RES08 - Timesheet Compliance (Administration) - Planview Customer Success Center

Report Data Table Column Configuration

The following configuration is maintained in the Table Columns node in the Report ID branch of the FastTrack Report Configuration Structure.

Parameter

Description

Configuration Options

Example Settings

Table Columns

The report supports a total of 5 table columns that can be configured to appear in the report.

The report supports a total of 5 table columns:

Three required columns are configurable before the resource name
Two further optional columns available after the resource name.

We recommend using the first columns to show any primary resource attribute or OBS parent information, and the additional columns available after the resource name to show any further useful resource attributes.

The following table columns are included in the default FastTrack configuration for the report:

OBS Level 2
OBS Level 3
OBS Level 4
- Resource Name
Resource Types
Resource Roles (Primary Value)

Expressed in the table columns node of the FastTrack Report Configuration Structure as:

obs_level_2_res
obs_level_3_res
obs_level_4_res
restype_res
obs20_prim_res

User Parameter Default Configuration

The following configuration is maintained in the Parameter Defaults node in the Report ID branch of the FastTrack Report Configuration Structure.

Parameter

Description

Configuration Options

Example Settings

First/Last Period

Determines time period for data returned

Not configurable

N/A

Table Format

Parameter that determines the format of the detailed data table in the report.

Users can select a formatted layout, with grouping and expand/collapse, or a plan, flat-table, format that is designed for use when exporting the report to Excel for further data analysis in Excel.

A default can be set using:

table_layout=

Options are:

grouped
plain

The default FastTrack configuration table format is set to:

Grouped

Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:

table_layout=grouped

Other Configuration Options

Parameters	Description	Configuration Options	Default/Example Settings
Show resubmission in chart	Controls whether timesheets that are subject to disapproval and resubmission are shown separately in the chart.	Options are Yes (Y) or No (N) Color used is controlled by the chart color parameters.	use_quality_ind=Y
Rule for calculation of approval performance	Determines if the approval performance indicator is driven from time elapsed between the timesheet period end date or timesheet signed and submitted date.	Options: period_end – approval KPI calculated from TIMEREPORT period end signed_on – calculated from date/time of timesheet submission	appr_measure_from=period_end
Chart colors for categories	Determines the color used to show resubmitted timesheets	Resubmission applies to timesheets that have been disapproved and resubmitted.	color_missing=Gainsboro color_green=LightGreen color_green_resub=Green color_yellow=Yellow color_yellow_resub=DarkOrange color_red=Tomato color_red_resub=FireBrick
Hours after deadline category thresholds	Hours resources have after the end of the time-report period, the determination of the deadlines for signing and approval. e.g. 'you have 12 hours after the deadline to submit your timesheet and indicate a 'green' status	Deadline is either the period_end or the administratively set deadline for the period or the resource in the configuration structure.	sign_grn_yel=12 sign_yel_red=24 appr_grn_yel=12 appr_yel_red=24
Tolerance Category Names	Determines the names for the timesheet 'lateness' categories	Parameters will provide names to the green/yellow/red categories with the above tollerances i.e. Green could be named 'On-Time'	name_green=Green name_yellow=Yellow name_red=Red name_missing=Missing
Default Range of Periods		Optional. Number of periods back from today that should be included. Default is 8.	def_time_periods=8
Resource Time Zone Offset	Identifies the resource custom field (numeric) that contains the number of hours difference from the server’s time zone.	Optional. This ultimately shifts the period/resource deadline appropriately. This field should be created by the consultant/customer as a numeric field (no more than 2 decimals) for resources. res_tz_field=field_id This parameter is not set on world time zones, but instead on the server time. Positive values are hours east of the server, negative are hours west.	res_tz_field= No default entry
Report Title	Configurable report title that appears at the top of the report.	If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure.	report_title=Timesheet Compliance
Resource Deadline Override	Resource Deadline Override is a Global Setting that impacts this report by overriding the default deadline for a resource/group of resources.	Resource Deadline Overrides can be found in the Timesheet Reporting Config section of the FastTrack Report Configuration Structure Syntax ZZZ-XXX=YYYY-MM-DD TT:TT:TT Example: 14923-100=2015-08-08 23:59:59 Where Z = the Seq-ID for the resource/resource structure branch that the override will be applied to Where X = Seq-ID for the TIMEREPORT period for which you want to override the date for Where YYYY_MM_DD TT:TT:TT = the time for the new resource(s) deadline Applying the override at any level in the Resource Heirachy will have an effect on every resource within that selected branch.	The Resource Deadline Overrides structure will be empty by default

Indicator Configuration

Parameters	Description	Configuration Options	Default/Example Settings
Indicator Font	Configurable font family	The indicator font sets the font family.. Wingdings can be used to provides the most interesting options for indicators	indicator_font=Wingdings
Indicator Font Size	Configurable font size	Point size of the font used for the indicators, 12 or 14 is recommended for readability.	indicator_font_size=12
Set Color Thresholds for Signed and Approved Timesheets (Based on hours after deadline)	This parameter outlines the color thresholds used in the following indicator configuration: Color Green = Signed Timesheets less than sign_grn_yel Approved Timesheets less than appr_grn_yel Color Yellow = Signed Timesheets greater than sign_grn_yel and less than sign_yel_red Approved Timesheets greater than appr_grn_yel and less than sign_yel_red Color Red = Signed Timesheets greater than sign_yel_red Approved Timesheets greater than appr_yel_red Color Missing = Timesheets that are not Signed, nor Approved	Deadline is either the period_end or the administratively set deadline for the period or the resource in the configuration structure. Set the values for the amount of hours overdue that the timesheets should be to be classified as red yellow and green. sign_grn_yel= sign_yel_red= appr_grn_yel= appr_yel_red= Once the thresholds colors have been set, the indicator icons and colors for these thresholds can be determined below.	sign_grn_yel=12 sign_yel_red=24 appr_grn_yel=12 appr_yel_red=24
Indicator Colors	Selects the color of the characters for each color thresholds listed above	Based on the above thresholds, select the desired color for each. TopTip: Report can be used by users who are color blind by configuring indicator characters to be text letters like "R" "Y" "G" "M" as well as the colors.	color_green=#629f67 color_green_resub_ind=2757 color_yellow=#ffda4f color_yellow_resub_ind=2757 color_red=#db6966 color_red_resub_ind=2757
Indicator Characters	Configure the Unicode character for each color threshold for submitted timesheets Information on Unicode symbols and codes can be found on-line. For example: https://unicode-table.com/en/#control-character	Selected characters are configured using the ascii value (the characters after the U+ xxxx) of the character to be used as the appropriate color threshold. color_green_ind=29BF color_yellow_ind=29BF color_red_ind=29BF color_missing_ind=26D4	color_green_ind=29BF color_yellow_ind=29BF color_red_ind=29BF color_missing_ind=26D4
Indicator Characters (For Resubmitted Timesheets)	Configure the character for each color threshold for resubmitted timesheets Information on Unicode symbols and codes can be found on-line. For example: https://unicode-table.com/en/#control-character	Selected characters are configured using the ascii value (the characters after the U+ xxx) of the character to be used as the appropriate color threshold. color_green_resub_ind=2757 color_yellow_resub_ind=2757 color_red_resub_ind=2757	color_green_resub_ind=2757 color_yellow_resub_ind=2757 color_red_resub_ind=2757
Indicator Highlighting	Sets where the highlighting occurs. The color can either be applied to the foreground (bullet) or the background.	Indicator highlight options are either foreground 'fg' or background 'bg' Tip! One possible use for this is if customer chooses to color the background and they pick a character that’s a space then they just get colored boxes.	indicator_highlight=fg

Technical/Database Information

Report (RDL) Location	…/Reports/FastTrack/Resources/RES08-TimesheetCompliance/RES08.rdl There is a second report “RES08-TimesheetCompliance_homeview_v2.rdl” that can be published as a Homeview dashboard. This will run only for the currently logged in user.
Database	This report uses the transactional database and updates will be real-time.
Performance	This Analytic has been enhanced for performance, effective from v2.2.0.