Report: Planned and Actual by Assignee

[NickVa1]

Hi WF Community,

Has anyone be able to produce a single report to show planned hrs and actual hours by resource (assignee) for a given time frame?

• We have tasks that have multiple assignees and span one or many months.

Seems like it should be simple and maybe I'm just missing something obvious.  However, from what I can tell, in order to easily report on this I would need my tasks to only have 1 assignee and have planned start and end dates within the same month.

Thanks,

Nick

[Sven-iX · Accepted solution]

Hello @NickVa1 

How's by you! 

I think you want an ASSIGNMENT report - rather than a TASK based report. 

Then filter (or us prompt to filter) to the respective user. 

The screenshot is from an unfiltered report and i don't have actual hours in my test data.

• for "Work Item" I combine the taskName and IssueName columns (an assignment is to a task, or an issue, not both)
• The actual hours on the assignment don't show in the UI so you need to use text mode

displayname=Actual Work Completed
linkedname=direct
namekey=actualWorkCompleted
querysort=actualWorkCompleted
valuefield=actualWorkCompleted
valueformat=compound
viewalias=actualWorkCompleted​

[NickVa1]

Good hearing from you @Sven-iX !  Hope you are well.

That worked!  Tried an assignment report in the past but just couldn't get actual hours to display - text mode!

Thanks for this. 

[Sven-iX]

Yessir. (I cheat: I summ the planned hours and copy the text mode aggregator lines and replace the field name)

aggregator.displayformat=minutesAsHoursString
aggregator.function=SUM
aggregator.namekey=actualWorkCompleted
aggregator.valuefield=actualWorkCompleted
aggregator.valueformat=compound

[NickVa1]

Hey @Sven-iX  - do you know if it's possible to put some aggregation lines in this 'Actual Work Completed' text mode so it rolls up to grouping levels in my report?

[NickVa1]

Like the champ that he is, folks, like the champ that he is.

Thanks, Sven.