Planning controlled tasks
The Planning Controlled field on the resource task indicates that the resource planning function in the source document was used when the task and assignment were created. Based on this setting, the planned hours can be inserted automatically in the time sheet. The settings Back-flush Hours and Planning Controlled work closely together. Back-flush Hours only works when the task is Planning Controlled. If you want resources to always specify how much time they actually worked on a task, leave Back-flush Hours off.
The following planning functions in source documents are considered.
Projects
Project planning lines of the type Resource must have planning entries. This is indicated by the Planning Status field. The planning status can be:
- Open: the quantity on the project planning line is not distributed over project planning entries.
- Partially Planned: the quantity on the project planning line is partially distributed over project planning entries.
- Balanced: the quantity on the project planning line is fully distributed over project planning entries.
For more information, see Resource planning for projects.
Assembly orders
The assembly order has resource allocations that are not Finished.
Service orders
The service order line has resource allocations that are not Cancelled.
Production order operations
Resources have been added to the production order routing operations and cover the production order need.
See also