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The data point of Remaining Planned, on the timesheet, has been a big topic here at NASCO this year. There was an issue with it that was introduced in the December release and since then a few fixes with one or two modifications. 

I’m curious how other Planview customers expect this data point to work as I’d like to get additional perspectives to help broaden our thought process. I know we can get used to the way things used to work, but I still want to ensure it is something our end users can easily understand.

My expectations would be:

  1. Remaining Planned in timesheets that are integrated should not change and should reflect what the remaining effort looked like at the time the timesheet was submitted. This helps with researching also.
    1. Today this data point changes and always matches what is on the current active timesheet.
  2. Remaining Planned would reflect the total overage ((total actual + un-progressed time) - approved effort) thus if over the last 3 weeks the resource continues to track effort to something they do not have remaining effort on, and they have gone over their approved effort, then it should show the total overage, i.e. -72.
    1. Currently if they previously tracked 0, on an progressed timesheet, then the current timesheet just reflects what they went over in the current week (or the summation of all un-progressed timesheets).

NOTE: It is likely that the widget of My Forecasted effort does not match the timesheet as it only looks at the remaining effort on the project. This is understandable, but time reporters need to understand if they have 1+ weeks of unapproved timesheets there will be a difference between their widget and their timesheet. 

 

Appreciate your additional insights.

Thank you,

Pam Sargent
NASCO

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