Time Sheet BI Reporting

​@JWilliams24 the automart is the perfect datasource for this, as it has the same timesheet compliance logic built into it as is used by the RES08 Timesheet Compliance FastTrack analytic.

​@mlea Does your automart have the period finish date and approval determination in your automart. We have been trying to get planview to help us get that in our automart. Without those fields we are not able to get the same data as the RES08. But that is what we are trying hard to do.  

I created a Timesheet compliance Tile that shows the resource, manager, time period, hours reported, timesheet status, when it was signed, approved on and approved_by. Our Automart does not have most of that information.I was able to get most of it from  vw_grs_agg_res_prd_timesheet view.

Hi ​@JWilliams24,

We have built quite an extensive view of the timesheet compliance that gives you total number of users expected to submit timesheets, total submitted timesheets, number of missing timesheets, number of disapproved timesheets, overall compliance percentage, estimated cost of missing timesheets with detailed breakdown on resource department, weekly number of missing timesheets, weekly estimated cost, departmental totals across the month. This view is for the current month, last month and there is also a separate view for trend where you can select the time periods and see the timesheet compliance over the last months. But we don’t use Automart, we use custom data sets and there have been many custom measures we had to create in Power BI to enable those views. It’s possible, but it’s time consuming. Happy to share the views/tables from the DB we’re using. 

Best, 
Michal 

We have a pretty robust timesheet compliance setup in Planview.   We started by creating portfolio’s for each resource manager and each providing org.   Then built a PowerBI report to show the data.   At the resource manager level, it shows if the resource is a contractor or employee, and how many timesheets they are late.   At the providing org level each group percentage is calculated.   Then using PowerBI’s scheduled reports, each manager in the company gets a weekly email on how their tea is doing.

The data gets reviewed monthly for progress, and quarterly goal vs actual participation is presented to management.    This creates a healthy competition among the manager to have their team’s data entered.   Here is data for one of the smaller.    We have been running > 95% participation over ~1800 users for several years now.   

Hi Michal,

​@JWilliams24  team here! Following up on your response. I’d like to see what you were able to build out and how it’s functioning. I have been having too much back and forth with Planview to replicate Res08 in Automart and that hasn’t been done yet. I don’t mind setting up a call to see what you all have going and see if leaning towards using custom data set will work for us too.

Regards,

Cynthia

We have a pretty robust timesheet compliance setup in Planview.   We started by creating portfolio’s for each resource manager and each providing org.   Then built a PowerBI report to show the data.   At the resource manager level, it shows if the resource is a contractor or employee, and how many timesheets they are late.   At the providing org level each group percentage is calculated.   Then using PowerBI’s scheduled reports, each manager in the company gets a weekly email on how their tea is doing.

The data gets reviewed monthly for progress, and quarterly goal vs actual participation is presented to management.    This creates a healthy competition among the manager to have their team’s data entered.   Here is data for one of the smaller.    We have been running > 95% participation over ~1800 users for several years now.   

 

Hi ​@mbogrady,

Did you connect your PowerBI report to Automart? Or which Data Source did you use in building out the report?

Thank you,

Cynthia

Hello ​@mlea ,

We are trying to connect our Manager Compliance timesheet report to Automart but hitting a block because Planview won’t build out custom field that was calculated in Res08. 

For better context, we are trying to build out Approval determination and Time to Approve from Period Finish, however, it's been a series of back and forth with Planview minimal success.

Thank you,

Cynthia

​@JWilliams24 please email me direct with more details, including any case number(s).

mlea@planview.com

We used oData datasets because it gives us more control over the automart.   With oData you have complete control off the data pulled out of Planview.