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Planview Customer Success Center

Resource Average Days at Request Gate

Per resource, see the total number of days requests spend at each workflow gate before the person took action, the overall average days at gates for a resource, and overall average days for all resources per gate:

Resource Average Days Per Gate.png

Design View Selection Comments
General

Topic: Resource

Type: Crosstab

Title: <enter a meaningful title>

 

 

Data

Top Axis: Whichever fields (up to 10) would be of value for breaking up the data, such as Resource > Gate Actions: Gate Approver > Gate.

Left Axis: Whichever fields (up to 10) would be of value for organizing requests, such as by Name: Last, First.

Values: Whichever fields (up to 10) would be of value for representing time spent at a gate, such as Resource > Gate Actions: Gate Approver > Elapsed Gate Approver Time (Days).

To change the field title/heading value Display Name and Display Data as options, you can use the Field Options modal.

Screen Shot 2021-08-18 at 10.14.21 AM.png

Screen Shot 2021-08-18 at 10.14.11 AM.png

When starting with the Resource topic you will need to select the field path Resource > Gate Actions: Gate Approver to get to the time and approver-specific available fields. For example:

Screen Shot 2021-08-18 at 10.07.07 AM.png

Display

Select desired options within the Display tab, such as Sorting, Drilldown, or Aggregation (including row and column subtotals and grand totals):

  • Add first Sort Priority as the Resource Name: Last, First and second as Gate (Direction: List order)
  • Set Aggregation of the Elapsed Gate Approver Time (Days) to Average
 
Variable Settings

Scope: Organization

Filters: optionally include request filters, such as requests with Gate Status of In Progress specific and a specific request Category if you have multiple of these with different gate workflows

Selecting the Organization Scope will cause this report to be available on the Organization Report grid so it can be run per the organization.