How do you report on total 'Actual Effort' or 'Time Worked' for a project?

[kellykaufmann]

Part 1:

We are setting up 'Time Worked' and 'Time Cards' right now. For a Project, we want to be able to capture & report on Time Worked against the Project as well as the Project's: tasks, requirements, issues, defects, decisions, risks, and Story Tasks. Our plan is to have 'Time Worked' for each of these populate the 'Actual Effort' field for each, so nobody will actually type into the 'Actual Effort' field. Currently, Actual Effort on Project Tasks rolls into the Project's Actual Effort value. We want Time Worked / Actual Effort for each of these to also roll up to the Project's Actual Effort value, so you can see a rollup of all time reported against project things.

Has anyone done this? What was your approach?

It seems it's tricky to get the Actual Effort from all these different tables to roll up into one field (the Project's total Actual Effort). Any suggestions on doing this? Or do I just need to remove 'Actual Effort' from the Project form so people don't think it's a rollup of all the project's hours, and have them instead rely on creating a report on that project?

Part 2:

Speaking of reporting...how do you report time on a specific project for all that project's different time areas captured (requirements, issues, defects, decisions, risks, etc)? If I run the report against the Time Worked table, I can't use Top Task to pull in all those areas with the same Top Task (which is the Project number). If I use the Project table, it will just pull time reported directly against the parent project (and not against requirements, issues, defects, decisions, risks, etc).

[kellykaufmann]

Thanks Arun. We already did the first item.

Not sure why we would "Update the project/user's resource allocation record based on the hours entered in the time card"? Since now we're not reporting time at the PRJ level, and that is where our Resource Plans will be, Time Worked to Time Card won't be directly related to the Resource Plans at the PRJ level.

[meera10]

Hi Kelly,

When you say the scrum task hours   roll up to story..is it OOB functionality ?

[kellykaufmann]

Hi Meera msg

Please see this blog post for how we set up time in ServiceNow, and let us know if you have any more questions. 'Time' Implementation Blog Post

Kelly

[meera10]

Thanks Kelly!