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The Entry

Entry | Adjust Entries | Recurring or Continuous | Skip Absences

Entry

Click, Drag

To enter, click directly on a day or click and drag over multiple days. Alternatively, you can drag and drop a project from the  Project Favorites into the schedule and adjust it as needed.

Kapazitätsplanung MOCO ERP Agentursoftware – der EintragEnglish image not yet available...


The Entry


Color & Title (1) 
The entry title defaults to the project name. It can be textually supplemented (e.g., naming a project phase) and marked with symbols (under "More Options") or emoticons.

Emoticons: Overview on unicode.org or insert symbols via keyboard shortcuts or custom keyboard layout: https://machow2.com/check-mark-on-mac/ On new Macs, the keyboard is automatically equipped with the globe system for emoticons.

Duration (2)
If you select one or more days within a week, you can create a recurring entry. Alternatively, you can record a continuous entry to skip absences or define a total sum instead of hours per day.

Select Person & Project (3)
The number on the right shows the unplanned remaining hours if the project is budgeted.

Select Service (4)
For simplicity, you can initially ignore the service in rough planning, as it is optional. Selecting the service offers the following benefits:
  • More accurate calculation if the hourly rate is defined by service.
  • For time tracking, the service is pre-selected, and you can directly use the stopwatch.
  • The number on the right shows the unplanned remaining hours if the service is budgeted. The budgeting of individual services is independent of the project budget.

Hours per Day or Total (5)
The number of hours is freely enterable. The numbers on the right are for quick selection. An entry with 0 hours – can be used for various info, deadlines, etc.

Instead of hours per day, you can also have MOCO distribute a total hour sum evenly over a certain period. For example, using the From-To Entry.

More Options (6)
Here you will find options to use as needed:
  • Symbols
  •  Notes or info
  • Option to mark the entry as tentative (does not yet affect workload)
  • Change log: The history of actions is traceable at the end of the entry.

Add Person to Project (7)
If the selected person is not yet assigned to the project (for time tracking), this can be done easily via the checkbox.

Adjust Entries

Drag and Drop

  • Move an entry by holding down the mouse button – to another day or to another person
  • Copy/Duplicate: Drag and drop while holding the Alt key

Extend or Shorten

You can grab and extend or shorten the entry using the handle on the right.

Quick Actions via Right-Click

Right-click to copy, delete, or change the color for the project/entry. You can also mark an entry or series as tentative (does not affect workload).

Mit Schnellaktionen Einträge anpassenEnglish image not yet available...


Recurring or Continuous

For recurring or continuous entries that skip absences, create a series of entries. This consists of individual linked sequences marked with a linking symbol. 

Recurring: Weekly, bi-weekly, or every 4 weeks

If an entry needs to be repeated, such as on a weekday, select "Recurring?" and choose an end date.

Continuously Even

If a project needs to be planned evenly over a certain period, select the start and end dates as well as the total hours – also whether absences should be skipped

Serieneintrag Projekte Ressourcenplanung AgentursoftwareEnglish image not yet available...

Edit

A series can be moved or changed via drag & drop. When deleting or modifying, MOCO asks if the change should apply to this one, all, or this and all future sequences. A single sequence from a series entry can be touched and extended or shortened.

Copy Single Sequence

With the Alt key pressed and using drag & drop, you can easily copy a sequence.

Detach Sequence from Series

With a right-click, a sequence can now be easily detached and moved to another person. For example, for vacation replacements.

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Extend Series

The end cannot simply be copied from the last sequence with a right-click to create the "extension series entry" afterward.

Skip Absences

If an entry spans several weeks or months and should be evenly distributed, enter the from-to dates and usually select "Skip Absences" (see illustration).

Kapazitätsplanung mit MOCO ERP SoftwareEnglish image not yet available...

If you want to allocate a total sum instead of hours per day, click on the displayed sum to overwrite it.

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