy distributes the number of hours specified in the field “No. Hours” for the employee specified in the island Booking. The hours are allocated on the current job budget line from the entered starting date and ahead in time on the basis of the information in the island Booking. However, no hours are allocated to days before any date specified in the field “Never Before.” In addition, if an estimated time-to-completion has been specified for the job budget line, Maconomy will never distribute hours before the estimate date specified for the job budget line, regardless of the strategy and method selected. Maconomy distributes the hours on the basis of the principle of avoiding overtime. If this is not possible, Maconomy will try to distribute overtime equally on working days. If this is not sufficient, potential overtime is distributed on days which are typically not working days, such as Saturdays and Sundays. If you have defined that overtime is not allowed in the field “Overtime, Empl.” in the window System Information in the Set-Up module, Maconomy will issue an error message if it is not possible to plan the current number of hours without using overtime. Note that Maconomy will never distribute so many hours to a given employee on a given date that the total distribution on this date exceeds the employee’s maximum number of working hours for the date. The employee’s maximum working hours on a given date are found in the employee revision applying on the date in question. For further information about employee revisions, see “Date-Dependent Employee Revisions” in the introduction to the window Employees.
Book Automatically	This action is only available when the current task in the card part fulfills the following criteria: It has a starting date or a latest estimate date. It has an ending date. An allocation method has been selected for the task in the Booking island. It has no more than one associated detailed planning line, which has been created using automatic allocation in the window Job Planning in the Job Cost module. An employee is specified in the island Booking. When these criteria are met, and you select this action, the employee selected in the card part is automatically allocated to work on the task. If a detailed planning line exists for the task, and it was previously created using automatic allocation, the allocation is deleted and an allocation is created. If the employee on the previously created allocation was different from the employee specified in this window, the previous employee will be substituted with the new one.
Remove from Plan	This action is only available when the current job budget line is part of the latest approved revision of the planning budget of the job in question. When this action is selected, the bookings of the employee specified in the island Booking are removed from the resource plans of the current job budget line. However, only bookings after the date specified in the field “Never Before” are removed.