Overview of hours realized
Menu path
Projects à Reports à Professional services automation à Hour realization overview
Introduction
In this overview, you can get an insight on the amount of hours that a person has worked.
Roles & rights
To view this overview, you will require the YA1401 - Hour entry role module or the Hour entry role, security level 10 and above, and a specific user-defined role that is linked to the relevant field on the Professional services automation: Settings page. For more information, see Defining Professional services automation settings.
Notes:
- Employee self-service or CRM users will require the YA1401 – Hour entry role license before they can be assigned with the Hour entry role.
- For more details on function rights, go to System à Security à Function rights.
- For more details on roles, got to System à Security à Setup à Roles.
What version are you using?
The information in this document is based on product update 252.
How do I view the overview of hour realized?
- Define the required criteria.
- Click Show.
Buttons
Show
Click this to display the results based on the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results based on the defined criteria.
Reset
Click this to reset the selections to the default settings.
Close
Click this to exit.
Fields
Criteria section
Division
Type or select a division code. This displays the schedules of employees belonging to the defined division.
Cost center
Type or select a cost center code. This displays the schedules of employees belonging to the defined cost center.
Manager
Type or select an employee ID. This displays the schedule of all subordinates of the defined manager.
Person
Type or select an employee ID. This displays the schedule of the selected employee.
Note: All employees with the Active and Inactive statuses will be displayed for selection. However, depending on the status defined at Person: Status, only the scheduled and worked hours of employees with the defined status will be displayed in the overview.
Person: Status
Select Active or Inactive to display only the schedules of employees with the respective status. Select Both to display the schedules of active and inactive employees.
Week selection
Select a date range. In the first column, you can choose from <Range>, <All>, This year, This quarter, This month, This week, Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, and Last 365 days. Depending on your selection, the dates will be updated automatically. However, if <Range> is selected, you need to define the dates manually.
Show only deviations from schedule
Select this check box to display hours that are different from the person’s schedule.
Show employees with zero realized hours
Select this check box to display schedules with zero hours.
Columns
This section displays the scheduled and worked hours. The worked hours are displayed per day and also under the Count column. You can click the hyperlink under the Count column to go to the Hours & expenses page. For more information, see Working with hours and expenses entries. When you click the hyperlink under the Person column, you can view the personal card of the employee. For more information, see Viewing personal cards.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
20.493.657 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
25-11-2013 |
| Release: |
|
Attachment: |
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| Disclaimer |