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WRK28 - Project/Portfolio Scheduled vs Actual Effort Analysis (Administration)

Timesheets for Resource Management: For More Information step 12 of 12
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Configuring Report Data Table Columns

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 10 table columns that can be configured to appear in the report. The report supports a total of 10 table columns:
  • A minimum of 3 table columns are required
  • 7 optional table columns available for configuration
  • The first 3 table columns will appear grouped when if appropriate to the table format.
 The following table columns are included in the default FastTrack configuration for the report:
  • Project Description
  • Work Description (activity/task)
  • Resource Name
Expressed in the table columns node of the FastTrack Report Configuration Structure as: 
  • project_description
  • work_description
  • resource_description

           

           

Configuring User Parameter Defaults

Parameter Description Configuration Options Example Settings
Table Format  Controls formatting when exporting to excel A default can be set using:
  • table_format=
Available Options are:
  • grouped
  • ungrouped
  • plain
  • collapsed
“collapsed” option to render the detail table in a collapsed state with one row per project was ☑ Added in RPM Analytics v2.4		 The default FastTrack configuration is set to:
  • Format table as grouped
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • table_format=grouped
Show Charts

☑ Added in RPM Analytics v2.4		 This parameter controls whether the charts are included in the report.  A default can be set using:
  • show_charts=
Available Options are:
  • Y - Show Charts
  • N - Hide Charts
Charts display by default unless overridden		 The default FastTrack configuration is set to:
  • Show Charts
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • show_charts=Y
Show Assignment Type Column

☑ Added in RPM Analytics v2.4		 This parameter controls whether the assignment type column is included in the report.  A default can be set using:
  • show_assignment_type=
Available Options are:
  • Y - Show Assignment Type Column
  • N - Hide Assignment Type Column
Column is display by default unless overridden		 The default FastTrack configuration is set to:
  • Show Assignment Type Column
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • show_assignment_type=Y
Show Utilization Columns

☑ Added in RPM Analytics v2.4		 This parameter controls whether the Utilization columns are included in the report.  A default can be set using:
  • show_util_columns=
Available Options are:
  • Y - Show Utilization Columns
  • N - Hide Utilization Columns
Columns are displayed by default unless overridden		 The default FastTrack configuration is set to:
  • Show Utilization Columns
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • show_util_columns=Y
First Period This parameter sets the first Period of returned data A default can be set using:
  • periods_back=
This is based on TIMEREPORT periods		 The default FastTrack configuration is set to default the first period:
  • Back two periods
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • periods_back=2
Last Period This parameter sets the Last Period of returned data Defaults to current TIMEREPORT period There is no default FastTrack configuration entry for this parameter and subsequently the last period cannot be changed.

It is not possible to compare scheduled effort with actual effort as no actual will exist in the future Time periods.
Standard Activities Attribute to include standard activities in report A default can be set using:
  • standard_activities=
Available Options are:
  • include - Include Standard Activities
  • exclude - Exclude Standard Activities
 The default FastTrack configuration is set to:
  • Exclude Standard Activities from the Report.
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • standard_activities=exclude
Visualize by Attribute used for slicing in the report A default can be set using:
  • slicer=
Only attributes in the framework and marked as analyzable can be used for slicing in the report.

The attribute selected for the slicer will automatically appear as the forth table column in the detail table.		 The default FastTrack configuration is set to Slice by:
  • Stage
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • slicer=wbs38_plan
Show Effort in Controls how effort is displayed A default can be set using:
  • effort_unit=
Available Options are:
  • hour
  • day
  • fte
 The default FastTrack configuration is set to show effort in:
  • Hours
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • effort_unit=hour

           

           

Other Configuration Options

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
Show Resource Total The parameter determines whether a Resource Total summarization row appears after each resource. A default can be set using:
  • show_resource_total=
Available Options are:
  • Y - Show Resource Total Row
  • N - Hide Resource Total Row
 The default FastTrack configuration is set to:
  • Not display a resource total row
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • show_resource_total=N
Show Project Total The parameter determines whether a project Total summarization row appears after each resource. A default can be set using:
  • show_project_total=
Available Options are:
  • Y - Show Project Total Row
  • N - Hide Project Total Row
 The default FastTrack configuration is set to:
  • Display a project total row
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • show_project_total=Y
Default Slicer Color Sets the color to be used for the slicer A default can be set using:
  • default_slicer_color=
Either CSS color names or Hex (#123456) values can be entered		 The default FastTrack configuration is set to:
  • Light Purple
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • default_slicer_color=#6C6F93
Schedule Color Sets the color to be used for the schedule A default can be set using:
  • schedule_color=
Either CSS color names or Hex (#123456) values can be entered		 The default FastTrack configuration is set to:
  • Blue
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • schedule_color=#4169E9
Actual Color Sets the color to be used for the actuals A default can be set using:
  • actual_color=
Either CSS color names or Hex (#123456) values can be entered		 The default FastTrack configuration is set to:
  • Lime Green
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • actual_color=#85BA54
Alert Threshold - Green and Yellow Sets the alert threshold between Green and Yellow A default can be set using:
  • thold_green_yellow=
When the absolute value of the effort variance percent (multiplied by 100) is between zero and the thold_green_yellow value the alert is green.
  • Green: Effort Variance Percentage <= thold_green_yellow
  • Yellow: thold_green_yellow < Effort Variance Percentage <= thold_yellow_red
  • Red: Effort Variance Percentage > thold_yellow_red
 The default FastTrack configuration is set to:
  • Show as green when the absolute values of the effort variance percent is between zero and 10
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • thold_green_yellow=10.0
Alert Threshold - Yellow and Red Sets the alert threshold between Yellow and Red A default can be set using:
  • thold_yellow_red=
When the absolute value of the effort variance percent (multiplied by 100) is less than or equal to thold_yellow_red (and greater than the thold_green_yellow threshold) the value alert is Yellow. If it is greater than this value, it is red.
  • Green: Effort Variance Percentage <= thold_green_yellow
  • Yellow: thold_green_yellow < Effort Variance Percentage <= thold_yellow_red
  • Red: Effort Variance Percentage > thold_yellow_red
 The default FastTrack configuration is set to:
  • Show as yellow when the absolute values of the effort variance percent is between the green/yellow threshold value and 20
  • Show as red when the absolute values of the effort variance percent is over 20
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • thold_yellow_red=20.0
Table background color Sets the background color of the row that contains the total in the table A default can be set using:
  • total_row_color=
Either CSS color names or Hex (#123456) values can be entered		 The default FastTrack configuration is set to:
  • Antique White
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • total_row_color=AntiqueWhite
Utilization Band High Threshold Used in the second chart to determine which resources are over utilized A default can be set using:
  • util_band_high=
Percent is represented as a whole number 120=120%		 The default FastTrack configuration is set to:
  • Identify over utilized resources as resources where utilization is greater than 120%
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • util_band_high=120.0
Utilization Band Low Threshold Used the in the second chart to determine which resources are under utilized A default can be set using:
  • util_band_low=
Percent is represented as a whole number 80=80%		 The default FastTrack configuration is set to:
  • Identify under utilized resources as resources where utilization is less than 80%
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • util_band_low=80.0
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. The default FastTrack configuration Report Title is set to:
  • Last Scheduled vs. Actual Effort
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • report_title=Last Scheduled vs. Actual Effort

           

           

Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Mixed_Use/EFFORT02-ScheduledVsActual/EFFORT02_alt.rdl
Database This report uses the transactional database and updates will be real-time.