Which Columns Are Included in the Staffer View, and What Configuration Options Are Available?
The Staffer is structured as follows:
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The Start tab contains the Staffer table.
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The View tab displays the available configuration options.
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The Details tab provides detailed information about individual objects.
The main view under the Start tab includes the following information in detail:
| Function |
Description |
|
1) Department |
This is where the department is selected for which the Staffer view should be opened. When the Staffer is opened, it always shows the current month. Any other time period can also be entered here. Free formats like “Q2 2025,” “CW23 to CW35,” or “June 2025” are supported. |
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2) Time Period |
Field to enter the desired time period. |
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3) Time Period Buttons |
Buttons for the current, previous, and next quarter. |
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4) Assign Preferred Resource |
Must be activated via settings. The preferred resource is automatically assigned with the requested workload. |
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5) Show in Table Planner / Project Planner |
Objects are opened in the Table Planner or Project Planner. |
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6) PDF Export |
View can be exported as PDF. |
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7) Undo |
Undo function. |
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8) Program |
Direct program reference of the displayed projects. |
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9) Name |
Object name to which resources are assigned. |
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10) Start |
Start date of the objects. |
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11) End |
End date of the objects. |
|
12) Request |
Requested workload assigned virtually to the selected department. |
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13) Assigned |
Workload that has been assigned. |
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14) Quantity |
Total assigned workload per object. |
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15) Resources |
Resources (selected department itself, sub-departments of the selected department, their employees, as well as employees of the selected department). |
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16) Requested |
Total planned capacity per resource in the selected time period. |
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17) Available |
Available capacity per resource in the selected time period. |
The following configuration options are available under the View tab:
|
Function |
Description |
|
1) Units |
Defines the unit for data values (percent, hours, days). |
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2) Simulated Projects |
Projects in simulation mode are displayed. The department’s workload view is therefore supplemented with planned and not yet released projects. |
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3) Totals Rows |
Assignments are summed up and shown at the next higher level. |
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4) Overbooking |
If this function is activated, more effort than requested can be assigned. |
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5) Rebooking |
If an assignment for an employee is reduced or set to zero, the remaining effort is returned to the department’s request. If the Option is set to OFF, this does not happen. |
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6) Allow Zero Assignments |
When enabled, resources with 0% (0 days, 0 hours) assignments are still displayed. This helps track which resources were assigned and later “deleted” by entering a workload of “0”. |
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7) Delete Virtual Resources |
If the request has been fully fulfilled by real employees, the department is removed from the package. This option can be disabled to keep showing which department the request originally came from. |
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8) Show Departments Only |
Only departments are displayed, not individual employees. |
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9) Ad-Hoc Assignments |
Displays assignments made in ad-hoc mode for a department. |