PWA Reports. User Guide Extra PWA Reports

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Transcription:

User Guide Extra PWA Reports 1

Overview Extra PWA Reports add three powerful reports to Project Web Access. These reports display the following details: Unapproved Hours Report shows the working hours that are not approved by the project manager for the resources filtered according to the user's choice. Reported Hours Report shows the reported working hours in relation to the quota working hours per day for the resources filtered according to the user s choice. Late Tasks Report shows the tasks that their finish date passed and they have not been completed yet. The Business Need Often, project manager wants to know in real time what the resources status or the tasks status is. The project manager is able to get these data only after publishing the project. The Solution Extra PWA Reports present the information in real time without the need of the project to be published. 2

Enter the Project Web App. Click on button, the following web page will appear: 3

Before using Extra PWA Reports The reports buttons are not enabled. 1. Click on button: Database Details: Fill in your SQL server name (the server that holds PWA databases) and the actual name of PWA published database and PWA Reporting database on your server. After you filled in the details click on button to save it. If you want to close the configuration panel without any change click on button. 2. Click on button: 4

If you want to acquire license for 14 days you have to choose the first option. If you have a serial key you have to choose the second option and fill in your serial number and your customer name: If you have already had license and you just want to restore it you have to choose the third option: After choosing one of the options - click on button to activate the product. If you want to close the license panel without any changes click on button. 5

Using the PWA Reports Now, the reports buttons are enabled. Therefore, you can choose the report you want to use: 6

Unapproved Hours Report When you want to use the first report Unapproved Hours Report click on button. The following web page will appear: You have to select a range of dates that you would like to get the results on it. If you have RBS custom field you can choose the and option: and select the organizational structure that the resource is associated with from the list box: 7

Click on for getting the results on the web page: If you want to get the results in Excel file click on button that appears. If there is no data to display, the following massage will appear: 8

Resource Hours Report When you want to use the second report Resource Hours Report click on button. The following web page will appear: You have to select a range of dates that you would like to get the results on it. If you have RBS custom field you can choose the and option: and select the organizational structure that the resource is associated with from the list box: 9

Click on for getting the results on the web page: For each resource, the number of reported working hours are displayed in the proper cell according to the specific day. If the resource has not reported at all hours the proper cell has red color. If the resource has a vacation day the proper cell has gray color. If the resource has reported hours but has not reached his quota working hours - the proper cell has orange color. If the resource has reported hours and has reached his quota working hours - the proper cell has green color. If you want to get the results in Excel file click on button that 10

appears. If there is no data to display, following message appears: Late Task When you want to use the second report Resource Hours Report click on button. The following web page will appear: 11

You can choose which kind of filter to use for getting the late tasks: Tasks of certain resources. Tasks of certain project owners. Tasks of certain projects. If you want to filter the tasks by certain resources you have to select which resources to get their late tasks. Click on The following web page will appear: for getting the results on the web page: If you want to get the results in Excel file click on appears. button that 12

If there is no data to display, the following massage will appear: If you have not selected resources, following message appears: 13

Key Features & Benefits Features & Benefit Extra PWA Reports Project Server 2010 Getting the data in real time Resource status filtered by RBS custom field Taking full control about the hours report of the resources Graphic display of resource status Taking control about the tasks advance Detailed tracking on the reported hours Meeting deadlines by displaying the late tasks 14

System Requirements.NET Framework 3.5 SP1 or Higher http://download.microsoft.com/download/2/0/e/20e90413-712f-438c- 988e-fdaa79a8ac3d/dotnetfx35.exe Visual Studio Tools for the Microsoft Office System (version 3.0 Runtime http://www.microsoft.com/downloads/en/details.aspx?familyid=54eb3a 5a-0e52-40f9-a2d1-eecd7a092dcb&displaylang=en Visual Studio Tools for the Microsoft Office System (version 3.0 Runtime) Service pack 1 http://www.microsoft.com/downloads/en/details.aspx?familyid=d8eb49 21-891a-4b5e-973f-0b96e6ccf376 15

Installation Procedure 1. Double click on the Setup.exe file to start the installation process. 2. The wizard will show the Welcome screen: 3. Click Next to advance to the System Checks step. 4. The setup application will run the necessary checks and will indicate their status. 5. Click Next. 16

6. Confirm licensing agreement: 7. Check the sites collection you want the product to be deployed to: 17

8. Click on Next and wait for the installation progress do be done: 9. Click on Next. 10. Click on Close : 18