Resource Time Review by Manager

ccppmop159
The Resource Time Review by Manager report displays timesheet entries for each resource, grouped by investment manager or resource manager. This report displays the hours that are entered on the timesheet by day and in total for each investment and time entry, and for each resource.
The following image displays the Resource Time Review by Manager report with timesheet entries for each resource, grouped by investment manager or resource manager.
 
Image displaying the Resource Time Review by Manager report with timesheet entries for each resource, grouped by investment manager or resource manager.
 
 
Report Prerequisites
 
Verify that you have completed the following prerequisites before you run this report:
  • Run the 
    Load Data Warehouse
     and 
    Load Data Warehouse Access Rights
     jobs 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.
  • There must be at least one timesheet for the time period and there must be a timesheet status that is selected when running the report. If not, the report displays a message that there are no results that match your criteria.
  • There must be time reporting periods created, with a scale of weekly (
    Administration/Project Management-Time Reporting Periods
    ). The time reporting period must have a status of Open to enter time in the period. The report supports time reporting periods that are set up with a scale of weekly. The weekly periods can start on any day of the week, and the periods are reflected correctly in the report column headings. The report does not support time reporting periods that are set up with any of the following scales: annual, monthly, quarterly, semiannual, daily, biweekly. These other scale types do not display correctly in the report.
  • The resource who is entering time must have the Open for Time Entry field checked and the Track Mode set to Clarity or Other to enter time. The resource date of hire must be blank, before the time period, or within the time period for the resource to enter time for the period. The resource date of termination must be blank, after the time period, or within the time period for the resource to enter time for 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 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 can also assign themselves to tasks if they are a team member 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. Resources can also create unplanned tasks in a timesheet if they are team members 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
: Resource Time Review by Manager
 
Resource ID
: CSK_RES_ResTimeReviewByMgr
 
Description
: Time Management (PMO Accelerator)
 
Folder
:
Clarity
/Reports/Time Management/Resource Time Review by Manager
 
Path
: /ca_ppm/reports/time_management/CSK_RES_ResTimeReviewByMgr
 
Data Source
:
Clarity
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
Resource
resourceKey_1
Multiple-select
Query
Resource
resourceKey_1
No
Employment Type
employmentTypeKey_1
Multiple-select
Query
Employment Type
employmentTypeKey_1
No
Investment Type
investmentTypeKey_1
Multiple-select
Query
Investment Type
investmentTypeKey_1
Yes
All
Investment Manager
investmentManagerKey_1
Multiple-select
Query
Investment Manager
investmentManagerKey_1
No
Investment
investmentKey_1
Multiple-select
Query
Investment
investmentKey_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
Group By
groupResManagerInvManager
Single-select
List of Values
Group By
groupResManagerInvManager
Yes
Resource Manager
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
No
Unchecked
Include Inactive Investments?
includeInactiveInvestments
Boolean
Include Inactive Investments?
includeInactiveInvestments
No
Unchecked
Database Schema
dwhDBSchema
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
Parameter Lookup Values
 
The following values list the lookup values.
 
Employment Type:
 Contractor, Employee
 
Investment Type:
 All, Application, Asset, Idea, Other Work, Product, Project, Service
 
Time Period:
 Current Time Period, Next Time Period, Previous Time Period, List of Time Periods
 
Timesheet Status:
 Open, Submitted, Returned, Approved, Posted, Adjusted
 
Group By:
 Investment Manager, Resource Manager
 
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 is not used to control directly 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 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 was posted in 
    Classic PPM
    , but then changes were made to the timesheet and it was reposted. As a general rule, 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, you should not typically select this status when you run the report.
  • The report has a Group By parameter that allows you to control how the report is grouped. The following group options are available:
    Investment Manager
    . This option groups the report by investment manager.
    Resource Manager
    . This option groups the report by resource manager. 
 
Report Fields and Calculations
 
The report displays the timesheet period ending, timesheet status, type of time entry, investment, description, task status, input type code, and the timesheet amounts by day and in total. The report includes labor resources only and the timesheet amounts are in hours. 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 may start on Sunday. 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.