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Planview prototype for time reporting

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Planview prototype for time reporting

  1. 1. 1© Tiba Technologieberatung GmbH Prototype for Time Reporting Improved time reporting forms in MS SharePoint using the Planview database Developed by: Tiba Technologieberatung GmbH Prototype for Time Reporting
  2. 2. 2© Tiba Technologieberatung GmbH Prototype for Time Reporting Context The Challenge Time Reporting is part of the Planview standard functions. However, organizations with extensive Time Reporting often demand higher usability of the underlying user form. Our Solution Higher usability through an improved user interface for Time Reporting in MS SharePoint without modifying the underlying Planview functionality. How it works • Individual SharePoint forms for Time Reporting and approval • Access to the Planview database via webservices
  3. 3. 3© Tiba Technologieberatung GmbH Prototype for Time Reporting Prototype Architecture • User interface for Time Reporting • Interface is based on JavaScript • Server communication via AJAX calls Commication between database and server via webservices Full functionality of the corresponding Time Reporting functinoality in Planview Low maintenance Write access to the database is carried out exclusively via webservices offered by Planview to make sure that: a) all data entries are updated, b) all writing is carried out correctly, c) new software releases can use the same Sharepoint interface. Data security User log into SharePoint via SSO and their Windows account details. Every user can only access assignments he/she is allowed to see.
  4. 4. 4© Tiba Technologieberatung GmbH Prototype for Time Reporting Time Reporting Screenshot: MS SharePoint Form for Time Reporting Calendar Input mask for Time Reporting • The input mask contains all current allocations (including beginning and end) as well as the planned effort for each assignment, actual effort and remaining effort. • Hours worked can be recorded for each day or for a whole week; users get notifications if the actual effort exceeds planned effort • Authorizations can be organized in a separate form („favorites“)
  5. 5. 5© Tiba Technologieberatung GmbH Prototype for Time Reporting Approval Screenshot: MS SharePoint Form for Approval • By default, all Time Reporting sheets that need to be approved are sorted by resource. As an alternative, Time Reporting sheets can also be ordered by project. • Projects assignments can be approved for each resource individually, for a group of resources or by project. Same user interface for Time Reporting and approval
  6. 6. 6© Tiba Technologieberatung GmbH Prototype for Time Reporting Advantages at a glance • Complete functionality of the Planview user interface for Time Reporting • Same layout for Time Reporting and approval • Calendar weeks that cover more than one month can be combined into one single period • Color marking of status to show prioritization • Users can sort assignments according to status • Authorizations can be ordered in a separate form (“favorites”) • Time Reporting can be carried out for a single day or for a whole week • Notifications in case of deviations between actual and planned effort • Low maintenance efforts for migration to new release versions
  7. 7. 7© Tiba Technologieberatung GmbH Prototype for Time Reporting Roger Mähr Dipl.-Math. / Managing Director Telefon +49 (0) 30 236 345-0 Telefax +49 (0) 30 236 345-19 Mobil +49 (0) 172 715 5656 maehr@tiba-tech.de Contact Tiba Technologieberatung GmbH Wittenberg Platz 1 D-10789 Berlin Telefon +49 (0) 30 236 345-0 Telefax +49 (0) 30 236 345-18 info@tiba-tech.de www.tiba-tech.de Martin Rudolph Dipl.-Ing. / Managing Director Telefon +49 (0) 30 236 345-0 Telefax +49 (0) 30 236 345-19 Mobil +49 (0) 172 632 7352 rudolph@tiba-tech.de

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