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tracker:efforts [2010/08/01 15:46]
tracker:efforts [2012/10/03 11:30] (current)
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 +====== ProjectTRACKER Help - Efforts ======
 +
 +The efforts function of the ProjectTRACKER provides a time, effort documentation and tracking tool. You also get basic project status information from the tasks you are working with.
 +
 +===== Task Effort Input View =====
 +
 +A typical efforts page in edit mode looks like:
 +
 +{{tracker:tracker-taskeffort.png?700}}
 +
 +//**Notes:**//
 +  * In case effort entries are not visible (e.g. Task not active anymore or View not set for the Program belonging to this Task) the text <color red>**Hidden Efforts!**</color> will be shown in the headline. You can use the [[tracker:reports-predefined|Standard Report]] **Effort Allocation User Status Week** to check for all the efforts which have been allocated.
 +  * When a team leader has selected another user then himself, the text <color red>**Other User!**</color> will be shown in the headline.
 +  * In case a task is time boxed, daily effort fields which are not in the valid time frame of the task are greyed out and cannot be edited.
 +
 +===== Task Effort Overview View =====
 +
 +A typical efforts page with **Overview** check box active looks like:
 +
 +{{tracker:tracker-taskeffort-over.png?600}}
 +
 +===== Selection Filters =====
 +
 +^ User | User filter. Normal users can select only them-self. Team leaders and admins can select their team members.\\ //**Info:**// When no user is selected, normal users will see only their own tasks, project and team leaders will see all tasks within their program visibility.  |
 +^ Program | Program filter. |
 +^ Task ID |ID of selected task. A certain task can be selected by clicking on the **ID** field.|
 +^ Task Group((Only visible when overview check box is selected)) |Task group filter. |
 +^ Year | Year filter. |
 +^ Task Prio((Only visible when overview check box is selected)) |Task prio filter. Prio must be given in format: 1,2,3 ... |
 +^ Date | Week date to view or start date of week range in overview mode.\\ //**Note:**// You can start the **Efforts** page always with the current week date, when you add the parameter ..TaskEffort.php?//EngineerWD=CURWEEK// to your HTML bookmark of the page. |
 +^ Range((Only visible when overview check box is selected)) | End date of week range in overview mode. |
 +^ {{:tracker:prev.gif}} | Clicking on the arrow moves one week back. Clicking on __**CW//nm/xy//**__ link switches to the first recorded week. |
 +^ {{:tracker:next.gif}} | Clicking on the arrow moves one week ahead. Clicking on __**CW//nm/xy//**__ link switches to the last recorded week. |
 +^ Today | Set **Date** to current week. |
 +^ {{:tracker:print-pdf.png}} | Opens the [[tracker:reports|Reports]] page showing all reports including //1// in the report view. |
 +^ {{:tracker:excel3.jpg}} | Export to MS Excel sheet. |
 +
 +//**Note:**// Clicking on the week forward / backward and other links might change also the **Year** setting!
 +
 +===== Selection Options =====
 +^ Overview Flag | Switches from the input mode to a summary / overview mode. |
 +^ Include Operations((Only visible when overview check box is not selected)) | When selecting the check box you make all **Operations** tasks visible, even when the program filter is set to another program. |
 +^ Show Totals((Only visible when overview check box is not selected)) | By selecting this check box you can see the overall effort of a Task in case several team members are working on the same task. |
 +^ Include Team((Only visible when overview check box is selected))((Only visible for project, team leaders and admins)) | By selecting this check box you see not only the efforts of the current selected user, but also the effort sum of all team members belonging to this user. In case you have selected no user, you see the efforts of all selected [[tracker:tasks|Tasks]] visible to you. |
 +
 +===== Efforts Inline Report =====
 +
 +The efforts inline report with the name //_Efforts Page Report// is shown right to the **Selection** form when defined by a user with "Report" rights.
 +
 +===== Tasks Efforts Input Grid =====
 +^ID((Clicking on the headline will also sort the column)) | Internal ID of the effort record. Clicking on a task ID will select all tasks with only this ID. A tool tip with the task description is shown when moving the mouse cursor over the ID field. |
 +^Program Group Task((Clicking on the headline will also sort the column)) | Name of the program / task. //**Note:**// It is not possible to add a task in the Efforts page, when the same task has been added already in the same week. |
 +^ {{tracker:notes.png}}{{tracker:notese.png}} | Clicking on the icon will open the **Task Effort Description**. As editor the [[http://ckeditor.com|FCK Editor]] is used. Press the help icon to get infos on how to use the FCK editor. A blue icon indicates that there is a description available. A tool tip with the content of the description is shown as soon the mouse cursor is moved over this field.|
 +^ {{:tracker:activitye.png}}{{:tracker:activity.png}} | Clicking on the activity icon will open the **[[tracker:efforts#task_activities|Task Activities]]** page. A green icon indicates that activity assignments are defined.\\ //**Note:**// Activities must be enabled by the ProjectTRACKER PHP administrator - when not enabled or no activities have been defined for the related program you cannot see the icon! |
 +^{{:tracker:clock.png}} {{:tracker:clockr.png}} | Clicking on the clock icon will open the **Time Measurement** utility. With the measurement utility you can start or stop the time measurement for a selected task. A running clock is indicated with a red clock icon. The clock icon is shown only when the current week is selected. //**Note:**// **Stop** stops the timer and saves the measured time, **Cancel** stops the timer //**without**// saving! |
 +^Prio((Clicking on the headline will also sort the column)) | Prio of this task - in case task is done (remaining effort is 0) the priority entry is shown in green. |
 +^Task Status((Clicking on the headline will also sort the column)) | Status of the task. The task status will be set based on the time recording and / or directly via the task owner. |
 +^Date((Clicking on the headline will also sort the column)) | In case no date is selected in the **Selection Filter**, the week date when the effort was recorded is shown. |
 +^#Plan | The **Effort** planned in [[tracker:tasks|Tasks]]. |
 +^#Done | The effort done so far. Depending on the **Show Totals** check box you see your total effort or the total effort done by the team. |
 +^#Rem | The remaining effort. Depending on the **Show Totals** check box you see your estimated remaining effort or the total remaining effort the team estimated.\\ Remaining effort is always the latest value entered. This can be also a greater value then the one in the previous week - means the remaining effort was underestimated! |
 +^%Rem | The remaining effort in %. Depending on the **Show Totals** check box you see your estimated remaining effort in % or the total remaining effort in % the team estimated. |
 +^%Plan | The effort in % of the plan. Depending on the **Show Totals** check box you see your estimated total effort in % of the plan or the total effort in % of the plan estimated by all team members. |
 +^//Day nm.xy// | Current effort in hours for selected day in current week **Date**. |
 +^ |  |
 +^CW//nm/xy// | Current effort in hours for selected week / year. If **Day** values are entered this is the calculated sum of these. You can enter also days as e.g. //10d// or the remaining effort in percent of the [[tracker:tasks|Tasks]] **Effort** via e.g. //10%//. |
 +^Rem.(PD) | Estimation of remaining effort. This field should be updated at the end of the week, e.g. by the person responsible for the planning of this task. Effort is given in Person Days (PD). You can enter also hours as e.g. //1:20// - the smallest value ProjectTRACKER is accepting is 0.01 person days ~ 5 Min's. You can use a prefix notation to calculate the remaining effort automatically - see below description. |
 +| **//%//** Notation | Calculates the remaining effort in percent of the [[tracker:tasks|Tasks]] **Effort**, e.g. //10%//. |
 +| **//&//** Notation | If you want to be sure that remaining and effort done added together is exactly the [[tracker:tasks|Tasks]] **Effort** use the //100&// notation, with the value representing your allocation to this task, e.g. here 100%. You can also double-click in the **Rem.** field to automatically calculate the remaining and effort done to 100%. |
 +| **//!//** Notation | Calculates the exact remaining effort in correlation to the effort done as with **//&//**, but adds the effort deviation described in the [[tracker:tasks#task_description_free_text_input_-_descr._effort|Task  Description]] - see also the following chapter [[tracker:efforts#remaining_effort_in_combination_with_task_description|Remaining Effort in combination with Task Description]]. |
 +^Del. | In case a check box **□** is available you can delete the effort entry. When you move the mouse cursor over the field a tool tip shows the owner of this record. When you are not allowed to edit the record choose another filter criteria to reduce the list to entries you are allowed to edit. |
 +
 +//**Note:**// If you cannot see / find certain programs or tasks check your [[tracker:#view|View]] settings.
 +
 +===== Remaining Effort =====
 +
 +When remaining effort is maintained, it is highly recommended that only one person (e.g. the task owner) takes care. Here a short cookbook on handling the "remaining efforts" at the end of the week:
 +
 +  * Set current week for **Date**.
 +  * Set the **Show Totals** checkbox.
 +  * Check the total effort done (**#Done**) against the plan (**#Plan**).
 +  * Discuss with your team (or with yourself if you are the only one to work with this task :-)) if remaining effort is still ok - means team has not detected any add. work / delays so far.
 +  * Fill in your remaining effort estimate or use 100& in case everything runs against plan.
 +  * //**Note:**// The discussion can be accomplished also via a "effort deviation" described in the chapter [[tracker:efforts#remaining_effort_in_combination_with_task_description|Remaining Effort in combination with Task Description]].
 +  * Double check the **%Plan** - should be now 100% in case everything is ok and there are no bookings for next week already.
 +
 +//**Notes:**//
 +  * In case you or team members have efforts already booked for next week you see less then 100% - so be happy and leave it as it is.
 +  * In case you have > 100% numbers check again if the **Show Totals** checkbox has been set - it might be that also someone else has defined a "remaining effort" - then this effort is added - the team leader of this group can find this out.
 +  * In case the the remaining effort has been set to zero by the task owner or by several task owners, further efforts to task entries following the completion week are not allowed anymore. This can be also used by the task owner to quickly block a task for further effort booking.
 +
 +===== Remaining Effort in combination with Task Description =====
 +
 +To make the remaining effort estimations more easy for the task owner add e.g. an additional column to your [[tracker:tasks#task_description|Task Description]] containing effort deviations like in the example below:
 +
 +^  __**Example Project : Specification**__  ^^^^^^^^^
 +| **Description** | Bla Bla Bla |||||||||
 +| **Task Steps to do** | **Description** | **Responsible** | **Planned Effort** | **Min. Effort** | **Max. Effort** | **Risks/Issues identified** | **Effort Deviations** | ... |
 +| Step 1 | Bla Bla Bla | Mr. X |  10 PD |  8- PD |  12+ PD | Took more time ... |  +1! PD | ... |
 +
 +Let the task owner review the task by adding task deviations (positive and negative) and ideally also some descriptions why these deviations happened.
 +
 +The deviations can be then used in the weekly updates of the remaining efforts via the '!' calculation function.
 +
 +Just enter //100!// in the remaining effort column as shown in the picture below:
 +
 +{{:tracker:tracker-taskeffort-rem.png?700}}
 +
 +ProjectTracker will calculate the remaining effort now on the basis:
 +
 + Rem. := Plan + Deviation - Done
 +
 +With the above example having a deviation of +1 PD the result will be 4.9 PD in comparison of 3.9 PD the //100&// function will calculate. See also [[tracker:pm#detailed_planning_via_task_description_free_text_input|Detailed Planning via Task Description]].
 +
 +===== Task Activities =====
 +
 +//**Note:**// Activities must be enabled by the ProjectTRACKER PHP administrator - when not enabled you cannot use this functionality!
 +
 +Activities could be used to further refine a [[Tasks|Task]]. Activities are defined per [[programs|Program]] and could also have a global scope, means are visible for all programs with the same [[naming#group_format|Top Level Group]] name. For further details see [[Programs#program_activities|Program Activities]].
 +
 +Task activities are independent to task efforts and represent only a ratio / percental effort of the task efforts, means once defined for a week stay constant even when the task efforts are changed. Task activities should be maintained on a weekly basis and with a "round about" accuracy only.
 +A typical task activities page looks like:
 +
 +{{:tracker:tracker-taskeffort-activities.png?400}}
 +
 +//**Note:**// In case activities are not visible (e.g. not active anymore or the global scope has changed) the text <color red>**Hidden Activities!**</color> will be shown in the headline. When activities are hidden and the activity ratio is changed all hidden activities will be deleted!
 +
 +==== Task Activities Grid ====
 +
 +^ ID((Clicking on the headline will also sort the column)) | Internal task activity ID. A tool tip with the activity description is shown when moving the mouse cursor over the ID field. |
 +^ Name((Clicking on the headline will also sort the column)) | Name of activity.|
 +^ Percent | Percent of task time spend for this activity. |
 +^ Hours | Hours of task time spend for this activity. Here always decimal hours are used. |
 +^ Ratio | A slider gives a quick overview over the activity distribution. Values can be changed also by moving the sliders with the left mouse button pressed. |
 +^ |  |
 +^ Update | Save task activity distribution. Task activities are always normalized to 100%. In case the total percentage of changed values is less then 100% the exact values are used, and the remaining ones are normalized. |
 +^ Close | Close page //**without**// storing.  |
 +
 +===== Tasks Efforts Input Buttons =====
 +^ Full Edit | When **Full Edit** is clicked you can easily shift an already recorded task to another task. //**Note:**// It is not possible to shift efforts to a task already defined in the same week - here you have to simply add the efforts to one task and then delete the other task. |
 +^ Copy Descr. | When **Copy Descr.** is clicked, **Task Effort Description**s from the previous week are also copied. |
 +^ Update | Store time entries. //**Note:**// To save a new entry at least **User** and **Date** must be set! |
 +^ Copy | Copy task assignments as defined by the copy select list below. The newly created time entries will be empty. //**Note:**// **User** and **Date** must be defined to see and use the copy functionality! |
 +| Copy from previous week | Copy the task assignment entries from previous week to the current week. |
 +| Copy from Plan | Copy all your task assignments from the current [[tracker:plan|Plan]] to the current week. |
 +| Copy from scrum  planning | Copy all task assignments from the current [[tracker:scrum|Scrum]] cycle with you as task owner to the current week. |
 +^ Chown((Only for system administrator)) | Make assigned engineers owner of the their effort records. |
 +^ Cancel | Reload page //**without**// storing. |
 +
 +===== Tasks Efforts Overview Grid =====
 +^Program((Clicking on the headline will also sort the column)) | Program name. |
 +^Group((Clicking on the headline will also sort the column)) | Group name. |
 +^Prio((Clicking on the headline will also sort the column)) | Prio of task - in case task is done (remaining effort is 0) the priority entry is shown in green. |
 +^Task((Clicking on the headline will also sort the column)) | Task name. |
 +^#Plan | The planned effort. |
 +^#Done | The total team effort done. |
 +^Done | The effort done by you. |
 +^#Rem | The remaining effort. |
 +^%Rem | The remaining effort in %. |
 +^%Plan | The effort in % of the [[tracker:tasks|Tasks]] **Effort**. |
 
 
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