Exporting Time Sheet Data

J

Jeremy

We've just installed MS Project Server 2003 and have a handfull of engineers
using the PWA to enter time and manage projects. My question is this, is
there a way that actual time reported can be exported to an excel spreadsheet
that can include vacation/holidays? It would also need to pull time from
Administrative projects such as the RD projects that we have. This
information we hope can then be fed to accounting for payroll purposes.Any
suggestions would be much appreciated.

Thank you,
 
D

Dale Howard [MVP]

Jeremy --

To accomplish this, you would need to create one or more administrative
projects that track nonworking time such as vacation and sick leave. To
export the desired data to Excel, you would do the following:

1. Log into PWA
2. Click the Resources menu
3. Click the View resource assignments link in the sidepane
4. Select the desired resources and click Apply
5. Select the Timesheet format in the sidepane
6. Select the All assignments link in the sidepane
7. Click the View Options tab
8. Make sure the "Administrative tasks" option is selected and the "Show
scheduled work" option is DESELECTED
9. Select the date range for which you wish to report
10. In the lower right corner of the page, click the Export Grid to Excel

Do know, however, that the disadvantage of using an administrative project
to track vacation and sick leave is that the time entered in each admin
project will not automatically reschedule work in other projects. If you
are currently entering nonworking time on each resource's calendar in the
Enterprise Resource Pool, you would need to discontinue this practice and
move to an admin project approach. Depending on your environment, such as
requirement might be a "deal breaker" on using the information I have
presented above. Hope this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the book on Project Server"
 
J

Jeremy

Thanks for the post. I've managed to accomplish what you've noted, however,
project data and administrative task data does not display together for each
individual. It first displays project time for each individual and then
administrative project time for each individual. Is there a way to change
the view so that project time and administratove project time displays one
right after another for each individual?

Also, is there a way to have preset groups of individuals as opposed to
selecting each individual you want to report against each time you run the
report.

Thanks,
Jeremy
 
D

Dale Howard [MVP]

Jeremy --

Sorry, but this appears to be one more quirk that frustrates people who use
the default administrative project feature in Project Server 2003.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the book on Project Server"
 
C

Christopher Thorpe

I haven't had any luck trying to customize the views to do what you
want, or use preset groups for the reports in PWA.

If you are using Portfolio Analyzer, you may be able to extract the
information you want via custom queries. I haven't tried that
direction myself, but others on here may be able to help you there.

The best success I have found for automating reports like this is via
the Project Data Service (PDS), which exposes the timesheet data in
XML. You might try writing an application that uses the PDS to pull
the time data for your employees out of the relevant projects and
combines it into what you need. If you need it in Excel, it might be
straightforward to write the PDS calls in VBA and have them populate a
spreadsheet. Using the PDS would also allow you to use the groups
within Project Server or your own groups to do the reporting, instead
of selecting them by hand in PWA or exporting all the data into Excel
and filtering it there.

If this seems daunting, my startup, NexPlan, has developed interfaces
to the PDS that do the sort of thing you're talking about, and we can
usually also integrate the data directly into your accounting system.
Contact me privately if you're interested in talking more about our
solutions.
 
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