Setting up Project

The following DMFs are required to use some features in the Project portal:
Code | Domain | Module | Position |
---|---|---|---|
25**** | PROJECT | * | * |
2501** | PROJECT | SCHEDULES | * |
250101 | PROJECT | SCHEDULES | VIEW |
250102 | PROJECT | SCHEDULES | NEW |
250103 | PROJECT | SCHEDULES | RESCHEDULE |
250104 | PROJECT | SCHEDULES | DISSOCIATE SCHEDULED ITEM |
250105 | PROJECT | SCHEDULES | REALLOCATE TO EMPLOYEE |
250106 | PROJECT | SCHEDULES | MODIFY UNDONE ALLOCATION |
250107 | PROJECT | SCHEDULES | MODIFY ALLOCATION'S DONE INDICATOR |
250108 | PROJECT | SCHEDULES | MODIFY DONE ALLOCATION |
250109 | PROJECT | SCHEDULES | MODIFIED LINKED ORDER |
250110 | PROJECT | SCHEDULES | DELETE UNVALIDATED SCHEDULE |
250111 | PROJECT | SCHEDULES | DELETE VALIDATED SCHEDULE |
250112 | PROJECT | SCHEDULES | |
250113 | PROJECT | SCHEDULES | SHOW LABELS FOR LEAVE PROJECTS |
250114 | PROJECT | SCHEDULES | VALIDATE |
250115 | PROJECT | SCHEDULES | PUBLISH |
250116 | PROJECT | SCHEDULES | LINK EMPLOYEE TO PROJECT / PROJECT TASK |
250117 | PROJECT | SCHEDULES | PROJECT DETAILS |
250118 | PROJECT | SCHEDULES | MODIFY TASK |
250119 | PROJECT | SCHEDULES | EMPLOYEE DETAILS |
250120 | PROJECT | SCHEDULES | CUSTOMER DETAILS |

The following management rules are applied on the Project's portal. These rules must be set up from the Application Desktop, in the setup menu General Setup > Special parameters > Management rules.

Important
The PLG_TACE management rule must be activated and set up, to show the Scheduled rate display option in the Employee view of the calendar.
The PLG_TACE management rule enables you to establish calculation rules for employees' occupancy rate excluding holidays (Scheduled rate) in Project.
Calculating the scheduled rate is done as follows:
- Scheduled hours of the employee / (Number of worked days of the employee - Total number of days scheduled for items validated on leave projects)
Scheduled hours of the employee |
An employee's scheduled hours is the total sum of that employee's daily occupancy rates. By default, only internal and external projects are taken into account when calculating an employee's scheduled hours. However:
|
Number of worked days of the employee |
This number of worked days includes:
Important If No is checked for the Employee worked days, then you should exclude the employee's part-time projects from the Employee leaves. If national holidays are generated by leave projects, then you should exclude these projects from the Employee leaves. |
Total number of days scheduled for items validated on leave projects |
Scheduled items validated on leave projects group together all leave projects. Note The validation is only need for leave projects of the Leaves with Request type. To be considered when calculating an employee's worked days, leaves of this type must be validated. The other types of leaves do not need that validation. For the Employee leaves field:
|
Example 1
Employee A works 5 days a week.
For a week, employee A's schedule will look as follows:
- 2 days scheduled on external projects
- 1 day scheduled on an internal project
- 1 day scheduled on a medical leave project
- 1 day scheduled on a paid leave project
Calculating the standard Scheduled rate | 3 scheduled days / (5 worked days - 2 leave days) = 100% |
If the internal project is excluded (code indicated in Employee scheduled hours) | 2 scheduled days / (5 worked days - 2 leave days) = 66% |
If the number of working days is taken into account (with No checked in Employee worked days) | 3 scheduled days [+ 2 leave days included] / (5 worked days - (2 leave days [- 2 leave days excluded])) = 100% |
If medical leave projects are excluded (with Yes checked and the code indicated in Employee leaves) | 3 scheduled days / (5 worked days - (2 leave days [- 1 leave day excluded])) = 75% |
Example 2
Employee B works at 80% (4 days a week):
- If the PLG_TACE rule takes into account standard weeks, the employee's working hours are divided over 4 days.
- If the PLG_TACE rule takes into account working days, the employee has a day scheduled on a leave project ("part-time" for example) to manage his schedule.
For a week, employee B's schedule will look as follows:
- 1 day scheduled on an external project
- 1 day scheduled on an internal project
- 1 day scheduled on a medical leave project
- 1 day scheduled on a paid leave project
- Example *: an additional day scheduled on a part-time leave project
Calculating the standard Scheduled rate | 2 scheduled days / (4 worked days - 2 leave days) = 100% |
If the internal project is excluded (code indicated in Employee scheduled hours) | 1 scheduled day / (4 worked days - 2 leave days) = 50% |
If the number of working days is taken into account (with No checked in Employee worked days) |
Example * 2 scheduled days [+ 3 leave days included] / (5 worked days - (3 leave days [- 3 leave days excluded])) = 100% |
If medical leave projects are excluded (with Yes checked and the code indicated in Employee leaves) | 2 scheduled days / (4 worked days - (2 leave days [- 1 leave day excluded])) = 66% |

The following management rules are linked or specific to Project:
Rule or control | Description |
---|---|
AFF_ABS_BLOQ | Prohibits schedules entry on leave projects of the Leaves with Request type. |
AFF_ABSCAL_BLOQ |
Prohibits schedules entry on leave projects of the Calendar absences type. Note The leave type is defined in the project sheet > Additional information tab > Management data section. |
PLG_AUTORISER_LES | Automatically checks the Allow on Saturdays/Sundays/national holidays options when creating a scheduled item. |
PLG_CMDCLI | Adds the Order line in a scheduled item's form (only in Project). This field indicates the customer order linked to the item. |
PLG_COMMENTAIRE | Makes it mandatory to enter a comment in a scheduled item's form. |
PLG_DESCRIPTIF | Adds the Description field in a scheduled item's form. |
PLG_HORODATE |
Makes it possible to enter timestamped schedules and access the Calendar menu. Important This management rule affects the way schedules are filled in Project, as well as in the Web Portal and the Application Desktop. Before activating this rule, contact your Akuiteo project manager. |
PLG_LNK_CLB_AFF_TACH |
Makes it possible to manage the partitioning by project and by employee:
Important The PLG_LNK_CLB_AFF_TACH control only applies to the Project portal, and not the Desktop or the other web portals. |
PLG_MASQUER_ABS | Hides leave projects' labels. |

Default colors are used on scheduled items to visually differentiate between:
- internal projects,
- external projects,
- leave projects.
However, a user can customize these colors in the Application Desktop, if granted the needed access rights. Colors are set up by company. Therefore, the displayed color code is the one set up for the user's connection company.
Note
You only need to set up one color per type of project. Additional colors will not be considered.
1 | From the Application Desktop, open the setup menu General Setup > Schedules and Timesheets > Scheduled item. |
2 | Click on |
Field | Description |
---|---|
Code | Identify the color using a unique code. |
Rank # |
Add a rank number to the color code. This rank number is used only if several codes are set up for the same Type. In this case, the code with the smallest number is used. |
Label | Enter the label of the color code. |
Color |
Click on the colored sticker to open the color chart. Choose the desired color or set your own customized color, then click on OK. Important Information displayed in schedule blocks is written in white. Make sure you use a dark color for your projects to be readable. |
Type | From the drop-down list, choose the type of project (internal / external / leave) to associate with the color code. |
3 | Click on |
The color code is created. In Project, the set up color replaces the default color that was used for the scheduled items of the relevant type of project.
Tip
This color code is displayed at the bottom of the Project's screen.

The PLG_ENTETE_FICHE management rule enables you to customize the information displayed in each schedule block, in the Schedule menu as well as in the tooltip displayed when hovering over a block.
When this rule is activated, the information displayed is the one indicated in the rule. If the rule is not activated, only the information displayed by default is available.
Fill in the following parameters in the management rule:
Field | Description |
---|---|
Information to display on a scheduled item (Project view) |
Enter the codes of the information you want to display in a schedule block, in Project view. You can display up to 2 lines. |
Information to display when hovering over a scheduled item (Project view) |
Enter the codes of the information you want to display in a schedule's tooltip when hovering over a block, in Project view. You can display up to 7 lines. |
Information to display on a scheduled item (Employee view) |
Enter the codes of the information you want to display in a schedule block, in Employee view. You can display up to 2 lines. |
Information to display when hovering over a scheduled item (Employee view) |
Enter the codes of the information you want to display in a schedule's tooltip when hovering over a block, in Employee view. You can display up to 7 lines. |
The available codes are listed in the description of the management rule, with the following specific cases:
- Concerning the DUREE code, if the duration of a scheduled item is less than 1 day, the period (morning or afternoon) is also displayed.
- The ICONE_PHOTO_COLLAB and ICONE_LOGO_CLIENT codes enable you to display an employee's picture in the Project view or a customer's logo in the Employee view of the Schedule menu. Only one icon can be added per field. Therefore, you cannot display the picture of an employee and a customer's logo in the same block or tooltip. The displayed icon maintains a fixed position no matter where you add the code in the syntax.
For the syntax:
- If you want to display the information on the same line, use the hyphen "-" to separate the codes.
Example
You want to display the project's company and code on the same line. You enter the following code in the relevant field: CODE_SOCIETE_AFFAIRE-CODE_AFFAIRE.
In Project, the information will be displayed as follows: Company1 - ProjectB
- If you want to display information on several lines, use the hash symbol "#" to separate the codes.
Example
Following the first example, you want to add the employee's name on a new line. In the relevant field, you enter the following codes: CODE_SOCIETE_AFFAIRE-CODE_AFFAIRE#NOM_PRENOM_COLLABORATEUR.
In Project, the information will be displayed as follows:
Company1 - ProjectB
John Smith

The PLG_CHAMPS_AFFAIRE, PLG_CHAMPS_CLIENT and PLG_CHAMPS_COLLAB management rules enable you to customize the fields and custom data displayed in the detailed information windows of a project, a customer or an employee, respectively, that can be accessed by right-clicking on a resource from the Schedule menu.
When this rule is activated, the information displayed is the one indicated in the rule. If the rule is not activated, only the information displayed by default is available.
Fill in the following parameters in the management rule:
Field | Description |
---|---|
Defines the fields to display for the project/customer/employee, separated by a '-' |
Specify the codes of the fields to display in the detailed information window (for the project, customer or employee). Each code must be separated by a dash "-". If the field is left empty, all the available fields will be displayed. The available codes are listed in the description of each management rule. Note For the PLG_CHAMPS_COLLAB rule, the fields displayed also depend on the user's DMFs (1608**). If the user does not have the required DMF to access some data of the employee record sheet, this data will be hidden even if the fields are set up in the management rule. |
Index of the first custom data to display |
The number specified indicates the rank number of the first custom data to be displayed. The following custom data are displayed depending on their rank order, defined in the setup of these data. Example The index specified is 1 and the Number of custom data to display is set to 4. The first custom data displayed in the detailed window will be the data whose rank number is 1, then 2, 3 and 4. |
Number of custom data to display |
The number specified controls the number of custom data displayed. Enter 0 to display all existing custom data without having to enter a specific number (taking into account the limited space available to display these custom data). |
Number of columns for the custom data display |
The number specified defines whether the custom data are displayed are displayed in one or several columns (maximum 3 columns). If you do not want to display custom data, enter 0. |

To access the preferences, click on the connected user's picture in the header, then click on Preferences. To set up a preference, check/uncheck a box or enter a value, then click on Save.
Schedule
Preference | Description |
---|---|
Displaying tasks to be scheduled |
Check this preference to automatically display the tasks to be scheduled pane. When this box is not checked, tasks to be scheduled are hidden by default. |
Employee view by default |
Check this preference if you want the Employee view to be displayed when opening the Schedule menu. When this box is not checked, the Project view is displayed by default. |
Show weekends |
Check this preference to automatically activate the Weekends display option and display weekends in the calendar. When this box is not checked, the option is deactivated and weekends are hidden by default. |
Expand |
Check this preference to automatically activate the Expanded display option and expand all scheduled items. When this box is not checked, the option is deactivated and scheduled items are collapsed by default. |
Number of additional resources |
Define the number of resources to display when using the Show the next XX projects button in the Project view and Show the next XX employees in the Employee view. It is possible to define a minimum of 20 resources and a maximum of 50 resources to display. By default, the number of resources is set to 20. |
Width of resources column in px |
Define the width in pixels of the resources column, that is to say the first column of the calendar. By default, the width is set to 200 pixels. |
Calendar
Preference | Description |
---|---|
Show employees to be scheduled |
Check this preference to automatically display the Employee list. When this box is not checked, the employee list is hidden by default. |
Start time |
Enter a start time to set the working hours to be displayed in the calendar. The start time you enter determines the first hour displayed in the calendar; preceding hours are hidden. The hours preceding the start time remain accessible. Example If you enter 11:00 AM as the start time, 11:00 AM is displayed as the first line in the calendar and the preceding lines are hidden. |
End time |
Enter an end time to set the working hours to be displayed in the calendar The end time you enter determines the last hour displayed in the calendar; following hours are hidden. The hours following the end time remain accessible. Example If you enter 7:00 PM as the end time, 7:00 PM is displayed as the last line in the calendar and lines that follow are hidden. |