Timesheet Detail

The Timesheet Detail report displays timesheet entries for a resource and time period. The timesheet entries include tasks, other time, incidents, and indirect time. The report shows the timesheet hours by day and in total, with any notes related to the time entry.
ccppmop153
The Timesheet Detail report displays timesheet entries for a resource and time period. The timesheet entries include tasks, other time, incidents, and indirect time. The report shows the timesheet hours by day and in total, with any notes related to the time entry.
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
    Clarity PPM
    . If the resource does not have a timesheet in
    Clarity PPM
    for the time period and the timesheet status was selected when running the report, then the resource displays in the report with a timesheet status of Open with zero hours. It is not necessary 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: the Open for Time Entry field is checked; the track mode set to PPM or Other; the date of hire is blank, prior to the time period, or within the time period; and the date of termination is blank, after the time period, or within the time period.
  • The investment must have the Open for Time Entry field checked and the track mode set to PPM 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 that is assigned to a task for the resource to enter time against the investment and for it to display in the report. 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.
Effort task is a task with the Task ID of "~rmw".
In a timesheet, resources might 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 a team member on the project and have the appropriate permissions (Project – Edit Project Plan).
  • The timesheet hour amounts are calculated based on the time slice with the name DAILYRESOURCETIMECURVE (Administration/Data Administration-Time Slices).
Report Properties
The following values list the report properties:
Name:
Timesheet Detail
Resource ID:
CSK_RES_TimesheetDetail
Description:
Time Management (PMO Accelerator)
Folder:
CA PPM/Reports/Time Management/Timesheet Detail
Path:
/ca_ppm/reports/time_management/CSK_RES_TimesheetDetail
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
Yes
Resource Manager
resourceManagerKey_1
Multiple-select
Query
Resource Manager
resourceManagerKey_1
No
Resource
resourceKey_1
Multiple-select
Query
Resource
resourceKey_1
No
Employment Type
employmentTypeKey_1
Multiple-select
Query
Employment Type
employmentTypeKey_1
No
Time Period
timePeriod
Multiple-select
Query
Time Period
timePeriod
Yes
Timesheet Status
timesheetStatusKey_1
Multiple-select
Query
Timesheet Status
timesheetStatusKey_1
Yes
Open, Submitted, Returned, Approved, and Posted
Include Zero Hour Timesheets?
includeZeroHourTimesheets
Boolean
Include Zero Hour Timesheets?
includeZeroHourTimesheets
No
Checked
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
No
Unchecked
Database Schema
dwhDBSchema
Hidden
Not applicable
Yes
Passed through
Clarity PPM
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through
Clarity PPM
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through
Clarity PPM
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through
Clarity PPM
Parameter Lookup Values
Employment Type:
Contractor, Employee
Time Period:
Current Time Period, Next Time Period, Previous Time Period, List of Time Periods
Timesheet Status:
Open, Submitted, Returned, Approved, Posted, Adjusted
Parameter Explanations
The following list describes the parameters:
  • The Resource OBS Type is a cascading parameter and determines which units are listed in the Resource OBS Unit parameter. This parameter is not used to control which resources display in the report.
  • The Resource OBS Unit parameter displays values 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 you select.
  • The Time Period parameter allows you to determine which time periods display on the report. Select at least one time period when you run the report.
  • The Timesheet Status parameter works with the time period parameter. The report only displays time periods with the timesheet status you select when you run the report. One of the values in the timesheet status parameter is Adjusted and this status requires some additional explanation. An adjusted timesheet is a timesheet that has been posted in
    Clarity PPM
    , but then changes are made to the timesheet and it is reposted. Usually, it does not make sense to display adjusted timesheets in reports because these timesheets have been replaced with more recently posted timesheets. While the status of Adjusted is available as an option to allow visibility into adjusted timesheets, it should not typically be selected when running the report.
Report Fields and Calculations
The report is grouped by resource and time period and it displays the following columns: investment, description, hours entered for each time entry by day and in total, note category, and notes. If there is more than one note on the time entry, then the other notes appear as additional rows on the report for the time entry. The report is formatted to display seven days in the time period; therefore, only weekly time periods are supported for this report. If your weekly time periods start on a day other than Monday, the report adjusts the column headings accordingly. For example, your weekly periods my start on Sunday and in this case the report columns display Sunday through Saturday instead of Monday through Sunday as displayed in the above screen capture.
Report Security
Security is determined by resource view rights.