Planning is the personal view on the own resource planning in ZEP. The area shows as a column chart with which hours the logged-in employee is assigned to individual employee schedulings and, where applicable, to individual project schedulings, together with the available working time as a line.
Note: Available in ZEP Compact and ZEP Professional with the active Resource planning module. In ZEP Clock the area is not available. Employee schedulings and project schedulings are created in the administration; this article describes the self-service view for the logged-in employee. An overview of all features around resource planning is available in the Resource planning collection.
Open the area
The personal planning view opens via the main menu entry Planning. The preset is a future view starting from the current date; the period can then be freely chosen.
Use case: A consultant wants to check at the start of the week how many hours she is allocated on which projects for the coming weeks. She opens the area, chooses next month as the period, sees the hour distribution across projects together with her availability line in the chart and spots a bottleneck in the middle of the month.
Chart view
The area opens as a column chart with planned hours per project or employee scheduling across the chosen period. Bars can be displayed stacked or grouped. An availability line additionally shows the theoretical working time per time unit — so workload peaks or gaps are visible at a glance.
Tip: The Export diagram button downloads the chart as an image or CSV — useful for handing over to supervisors or for personal records.
Filters and scale
The filter section at the top of the view controls period, content and display granularity. Mandatory fields are period and scale; all other filters are optional and switch additional content on or off.
Available filters
The most relevant filters at a glance:
Period (mandatory): selection by day, calendar week, month or quarter with quick links for the next week, month or quarter. The period determines which schedulings are included in the view.
Scale (mandatory): display granularity (auto, day, calendar week, month, quarter). Selectable independently of the chosen period; defines the bar grouping in the chart.
Show project scheduling: shows or hides the additional project schedulings. Active by default. With this option active, an additional „Projects" filter appears.
Projects: multi-selection of the projects whose schedulings should be shown. Only visible when „Show project scheduling" is active.
Stacked view: displays parallel projects as a stack instead of side by side. Active by default and useful for reducing chart width when many projects are involved.
Self-scheduling
Employees can maintain their own scheduling once the administration enables the system setting Employee can carry out own scheduling. This setting is located at Administration > Settings > Resource planning and is disabled by default. Without active self-scheduling, the view is read-only; hours are maintained exclusively by project leads or administrators.
When self-scheduling is active, the Edit planning button appears above the chart after a project is selected. A click opens the scheduling matrix with rows per project and columns per day. Per day cell, hours can be entered in three input modes:
Hours effective: direct hour value per day.
Percentage per working day: percentage share relative to the daily working time.
From – to: start and end time for time-of-day scheduling.
Operation is via right-click on a day cell for the detail dialog, inline entry directly in the cell, or multi-selection of several days. A step-by-step guide is available in the article View and book scheduling; the related basic settings are described in Basic settings – Resource planning.
Scheduling/actual comparison
The personal area shows planned hours together with the availability line, but no actual hours. The full plan/actual comparison is called Scheduling/actual comparison in ZEP and is reserved for people with reporting rights — via the reports under Employees or Projects > Resource planning > Scheduling/actual comparison. If you need this view in your daily work, ask your project lead or controlling for an evaluation or the corresponding permission.