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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© 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© 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© 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© 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© 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© 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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Planview prototype for time reporting

  • 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© 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© 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© 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© 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© 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© 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