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NickVa7
Level 9
April 9, 2020
Solved

Report to show a users actual hours vs. planned hours for tasks their assigned to

  • April 9, 2020
  • 6 replies
  • 3110 views

Hi WF Community,

Is there an existing report, or a way to create a custom report, that will allow us to see a user's (task assignee's) actual hours logged vs. the planned hours on a task-by-task basis? We want to see this grouped by user. It would show the tasks they are on in rows under the user grouping. It seems like a simple report, but we ran into some issues around the planned hours being inflated when there is more than 1 timesheet entry against a task for a given user. Also we want to ensure the actual hours being displayed for a task is just for the user in the grouping and not any user that logged time against said task.

Thanks.

Nick

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    Best answer by DustinMa

    Do an assignment report, make sure to sum the planned hours column, and then add the following text mode as a new column:

    aggregator.displayformat=minutesAsHoursString aggregator.function=SUM aggregator.namekey=Actual Hours aggregator.valuefield=actualWorkCompleted aggregator.valueformat=compound displayname=Actual Hours linkedname=direct namekey=actualWorkCompleted querysort=actualWorkCompleted shortview=false stretch=100 textmode=true valuefield=actualWorkCompleted valueformat=compound viewalias=actualWorkCompleted width=100

    I just did this with a client not long ago, and they did a matrix report. Worked great!

    Happy Easter weekend!

    6 replies

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    April 9, 2020

    The only thing I can think of at this time is an hours report.

    S
    sljonashi
    Level 4
    April 10, 2020

    This is what I use in my reports, hope this helps.

    Project Report

    displayname=Actual / Planned Hours

    linkedname=direct

    namekey=actualworkrequired

    querysort=actualWork

    textmode=true

    valueexpression=CONCAT({actualWorkRequired}/60,' / ',{workRequired}/60)

    valuefield=actualWorkRequired

    valueformat=compound

    viewalias=actualworkrequired

    Task Report

    aggregator.function=SUM

    displayname=Actual / Planned Hours

    linkedname=direct

    namekey=actualworkrequired

    querysort=actualWork

    textmode=true

    valueexpression=CONCAT({actualWorkRequired}/60,' / ',{workRequired}/60)

    valuefield=actualWorkRequired

    valueformat=compound

    viewalias=actualworkrequired

    D
    Adobe Employee
    DustinMaAdobe EmployeeAccepted solution
    Adobe Employee
    April 10, 2020

    Do an assignment report, make sure to sum the planned hours column, and then add the following text mode as a new column:

    aggregator.displayformat=minutesAsHoursString aggregator.function=SUM aggregator.namekey=Actual Hours aggregator.valuefield=actualWorkCompleted aggregator.valueformat=compound displayname=Actual Hours linkedname=direct namekey=actualWorkCompleted querysort=actualWorkCompleted shortview=false stretch=100 textmode=true valuefield=actualWorkCompleted valueformat=compound viewalias=actualWorkCompleted width=100

    I just did this with a client not long ago, and they did a matrix report. Worked great!

    Happy Easter weekend!

      K
      KendraRo2
      Level 3
      October 6, 2020

      Can I run this report by months? So I can see planned hours compared to actual per month? And see planned hours per person by task?

      N
      NickVa7Author
      Level 9
      April 14, 2020

      Thanks, everyone. Stephen, I had tried those options, and although they are good if you're a project owner wanting to see an aggregate of everyones' time (actual) logged against a task, it doesn't allow me to just see actual hours for a given individual, per task, vs. the task's planned hours. Thanks though.

      Dustin - this worked, thanks! We were hoping to display the report results in a bar chart, comparing a planned hours vs. actual hours. However, since I can't seem to group by the calculated custom column for Actual Hours - the one you provided - I can't chart that value. Is it possible to replicate the custom column you gave me and create a calculated custom field instead? I can then group by this field and chart it.

      D
      Adobe Employee
      DustinMaAdobe Employee
      Adobe Employee
      April 14, 2020

      Hey Nick,

      The field itself is just a way to display Actual Hours (actualWorkCompleted) summarized to allow for it to appear in the matrix report.

      You can absolutely add a custom calculated field.

      The calculation would be Actual Hours/60

      Why /60? Because the data is stored in minutes. :)

      Good luck!

      N
      NickVa7Author
      Level 9
      April 14, 2020

      Thanks, Dustin. I may explore that option (potentially).

      One more question, if you don't mind - is there a way, via text mode, to pull in the Hour Entry Date field to this Assignment report?

      D
      Adobe Employee
      DustinMaAdobe Employee
      Adobe Employee
      April 14, 2020

      Hey Nick,

      Not that I'm aware of, as the hour object cannot be directly referenced from the Assignment object.

      You can confirm and compare via the API Explorer:

      https://drop.workfront.com/GGukX7or

      I hope this helps, though I know it wasn't the answer you were hoping for.

      Thanks,

      N
      NickVa7Author
      Level 9
      April 14, 2020

      Thanks for your time, Dustin. Yeah, I had checked out the API Explorer and saw that it wasn't directly related. I know there's a way to create filters that use EXISTS statements, and can connect non-related objects via 'linking' objects. It's a little confusing to me, but I was curious if someone smarter than me knew of a way to use this method to show data from a non-related object in a report? I can post to the larger community if you're uncertain. Cheers.

      D
      Adobe Employee
      DustinMaAdobe Employee
      Adobe Employee
      April 14, 2020

      I know you can do a view or a filter with EXISTS, but I don't believe you can use it for groupings, and I'm 99% sure it can't be used in a calculated field. I'd definitely post it in the reporting board. =)

      Good luck!

      kynabaker16
      Adobe Employee
      kynabaker16Adobe Employee
      Adobe Employee
      April 14, 2020

      Hey Dustin! We don't have a separate group for Reporting anymore, so Nick is posting in the right place.

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