The PPM Express Time report pack provides tools for tracking time logged in PPM Express timesheets.
General settings
The reports are presented in five groups, which differ according to the type of data presented.
Data analysis is always performed within a specified time: Date Range, which can be selected in the corresponding slicer.
Almost every report has a Date Range slicer. You can select more than one value, such as “This Month” or “Previous Month”. The selected value is synchronized between the report pages.
In addition, you can use the optional Date Range filter of the filters sidebar.
In this case, clear the selected values in the slicer to prevent the panel filter from conflicting with it.
In some report pack visualizations, data are presented in periods:
- D – by day
- W – by week
- M – by month
- Q – by quarter
- Y – by year
- F – by financial periods (defined in the PPM Express Financial settings)
Analyzed metrics
Only three metrics are analyzed in the Projects and Project groups of reports: Task Time, Custom Time, and Project Time. Metrics analyzing a resource's performance and administrative time are not included in this group, as they cannot be calculated within the scope of these reports.
The full set of metrics is the subject of analysis of the first three groups (Organizational, Resources, Resource). For example, the tooltip on the screen below clearly presents these metrics.
| Organizational | Resources | Resource | Projects | Project | ||
Task Time |
Hours reported for the Project Tasks |
✔ |
✔ |
✔ |
✔ |
✔ |
Custom Time |
Hours reported for the custom entries |
✔ |
✔ |
✔ |
✔ |
✔ |
Project Time |
Task Time + Custom Time |
✔ |
✔ |
✔ |
✔ |
✔ |
Non-working admin time |
Admin hours of Non-working type, reported by a resource |
✔ |
✔ |
✔ |
|
|
Non-project admin time |
Admin hours of Non-project type, reported by a resource |
✔ |
✔ |
✔ |
|
|
Admin Time |
Non-working admin time + Non-project admin time |
✔ |
✔ |
✔ |
|
|
Reported Time |
Project Time + Admin Time |
✔ |
✔ |
✔ |
|
|
Expected Time |
The expected hours for a resource on a particular date. Determined by global and resource-level calendars and exceptions |
✔ |
✔ |
✔ |
|
|
Performance |
(Reported Time / Expected Time) * 100% |
✔ |
✔ |
✔ |
|
|
Difference |
Reported Time - Expected Time |
✔ |
✔ |
✔ |
|
|
Performance and Reported Time metrics in Organization Management report
The metrics for Organization Management report are calculated for two teams:
- Project Manager Team. A team that works on projects that a Project Manager manages
- Direct Manager Team. A team whose team members are managed by a Direct Manager
The Reported Time and Expected Time calculations for the Project Manager Team are performed for
- Resources that have Assignments to Tasks on projects that a Project Manager manages
- Resources with Task Time or Custom Time in their timesheets on projects a Project Manager manages
The Reported Time and Expected Time calculations for the Direct Manager Team are performed for Resources that a Direct Manager manages.
Project Reported Time vs Resource Plan Committed Time and Project Reported Time vs Tasks Effort
The Projects and Project reports allow assessing the time reported in timesheets for projects and comparing this time with the Committed Time in the resource plan and the Tasks Effort values of the corresponding tasks.
The 'Reported vs Committed' and 'Reported vs Effort' views are dedicated to this comparison.
Reported vs Committed Views
The metrics for this report are the following:
- Project Reported Time (short: Reported Time): Time reported on the project in timesheets. This is the sum of Tasks Time and Custom Time.
- Resource Plan Committed Time (short: Committed Time): Committed hours in the resource plan allocated to a resource for the project.
- Variance, hours (h): Calculated as [Project Committed Time] – [Project Reported Time].
- Variance, %: Calculated as ( [Project Reported Time] - [Project Committed Time] ) / [Project Committed Time].
Reported vs Committed Views
The metrics for this report are the following:
- Project Reported time (short: Reported Time) is the Time reported on the project in timesheets, the sum of Task Time and Custom Time.
- Tasks Effort: Task Effort field value is distributed evenly between task working days per each assignee. A task is included in the calculation only if it has assigned users and/or the Start Date and Due Date fields are populated.
- Variance, hours (h): Calculated as [Project Committed Time] – [Project Reported Time].
- Variance, %: Calculated as ( [Project Reported Time] - [Project Committed Time] ) / [Project Committed Time].
Clicking on the Project Reported Time metric in the table or chart activates the 'Drill through to the time entries details' button.
Time entries
The five groups of reports listed above present the time from timesheets in an aggregated form.
As a rule, this is sufficient for high-level analytics.
However, if there is a need to view data on a particular time entry (Description, Is Billable, Cost Type), you can access them using the 'Drill through' functionality that is available for three reports:
- Resource Details
- Project Details
- Resources Details
