Work planner (form) [AX 2012]

Updated: December 7, 2010

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Human resources > Periodic > Time and attendance > Work planner.

–or–

Click Human resources > Setup > Time and attendance > Time profiles > Profile calendar. Select a profile calendar and then click Work planner.

Use this form as a graphical tool to plan work for a worker or a profile group. The Week %1 columns in the table show the accumulated work hours for a worker in a work week, based on the profile selection.

The following tables provide descriptions for the controls in this form.

Field

Description

Period

Create work plans for workers.

Profile group

Create work plans for profile groups.

Button

Description

Compose

Create work plans in the profile calendar for a longer period of time.

Copy interval

Copy an interval from the calendar.

Clear changes

Clear any changes that you made since you last saved the changes.

Save

Save changes and transfer them to the Profile calendar. For more information, see About profile calendars for time and attendance registrations.

Print

Select to print one of the following reports:

  • Worker – The report displays the shift schedule for each worker.

  • Profile – The report displays which workers are allocated to specific shifts.

Field

Description

From date

The start date for planning.

To date

The end date for planning.

Show weekend

Select this check box to display Saturdays and Sundays in the grid.

NoteNote

Work hours that are inserted from a profile to Saturday or Sunday are accumulated in the Week %1 column in the grid only if Saturdays or Sundays are already included as work days in the selected profile.

Profile group

The profile group that will be used for automatic profile searches. If nothing is selected in this field, all available profiles are displayed in the Profiles section.

Clear profile

Select this check box to be able to remove profile selections that you have made by clicking in the relevant fields in the Workers section.

Profile

The identification of the profile.

Description

The description of the profile.

Profile time total

The total number of weekly work hours for the profile.

Calculation group

Select a calculation group to display information only for the workers in this group.

Approval group

Select an approval group to display information only for the workers in this group.

Overlay

Select this check box to show existing profile settings from the Profile group tab.

Standard profile

Select this check box to show the standard profile of the workers in the Workers section.

Planned absence

Select this check box to show planned absences in the Workers section.

Absence

Select the color for planned absences in the Workers section.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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