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haleyammon
November 21, 2024
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time sheet reporting

  • November 21, 2024
  • 2 replies
  • 1026 views

I need to have a time sheet summary report for a group of employees. I can show their single entry task hours and planned hours, but not summarized by the various hour entries - task hours, PTO, overhead hours, etc. in total for the time period. 

Also, the planned hours are not for the report duration (e.g. one week) but are rather for the entire task duration - so it shows up as individual task line items with the TOTAL planned hours on every single line. (if the person has multiple entries for the same task over the course of a week, it will show the same total every single time so that it looks like they were planned to work way higher hours in the week instead of 40). -- Bob - 2 hours - planned 20 hours; then next line Bob -  1.5 hours planned 20 hours (in the end, it looks like Bob worked 40 hours but was planned to work double or triple that amount due to the double counting) 

Ideally I want the report to say
Name -- total hours entered ---- total hours planned ---- total Task Hours --- total Admin Hours --- total PTO Hours 

 

Does this not exist in WF? I cannot find it on any of the reports - and each of our efforts at building one has failed.

Thanks!! 

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Best answer by monicacardoso

Hi @haleyammon, 

 

Thank you for your question! The report you're describing does not exist as an out-of-the-box solution in Workfront, but you may be able to create something close. The challenges you're describing are due to the fact that Workfront's planned hours are tied to task objects. 

 

The closest approach would be to build an hour report that aggregates hours and groups them as needed. 

 

  1. Select Hour as the report type
  2. Group by Owner Name to aggregate hours by employee
  3. Use secondary groupings for Hour Type → Name to show items such as Task Hours, PTO Hours, Admin Hours, etc
  4. Filter by the desired time period, such as a specific week or month
  5. Include specific hour types in the filter (e.g., Task, PTO, Overhead) if needed
  6. Add columns for total Hours Logged and use calculated columns to sum specific hour types
  7. Use aggregation functions like SUM to calculate totals for each grouping

 

Alternatively, you could use a dashboard and include separate reports for task hours, admin hours, and PTO hours. Although this wouldn't show the info in 1 report, it would show everything under the same dashboard. 

 

- Monica

2 replies

M
Adobe Employee
monicacardosoAdobe EmployeeAccepted solution
Adobe Employee
December 2, 2024

Hi @haleyammon, 

 

Thank you for your question! The report you're describing does not exist as an out-of-the-box solution in Workfront, but you may be able to create something close. The challenges you're describing are due to the fact that Workfront's planned hours are tied to task objects. 

 

The closest approach would be to build an hour report that aggregates hours and groups them as needed. 

 

  1. Select Hour as the report type
  2. Group by Owner Name to aggregate hours by employee
  3. Use secondary groupings for Hour Type → Name to show items such as Task Hours, PTO Hours, Admin Hours, etc
  4. Filter by the desired time period, such as a specific week or month
  5. Include specific hour types in the filter (e.g., Task, PTO, Overhead) if needed
  6. Add columns for total Hours Logged and use calculated columns to sum specific hour types
  7. Use aggregation functions like SUM to calculate totals for each grouping

 

Alternatively, you could use a dashboard and include separate reports for task hours, admin hours, and PTO hours. Although this wouldn't show the info in 1 report, it would show everything under the same dashboard. 

 

- Monica

LauraCr
LauraCr
Level 2
December 16, 2024

Hi all,

I have a similar situation and would like to use this solution, but I don't see 'Time' as an option for report type. I am using the enterprise version of Workfront and have Time Off, Timesheet, Timesheet Profile, and Hour as related report types. Can anyone fill me in on how to get to a 'Time' report type?

Thank you!

-Laura  

    M
    Adobe Employee
    monicacardosoAdobe Employee
    Adobe Employee
    December 17, 2024

    Hi @lauracr,

     

    Yes, you are right. I just edited the comment above to reflect the current experience in Workfront.

     

    1. Create an “Hour” report
    2. Group by Owner Name to aggregate hours by employee
    3. Use secondary groupings for Hour Type → Name such as Task Hours, PTO Hours, Admin Hours, etc
    4. Filter by the desired time period, such as a specific week or month
    5. Add columns for total Hours Logged and use calculated columns to sum specific hour types
    6. Use aggregation functions like SUM to calculate totals for each grouping

     

    - Monica

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