Resource Time Summary and Detail

The Resource Time Summary and Detail report displays timesheet hours and notes for each resource and time period. The report may be grouped by resource manager, time period, or any OBS level.
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The Resource Time Summary and Detail report displays timesheet hours and notes for each resource and time period. The report may be grouped by resource manager, time period, or any OBS level.
The following image shows the Resource Time Summary and Detail report grouped by Organizational Breakdown Structure (OBS).
Image displaying the Resource Time Summary and Detail report grouped by Organizational Breakdown Structure (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
    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 Clarity 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 Clarity in order 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 in order to enter time against the task.
  • The investment must have at least one resource assigned to a task in order 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 may 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:
Resource Time Summary and Detail
Resource ID:
CSK_RES_TimeSummaryAndDetail
Description:
Time Management (PMO Accelerator)
Folder:
CA PPM/Reports/Time Management/Resource Time Summary and Detail
Path:
/ca_ppm/reports/time_management/CSK_RES_TimeSummaryAndDetail
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
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
Group By
groupResManagerTimePeriodOBS
Single-select
List of Values
Group By
groupResManagerTimePeriodOBS
Yes
Resource Manager
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
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
Timesheet Status:
Open, Submitted, Returned, Approved, Posted, Adjusted
Group By:
Resource Manager, Time Period, OBS Level 1-10
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 directly 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 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. You must 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. 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, it should not normally be selected when running 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:
Resource Manager
. This option groups the report by resource manager and displays the following columns as the first three columns in the report: resource name, time period start, and time period end.
Time Period
. This option groups the report by time reporting period and displays the following columns as the first two columns in the report: resource name and resource manager.
OBS Level 1-10.
This option groups the report by OBS level and displays the following columns as the first three columns in the report: resource name, time period start, and time period end. This grouping option requires that you select a unit in the resource OBS parameter in order to group by an OBS level. The resource OBS parameter and grouping by an OBS level work with one another. The resource OBS parameter determines which OBS you group by when you select a group by level. You can group by any OBS level from 1 to 10, which is the maximum number of levels for an OBS that is supported in
Clarity PPM
. OBS level 1 is the top level in the hierarchy and OBS level 10 is bottom level in the hierarchy. When you group by an OBS level, the resources attached to OBS units at the level that you select and any units below the level that you select are rolled up to the group by level of the report.
If you group by an OBS level that is lower in the hierarchy, then the report groups the resources by this level (for example, OBS Level 4). If resources are associated to units above level 4 (for example, resources are attached to levels 2 and 3), then the resources that are associated to units higher in the hierarchy display in the report in an Undefined grouping. The Undefined grouping indicates that there is no OBS unit that is defined for the resource at the level by which you are grouping.
If you group by an OBS level but you do not select a unit in the resource OBS parameter, then the report returns results; however, it will not group by an OBS level because it relies on the resource OBS parameter to determine which OBS to use for grouping.
Report Fields and Calculations
If the report is grouped by resource manager or OBS level, then the report displays the following columns: resource name, time period start, time period end, timesheet status, adjustment, hours, note category, and notes. If the report is grouped by time period, then the report displays the following columns: resource name, resource manager, timesheet status, adjustment, hours, note category, and notes. The amounts are displayed in hours and include labor resources only.
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. 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.
The adjustment column displays a check mark icon if the timesheet for the period is an adjustment timesheet for a previously posted timesheet. The hours for the resource are the total hours entered on the resource timesheet for the time period. The note category and notes columns are the notes that are entered on the timesheet. If the timesheet has more than one note, then the other notes appear as additional rows on the report for the resource and time period.
Report Security
Security is determined by resource view rights.