Planning status on Orders

Core TSIs : Work Orders : Work Orders - Field descriptions : Order fields : Planning status on Orders - conditions

Planning status on Orders - conditions

The value that is displayed in the Planning status field of PPM orders, move orders and reactive orders is system-calculated and read-only. The following tables explain the conditions that determine which planning status is displayed for an order, based on the linked work assignment(s). Field changes, status updates and other actions on orders and work assignments are the typical triggers for (re-)calculation of the Planning status field. The tables are intended for resource planners and other back-office employees who are looking for more background information about this field.

Pre-condition for showing the Planning status: the order must have a system status other than Canceled, Technically completed, or Administratively completed. Also, the order's user-defined status should not be used within the Completed status mapping.

1. Planning status if the Activate 'multiple work assignments'? business object setting on Orders is set to Yes in Field definer
Planning status displayed	Conditions for showing this status
Unknown (UNK)	1. The order field Original budgeted hours = 0, or empty … OR 2. The fields Original budgeted hours > 0 and the Remaining budgeted hours = 0 … AND … the total of the Assigned hours from all work assignments >= the value in Original budgeted hours … AND … there are no work assignments linked in statuses Planned, Assigned, Accepted, Travel, Work, Wait, Paused … AND … there is at least one work assignment linked in status Temporary fix or Done.
Unplanned (UNP)	1. The order field Original budgeted hours contains a value that is > 0 … AND … ◦ The field Original budgeted hours minus the field Remaining budgeted hours = 0 … AND …There are no linked Declined or Stopped work assignments … OR … ◦ The Remaining budgeted hours = 0 … AND …The total Assigned hours of all work assignments >= the value in Original budgeted hours … AND … There is at least one work assignment that does not have the Declined, Stopped, Temporary fix or Done status… WHERE … The Planned start date-time or the Planned end date-time is not filled in … AND … the Resource allocation is empty.
Partially planned (PPL)	1. The field Original budgeted hours minus the field Remaining budgeted hours is not 0 … AND … 2. Original budgeted hours > 0 … while the field Remaining budgeted hours is not 0 … AND … 3. There are no work assignments linked in the statuses Declined or Stopped.
Planned (PLA)	1. The field Original budgeted hours > 0 and the Remaining budgeted hours = 0 … AND … 2. The total of the Assigned hours from all linked work assignments >= Original budgeted hours while there is at least one linked work assignment that is not in the status Declined, Stopped, Temporary Fix or Done, … WHERE …The fields Assigned hours, Planned start date-time and Planned end date-time contain a value, OR the field Resource allocation contains a value.
Requires replanning (REP)	1. The field Original budgeted hours > 0 … AND … 2. At least one linked work assignment has the status Declined or Stopped … AND … 3. The total of the Assigned hours from all linked work assignments with statuses Declined or Stopped are less than the Original budgeted hours.

2. Planning status if the Activate 'multiple work assignments'? business object setting on Orders is set to No in Field definer
Planning status displayed	Condition for showing this status
Unknown (UNK)	• There are no work assignments linked to the order … OR … There is at least one work assignment linked to the order that is not Declined or Stopped. AND • The value in the Effort field = 0, or not filled in.
Unplanned (UNP)	• There are no work assignments linked to the order. OR • There is at least one work assignment linked to the order that is not in the Declined, Stopped, Temporary fix or Done status, and whose Planned start date-time or whose Planned end date-time is not filled in and whose Resource allocation field is also empty. AND • The value in the Effort field > 0.
Partially planned (PPL)	status not applicable
Planned (PLA)	• The value in the Effort field > 0. AND • There is at least one work assignment linked to the order that is not in the Declined, Stopped, Temporary fix or Done status, whose Effort field is filled in, and whose Planned start date-time or Planned end date-time is filled in or whose Resource allocation field is filled in.
Requires replanning (REP)	• There are only linked work assignments linked with statuses Declined or Stopped. OR • There are only linked work assignments with statuses Declined, Stopped, Temporary fix or Done and a value in the Effort field that is > 0.