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Editing Timesheet Queries in Project Server 2010 RRS feed

  • Question

  • We successfully installed PS 2010 and are using the Timesheet in single entry mode to track hours and task updates.  We determined that the Timesheet was preferable to the Tasks view for our organization but are hoping to be able to tweak the Timesheet to fully meet our needs. 

    With this in mind, has anyone tried to alter the query used to populate the left side of the Timesheet with Tasks?  We're finding that our Project Managers are spending an inordinate amount of time updating project plans so that the Timesheet is populated properly on a week-by-week basis for our resources.  In particular: instead of cutting off a task at its end date we'd like to display tasks past their end date to accommodate for run overs (end date + two weeks for example).  Basically we'd like to alter the Timesheet so that its a little more forgiving when displaying tasks.

    Has anyone attempted to alter the Timesheet queries before?  If so, can you provide any advice or guidance?

    Wednesday, April 27, 2011 5:01 PM

Answers

  • David,

    This is a common scenario for organizations using Project Server or some other Enterprise tool for project tracking. As much as we like, the PMs will not always be on top of the project plan updates. :),

    Dale's reply ( adjusting remaining work), and Sarah reply (adding lines) are the answers to your dilemma. Adjusting remaining work will allow tasks to go past their initial finish date (and appear in future timesheets until complete), and if there are tasks that are still not available, Insert Row, feature will allow resources to add a task from schedule that was not necessarily planned for that week, and report time against it.

    In addition, there is a feature called "Insert New task", which will allow team members to add tasks that are NOT part of the schedule, and resources wants adding that task to the PM.

    All said and done, obviously, handling the uncertainity/irregularity of your projects environment, through better planning, and probably making a weekly project plan updates an organizational practice, is a better solution.

     


    Prasanna Adavi, PMP, MCTS Blog: http://thinkepm.blogspot.com
    Saturday, April 30, 2011 1:43 AM
    Moderator

All replies

  • Tech David --

    To stop a task from cutting off at its scheduled Finish date, I strongly recommend that you teach your organization's team members to increase the Remaining Work value for tasks where they have used up all of the planned work, but they know the task is not yet done.  Furthermore, I would recommend that if a team member increases the Remaining Work on a task, that team member should also click the name of the task and enter a note on the Assignment Details page to document the reason for increasing the Remaining Work.  Both of these steps are best practices our company recommends for use with the Timesheet and/or Tasks page in PWA.

    Regarding altering the timesheet queries, I will allow others to answer that question, if they even have an answer for you (other than "No, you cannot do that.").  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, April 27, 2011 5:28 PM
    Moderator
  • We are not using Project Server 2010 yet, but is there no longer an "Add Lines" feature in 2010?  If a task does not automatically populate on the timesheet then it seems like the resources could add lines to get that task back.  OR the project manager should be updating their project on a weekly basis to ensure that task is allocated for that resource during that week.  Or as Dale mentioned, the resource could also edit Remaining Work to indicate that they still have work to do.

    Did Add Lines go away in 2010?

    Wednesday, April 27, 2011 5:50 PM
  • Sara,

    No the Add Lines function is still there in traditional PS2010 timesheets. It may not be there in Single Entry Mode, but I would need to check.

     


    Alex Burton
    www.epmsource.com | Twitter
    Project Server TechCenter | Project Developer Center | Project Server Help | Project Product Page
    Thursday, April 28, 2011 7:33 AM
    Moderator
  • Its still there. Its just called  Insert Row
    Prasanna Adavi, PMP, MCTS Blog: http://msprojectideas.blogspot.com
    Thursday, April 28, 2011 2:44 PM
    Moderator
  • Thanks for the suggestions everyone.  At this point it seems our biggest challenge is staying on top of the project plan updates.  This is mainly due to the fact that most of our projects are not necessarily very linear in nature: the work, scope and dates tend to fluctuate a lot which require a lot of project plan updates.  We were hoping to build a little more flexibility into the system to allow resources to add time and not necessarily have to wait for a PM to update the project plan.

    Do you know of anyone who has run into similar problems and had success configuring or altering Project Server to alleviate this?

    Friday, April 29, 2011 6:51 PM
  • David,

    This is a common scenario for organizations using Project Server or some other Enterprise tool for project tracking. As much as we like, the PMs will not always be on top of the project plan updates. :),

    Dale's reply ( adjusting remaining work), and Sarah reply (adding lines) are the answers to your dilemma. Adjusting remaining work will allow tasks to go past their initial finish date (and appear in future timesheets until complete), and if there are tasks that are still not available, Insert Row, feature will allow resources to add a task from schedule that was not necessarily planned for that week, and report time against it.

    In addition, there is a feature called "Insert New task", which will allow team members to add tasks that are NOT part of the schedule, and resources wants adding that task to the PM.

    All said and done, obviously, handling the uncertainity/irregularity of your projects environment, through better planning, and probably making a weekly project plan updates an organizational practice, is a better solution.

     


    Prasanna Adavi, PMP, MCTS Blog: http://thinkepm.blogspot.com
    Saturday, April 30, 2011 1:43 AM
    Moderator