Set Up and Monitor Project Favourites | MOCO

The Planning

Interface | Select Teams / Individuals | Select Favourites (Project Bar) | Project Bar in Action | Focus on a Single Project | Schedulable Remaining Hours for Project/Service

Interface

(1) Select Team & Project Favourites 

Use the person and project icons to manage the display of teams, individuals, and project favourites. When selecting project favourites, you can also see how many unallocated hours remain per project.
The project bar can be quickly hidden using the eye icon

(2) Switch Between Planning and Absence Management

Here, you can toggle between the planning view and the absence view. 

(3) Month/Week, Compact/Detailed & Time Selection


Switch to the next month, a specific date, or back to "Today".

MOCO Capacity Planning – Interface and Navigation

(4) The project favourites selected in (1) are displayed as a bar. 

The display of remaining hours allows you to see at any time if a project is under or over-planned, and adjust if necessary.
Right-click on the field to manage project or client colours, jump directly to the project, or deselect the favourite.
More on project selection

(5) Horizontal Navigation with "Dragging"

In planning, move forwards and backwards by dragging (click, hold, and drag horizontally left or right). On the iPad, use the touch function.

Select Teams / Individuals

Planung Teams Personen Filter(English image not yet available)

(1) Access your own schedule with a click

Pressing the keyboard shortcut "Q" collapses the schedule to display only your detailed view. Press "Q" again to switch back.

(2) Select and sort teams

Use the "Person" icon at the top left to choose the desired teams. Adjust the order as needed.
If no teams are selected, the schedule will be empty. 

(3) Hide individuals

If certain individuals are irrelevant to the schedule, you can hide them with a click.

(4) Custom filtering (e.g., by skills)

In addition to teams, individuals can be selected based on assigned labels. This is useful for planning by skills or when having a secondary team level.

Filter by project team

To filter by the project team (i.e., all individuals assigned to the project plus any others already scheduled), simply click on the relevant project tile (favourite) in the planning view. Learn more 

Select Favourites (Project Bar)

With favourites, you can keep an overview of your projects. You immediately see when projects are over or under-planned and need adjustment.

By clicking on the project icon in the top left, you select your personal project favourites for the project bar. This project bar can be hidden if needed by clicking on the eye icon. 

The project favourites enable particularly fast planning and direct information on colour and remaining hours. It is advisable to choose no more than 2 rows of project favourites to avoid overly restricting the planning area.
Kapazitätsplanung MOCO: Projekt für Projektleiste wählen(English image not yet available)



  • Select and deselect individual projects as favourites: Simply click on a project in the list. In the saved favourites list, you can later deselect individual projects with a right-click.
  • Adjust the order of project favourites: You can determine the order of favourites yourself. To do this, move the projects in the order in the popup using drag & drop (1).
  • Search & Filter (4): In the project selection, you can search and filter for projects. With the keyboard shortcut "Q" , you filter with one click only for your own projects!

New projects where you are listed as the project manager are automatically added to the project favourites.

The progress bar and remaining hours (remaining budget for own services minus planned hours) in the popup show for each project with a budget how the project is already planned (2,3).

Project Bar in Action

Projekt-Favoriten nutzen(English image not yet available)

 

Benefits of the Project Bar

  • Quick Info on Planable Remaining Hours: Alongside the project name and the client, the planable remaining hours are displayed (1)
  • Drag Projects Directly into Planning: A project can be dragged and dropped (2) directly into the planning area.
  • Jump to Project: Right-click on the project tile > Jump to Project (3) 
  •  Adjust Project or Client Colour: Right-click on the project tile > Choose Colour (3) 
  • Adjust Client Colour: Right-click on the project tile > Set chosen colour as default for client via blue link  (4) 
  • Focus on Planned Project: Clicking on the project field narrows the planning  to the project
  • Deselect Project for Bar: Right-click > Deselect Project

Focus on a Single Project

Click on Project Tile or Alt+Click on Entry

Clicking on the project tile or Alt-clicking on an entry will hide other projects and only display the people assigned and planned for time tracking on that project.

If you need to assign someone to the project for time tracking later, simply click on the planned entry and quickly do so with "Add Person to Project".
Auf ein Projekt fokussieren(English image not yet available)


Schedulable Remaining Hours for Project/Service

Schedulable remaining hours are displayed when a budget is assigned to a project or service: 

  • When entering in the dropdown (1)
  • In the bar with your selected project favourites (2)
  • In the project selection

Einsatzplanung: Planbare Reststunden pro Projekt und Leistung(English image not yet available)

Calculation of Remaining Hours

They are calculated for the project from the project budget concerning the share of additional services, minus the hours already worked and planned. The schedulable remaining hours for the service are similarly derived after deducting the hours worked and planned. They can be calculated more precisely if the hourly rate per service is defined.

Past plans and plans for the current day are no longer considered, as the actual performance counts. For the service, it is important to

The goal is to roughly plan the entire project "down to zero." This way, you can quickly see how long the project will approximately take and how capacities will develop in the long term.

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