Vergleichsreport

In Webdesk EWP, all project time evaluations are based on the configurable action "ptm_getOrgProjectEfforts".

The following instructions describe how to configure this action can be configured and customized adapt it to your personal requirements needs for project time evaluation. Examples of customizability are, for example, include the number and properties of the available view variants , theand filter options for of the evaluation, or the individual layout of the generated report.

1) Create new configuration of the evaluation actiona New Configuration of an Action

As an administrator, you call up open the action overview via the menu tree:

Menu and Actions
--> Actions

An overview of all actions, configurations, and process references stored in the system appears. Select In the first column, select "Action" as the action type in the first column and enter the name of the desired action in the search field in the second column, in this case "ptm_getOrgProjectEfforts". Click Press Enter to filter the list, and the basic base action "ptm_getOrgProjectEfforts" will be displayed. By clicking on (Report on project efforts) appears.

Clicking "New configuration" in the relevant corresponding column , creates a new configuration of the action is created, which can then be personalized. Alternatively, a new configuration can also be created in the action overview via the button "New configuration" and the specification of the basic button by specifying the base action (here "ptm_getOrgProjectEfforts"). In both cases, two nameshave to be entered as a first step must be specified first:

• Name: unique name of the new configuration, at best ideally with a module description (e.g., "ptm_MyProjecttimeReport")
• TitleHeading: descriptive name of the new configuration, this which also appears in the menu tree (e.g., "My project time evaluation")

After clicking on the"Save" button, the new configuration will be is saved and numerous further optionswill appear on the screen:

Tab "Settings"

The options "Layout Use the following template to use", "Controller", and "Controller Patternpattern" are extended advanced developer options, which that should only be used in agreement consultation with Workflow Systems GmbH. For further information, please contact us directly.

2) Edit configuration detailsConfiguration Details

As already mentioned at the beginning, every project time evaluation is based on the action "ptm_getOrgProjectEfforts". After a new configuration of this action was created in the first chapter on this page, this chapter is dedicated devoted to the actual configuration, i.e., adapting the adaptation of the new function to your needs. By clicking on
Clicking the button "Edit configuration details" button in the tab "Settings" tab takes you get to a new page where you can show and hide filter options, create , among other things, filter options can be shown and hidden, new report templates and layouts can be created, or change the general appearance when opening calling the action can be changed.

The configuration options are divided into the following categories:

General Settings

These are settings that affect the newly configured action and its possibilities capabilities as a whole:

Settings for standard reportsStandard Reports

These are settings that affect the standard reports that are preconfigured in the system and, if approved permitted under "General Settingssettings", are available in each every evaluation. For some of the selection lists, the option "System value" can be selected in addition to "besides "Yes" and "No" you can also select the option "System value". In this case, the default settings stored saved in the system parameters are used:

Design customized project reports

Designing Custom Project Reports

In addition to the two available standard reports available, the administrator can create multiple several custom reports for each configuration of the project time evaluation action. Any Every person in Webdesk who has access to the configured action can then use these reports and evaluate project data in their format. Reports can be created easily and quickly and easily using the modular system.:

In the "Report Definitionsdefinitions" section, first click the "Add" button to create a new custom report. An editor input row opens with various options:

1) General

Data and

Description

• Report name: insert enter the name of the new report here (e.g., "Projects by EmployeeCustomer report" or "Productivity EvaluationTime series with project status")

• Report IdID: define Enter a short name or a code for the new report here (e.g., "CustomRep2CustomReport2")

• Report title (optional): here , you can insert a title which will be specify the title that is displayed at the top of the page when exporting into output in PDF or Microsoft - Excel -Formatformat

• Description: possibility to insert a more detailed description about of the layout, structure, and displayed information of the custom report information displayed that this report offers

• Row count: If this tickbox checkbox is activated, the first column in the report always contains information about the number of rows that will be are displayed when the group (collapse element) is fully expanded.

• Management report: If " project permissions " is are selected under "Applied permissions to use" and this tickbox checkbox is activated, then all those projects are evaluated for which the user has a view permission ("can reportReporting") in the project overview are evaluated. If, however, access However, if view permissions are selected under "Used Applied permissions", this tickbox checkbox has no effect.

2) Category Grouping Columns

The information selected here is used to determine the expandable and collapsible hierarchy of the report. Click on Clicking "Add" to lets you select the data from the list the data with which the Collapse collapse element is to be constructedbuilt.

If, for example, "Month" is the first grouping column, all project times are first displayed and sorted by month. If you open expand the month column, the project times within the month are sorted according to by the second grouping column (in this case "Project"). If you also open expand this column as well, it will be displayed after the the display is by the third grouping column (in this case "EmployeesEmployee"), and so on...

If Once you have arrived at reach the lowest deepest level (here "Employee" expanded), the project times are displayed in the columns with the additional further information previously selected under "Detail columns" . Thein the columns. With the arrow keys for up/down arrow keys can be used to move , the order/hierarchy level of the grouping columns can be moved.

Further More information about on the meaning and function of the specific options choosable as category columns

for grouping columns

3) Detail columns

Durch Klick auf den Button "Hinzufügen" lassen sich hier die Informationen für die sogenannten Detailspalten auswählen. Beim vollständigen Ausklappen des Berichts werden die hier ausgewählten Informationen für die einzelnen Projektbuchungen im Detail in den Tabellenspalten angezeigt. Auch die Reihenfolge der Detailspalten lässt sich mit den Pfeiltaste verschieben, diese werden im Bericht von links nach rechts angezeigt.

Columns

Clicking the "Add" button , lets you select the information for the so-called detail columns can be selected here. When the report is fully expanded, the information selected here is displayed in detail for the individual project bookings is displayed in detail in the horizontal table columns. The order of the detail columns can also be moved with the arrow keys. Detail columns ; they are displayed in the fully expanded report from left to right.

Further More information about on the meaning and function of the specific individual options choosable as for detail columns

Detail columns - Comparison between comparison of configuration view and /report view

3) Move Moving and deleteDeleting

In der Spalte "Hinauf/Hinunter" können die definierten Berichte mithilfe der Pfeiltasten als Ganzes hinunter oder hinauf verschoben werden. Die hier festgelegte Reihenfolge ist die Vorlage dafür, in welcher Reihenfolge die Berichte beim Aufrufen der Aktion unter "Ansichtsvariante" angezeigt werden. In the the "Up/Down" column, the defined reports can be moved down or up as a whole using the arrow keys. The orderdefined set here is the template for the order in which the reports are displayed under "View Variantvariant" when the action is called.

Klick on Clicking the - icon in the "Delete" column to delete deletes the respective configured report draft as a whole.

other configuration details

Zusätzlich zur Einstellung diverser Parameter und der Definition von Berichten können für die konfigurierte Aktion noch weitere Optionen, besonders zu Formatierung und Erscheinungsbild, vorgenommen werden:.

Other Configuration Details

In addition to setting various parameters and defining reports, further options can be made set for the configured action, especially regarding particularly for formatting and appearance:

Context Menu menu --> see here

Formatting --> see here

Styling

Design

Here you can define specify individual font and background colors as well as font size and style for the various elements of the report. The following elements can be configured designed by the administrator:

• Header row of the report
• Detail rows row of the report (single rows per individual project booking row)
• Grouping Individual grouping rows (expandable and collapsible rows within in the collapse - element)
• Detail Individual detail columns

For each of these elements, the following settings can be defined specified in the respective table: