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In Webdesk EWP, project times can be conveniently clearly evaluated and compared according to by various criteria such as timetime, project, customer, or billability.

The basis for this is the configurable action action "ptm_getOrgProjectEfforts" which, which, depending on the configuration and permissions, can provide deliver project time evaluations for individual persons, groups, project structures, or clients. The
The configured action can be named arbitrarily can be given any name (e.g., "My Project Effortsproject efforts") and can be , after setup, added as an item to the the menu tree after configuration in order to access customized tailored project reports at any time. The results can also be integrated into various reports various reports and converted into PDF and into PDF and Microsoft Excel formats formats.

Get evaluations

Obtaining Evaluations

The following instructions for evaluating the project times are based on an exemplified an example configuration of of the action "ptm_getOrgProjectEfforts". Depending on your own configuration, the view and the availability of options may differ. Further instructions for configuring on the configuration of the Webdesk project time evaluation action can be found found here.

To get obtain evaluations, select your configuration of the action "ptm_getOrgProjectEfforts" in in the menu tree (the name is self-chosen by yourself, e.g., "Project effort reports", "My project times", or "Project reports"). A mask appears with various various options for filtering the the evaluation:

Automatically displayed - more

From	Date (period) , from which project efforts are to be considered in the evaluation
Till	To	Date (period) up to until which the project efforts are to be considered in the evaluation
Structure	Selection of the project structure whose project efforts are to be evaluated. If nothing is selected here, all structures are taken into account.considered
Project	Selection of the project whose efforts are to be evaluated. If nothing is selected here, all projects are considered.
Customer	Selection of a customer whose project time effort is efforts are to be considered in the evaluation. If nothing is selected here, the system does not filter no filtering by customer takes place.
Report type	View variant	Selection of the report type variant (how/what which data should be displayed?). By default, 2 6 report types variants are available - others ; more can be configured here.
Report description	Description	More detailed description of the selected report typeview variant
Select billability	Select Selection of whether only billable, only non-billable, or all project times are to be taken into account.	Show sub projects	Select considered
With subprojects	Yes/No if subprojects should selection of whether subprojects are to be displayed separately broken down separately
Show project hierarchy	Select Selection of whether evaluated project times are to be displayed hierarchically in the context of the project structures.
Show individual bookings	Select Yes/No selection of whether each individual booking of project time booking is displayed separately as a line row or not.
With historization	Selection Yes/No selection of whether also historical project time expenditures efforts (e.g. in case of , after a group change) are also included in the evaluation. Example: The The employee Rudi Renner changed switched from the department (group) "Development" to the group "Sales" in June of last year. If "Yes" is selected for historization, Rudi's project time production efforts from the group "Development" (Jan.-Jun.) and from the group "Sales" (Jun.-Dec.) are displayed in the annual evaluation. If "No" is selected, only the project time efforts from the employee's current group of the employee (in Rudi's case "Sales") are evaluated.
Alternative report title	Ability Option to select an alternative title to be displayed in the report (and in the export views) instead of the action name.
Output format	Selection of the output format: print versionview, PDF, or Microsoft Excel. If this field is left empty, the output is presented shown on the screen.
Selection tree	Selection of the groups whose project times should be are included in the evaluation: Groups with viewing view permission: displays shows project times of all groups that the user has permission is permitted to view. All groups: shows the shows project times of all groups of the client, even if the user does not have access rights.has no view permission
Search	Here , the project time evaluation can be filtered again once more by specific persons or groups. The search word entered must correspond to match at least part of the first or last name of a person or the short name/name of a group.
Consider selection in search	Tickbox Yes/No : Should checkbox: When searching for persons or groups, should the filter criteria entered above (structure, project, customer, etc...) also take effect when searching for persons or groups?

Report types

View Variants

In principle, two view variants are preconfigured in the standard action for project time evaluation, two view variants are preconfigured, which are sufficient for the usual overviews and areas of application areas:

Project sortedalphabetical listing of booked projects with

Sorted by booking element
Alphabetical sorting of the booked projects with the project as the top level (hierarchy: Project project > Year year > Month month > Group group > Employees)Date sortedemployee)

Sorted by date
The project time efforts are displayed in a time line with time series with the year as the top level (hierarchy: Year year > Month month > Week week > Date date > Group group > Employees

Organigram/Favorite selection of groups

Here, it is possible to select the groups

employee

Tree/Favorites Selection of Groups

Here you have the option to select the groups to be considered in the project time evaluation directly from the organigram the organization chart by clicking on them. Individual favorites can can also be defined as filtering templates.

Organigram

All folders, which are provided

a filter template.

Organization chart

All folders marked with a plus (+) symbol , can be expanded even further and thus be expanded further to show the sub-elements.
By clicking on a unit, it will be selected. By double-clicking, all sub-elements will automatically be selected.
by clicking on the green arrow > subunits.
Clicking checks the unit in question. A double-click automatically checks all subunits as well
Clicking the green arrow > Show subgroups to depth (depth 1-3) > > displays all existing subgroups are displayed
using Using the blue arrow > Minimize > Collapse tree > > this view is minimized again, so that only the parent groups seem to be onappear
Show details > By clicking the -icon, the the symbol displays the selected groups are conveniently displayed in a list clearly in a list to the right of the iconsymbol. Click Clicking again to hide hides the detailed information.
Clicking the query the Query button starts starts the search.

FavoritesIf
Once you have switched to the favorites the Favorites view (see screenshot), you can click on clicking "Add" to lets you create both groups and persons as a quick selection for a quick selection for filtering the evaluation. If you tick the box for you now check the checkbox for groups and/or persons and click on the query the Query button, these filter criteria will be used these saved filter criteria are applied in the evaluation.

View evaluations

Viewing Evaluations

If you have selected the chosen the screen view of of the evaluation (nothing was selected in the "Output format" field), the evaluation is displayed as a Collapse a collapse element. Depending on the selected report typeselected view variant, the data is organized structured differently (e.g., primarily by date, by project, by person).

the small arrows can be used to expand and collapse entries individually
the Using the small arrows, entries can be individually expanded and collapsed
The "Expand report" button button expands the entire report including all sub-elements
via Via "Collapse report", the data it is reduced again to the top highest-ranking level(s) again
With the button "Show/hide columns" button, individual information columns can be information columns in the table can be shown or hidden in

Via the

table.

Using the export buttons (Printprint, PDF, Excel) in at the upper top left corner, the report can also be exported to afterward to other formats afterwards.

The following screenshot shows an example of a project time evaluation in the chronological view variant (report type "Date sorted"):

as a time series.

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Version 6 von Mr. Ex-Mitarbeiter
am 02.01.19 12:00:25
Name: Evaluate Project Time Recordings
Variante: main - en
Status: Veröffentlichung

Vergleiche Versionen 5 und 6

Version 7 von Gabriel Gruber
am 17.10.26 18:05:58
Name: Evaluate Project Time Recordings
Variante: main - en
Status: Veröffentlichung