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Planview Customer Success Center

WRK06 - Work Effort Analysis (Scheduled and Actual)

Overview

Provides summarization of project/work effort, with drill down to detailed project and resource hours. Option to show scheduled, actual or all effort.

           

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WRK06 example

           

           

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:
  • Grouped
  • Plain (excel)
table_layout=grouped|plain
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.