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5. PLAN AND RESOURCE FILES
Plan uses two types of files: resource files, which contain resource
information such as holidays and work hours; and plan files, which
contain task details. Tasks in the plan file reference the resource
information in the resource file. Plan files have a file extension
of PLN, resource files a RES extension. Both of these files should
be placed in a \PLN directory either on the internal drive or
external RAM drives. Placing these files onto FLASH SSDs is not
recommended unless no changes will be made to the data. The reason
for not using FLASH SSDs is that when updating a plan or resource
file Plan will delete and recreate each file when it is saved.
Consequently saving a file often will rapidly use up space on the
FLASH SSD.
When opening a plan file Plan will look for a resource file with the
same name in the same directory as the plan file but with a RES
extension. If such a resource file exists this will be where Plan
retrieves and stores resource information. If such a file does not
exist then Plan will look for the resource file \PLN\PLAN.RES on the
default Psion disk. If this file does not exist it will be created,
indicated by a "Building calendar" message when starting Plan.
When creating a new plan via the "New" menu option on the "File"
menu from within Plan there is an option to specify whether the
common resource file (\PLN\PLAN.RES) or a project specific resource
file should be used.
This scheme allows plan specific resources to be maintained, or
shared resources to be stored in the one common file.
Plan is a type three application, which means that any number of
plans may be opened at any one time. To do this, use shift-enter to
open additional plan files from the Psion system screen.
Plan allows 200 tasks to be entered with the following limits per
task:
- 4 assigned resources per task,
- 8 dependencies per task
- 255 character description
- 80 character user text field
Run-time memory is used to store the above information which will be
limited by two factors:
- The memory available on the internal disk
- There is a 64K memory limit imposed by the Psion operating
system.
If you receive an error from Plan indicating there is not enough
memory then either increase the space available on the internal disk
if it is insufficient or reduce the memory used by Plan by, for
example, using shorter description and user text values or by
reducing the number of tasks.
6. VIEWS
A number of different views are available within Plan. Pressing the
diamond or shift-diamond key changes the current display to one of
the following:
Task list
Gantt chart
PERT chart
Resource usage
Holidays
The first set of views show tasks using different display formats.
The resource usage view shows resource working hours and a histogram
of % usage over a given time period. The holiday view shows resource
holidays. A view may be selected either using the diamond key, from
the diamond menu, or using psion key shortcuts.
In the task views many of the same keys have the same function, for
example the up and down cursor keys change the current task and the
enter key edits the current task. In each of these views the current
task will be highlighted.
6.1 Task based views
In the task based views each task will be shown with some of the
following fields:
Start on/after The entered start date or a date before which the
task cannot start.
Start date The planned start date and optional time for the
task.
End date The planned end date and optional time for the
task.
Work The planned work for the task in man days, hours,
minutes and seconds.
% done Shows the amount of work done so far on the task
as a percentage of the work planned.
User value A user specified floating point number.
User text A user specified 80 character text field.
Calculate Displays which of the end date, work, or rate
fields are calculated for the task. For summary
tasks this will display "All" since all fields are
calculated.
Saved start A value copied from the start field using the "Set
fields" menu option.
Saved end A value copied from the end field using the "Set
fields" menu option.
Saved work A value copied from the work field using the "Set
fields" menu option.
Depends on A list of tasks this task depends upon.
Lab. cost Labour/resource costs calculated for the task
using the rates for the assigned resources
multiplied by either the planned work or the
actual work done, whichever is the greater. The
labour costs may be ignored for a task, i.e. set
to 0 if required (see "Cost and user data"
section).
Fixed cost A fixed cost assigned to the task.
Assigned resourcesLists the resources assigned to the task.
Pressing the up and down arrow keys changes the task which is
displayed in the task based views.
6.2 Task list view
In the task list view and Gantt chart each task is shown on a
separate line of the display. One of the tasks on the screen will be
highlighted and is referred to as the current task. Pressing the up
and down arrow keys changes the current task. If there are more
tasks than will fit onto the screen then when at the top or bottom
of the screen pressing the cursor key will scroll the screen
vertically to display the next task off the screen. Combining the up
and down cursor keys with the psion key (Pg Up and Pg Dn) will
scroll the display a page at a time. The psion and control modifier
keys used in combination with the up/down keys will position the
cursor at the top or bottom of the list of tasks.
In the task list view the task Id and description are displayed on
the left of the screen. If the task is on the critical path then the
description will be followed by an asterisk (*). If a memo has been
associated with the task a memo symbol will appear before the
description (see "Memos" section). The description will be indented
to indicate the level of a task in the hierarchy of summary and sub-
tasks (see "Tasks, Summary tasks" section of this manual).
Pressing the psion-z and psion-Z keys will alter the font size used
throughout Plan to one of 4 scales. Note that psion-z and psion-Z
change the font size in the task list and PERT chart views, in the
Gantt and resource usage views these keys alter the scale on the
chart.
The right hand side of the task list view shows the fields
associated with each task. The left and right arrow keys may be used
to shift the right hand side of the display to view further fields
associated with each task. An arrow will appear either at the end or
middle of the top line to indicate whether the left or right arrow
key should be used to shift the fields to the left or right.
The ordering of the fields is user-definable using the "Field order"
option on the "View" menu.
6.3 Gantt chart
The Gantt chart shows the task Id and description on the left of the
display along with the critical path flag. On the right of the
display a Gantt chart is shown. This chart shows a time axis at the
top of the screen with a bar for each task which indicates the
duration of the task. The current date will be shown as a vertical
line through the chart.
The up and down cursor keys may be used, as in the task list view,
to change the current task and to scroll the screen up or down. The
psion and control key modifiers alter the amount by which the cursor
moves.
Pressing the psion-z key and the psion-Z keys will increase and
decrease (zoom) the scale on the time axis. To alter the font scale
which is used in the Gantt chart switch to the task list view, use
the psion-z and psion-Z keys to alter the font size, and then switch
back to the Gantt chart. Depending upon the zoom factor the time
axis may show the month and date for the start of each week or date
for each day. There is a maximum and minimum limit by which the
display can be zoomed in or out in this way.
Pressing the left and right cursor keys will shift the time axis on
the Gantt chart on the right of the display by half a screen in the
appropriate direction. Holding down the psion key whilst pressing
the left and right cursor keys will shift the axis by a full screen
in each direction. Holding the shift key whilst pressing the left
and right cursor keys will shift the axis by a quarter of the screen
at a time. Note that there are limits to the amount by which the
screen may be shifted to the left or right according to the earliest
and latest date in the project.
If the space key is pressed the zoom factor and display will be
altered to best display the current task.
There are a number of preference settings which control the
appearance of the Gantt chart. One option controls whether one or
two bars are displayed for each task. If two bars are displayed then
the lower bar indicates the start and end dates from the saved
fields. The saved start, end and work fields should normally be set
when the original project plan has been established and may be used
to compare the original planned dates with the latest calculated
dates.
Depending upon the preference setting "Shading control" the holidays
associated with each resource may or may not be shown on the Gantt
chart at various scales. For fast shading ensure that the preference
setting "Holiday shading" is set to "Use general" rather than
"Resource specific".
A task field (resource, start, end,...) may optionally be displayed
at the end of each task bar in the Gantt chart. The field to be
displayed is controlled from the "Task bar text" option in the
preferences dialog.
6.4 PERT chart
6.4.1 Appearance of the PERT chart
The PERT chart view is useful when viewing and altering dependencies
between tasks. Within this view each task is represented as a box
surrounding the task Id. Dependencies between tasks are indicated by
lines between the tasks. Any lag time will appear half way along the
dependency line. The critical path tasks are identified using
thicker boxes (select the "Critical path" menu option from the
"Plan" menu to calculate the critical path). If the grey plane
option is set within preferences then summary tasks are shaded grey.
Various task attributes may be shown above and below each task box.
The values which appear in these locations depend upon the
preference settings. Typically the start date for the task will be
shown above the task box and the end date or assigned resources
below the box.
6.4.2 Positioning tasks in the PERT chart
When first entering tasks, perhaps using the task list view, each
new task will not have an associated x and y co-ordinate position in
the PERT chart. This position must be set before the task will
appear in the PERT chart. There are various methods of accomplishing
this:
- The quickest option is to let Plan layout the PERT chart
automatically.
- You can dynamically position a task using the cursor keys
whilst in a dynamic move mode.
- You can manually set the x, y co-ordinates for a task using a
dialog.
To automatically layout the PERT chart use the "Layout PERT" menu
option on the "View" menu when the PERT chart is displayed. This
will display a dialog with two options. The "X mag" option controls
how tasks are spread out horizontally. The "Y shift" enables the
layout to be moved vertically up or down. When using "Layout PERT"
for the first time it is simplest to leave the values set at 1 and
to press the enter key to layout the PERT chart. This action will
automatically set the x, y co-ordinates for each task in the PERT
chart. Generally each tasks x co-ordinate will be set according to
its start time. Due to space limits and dependency settings this may
not be possible for all tasks. In this case Plan will try to fit the
tasks in as best it can.
Once the results of the layout option have been viewed the layout
option may be used again with the "X mag" and "Y shift" values set
to more appropriate values to produce a better layout. If for
example most of the tasks appear at the top of the display, setting
the "Y shift" to a positive value will generally move all the tasks
towards the bottom of the display. The "Y shift" may be set to a
value between 1 and 10. The "X mag" value may be used to spread the
tasks out more along the x axis. A value of 1 will force Plan to try
to fit all tasks onto one screen at the smallest zoom scale, a value
of 2 would force Plan to use 2 full screens and so on.
The "Pert move" menu option on the "Task" menu switches Plan into a
dynamic move mode where the cursor keys dynamically move the current
task in the appropriate direction. Combining the cursor keys with
the psion key will move the task more rapidly. Pressing any key
other than the cursor keys will take Plan out the dynamic move mode.
The current tasks x and y co-ordinates may also be manually set
using the "Pert X/Y" menu option on the "Task" menu.
6.4.3 Moving around the PERT chart
Pressing the left and right cursor keys whilst in the normal PERT
chart mode will shift the display to the left or right by half a
screen. The psion and shift key may be used in conjunction with the
cursor keys to shift the display by a full screen or a quarter
screen at a time. Allowing tasks to be placed off-screen enables
PERT charts to be constructed for plans with a large number of
tasks.
Pressing psion-up arrow (Pg Up) and psion-down arrow (Pg Dn) will
scroll the display in the vertical direction by a screen at a time.
Combine these keys with the shift modifier key to shift the display
by half a screen at a time.
If the space key is pressed the display will be re-centred to
display the current task.
Pressing the psion-z and psion-Z keys will alter the font size used
throughout Plan to one of 4 scales and has the affect of zooming the
PERT chart in and out.
6.5 Resource usage view
The resource usage view shows when the current resource starts and
ends work for the seven days of the week along with a histogram
indicating the allocation of the resource to tasks.
6.5.1 Resource work hours
The resource settings may be edited using the "Settings" menu option
on the "Resource" menu. This will display a dialog allowing the
maximum units, charge rate and the start and end times for each day
of the week to be edited.
Note that for non-working days (usually Saturday and Sunday) it is
best to set the start and end time to the start and end time of a
normal working day. The resources holidays should be used to control
non-working days rather than the start and end times. This then
allows specific non-working days to be overridden in the resource
holiday view if the resource works the occasional non-work day.
If a resources work hours and/or holidays are changed then the Tab
key or "Recalculate all" menu option should be used to force a
recalculation of all tasks. Plan will not automatically recalculate
tasks if any changes are made to resource holidays or work hours
even if automatic calculation is enabled in the preference settings.
6.5.2 Resource usage histogram
The histogram on the right of the resource usage view indicates the
total percentage the resource is occupied over a given time period.
The display is similar to the Gantt chart in that it shows a time
axis at the top of the display. The left and right cursor keys and
zoom keys affect the display in the same way as the Gantt chart.
Pressing the up and down cursor keys whilst in the resource usage
view will scale the y-axis in increments and can be used if the
maximum percentage exceeds the top of the display.
6.5.3 Over-allocated resources
If a resource is assigned to two tasks 100% of the time for each
task over a given time period then this would be shown on the
histogram as a total of 200% over the given period. If the resource
represents a single person then this would imply that the resource
was over-allocated.
The "Over-allocated?" menu option on the "Resource" menu also helps
to find any over-allocations. This scans all the tasks in the
current plan for cases where the total resource rate exceeds the
value given in the maximum units field for each resource. When the
analysis is complete any tasks involved in the over-allocation will
be displayed, with any other tasks masked out. The display in the
Gantt and resource usage views will also be adjusted to display the
range of dates during which the over-allocation occurs. Reset the
mask to "None" using the "Mask tasks" menu option on the "View" menu
to redisplay the other tasks.
There are various ways of resolving the problem of an over-allocated
resource, for example:
- Reschedule one of the tasks, usually by making it dependent
upon the other.
- Assign another unused resource to one of the tasks.
- Change the rates on one or both tasks.
If for example you have a task which takes 10 days at a rate of 100%
and another short task has to carried out for one day in the middle
of the task then either divide the long task into two separate tasks
separated by the short task or set the rate for the first task to
90% which would extend it by the one extra day taken up by the short
task. The disadvantage in this latter case is that the resource
usage histogram would still indicate that the resource was over-
allocated at 190% for the one day. The advantage is however that the
long task would not need to be broken up.
6.6 Holiday view
The resource holiday view displays a full year view indicating the
holidays for the current resource. The view is similar to the year
view in the Psion Agenda application. Holidays are indicated by a
black or grey filled square.
The cursor keys may be used to move the cursor from one day to the
next. Combining the left and right cursor keys with the psion key
will move the cursor to the start and end of the month respectively.
Combining the up and down cursor keys with the psion key (Pg Up and
Pg Dn) will move to the previous or next year.
Pressing the enter key will toggle the day on which the cursor is
positioned from a holiday to a work day and vice versa.
A three year calendar is available for each resource, within which
holidays may be set. When calculating task end times or work, a
resources holidays will be taken into consideration. If a task falls
outside a resources three year calendar the resources holidays will
be assumed to match the rest days set in the standard Psion Time
application.
The start year for the three year calendar period for all resources
will be the same. It may be changed for all resources using the
"Start year" menu option on the "Resource" menu. This will prompt
for a new start year. All the resource calendars will be
reconstructed to start on the specified year. Existing holidays will
be copied if the new three year calendar range overlaps the old
calendar range. For years outside the old calendar range default
holidays will be set according to the settings in the Psion Time
application. If a large number of resources have been created this
operation may take a few minutes.
The start year for the calendars should not be changed unless all
tasks in all plans which reference the resource file within the
period of the calendar which is to be removed have been marked as
complete (see section on "Plan and resource files"). If this is not
true then the given tasks may subsequently be incorrectly calculated
if the resource had non-standard holidays in the given period.
7. TASKS
7.1 Standard Tasks
To create a new task position the highlighted area at the bottom of
the task list or Gantt chart view and press enter, or use shift-
enter to insert a new task above the current position in any of the
task based views. Pressing enter with the cursor positioned on an
existing task allows the given tasks details to be altered. It is
important to note that setting Caps lock on will have the affect of
inserting a new task when the enter key is pressed rather than
editing the current task.
When entering or editing tasks a dialog box will appear which allows
the following items to be set:
Task Id Each task has a unique four letter identifier used
to identify the task within the PERT chart and
when setting task dependencies. The entered text
should be something which is easily recognisable
for each task.
Description A description of the task, up to 255 characters
long.
Start on/after Either the date and time the task starts or a date
and time after which the task should start. Note
that a task has two start dates, the calculated
start date for the task and the entered start
on/after date. The start on/after date is used
when calculating the task start date. If the task
has no dependencies the calculated start of the
task will be equal to the start on/after date and
time. If the task has one or more dependencies the
start on/after date will only be used if it is
later than the dates calculated from the
dependencies. This field is used either when you
know exactly when the task will start or there is
a dependency on an outside factor (e.g. machinery
will not be delivered until a given date). For new
tasks the default value for this field is the
current date at 9am.
Task end The end date and optional time for the task. This
item may or may not appear according to the
calculation method for the task. Three options are
available for calculating the schedule for a task;
either to calculate the end of the task, the work
required or the rate. For new tasks a preference
setting controls which of the end, work and rate
items appear, for existing tasks the
"End/work/rate" menu option on the "Task" menu is
used.
Work The work for the task is specified in days, hours,
minutes and seconds, (the length of one work day
is given in the preference settings). This item
may or may not appear according to the calculation
method for the task.
When the enter key is pressed a second set of dialog boxes will
appear providing control over the resources assigned to the task.
These dialog screens will contain some of the following fields:
Resource The name of the resource assigned to the task.
This is chosen from a list of existing resources.
Pressing the tab key will display the available
resources.
Rate The rate of work for the given resource. This item
may or may not appear according to the calculation
method for the task. The value is a percentage
from 1% to 10000%. 100% would indicate, for
example, one resource working on the task 100% of
the time, 200% could indicate a resource
consisting of two people each working 100% of the
time on the task.
Work The amount of work carried out by the given
resource. This item may or may not appear
according to the calculation method for the task.
7.2 Summary Tasks
A summary task is a task which provides an overview of a number of
sub-tasks. The majority of the data associated with the summary
task is calculated by Plan from the data associated with each sub-
task. The summary task Id, description, user value and user text
fields should be entered manually.
The start of the summary task will be equal to the earliest sub-task
start date and the end will be equal to the latest sub-task end
date. The work and cost fields will be the sum of the corresponding
sub-task fields. The % done field will be the % of the work done so
far on all the tasks.
Summary tasks may be nested so that a summary task may also be a sub-
task of a higher level summary task. There may be up to eight
levels from the outer most summary task to the lowest sub-task. The
level of a task is indicated using indentation and bullets within
the task list and Gantt chart views.
To alter a tasks level use the left and right arrow keys in
conjunction with the control key, e.g. press control-right arrow to
make the task a sub-task of the task immediately above it. It is a
good idea to turn automatic calculation off in the preference
settings before making major changes to task levels. It is also
recommended that the basic structure of a project is established in
terms of summary tasks and sub-tasks before assigning dependencies.
In the example plan supplied, the tasks have been grouped into
various phases using summary tasks.
7.3 Deleting tasks
To delete the current task press the delete key. This will copy the
deleted tasks details into an internal buffer. Pressing the psion-i
key will re-insert the task immediately above the current task. Note
that any tasks which were dependent upon the deleted task will no-
longer be dependent upon the task.
7.4 Masking tasks
The tasks which are displayed in the task based views may be
controlled from the "Mask tasks" menu option on the "View" menu.
Setting a mask will "mask" out those tasks not meeting a specified
criterion. For example only those tasks which include a given
resource may be displayed. A number of masks may be combined using
the "Add field mask" option on the mask task dialog. Alternatively
all masks may be turned off using the "None" option. The "New field
mask" option will discard any existing mask before applying the new
mask condition.
If the current task is a summary task then two additional options
will be available on the mask task dialog. The "Mask sub-tasks"
option will mask out all sub-tasks of the current summary task.
"Unmask sub-tasks" will make all sub-tasks visible.
8. DEPENDENCIES
Making a task dependent upon another task implies the start of the
task is associated with the end of the task which it depends upon.
Using a lag time with the dependency allows the start of the task to
be offset from the end of the task by a given duration.
Select the "Dependencies" menu option from the "Task" menu to alter
the current tasks dependency settings. This will display a dialog
allowing up to eight task dependencies to be set. Each dependency
implies that the current task should start after the end of the task
which it depends upon. The latest of all the end dates will be used
when calculating the start date for the task. Note that this latest
date which is calculated from the dependencies is combined with the
date specified in the start on/after field in order to calculate the
task start date.
With each task dependency there is an option to set the current task
to start before or after the end of the task. A second dialog box
will appear after the Id's have been set which allows a lag or lead
to be set. If a lag or lead needs to be entered subsequent dialog
boxes will appear prompting for the precise interval before or after
the task, in days and optional hours and minutes.
The holidays and work hours of the "General" resource are used when
calculating the time between the end of the previous task and the
start of the current task. For example, if a lag of one week is
specified, and during this period holidays for the "General"
resource indicate a one week holiday (e.g. at Christmas), then this
will translate to a two week delay before the second task starts.
9. COST AND USER DATA
The cost and user data fields for a task may be edited by selecting
the "Cost & data" option from the "Task" menu. This will display a
dialog allowing the following items to be set for the current task:
Fixed cost Fixed cost assigned to the task.
Include labour costs Either "Yes" or "No". If set to "Yes" then
the task and plan total costs will include any
labour costs associated with the task. If set to
"No" then the labour cost will be shown as 0,
regardless of the amount of work or resource
charge rate. In this case the task and plan total
costs will exclude any labour costs for the task.
Use "No" when a task has no labour cost impact,
e.g. for a fixed price task where only the fixed
cost field is used.
User value A user specified floating point number.
User text A user specified 80 character text field.
Note the currency symbol used throughout Plan is controlled from the
"Number formats" menu option on the "Control" menu accessed from the
Psion system screen.
10. TASK CALCULATION AND TRACKING
10.1 Calculation (end/work/rate)
For each task one of three values may initially be calculated: end,
work or rate. To control which is calculated for the current task
use the "End/work/rate" menu option on the "Task" menu. The
calculation setting controls whether the work, rate or the end date
and time are calculated for a task. If the work is to be calculated
then the end date and the rate for each assigned resource will need
to be specified, and so on. Note that this setting only controls the
initial calculation for the task, if the task depends upon other
tasks which subsequently move then the task may shift along with the
other tasks. So even if the end date is specified in order to
calculate the rate initially, this does not mean the end date is
permanently tied to this value, if the task is dependent upon other
tasks which change the end date may change. When new tasks are
created the initial calculation setting is governed by a preference
setting.
10.2 Tracking work done
The "Set work done" menu option on the "Task" menu allows the
progress on the current task to be recorded. This progress may be
set in one of three ways:
Set by %... Selecting this option and pressing enter will
display a dialog which allows the work done to be
set to a value indicating the actual work done as
a percentage of work planned.
Set by time... This option displays a dialog which allows the
work done to be set to a specific value in terms
of days, hours, minutes and seconds.
Add time to existing... This displays a dialog which allows the work
done to be set by adding a given time in days,
hours, minutes and seconds to the existing work
done value. This is useful when periodically
updating the work done, for example with data from
weekly time sheets.
When setting work done a date is shown which indicates the date on
which work done was last recorded. So if the work done value
includes all work prior to the 2 Jan 96 then this date should be set
to 2 Jan 96. If the work done is changed then before pressing enter
set the date field appropriately. This date is important when using
the "Review calculation" menu option (discussed later in this
section).
To assist with the setting of work done the dialogs will show the
targeted work done. This indicates how much work should have been
done up to the current date and time if the task is to be completed
on schedule.
A task is assumed to be complete if the work done is greater than or
equal to the planned work. In the Gantt chart view tasks which are
complete are shown using a solid black bar. Tasks currently underway
are shown with a black bar indicating the percentage completed so
far, whilst planned tasks are shown with a clear bar.