Time Reports for Groups Submitting Time

Monitor for regular and timely time entry

Suggested use: Run this report mid-week for the previous week to confirm that team members have entered time.

How to run:
1. Go to Finance > Time Status Report
2. Supply information:

  • Dates will default to the prior week. If you are running the report for a different time period, enter the correct dates.
  • Enter the Resource Pool for which you are running the report
     ◦ Alternatively, you may choose to enter Reports To
  • Select Run Report

Interacting with the data
Select the name of a resource (employee) and view the time card (this feature is available whether or not the time card has yet been submitted)
    ◦ You can also use the Show button when viewing the time detail to filter the information to selected projects

If a resource has not yet submitted their time card, you can Submit it on their behalf
    ◦ Simply click on their name to view the time card, then select the Submit button

Select the blue dot near a resource’s name to flag it for follow up
    ◦This is only available for those who have submitted a time card

Provide report of scheduled time to team members

Suggested use: Monthly (rolling) view of scheduled projects/hours, so that team members can see what they are scheduled for.  Review this with individuals during 1:1 meetings.

How to run:
1. Each individual can access this information via My Work>My Schedule.
2. Manager can run this report by going to Resource Management>Schedule Report.
      ◦ Supply filtering criteria:
          ◾Dates
          ◾Monthly or Weekly schedule view
          ◾Resource Pool, Reports To, or Person as applicable

       ◦ Select green Run Report button
       ◦ Once the data is returned, you can choose the Group By drop down from the top left of the data set to organize the data. Suggest organizing by Resource.

Interacting with the data

Can export to Excel or print

Monitor workload balancing for team

Suggested use: Spot-check availability and determine where workload adjustments are required.

How to run:
1. Analysis >Availability report
2. Select date range
3. Select Resource Pool
4. Check box for Scheduled Hours
5. Run report
6. Once the data is returned, you can choose the Group By drop down from the top left of the data set to organize the data.

Interacting with the data
To review details, click on a person’s name and then Run Report to bring up their detailed assignments for this period

Monitor Allocations Across Projects, Actual Time Spent vs. Allocated

Suggested use: Monitor trending information for projects, and specifically to help determine if time allocations for projects are appropriate or need adjustment.

How to run:
*Note: Only the owner of a Resource Pool can run this report
1. Go to Menu>Resource Management
2. If you own a Resource Pool, you will see Manage Allocations in the left-hand navigation bar. Select it.
3. Select the green Filter button
4. Supply criteria:
    a. Date Range
    b. Choose whether to display allocations by Months or Weeks
    c. Select Resource Pool (you may also choose to use Functional Role or select a Person)
    d. Leave the default at Active Projects
    e. Columns – suggest choose Scheduled Hours, Actual Hours and Variance
5. Select green Apply button

Interacting with the data
• Review allocations
• If input boxes exist in the scheduling area, this means you may model suggested changes to balance workload. If you Save those changes, it will either send a request to the Manager of the project to approve that change, or go ahead and make the changes.

 ◦ Project Managers choose whether or not they are allowing allocation changes on their projects, and whether those changes require approval. The recommendation is that Project Managers generally would not allow changes to allocations, and if they decide to do so that they would approve those changes. It is not recommended that Project Managers allow allocation changes without approval.

• You may also model shifting the allocation of a resource to a project forward or backward

Custom Fields
  • Application: TeamDynamix
  • Department: Project Management Office
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