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Overview.png

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Summary Description

Project or work portfolio based report that visualizes planned (scheduled) effort vs. actual/reported effort.

 

Details

Provides project/activity/resource level details of the hours planned for each activity and the hours reported.  Additional summary chart allows analysis by work or resource attributes such as role or work type.

 

Business Outcomes

Project Managers can Analyze and understand the difference between planned resource demand and actual reported time in the context of their capacity by Project

 

Target Users

  • Project Managers
  • PMO

 

Enabling Business Capabilities

  • Status
  • Planning & Scheduling

 

 

Technical Information

 

This report uses the daily tables of the transactional database

Resource Effort detail report showing analysis of Scheduled vs Actual Effort.

Provides project/activity/resource level details of the hours planned for each activity and the hours reported.

Shows effort in the context of capacity

Shows data by resource for each project in the Portfolio

Shows both approved and in progress timesheets

 

Database Information

 

This Analytic requires PVE 11.4/PE 2.0.0.6

This report requires a specific version of the Progressing Engine (PE 2.0.0.6 or higher) to be installed and is therefore only available for customers using PVE 11.1 or higher with this version of the Progressing Engine. The report will show the following information if the installed version of the Progressing Engine is incompatible;

TIME_PLANNED table is not installed. Please open a ticket with customer care.

 

 

 

Report Parameters

Parameter

Description

Configuration Detail

Default Configuration

Table Format

Controls formatting when exporting to excel

 

table_format=grouped

Standard Activity Inclusion

Attribute to include standard activities in report

Values:

  • Include
  • Exclude

standard_activities=include

First Period

First Period of returned data

Based on TIMEREPORT periods

periods_back=3

Last Period

Last Period of returned data

Defaults to current TIMEREPORT period

 

Visualize by:

(Slicer)

Attribute used for slicing in the report

Only attributes in the framework and marked as analyzable can be used for slicing in the report

slicer=wbs38_plan

Show Effort In:

(Effort Unit)

Controls how effort is displayed

Possible values are:

  • hour
  • day
  • FTE

effort_unit=hour

 

Data Points and Configurable Elements

Table Columns Options:

 

Description

Configuration Detail

Default Configuration

2 columns can be displayed in addition to the resource description

 

project_description

work_description

resource_description

 

Hidden Parameters

 

Description

Configuration Detail

Default Configuration

 

 

 

Show Resource Total

Shows summary row of resource effort

show_resource_total=N

Show Project Total

Shows summary row of project effort

show_project_total=Y

Sets the color to be used for the slicer.

Either CSS color names or Hex (#123456) values can be entered

default_slicer_color=#6C6F93

Sets the color to be used for the schedule.

schedule_color=#4169E9

Sets the color to be used for the actuals.

actual_color=#85BA54

Sets the alert threshold between Green and Yellow

When the absolute value of the effort variance percent (multiplied by 100) is between zero and the thold_green_yellow value the alert is green. 

 

thold_green_yellow=10.0

Sets the alert threshold between Yellow and Red

When the absolute value of the effort variance percent (multiplied by 100) is less than or equal to thold_yellow_red (and greater than the thold_green_yellow threshold) the value alert is Yellow.  If it’s greater than this value it’s red

thold_yellow_red=20.0

Table background color

Set the background color of the row that contains the total in the table

total_row_color=AntiqueWhite

Used the in the second chart to determine which resources are over utilized

Percent represented as a whole number 120=120%

Green: |(EffortVariancePct * 100)| <= thold_green_yellow

Yellow: thold_green_yellow < |(EffortVariancePct * 100)| <= thold_yellow_red

Red: |(EffortVariancePct * 100)| > thold_yellow_red

util_band_high=120.0

Used the in the second chart to determine which resources are under utilized

util_band_low=80.0

 

 

Instructions for Creating Dashboard:

 

This dashboard uses the RPM-WRK28_v2 RDL.  This RDL must be dragged into the dashboard creation screen.

Location:  …/Reports/RPM/Work_RPM/RPM-WRK28/RPM-WRK28_v2.rdl

 

Report Development Information:

RPM-WRK28_v2 RDL is a derivative of the EFFORT02 RDL