Does anyone have any suggestions for entering time in bulk for a group? We have a need to capture the hours associated with some groups outside our normal Portfolios Users and Resources. We can easily create a Resource and call it “Contractors” or “Marketing Team”, but if we have another User enter time for the entire team on a weekly timesheet, we are limited to a maximum of 168 Hrs (7D * 24Hr). We don’t need or even want the detail down to the names. We would like to be able to enter using timesheet functionality and view the effort within our existing timesheet reports. FWIW - This portfolio is not part of an automated financial load and is not intended to be loaded into the financials for the work.
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Entering Time for a Group
Best answer by pamela.sargent
We have had this happen in the past. To help bring awareness to these situations we created a custom table that Admins use for quality checks that shows forecasted effort prior to time now. This way the Admin can clean it up in the most appropriate manner so forecast does not show up in reports for weeks past.
Here is a CSC page that talks about Resource Quantity: https://success.planview.com/Planview_Portfolios/Administration/011_Administration_Business_Processes/Considerations_for_Usage_and_Performance
Hope that helps
Pam Sargent
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+6
We have had this happen in the past. To help bring awareness to these situations we created a custom table that Admins use for quality checks that shows forecasted effort prior to time now. This way the Admin can clean it up in the most appropriate manner so forecast does not show up in reports for weeks past.
Here is a CSC page that talks about Resource Quantity: https://success.planview.com/Planview_Portfolios/Administration/011_Administration_Business_Processes/Considerations_for_Usage_and_Performance
Hope that helps
Pam Sargent
Hey
That is a great help. That Quantity field was staring right at me. Thank you for the warnings on allocations. That is currently out of scope but could easily become a next step.
Thanks again
Whit
Other options to consider for this use case, together with the Resource Quantity, are:
- Portfolio Timesheet, in a Resource Portfolio, that allows submission of timesheets for multiple resources from one screen.
https://success.planview.com/Planview_Portfolios/15Time_Reporting/Manage_Time_Reporting_and_Timesheets/About_Timesheets_and_Tracking_Time/Portfolio_Timesheet_Screen_Basics - Automatic Timesheet Generation
https://success.planview.com/Planview_Portfolios/Projects_and_Work/Execute_and_Track_Progress/300_Work_Progress_and_Status/003_Understanding_the_Progressing_Engine/Progressing_Engine_Timesheet_Entry_and_Generation_Options#Automatically_Generate_Timesheets_As_Planned
Thank you for those suggestions. I think the Resource Quantity will be the best solution for our current scenario. It is interesting to learn about the Portfolio Timesheet though. It was not discussed as part of our configuration, and we may have some applications for that feature.
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