PMO Resource Management Timesheet Overview and Pending Estimates Review

The PMO add-in includes the Timesheet Overview section of the Resource Management menu and the Timesheet Review action on the Team tab of projects. The pages and portlets in this section display information about the actual and planned time spent on investments. Use timesheets to record time worked on assignments. For projects, time is recorded at the task level by period. For investments, time is recorded to an effort task by period.
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The PMO add-in includes the Timesheet Overview section of the Resource Management menu and the Timesheet Review action on the Team tab of projects. The pages and portlets in this section display information about the actual and planned time spent on investments. Use timesheets to record time worked on assignments. For projects, time is recorded at the task level by period. For investments, time is recorded to an effort task by period.
Timesheet Overview
Timesheets track time at the task level on a daily basis. The time entries for a resource are recorded at the task level based on the duration of the task and the overall duration of the project or other investments. The timesheet actuals are generated from the approved hours that project team members record on timesheets.
Once approved, the Post Timesheets job runs to post the timesheets. The job updates the Actuals value on the resource assignment properties page. The job also processes the actuals (the recorded number of hours worked) against a resource task assignment. Posting also updates the remaining work or ETC. Project managers can compare the actuals with estimates and modify their plans as needed.
Use the Timesheet Overview page to review summary and detailed information about team timesheets and any modified estimates entered by the team members. To access this page, open Home, and from Resource Management, select Timesheet Overview.
This page includes the following portlets:
Use the page-level filter to filter all portlets at once by investment OBS, investment manager, employment type, timesheet status, and timesheet period.
The image shows the PMO Accelerator Timesheet Overview page.
Investment Timesheet Summary Portlet
The Investment Timesheet Summary portlet displays pending and posted actuals by investment. Use this portlet to compare pending actuals to actuals posted through timesheets. To access this portlet, open Home, and from Resource Management, select Timesheet Overview.
The image shows the PMO Accelerator Investment Timesheet Summary portlet.
This portlet references timesheet data and may result in many rows of data being displayed in the portlet if filters are not applied. You should implement required filters in this portlet so that only reasonable amounts of timesheet data are displayed. If you do not do this, then you may experience performance issues.
The following fields appear on this portlet:
  • Investment
    Displays the investment name. Only investments with existing timesheet entries appear on this portlet. Click an investment name link to go to the investment properties.
  • Manager
    Displays the investment manager name.
  • Pending Actuals
    Displays the pending actuals amount for the investment.
  • Posted Actuals
    Displays the posted actuals amount for the investment.
  • Total Actuals
    Displays the total including the pending and posted actuals.
  • Timesheet Details Icon
    Displays a side arrow icon. Click the icon to drill down to more detailed information about timesheets on the Timesheet Details page.
    The Timesheet Details page includes the following portlets:
Investment Timesheet Review Portlet
The Investment Timesheet Review portlet on the Timesheet Details page displays pending and posted actuals by task, resource, and time period. Use this portlet to compare pending actuals to posted actuals by task and by resource.
There is an Adjustment filter on this portlet. If this filter is set to
Yes
, then adjustment timesheets are displayed. Once an adjustment has been posted, the original adjusted timesheets are not shown in this portlet. If the Timesheet Status filter is set to Adjusted, no results are returned. This prevents the duplication of actuals in the portlet. If you click the timesheet icon to view the adjustment timesheet, you can access the adjusted timesheet from the [Adjusted Timesheet] link at the top of the timesheet page.
The image shows the PMO Accelerator Investment Timesheet Review portlet.
To access this portlet:
  1. Click Home, Resource Management, Timesheet Overview. 
  2. Click the Timesheet Details arrow icon.
This portlet references timesheet data and may result in many rows of data being displayed in the portlet if filters are not applied. You should implement required filters in this portlet so that only reasonable amounts of timesheet data are displayed. If you do not do this, then you may experience performance issues.
The portlet displays the following fields:
  • Timesheet
    Displays the timesheet icon. Click the icon to go to the timesheet page for the corresponding resource.
  • Notes Attached
    Displays an icon if there are any notes attached to a timesheet entry. Click the icon to drill down to the Timesheet Notes page.
  • Investment
    Displays the name of the investment. Click an investment name to view the detailed properties for that investment.
  • Task
    Displays the task name associated with the timesheet entry. Click a task name to view the task properties.
  • Resource
    Displays the resource name associated with the timesheet entry. Click a resource name to view the resource assignment properties.
  • Employment Type
    Displays the resource employment type (for example, employee or contractor).
  • Status
    Displays the timesheet status.
  • Adjustment
    Displays an icon if the timesheet is an adjustment timesheet. The original adjusted timesheets are not included in this portlet to prevent duplication of actuals.
  • Period Start
    Displays the timesheet period start date.
  • Period End
    Displays the timesheet period end date.
  • Pending Actuals
    Displays the actuals that have not been posted for the given time reporting period.
  • Posted Actuals
    Displays the posted actuals for the given time reporting period.
  • Total Actuals
    Displays the total actuals (pending and posted) for the given time reporting period.
Timesheet Notes Portlet
Team members, project managers, and resource managers may add notes to timesheets to communicate with one another regarding the timesheet. Notes can be added for the entire timesheet, or for a single timesheet entry. The Timesheet Notes portlet lists notes attached to a single timesheet entry.
To access this portlet:
  1. Click Home, Resource Management, Timesheet Overview. 
  2. Click the Timesheet Details arrow icon.
  3. If notes are available, click the yellow checkmark icon in the Notes Attached column.
The image shows the PMO Accelerator Timesheet Notes portlet.
The following fields appear on this portlet:
  • Note
    Displays the note attached to the timesheet.
  • Category
    Displays the note category.
  • Task
    Displays the task associated to the note.
  • Created By
    Displays the resource responsible for creating the note.
  • Created Date
    Displays the date that the note was created.
  • Modified By
    Displays the resource responsible for modifying the note.
  • Modified Date
    Displays the date that the note was modified.
Pending Estimates Review Portlet
Depending on whether more or less time is required for a task, a team member can increase or decrease the ETC on a task. They can do this using Timesheets. However, the project manager must approve these modifications before the change is reflected in 
Clarity Project and Portfolio Management (PPM)
.
The Pending Estimates Review portlet displays pending estimates and recommended changes by project, task and resource. The portlet displays only tasks with pending estimates and it excludes tasks when there is no recommended change in ETC. Use this portlet to compare pending estimates to planned estimates by task and by resource. To access this portlet, open Home, and from Resource Management, select Timesheet Overview.
The image shows the PMO Accelerator Pending Estimates Review portlet.
This portlet displays the following fields:
  • Project
    Displays the project name. Click a project name to view the project properties.
  • Task
    Displays the name of the task. Click a task name to view the task properties.
  • Resource
    Displays the name of the resource assigned to the task. Click a resource name to view the resource assignment properties page.
  • Start
    Displays the start date of the task assignment.
  • Finish
    Displays the finish date of the task assignment.
  • Pending ETC
    Displays the ETC amount that was added to the timesheet.
  • Plan ETC
    Displays the ETC amount that was initially assigned to the task.
  • Pending Actuals
    Displays the amount of unposted actuals for the task.
  • Adjusted Plan ETC
    Displays the adjusted plan ETC amount.
    Formula
    : (Plan ETC - Pending Actuals)
  • Recommended Change in ETC
    Displays the ETC amount that is the recommended change to the current Plan ETC.
    Formula
    : (Pending ETC - Adjusted Plan ETC)
  • Increase/Decrease in ETC
    Displays a stoplight indicating the recommended change in ETC.
    Stoplights
    :
    • Green. The recommended change is to decrease the ETC for the task.
    • Red. The recommended change is to increase the ETC for the task.
Timesheet Review Portlet
The Timesheet Review portlet displays pending and posted actuals by task, resource, and time period. Use this portlet to compare pending actuals to posted actuals by task and by resource.
As in the Investment Timesheet Review portlet, there is an Adjustment filter on this portlet. If this filter is set to Yes, then adjustment timesheets are displayed. Once an adjustment has been posted, the original adjusted timesheets are not shown in this portlet. If the Timesheet Status filter is set to Adjusted, no results are returned. This prevents the duplication of actuals in the portlet. If you click the timesheet icon to view the adjustment timesheet, you can access the adjusted timesheet from the [Adjusted Timesheet] link at the top of the timesheet page.
The image shows the PMO Accelerator Timesheet Review portlet.
This portlet references timesheet data and may result in many rows of data being displayed in the portlet if filters are not applied. You should implement required filters in this portlet so that only reasonable amounts of timesheet data are displayed. If you do not do this, then you may experience performance issues.
Follow these steps:
  1. Click Home, Portfolio Management, Projects.
  2. Open a project.
  3. Click the Team tab.
    The project team staff page appears.
  4. In the Actions menu, click Views, Timesheet Review.
    The following fields appear:
  • Timesheet
    Displays the timesheet icon. Click the icon to go to the timesheet page for the corresponding resource.
  • Notes Attached
    Displays an icon if there are any notes attached to a timesheet entry. Click the icon to open the Timesheet Notes portlet.
  • Resource
    Displays the resource name associated with the timesheet entry. Click a resource name to view the resource assignment properties.
  • Employment Type
    Displays the resource employment type (for example, employee or contractor).
  • Task
    Displays the task name associated with the timesheet entry. Click a task name link to view the task properties.
  • Status
    Displays the timesheet status.
  • Adjustment
    Displays an icon if the timesheet is an adjustment timesheet. The original adjusted timesheets are not included in this portlet to prevent duplication of actuals.
  • Period Start
    Displays the timesheet period start date.
  • Period End
    Displays the timesheet period end date.
  • Pending Actuals
    Displays the unposted actuals for the given time reporting period.
  • Posted Actuals
    Displays the posted actuals for the given time reporting period.
  • Total Actuals
    Displays the total actuals (pending and posted) for the given time reporting period.