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Time Series Reports

The report Specialty list includes a Time Series option that enables you to report on field data that changes over time or has contours. The Time Series specialty is available for the following report topics:

  • Allocated Role
  • Financial Entry
  • Portfolio
  • Project
  • Resource
  • Role
  • Role Group
  • Task
  • Task Role
  • Task Schedule
  • Timesheet Entry

Examples at bottom.

Things to Know

  • When you pick a topic and the Time Series specialty, a set of special fields become available for use in the report. These fields are found on the Data tab's Available Fields list, and are indicated with a suffix (Time Series). Use these fields to configure your time series reports.
  • Date (Time Series) field - This Date field is required and is dropped into the data bucket when selecting fields on the Data tab. This Date field does not correlate to any specific date field, but rather maps to whatever is meaningful to the Topic.
  • List: Time Series - This output type allows you to build a time series report for a kind of Crosstab without the top axis. A list of non-contoured values appears on the left, with a corresponding contoured section on the right. You can basically take a row of data and incorporate it into a Time Series - each row of entity data has an associated row of contoured values. For example, imagine your report topic is Project, and you include the project fields Title, Status, and Owner (they appear on the left side), and for each one of these rows the right side displays the project's monthly totals of forecasts and actuals. This is useful if you dont need grand and subtotals, don't need top axis, just want the benefits of a list report.

Building Blocks

Time Series building blocks shown below. Headings and data value formatting also available as with any report, but not shown below. See Display Tab for information about formatting reports.

1. Choose the report Topic and Specialty/Time Series

2021-05-12_13-08-13.png

2. Select the Available Fields - note that the Date field is put in the Bottom Axis section by default because it is required.

(Hint: filter by Time Series to display all time series fields)

2021-05-12_13-10-13.png

3. Configure field settings

You might have noticed that some of the data fields you selected for your report have a gear icon2021-05-19_11-49-45.png. Click the icon to display configuration options for the field. You can put the same field on a report multiple times, but configure its constraints differently. See Configuring Time Series Fields below.

2021-05-19_11-48-07.png

4. Configure the Time Series frequency and date range:

The default frequency is Monthly with no Date Range. Specifying a Date Range will ensure you get the time series you want with a side helping of quick rendering - if you do not specify a Date Range, data for several years in the past and future will be returned.

2021-05-12_13-13-14.png

Configuring Time Series Fields

As described above, certain fields can represent different properties/constraints. For example, Allocation Costs can be scoped down to Staffed/Unstaffed resources or Capitalized/Non-capitalized costs. Rather than littering the Available Fields list with an over-abundance of variations, instead you can put the same field in your data list multiple times, and then change its properties/constraints as necessary. For example, the screen below left shows several instances of Allocation Cost and Allocation Hours, each has a gear icon 2021-05-19_11-49-45.png next to it. Click the icon to show the Edit Settings for Allocation Cost (in this example) (screen below right). For example, you can rename Allocation Cost to "Demand Cost" and for the other Allocation Cost field select "Staffed". See examples below.

Before configuring:

2021-05-19_11-48-07.png

After configuring, can represent (see configuration dialogs in the right column):

  • Demand Cost
  • Demand Hours
  • Staffed Cost
  • Staffed Hours
  • Unassigned Hours

Examples

Retitle Allocation Cost to "Demand Cost", choose "Staffed and Unstaffed"

2021-05-19_12-30-26.png

Retitle Allocation Hours to "Demand Hours" and select "Staffed and Unstaffed"

2021-05-19_12-44-39.png

Retitle Allocation Cost to "Staffed Cost" and select "Staffed"2021-05-19_12-34-03.png

Retitle Allocation Hours to "Staffed Hours" and choose "Staffed"

2021-05-19_12-49-54.png

Retitle Allocation Hours to "Unassigned Hours" and choose "Unstaffed"

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