RegoXchange
  • The Timesheet Detail report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run.  The report will pull real-time data from the transaction tables in Clarity.  This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Timesheet Detail report displays timesheet entries for a resource and time period. The timesheet entries include tasks, other time, incidents, and indirect time. The report shows the timesheet hours by day and in total, with any notes related to the time entry.
  • This is an automation to adjust the cost in financials (WIP) based on the standard weekly hours for salaried (Exempt) personnel. The process adjusts only the cost in WIP where the hours per week that are posted for a resource are more than the standard work week. The Posted hours in the timesheet and in WIP remain untouched.   For the process to calculate correctly, all time in a given week needs to be accounted for, including all non-project time. The process has three input parameters as explained below:
    • wkStdHour: Standard Weekly Hours; this can be changed in the process gel script. The parameter is based on the organization standard work week. The default is set to 40 hours.
    • xogBatchSize: The XOG batch size.  This is used to upload data in batches to avoid high memory and performance issues. The default batch size is set to 50 records.
    • username: The resource name that the process uses for uploading data. The default is set to admin.
    • It will process all the timesheets in posted state provided the timesheet has not been adjusted earlier by this process and there are no pending transactions to be posted for it. Validation is made based on Notes field, which is populated once adjustment is done by the process.
    • Notes field should not be modified in Script nor should be worked upon by any other process.
    • All the invalid transactions should be cleared and post to WIP should be finished with no pending records.
  • Spot opportunities to improve timesheet accuracy and resource allocations by assessing timesheet compliance and allocation.  Report Views include:
    • Allocation Variance
    • Capex vs Opex
    • Hours Detail
    • Resource Dtails
    • Single Manager Drill Down
    • Single Resource Drill Down
    • Timesheet Detail
    • Timesheet Summary
    • Unapproved Timesheets
    Demo Video:  https://www.youtube.com/watch?v=yxIkkqSyrRU&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=8 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Spot opportunities to improve timesheet accuracy and resource allocations by assessing timesheet compliance and allocation. Report Views include: • Allocation Variance • Capex vs Opex • Hours Detail • Resource Dtails • Single Manager Drill Down • Single Resource Drill Down • Timesheet Detail • Timesheet Summary • Unapproved Timesheets Demo Video: https://www.youtube.com/watch?v=yxIkkqSyrRU&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=8  
  • Timesheet compliance is a dashboard containing multiple visualizations that shows timesheet compliance data under various scenarios. Dashboard shows count of timesheets grouped by Status and total available timesheets. % Time Compliance – Gauge graph that shows percentage of completed timesheets against overall timesheets. Compliance by Resource Manager – Grid section that shows percent timesheet compliance by resource manager. Timesheet count by Employment type and Timesheet Status – Stacked column chart, each column represents Employment type and sections of the column represent count of timesheets by Status. Count of Timesheets by Months – Stacked column chart, each column represents a month and sections of the column represent count of timesheets by Status. Dashboard also const of two grid sections displaying number of Open timesheets by Organization and Vendor.
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:
    • Resource
    • Resource ID
    • Email Icon of Resource (So the reviewer can quickly email the Resource)
    • Resource is Active
    • Resource Open for Time
    • Time Period (Start and Finish Dates)
    • Timesheet Status
    • Is Adjustment (If the timesheet is adjusted)
    • Timesheet Modified Date
    • Timesheet Posted Date
    • Timesheet Submitted By
    • Timesheet Approved By
    • Project
    • Task
    • Proposed ETC Hours
    • Pending Actual Hours
    • Total Actual Hours
  • The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:
    • Resource
    • Resource ID
    • Email Icon of Resource (So the reviewer can quickly email the Resource)
    • Resource is Active
    • Resource Open for Time
    • Time Period (Start and Finish Dates)
    • Timesheet Status
    • Is Adjustment (If the timesheet is adjusted)
    • Timesheet Modified Date
    • Timesheet Posted Date
    • Timesheet Submitted By
    • Timesheet Approved By
    • Project
    • Task
    • Proposed ETC Hours
    • Pending Actual Hours
    • Total Actual Hours
  • The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:
    • Resource
    • Resource ID
    • Email Icon of Resource (So the reviewer can quickly email the Resource)
    • Resource is Active
    • Resource Open for Time
    • Time Period (Start and Finish Dates)
    • Timesheet Status
    • Is Adjustment (If the timesheet is adjusted)
    • Timesheet Modified Date
    • Timesheet Posted Date
    • Timesheet Submitted By
    • Timesheet Approved By
    • Project
    • Task
    • Proposed ETC Hours
    • Pending Actual Hours
    • Total Actual Hours
  • Portlet to show the stage of any Action Item triggered by Timesheet submission.  Portlet allows for a period start date input, filters by Resource, Approver, Action Item Status and Timesheet Status.  A link to the action item is provided for direct action by review if needed. This portlet is only for the clients who have established a process that triggers on Timesheet Status change to Submitted and to send Action Items to the person responsible for timesheet approval/validation i.e. PM for project tracking and/or RM for overall approval of the timesheet. The portlet won’t display any data if there are no timesheet Action Items.  Examples of such processes would be CA’s OOTB Project Manager Approval or the Timesheet Approval - PM and RM process found on RegoXchange.
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