Time Compliance

ccppmop1593
The Time Compliance report displays the timesheet compliance percent by OBS unit. The report also displays the number of timesheets by status and in total for each OBS unit. The report displays the number of timesheets that are open, submitted, returned, approved, and posted for each OBS unit. The following image shows the Time Compliance report with the timesheet compliance by OBS unit.
 
Image displaying the Time Compliance report with the timesheet compliance by OBS unit
 
This report allows you to drill down to the Time Compliance Detail report, by clicking an OBS unit name, to view the timesheet status by resource in the OBS.
The following image shows the Time Compliance Detail report by OBS unit.
 
Image displaying the Time Compliance Detail report by OBS unit
 
 
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 
    Classic PPM
    . If the resource does not have a timesheet in 
    Classic 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, prior to the time period, or within the time period; and 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 that is 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.
 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 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
 
Resource ID:
 CSK_TME_Compliance
 
Description:
 Time Management (PMO Accelerator)
 
Folder:
 
Clarity
/Reports/Time Management/Time Compliance
 
Path:
 /ca_ppm/reports/time_management/CSK_TME_Compliance
 
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
Employment Type
employmentTypeKey_1
Multiple-select
Query
Employment Type
employmentTypeKey_1
No
Time Period
timePeriod
Multiple-select
Query
Time Period
timePeriod
Yes
Compliance % Yellow Threshold
compliancePctYellowThreshold
Single Value
Number
Compliance % Yellow Threshold
compliancePctYellowThreshold
Yes
90
Compliance % Red Threshold
compliancePctRedThreshold
Single Value
Number
Compliance % Red Threshold
compliancePctRedThreshold
Yes
75
Number of OBS Levels
numberOfOBSLevels
Single-select
List of Values
Number of OBS Levels
numberOfOBSLevels
Yes
2
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
 
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 and 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 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 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 previous 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 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 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 selected in the Resource OBS parameter. It rolls up the compliance % calculation and number of timesheets, at each level, to include all resources associated to OBS units below the OBS units displayed in the report.
    3
    –The report displays three OBS levels, starting from the level selected in the Resource OBS parameter. It rolls up the compliance % calculation and number of timesheets, at each level, to include all resources associated to OBS units below the OBS units displayed in the report.
    4
    –The report displays four OBS levels, starting from the level selected in the Resource OBS parameter. It rolls up the compliance % calculation and number of timesheets, at each level, to include all resources associated to OBS units below the OBS units displayed in the report. 
 
Report Fields and Calculations
 
The report displays the following columns: OBS unit name, compliance %, number of timesheets, and number of timesheets by status including open, submitted, returned, approved, and posted. The report is grouped by OBS level. 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 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. Also, resources must 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.
This report contains the following calculation:
  •  
    Compliance %
    –The compliance % field is the percentage of timesheets posted versus those to be entered for the time periods included in the report. 
  •  
    Compliance % background color is determined as follows:
    Yellow–The Compliance % is less than the Compliance % Yellow Threshold entered as a parameter. It is yellow until it falls below the Compliance % Red Threshold entered as a parameter.
    Red–The Compliance % is less than the Compliance % Red Threshold entered as a parameter.
  •  
    Formula:
    (Number of Posted Timesheets / Total Number of Timesheets) * 100
 
Report Security
 
Security is determined by resource view rights.