Analytics Time sheet
Summarize
Summary of Analytics Time sheet
The Analytics Time sheet offers detailed reporting on time sheet activities for users and approvers, utilizing Performance Analytics for historical trends and regular reports. It was renamed from Time Sheet Dashboard for new customers starting with the Australia release. Key functionalities include tracking approval rates and resource allocation metrics.
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Key Features
- Dashboard Tabs: The dashboard includes Overview, Delinquent Activity, and Analysis tabs, each featuring various indicators and widgets to monitor time sheet activities.
- User Roles: Different roles such as Portfolio Manager, Program Manager, Project Manager, Time Card Approver, and Business Stakeholder can access the dashboard with specific visibility needs.
- Indicators: Metrics such as counts of late time sheets, total time sheets, and approvals are available, helping users assess timely submissions and manage resources effectively.
- Data Visualizations: Various charts and lists provide insights into time card statuses, hours spent, and resource allocation, essential for performance tracking and decision-making.
Key Outcomes
With Analytics Time sheet, customers can expect improved visibility into time sheet operations, enabling efficient resource management and timely actions on approvals and submissions. By leveraging the dashboard's insights, organizations can better manage their workforce and enhance overall productivity.
The Analytics Time sheet provides comprehensive time sheet activities and reports to the time card approvers and time card users. The dashboard uses Performance Analytics to provide a trend of historical data and regular reports. It gives an overview of the time sheet activities of resources, time sheet approval and rejection rate, over-allocated and under-allocated resource counts.
End user and roles
| End user and goal | Required role |
|---|---|
| Portfolio manager: Needs visibility into time sheet activities of resources and actions that should be taken. | it_portfolio_manager |
| Program manager: Needs visibility into time sheet activities of resources and actions that should be taken. | it_program_manager |
| Project manager: Has access to the dashboards. | it_project_manager |
| Time card approver: Needs visibility into time sheet activities of resources and actions that should be taken. | timecard_approver |
| Business stakeholder for PPM: Needs visibility into time sheet activities of resources and actions that should be taken. | sn_ppm_read |
Indicators
The Overview, Delinquent Activity, and Analysis tabs in the dashboard contain widgets with the following indicators. The data for time sheets and time cards is collected from the [time_sheet] table and the data for users is collected from the [users] table.
- PPM – Active Time Sheet Users
- Count of active users with the timecard_user role.
- PPM – % Late This Year
- Percentage of time sheets late this year.
- PPM – % Late This Week
- Percentage of time sheets late this week.
- PPM – % Late This Quarter
- Percentage of time sheets late this quarter.
- PPM – % Late This Month
- Percentage of time sheets late this month.
- PPM – Late Time Sheets This Month
- Count of late time sheets this month. The indicator includes time sheets of the current month until the past week that are not in the Approved or Processed state.
- PPM – Late Time Sheets This Quarter
- Count of late time sheets this quarter. The indicator includes time sheets of the current quarter until the past week that are not in the Approved or Processed state.
- PPM – Late Time Sheets This Week
- Count of late time sheets this week. The indicator includes time sheet of the past week that are not in the Approved or Processed state.
- PPM – Late Time Sheets This Year
- Count of late time sheets this year. The indicator includes time sheets of the current year until the past week that are not in the Approved or Processed state.
- PPM – Total Time Sheets Last Week
- Total number of time sheets for the past week.
- PPM – Total Time Sheets This Month
- Total number of time sheets for the weeks in the current month.
- PPM – Total Time Sheets This Quarter
- Total number of time sheets for the weeks in the current quarter.
- PPM – Total Time Sheets This Year
- Total number of time sheets for the weeks in the current year.
- PPM – Time Sheets Approved This Week
- Count of time sheets approved this week. The indicator includes time sheets in the Approved or Processed state.
- PPM – Time Sheets Missing This Week
- Count of users with the timecard_user role who did not submit time sheet for the current week.
- PPM – Time Sheets Pending This Week
- Count of time sheets pending this week. The indicator includes time sheets for the current week in the Pending state.
- PPM – Time Sheets Recalled This Week
- Count of time sheets recalled this week. The indicator includes time sheets for the current week in the Recalled state.
- PPM – Time Sheets Rejected This Week
- Count of time sheets rejected this week. The indicator includes time sheets for the current week in the Rejected state.
- PPM – Time Sheets Submitted This Week
- Count of time sheets submitted this week. The indicator includes time sheets for the current week in the Submitted state.
Breakdowns
- User
- Manager
- Department
- Cost Center
- Portfolio
- Program
- Project
Data visualizations
| Title | Type | Description |
|---|---|---|
| Rejected | Single score |
Number of time cards that are in the Rejected state for the last 30 days. |
| Late | Single score |
Number of time cards that were submitted late in the last 30 days. |
| Pending Approvals | Single score |
Number of time cards that have approval pending in the last 30 days. |
| By State | Bar chart |
Number of time cards in the last 30 days, grouped by their state. |
| By Category | Heat map |
Breakdown of time spent (hours) by a resource across different project time categories in the last 30 days. |
| By Resource | List |
The list of time cards submitted by a resource in 30 days. |
| Total Hours | Bar chart |
Total time (hours) spent on by different categories. |
| Total Hours by Week Starts On | Time series line |
Weekly trend of the total time (hours) spent on different categories over a period of time. |
| Time Sheets Over 40 Hours | Bar chart |
Count of time sheets over 40 hours indicating over-allocated resources. This report does not refresh when you select portfolio, program, or project. |
| Allocated vs Actual Hours | Time series step |
Monthly trend comparing the total allocated hours versus actual hours for all time card users. |
| Time Cards By Expense Type | Bar chart |
Time cards grouped by expense types: Capital Expense (Capex) and Operating Expense (Opex). |