Time Compliance Detail

The Time Compliance Detail report displays the timesheet status by resource, including email address, employment type, and resource manager. The report shows all the resources in the OBS that you selected when drilling from the main report. The following image shows the Time Compliance Detail report with resources in a selected OBS.
ccppmop152
The Time Compliance Detail report displays the timesheet status by resource, including email address, employment type, and resource manager. The report shows all the resources in the OBS that you selected when drilling from the main report. The following image shows the Time Compliance Detail report with resources in a selected OBS.
Image displaying the Time Compliance Detail report with resources in a selected OBS
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • The
    Load Data Warehouse
    and
    Load Data Warehouse Access Rights
    jobs must be run before you run this report. If the Data Warehouse is not populated, the report displays a message that there are no matching records. Also, most of the report parameters do not display options.
  • The report displays resources that are set up to enter time in
    CA PPM
    . If the resource does not have a timesheet in 
    CA PPM
    for the time period that is selected when running the report, then the resource displays in the report with a timesheet status of Open. You do not need to have at least one timesheet for the resource to display in the report.
  • The resource is considered set up for time entry if the following conditions are met on the resource: Open for Time Entry field is checked; Track Mode set to Clarity or Other; date of hire is blank, before  the time period, or within the time period; and the date of termination is blank, after the time period, or within the time period.
  • Time reporting periods must be created (
    Administration/Project Management-Time Reporting Periods
    ). The time reporting period must have a status of Open to enter time in the period.
  • The investment must have the Open for Time Entry field checked and the Track Mode set to Clarity to enter time against the investment. If the investment is a project, then the Open for Time Entry field on the task must also be checked to enter time against the task.
  • The investment must have at least one resource assigned to a task for the resource to enter time against the investment. For projects, the resource must be assigned to a task in the Gantt unless the project has an effort task with resources automatically assigned. For investments other than the project, resources added to the team are automatically assigned to an effort task for the investment.
    Note:
    Effort task is a task with the Task ID of '~rmw'.
In a timesheet, resources can also assign themselves to tasks if they are team members on the project and the Prevent Unassigned Timesheet Tasks field is unchecked on the project. This field is in the time and staff section of the settings properties on the project. They can also create unplanned tasks in a timesheet if they are team members on the project and if they have the appropriate permissions (Project – Edit Project Plan).
  • The Number of OBS Levels group by options are dependent on the data mart OBS table (nbi_dim_obs) being populated with the OBS unit names for each OBS level. This table is populated by running the
    Update Report Tables
    job with the update OBS option checked or by running the
    Datamart Extraction
    job.
    One of these jobs must be run when an OBS unit is created, deleted, renamed, or any of the OBS unit relationships are modified. For example, run one of these jobs if an OBS unit is moved from one level in the OBS to another level.
    One of these jobs does not need to be run if you have modified associations of resources to an OBS unit because the association of resources to the OBS is not dependent on the data mart OBS table. For example, you do not need to run one of these jobs if you added resources to an OBS unit, removed resources from an OBS unit, or moved resources from one OBS unit to another.
Report Properties
The following values list the report properties:
Name:
Time Compliance Detail
Resource ID:
CSK_TME_ComplianceDetail
Description:
Time Management (PMO Accelerator)
Folder:
CA PPM/Reports/Time Management/Time Compliance Detail
Path:
/ca_ppm/reports/time_management/CSK_TME_ComplianceDetail
Data Source:
CA PPM Data Warehouse Bean Data Source
Report Parameter Options
The following table lists the report parameter options.
Prompt Text
Parameter Name
Type
Input Control Name
Input Control Resource ID
Mandatory
Default Value
Resource OBS Type
resourceOBSTypeKey_1
Single-select
Query
Resource OBS Type
resourceOBSTypeKey_1
No
Resource OBS Unit
resourceOBSUnitKey_1
Single-select
Query
Resource OBS Unit
resourceOBSUnitKey_1
No
Resource Manager
resourceManagerKey_1
Multiple-select
Query
Resource Manager
resourceManagerKey_1
No
Employment Type
employmentTypeKey_1
Multiple-select
Query
Employment Type
employmentTypeKey_1
No
Time Period
timePeriod
Multiple-select
Query
Time Period
timePeriod
Yes
Number of OBS Levels
drillDownLevel
Single-select
List of Values
Number of OBS Levels
drillDownLevel
Yes
2
Database Schema
dwhDBSchema
Hidden
Not applicable
Yes
Passed through
CA PPM
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through
CA PPM
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through
CA PPM
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through
CA PPM
Parameter Lookup Values
The following values list the lookup values:
Employment Type:
Contractor, Employee
Time Period:
Current Time Period, Next Time Period, Previous Time Period, List of Time Periods
Number of OBS Levels:
1, 2, 3, 4
Parameter Explanations
The following list describes the parameters:
  • The Resource OBS Type is a cascading parameter that determines which units are listed in the Resource OBS Unit parameter. This parameter does not directly control which resources display in the report.
  • The Resource OBS Unit parameter displays values that are based on the Resource OBS Type selected. When you select an OBS unit in this parameter, the report displays the resources that are attached to the OBS unit and descendants of the unit that you select.
  • The Time Period parameter allows you to determine which time periods display on the report. Select at least one time period when running the report.
  • The Compliance % Yellow and Compliance % Red Threshold parameters allow you to control when the background color changes to yellow and red, respectively, for the Compliance % column in the report. If the Compliance % in the report is greater than the Compliance % Yellow Threshold, then there is no background color. If the Compliance % is less than the Compliance % Yellow Threshold, then it is yellow until it falls below the Compliance % Red Threshold entered as a parameter. Amounts that are less than the Compliance % Red Threshold are red. In the preceding image, the Compliance % Yellow Threshold parameter entered when running the report is 90% and the Compliance % Red Threshold is 75%. Entering these values means that the Compliance % turns yellow when it is less than 90% and turns red when it is less than 75%.
  • The report has a Number of OBS Levels parameter that allows you to control which levels of the organizational breakdown structure that you display in the report to calculate compliance for those levels. This parameter works with the Resource OBS parameter. The Number of OBS Levels parameter works as follows:
    1–
    The report displays one OBS level, the level that is selected in the Resource OBS parameter. It rolls up the compliance % calculation and number of timesheets to include all resources that are associated to OBS units below the OBS unit displayed in the report.
    2 –
    The report displays two OBS levels, starting from the level that is selected in the Resource OBS parameter. It rolls up the compliance % calculation and number of timesheets, at each level, to include all resources that are associated to OBS units below the OBS units that are displayed in the report. 
    3 –
    The report displays three OBS levels, starting from the level that is selected in the Resource OBS parameter. It rolls up the compliance % calculation and number of timesheets, at each level, to include all resources that are associated to OBS units below the OBS units that are displayed in the report.
    4 –
    The report displays four OBS levels, starting from the level that is selected in the Resource OBS parameter. It rolls up the compliance % calculation and number of timesheets, at each level, to include all resources that are associated to OBS units below the OBS units that are displayed in the report.
Report Fields and Calculations
The report is grouped by OBS level and displays the following columns: resource name, email address, time period ending, timesheet status, employment type, and resource manager. Resources must have Open for Time Entry checked and Track Mode set to Clarity or Other to be included in the report. Resources must be employed during the time period that is selected in the parameter to be included in the report, which means that resources must have a hire date less than the report time period finish date or no hire date. Moreover, resources must also have a date of termination greater than the report time period start date or no date of termination. Resources only are included; roles are excluded.
Report Security
Security is determined by resource view rights.