Refer to documentation Implementation
The Time verification function contains a section for you to enter your selection criteria, and a table in which the results of the search are displayed.
Presentation
Use this section to filter or select employee time records:
The search, therefore, covers a 3 month period, by default.
You can filter the results by the various stages of the time entry and posting process using the Time spentsection.
You can use the Criteria action to apply specific selection criteria.
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Fields
The following fields are present on this tab :
Block number 3
Selection
| This field displays the default company for this employee.
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| This field displays the main site for this employee.
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| Type in or select a particular job role.
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| The user for which employee time records are to be selected.
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| Use this field to filter for employees assigned to a specific project code. The search results will list all employees assigned to this project.
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| Select this check box to display all workload for this project. To display workload across all projects, leave this check box clear. |
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| Filter for results for a specific period of time. For a single day, enter the same date in the Start date and End date fields. The Start date and End date fields are both mandatory. |
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| This field displays the time unit as specified on the task operation on the project, but can be amended. |
| Use this field to define the length of time that represents a single period in the results. The results will return an aggregation of each day that falls within an individual period. One period can represent one day, one week or one month. |
| Filter for results for a specific capacity overview. You can filter for time that exceeds an employee's capacity, or is less than an employee's capacity. |
| Select this check box to display workload in the tabular and graphical results. |
Time spent
| Select this check box to filter the employee time records to be selected by the current status (work in progress) of the time entry. The following stages are associated with the processing cycle of a time entry record:
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Presentation
This section displays all employee lines that meet the defined selection criteria. The results display workload data for the full analysis period, for a specific employee.
Each line represents a single period within the full analysis period. The start date and end date of each individual period is determined by the Period to control field (PERPTE) defined in the home section. The figures represent an aggregation of each day that falls within an individual period.
Warning or alerts indicate where time spent on projects is less than, or greater than an employee's calculated capacity. This visual representation makes it easy to quickly identify where an employee's workload might be in excess, or below, their calculated working capacity according to the status of the task operation. Should a working overload or a working below capacity situation occur, project managers have the evidence from the results to replan tasks.
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Fields
The following fields are present on this tab :
| This field displays a Selection icon (magnifying glass) if time has been planned for, or recorded for this particular period, for this employee. Click the icon to view a detailed breakdown of the figures that make up the totals for this period. Details include time spent by task and assigned workload. Time spent section. This section displays the amount of time this employee spent in each period within the full analysis period, where the length of each period is determined by the Period to control field (PERPTE) field in the home section. Time can be recorded against a project, a task operation, for a specific budget code, and for non-project activities such as training, or annual leave.
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| Click the Chart icon to view workload data in a graphical format for this full analysis period, for this employee. Details include this employee's capacity, time spent and their assigned time. The length of each period represented in the graph is determined by the Period to control field (PERPTE). |
| This field displays the start date/end date for a single period within the date range of the full analysis period. The length of the period is determined by the Period to control field (PERPTE). |
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| This field displays the day of the week, the week number or the month associated with this particular period in the calendar (as defined by the displayed period start/end dates). The length of the period is determined by the Period to control field (PERPTE). |
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| This field displays the amount of time that has been recorded against a project, or non-project activity for this particular period, for this employee. The quantity is expressed in the time unit.
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| This field displays the working capacity for this particular period, for this employee. The quantity is expressed in the time unit.
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| This field displays, for this particular period, the total time planned for this employee for working on task operations that are not yet launched. The quantity is expressed in the time unit. |
| This field displays, for this particular period, the total time planned for this employee for working on task operations that have been launched. The quantity is expressed in the time unit. |
| This field displays, for this particular period, the total time planned for this employee for working on task operations that are suspended. The quantity is expressed in the time unit. |
| This field displays the total time assigned for this employee to task operations, for this particular period. The quantity is expressed in the time unit. |
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Action icon
Click Time inquiry from the Actions icon to open the Time inquiry function. You can use this function to view labor time recorded against projects, and for non-project activities on one, or between a range of dates. You can inquire by company and site, employee, category of time and status of the time entry record for one, a range of projects, or for all time entry records.
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Presentation
This screen displays workload data as a bar and line graph for the full control period for a specific employee. The analysis period start date and period end date are displayed.
The employee's calculated working capacity is represented by a line graph. Their planned time, time spent working on task operations and their assigned time is represented in a bar graph.
The length of each period in the analysis period is determined by the Period to control field (PERPTE) in the home section.
The figures represented in a bar are an aggregation of each day that falls within an individual period.
This visual representation makes it easy to quickly identify where an employee's workload might be in excess, or below, their calculated working capacity according to the status of the task operation. Should a working overload or a working below capacity situation occur, project managers have the evidence from the graph to replan tasks.
Fields
The following fields are present on this tab :
| This field displays the start date/end date for a single period within the date range of the full analysis period. The length of the period is determined by the Period to control field (PERPTE). |
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| The horizontal axis label. |
| This line represents the working capacity for this particular period, for this employee. The vertical axis is expressed in the time unit.
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| This bar represents the amount of time this employee spent working on projects during this period. The vertical axis is expressed in the time unit. |
| This bar represents, for this particular period, the total time planned for this employee for working on task operations that are not yet launched. The vertical axis is expressed in the time unit. |
| This bar represents, for this particular period, the total time planned for this employee for working on task operations that are suspended. The vertical axis is expressed in the time unit. |
| This bar represents, for this particular period, the total time planned for this employee for working on task operations that have been launched. The vertical axis is expressed in the time unit. |
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Action icon
Click a bar in the graph to list the available actions, then click Time inquiry to open the Time inquiry function. You can use this function to view labor time recorded against projects, and for non-project activities on one, or between a range of dates. You can inquire by company and site, employee, category of time and status of the time entry record for one, a range of projects, or for all time entry records.
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Click the Search action to display employee workload data that meets the entered selection criteria. |
The following fields are included on the window opened through this button : Calculation performances
Time spent
Selection
Display
Close Click the Criteria action to access specific selection and display criteria. You can filter the time entry lines to be processed on timesheet and project data. |