WRK06 - Work Effort Analysis (Scheduled and Actual)
- WRK01 - Project Pipeline Matrix
- WRK02 - Work Portfolio Balance
- WRK03 - Project Health Trend Analysis
- WRK04 – Project Financial Health
- WRK05 - Schedule and Effort Variance
- WRK06 - Work Effort Analysis (Scheduled and Actual)
- WRK12 - Project Health
- WRK15 - Milestone Status
- WRK17 - Portfolio Gantt Chart
- WRK24 - Project Scheduled Effort Detail
- WRK25 - Project Timesheets Monthly Summary
- WRK26 - Project Timesheets Weekly Detail
- WRK28 - Project/Portfolio Scheduled vs Actual Effort Analysis
- WRK28 - Project/Portfolio Scheduled vs Actual Effort Analysis (Administration)
- WRK29 - Resource Utilization
- WRK29 - Resource Utilization (Administration)
- WRK35 - Milestone Trend Analysis
- WRK35 - Milestone Trend Analysis (Administration)
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Overview
Provides summarization of project/work effort, with drill down to detailed project and resource hours. Option to show scheduled, actual or all effort.
Business Outcomes
- Understand how resource effort is distributed across the portfolio, based on work attributes such as customer, priority, product, service, etc.
- Make adjustments to balance portfolios based upon current organizational priorities or attributes.
Supporting Capabilities
- Project Planning and Scheduling
- Resource Assignments and Utilization
- Analysis and Prioritization
User Parameter Configuration (for Administrators)
Parameters | Description | Configuration Options | Default/Example Settings |
Slice By: | Dimension to Slice by | Available slicers are project-level single select work alternate structures, lifecycle role assignments, and parent levels in the WBS (above project). | Slicer1=wbs709_plan |
Chart Effort Using: | Options to display scheduled, actual or total effort | Scheduled (S), Actual (A), Total (T) | Chart_effort_type=T |
Broken down by: | Week, Month or Quarter time slices in chart or table | Available options are: week month quarter |
breakdown_by=month |
Effort Unit: | Unit of measure used for effort | Hours or days Conversion is based on the standard calendar |
effort_unit=hours |
Start/End Date: | Date range selection |
'default_range_start=' and 'default_range_end=' defines the earliest and latest dates respectively of the range of breakdown periods of returned data. The daily range must be built out far enough to accommodate the range. |
default_range_start=-2 default_range_end=3 |
Table Format: ☑ Added in RPM Analytics v2.2.0.0 |
Determines whether table is formatted with groups and sub totals or plain for export to Excel | Available Options are:
|
table_layout=grouped |
Hidden Parameter Configuration (for Administrators)
Parameters | Description | Configuration Options | Default/Example Settings |
Table Columns | Two columns after the project name One Resource Attribute Column |
Recommendations – use key status and/or responsibility attributes after the project name. | wbs20_plan wbs27_plan obs20_prim_res |
Report Title | Configurable report title that appears at the top of the report. | If a longer report title is required, create additional report_title=xxx entries. These will be concatenated together based on the order in which they are listed in the configuration structure. | report_title=Work Portfolio Effort Summary |
Additional Information
The report is dependent upon time reporting/approval and progression as it relates to Actual Effort.
Analysis is based on the CURRENT value of a work/activity attribute, not the value that was in place at the time work was done.
Technical/Database Information
Report (RDL) Location | …/Reports/FastTrack/Work/WRK06-PortfolioEffort/WRK06.rdl |
Database |
This report uses the transactional database and uses the daily tables. Therefore, data currency will be dependent, for some assignment types, on a refresh of the daily tables. Refer to the Administer Rates and Daily Tables (Introduction) topic for more details. |