Planned periods and tasks

Bold distinguishes planned availability from work performed. Planned periods indicate when an employee is expected to work. Tasks capture intervals derived from actual execution.

Key differences

Concept	What it represents	What it does not prove
Planned period	Dated interval when an employee is expected to work.	That the employee attended or worked.
Task	Execution interval related to production, maintenance, or warehouse work.	That the work was expected in their schedule.
Effective time	Part of a task allocated to the employee after accounting for possible overlaps.	Additional time when simultaneous tasks exist.

A planned period describes expected availability. It is not an attendance record.

Origin of planned periods

Bold converts work days, calendars, and shifts into dated periods in the employee’s time zone. When several rules apply to a date, the most specific one takes precedence.

Priority	Source	What it represents
1	Manual assignment	A direct exception for the employee and date.
2	Local calendar	A shared exception, such as a holiday or special work day.
3	Shift	The repeating work pattern.

If no source provides a work day, there is no planned period for that day.

Origin of tasks

Tasks are derived from execution records:

assignments and time records for manufacturing operations;
maintenance work order time records;
load order execution;
warehouse movements.

Each task retains the employee, work type, related item, and start and end times. A task does not represent a future assignment or replace employee planning.

Simultaneous tasks

If several tasks overlap, Bold distributes effort over the shared interval. The same hour therefore does not count as a full hour in each task.

Illustrative example

An employee has a planned period from 08:00 to 16:00. They record an assembly task from 09:00 to 11:00 and an inspection task from 10:00 to 12:00.

Interval	Situation	Interpretation
08:00–09:00	Planned period without a task	Expected availability with no recorded execution.
09:00–10:00	Assembly only	Effort is allocated to assembly.
10:00–11:00	Assembly and inspection	Effort is distributed between the two tasks.
11:00–12:00	Inspection only	Effort is allocated to inspection.
12:00–16:00	Planned period without a task	Expected availability with no recorded execution.

The example lets you compare planning and execution, but does not prove attendance during intervals without tasks.

What each data source answers

Question	Source
When was the employee expected to work?	Planned periods.
What work was recorded, and when?	Tasks.
How much time is allocated after accounting for overlaps?	Effective task time.

Concept map

Work mode

Planned periods and tasks

Key differences

Origin of planned periods

Origin of tasks

Simultaneous tasks

Illustrative example

What each data source answers

​Key differences

​Origin of planned periods

​Origin of tasks

​Simultaneous tasks

​Illustrative example

​What each data source answers

​Related

Key differences

Origin of planned periods

Origin of tasks

Simultaneous tasks

Illustrative example

What each data source answers

Related