• Utilization to load
• Account Timecards
• Process Timecards
• Project Timecards

These units enable Manager(s) and Project Manager(s) get informed about the workload of their team.

Utilization to Load

Utilization to Load Unit helps Manager(s) and Team Leaders to be aware of their personnel workload in order to approve or not personnel booking requests.

To access Utilization load go to Modules Menu Icon > Reports & Analytics > Timecards >User Load.

The Utilization to load consists of Filters area and a Weekly Calendar into which you can only view the workload of your team in:

• daily Tasks
• specific Processes with their SubProcesses-Workpackages (if any)
• as Day Percentage Utilization, Week Percentage Utilization, Month Percentage Utilization

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• Business Organization criteria (Functional Groups, Divisions, Offices)
• User Name, User Team (provided that you are a team leader at least in one group in Organizational Chart), Exclude myself option
• Processes criteria (Type, Process Name, Business Function-Category, Process current State, Process related Account, Show Only Scheduled/Booked-and not actual)
• User Load (Type Booked hours vs Actual or Type Scheduled hours vs Actual)
• Show or not to show weekends

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while the Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

You may navigate to a different view by pressing small Calendar and select the Date or by left-right arrows.

Yearly view is also available.

Account Timecards

Account Timecards Unit helps Manager(s) and Team Leaders to be aware of all Tasks that have been added below an Account.

To access Account Timecards go to Modules Menu Icon > Reports & Analytics > Timecards >Account Timecards.

The Account Timecards unit consists of Filters area and a Weekly Calendar into which you can only view the workload of your team.

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• Account criteria (Category, Name)
• Tasks criteria (Work Type, Task current State)

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

In the Timecard displayed you may see the Scheduled and Actual duration of Tasks, as populated in different Accounts.

Scheduled Tasks are displayed in Yellow, Running in Blue, Completed in Green.

Public holidays are displayed as blue highlighted day column.

Tasks can be added from this point, as well. Usually, Tasks are added via Quick Add: Task, Timesheet, Workbench, Calendar or from Process’s inside.

Still, hovering your mouse above a Cell, a “New” icon is displayed to click on.

By pressing it, you have to fill the Quick Add: Task field:

• Give a Title and the Task type
• Select the User to whom the Task will be assigned to
• The state can be Scheduled or Running, Completed, etc.
• Set up the Scheduling details such as Scheduled Start and End Dates and Times, Scheduled duration
• An account is already related based on the related cell you have clicked on
• Responsible Group is pre-selected to the group you are a member of; you can switch it to the group you think has the accountability of this Task
• Check the Out of Office checkbox, if needed
• Add a Description and Save it.

Process Timecards

Process Timecards Unit helps Manager(s) and Team Leaders to be aware of all Tasks that have been added below a Process.

To access Process Timecards go to Modules Menu Icon > Reports & Analytics > Timecards >Process Timecards.

The Process Timecards unit consists of Filters area and a Weekly Calendar into which you can only view the workload of your team.

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• Process criteria (State)
• Tasks criteria (Work Type, Task current State)

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

In the Timecard displayed you may see the Scheduled and Actual duration of Tasks, as populated in different Processes.

Scheduled Tasks are displayed in Yellow, Running in Blue, Completed in Green.

Public holidays are displayed as blue highlighted day column.

Tasks can be added from this point, as well. Usually, Tasks are added via Quick Add: Task, Timesheet, Workbench, Calendar or from Process’s inside.

Still, hovering your mouse above a Cell, a “New” icon is displayed to click on.

By pressing it, you have to fill the Quick Add: Task field:

• Give a Title and the Task type
• Select the User to whom the Task will be assigned to
• The state can be Scheduled or Running, Completed, etc.
• Set up the Scheduling details such as Scheduled Start and End Dates and Times, Scheduled duration
• The process is already related based on the related cell you have clicked on
• An account is already related based on the related cell you have clicked on
• Responsible Group is pre-selected to the group you are a member of; you can switch it to the group you think has the accountability of this Task
• Check the Out of Office checkbox, if needed
• Add a Description and Save it.

Project Timecards

Projects Timecards Unit helps Manager(s) and Team Leaders to be aware of all Tasks that have been added below a Project.

To access Projects Timecards go to Modules Menu Icon > Reports & Analytics > Timecards >Project Timecards.

The Projects Timecards unit consists of Filters area and a Weekly Calendar into which you can only view the workload of your team.

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• your Role (Resource Manager, Team Leader, Project Manager)
• Project/Workpackage criteria (State)
• Tasks criteria (User (assignee), Work Type, Task current State)

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

In the Timecard displayed you may see the Scheduled and Actual duration of Tasks, as populated in different Projects.

Scheduled Tasks are displayed in Yellow, Running in Blue, Completed in Green.

Public holidays are displayed as blue highlighted day column.

Tasks can be added from this point, as well. Usually, Tasks are added via Quick Add: Task, Timesheet, Workbench, Calendar or from Process’s inside.

Still, hovering your mouse above a Cell, a “New” icon is displayed to click on.

By pressing it, you have to fill the Quick Add: Task field:

• Give a Title and the Task type
• Select the User to whom the Task will be assigned to
• The state can be Scheduled or Running, Completed, etc.
• Set up the Scheduling details such as Scheduled Start and End Dates and Times, Scheduled duration
• The process is already related based on the related cell you have clicked on
• related Account
• Responsible Group is pre-selected to the group you are a member of; you can switch it to the group you think has the accountability of this Task
• Check the Out of Office checkbox, if needed
• Add a Description and Save it.

The post Reports & Analytics – Timecards (User Load, Account – Process – Project Timecards) appeared first on Comidor Low-code Automation Platform.