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Brian Smith's Project Support WebLog

What's new and upcoming in the world of Microsoft Office Project Support (PSS).
Timesheet Classifications - what they don't do

With the change in relationship between time tracking in timesheets, and the updating of status in tasks, that we introduced in Project Server 2007 there has been some confusion.  One area that after working on a case yesterday needs a little more explanation is timesheet classifications.  Where you create these in PWA it give the following description:

Edit, Enter Line Classification

You can duplicate timesheet lines for business purposes or accounting reasons. To do this, define timesheet line Classifications, which will become the unique identifier for a timesheet line.

What it doesn't say directly is that these classifications are not for tasks - and only the timesheet classification of "Standard" can be imported to the "My Tasks" page through "Import Timesheets".  All other classification types will be ignored and any lines will not display in the grid to be imported.

The intention behind this design is that other classifications can be used for business analysis of time related to the task that was not productive as far as working the task.  So you may have spent 2 hours traveling to perform a task - and you may bill the customer, but this wasn't something directly related to performing the task - and in this scenario was not included in the planned time to perform the task.  Obviously there could be other ways to handle this and the travel may well be a task on its own. 

In the support incident where this caused some issues the customer was trying to use the classifications as a way of flagging different activities within the same task - but as the only the standard line goes through to the time tracking in the project this would not work.  The solution agreed here is that the project requires tasks for all the different activities being performed.  You could also do some sort of server side event that allows you to add time in different timesheet classifications against the same task - and then these get consolidated in the "Standard" row - but analysis would only be available in the timesheet and reporting database.

image

As an example only the 6h highlighted for the ABC Outlook Task 1 would be available for import to "My Tasks" - the research and travel time would not. 

I hope this helps clear up any misunderstanding of this feature.

Posted: Friday, February 15, 2008 3:36 PM by BriSmith

Comments

Thorsten said:

Did someone notice, the order of the timesheets in the drop down field (on selecting the timesheet period to import) is not sorted?

Maybe it sorts by name, but if nobody renames his or her timesheets, all timesheets are named "my timesheet".

Somebody with a solution for that?

Thorsten

# February 19, 2008 6:55 AM

Ken said:

Hi Brian,

We were trying to do timesheet updating at summary task level instead of lowest task level. The team members were able to update & submit the timesheets, and the timesheet manager was able to import timesheet and do task status updating. However, when the project is published, the % complete for the summary task shows 0%, though the % work complete shows the correct figure.

There wasn't any problem if the timesheet update is done at the lowest task level.

Is there any way for us to use timesheet for task progress updating at summary task level, as we do not want to update a long list of tasks in our timesheets?

Appreciate your kind advice.

Ken (Singapore)

# February 21, 2008 4:37 AM

BriSmith said:

Hi Ken,

If the assignments are at the lowest level than that is where the task status needs to be reported.  It is not possible for Project to know which task to update if you are only reporting against the summary - so the % complete must stay at zero.  The only (bad) option would be to assign to the summary task.  Better would be to use the tied timesheet/statusing from Codeplex - but you would still need to report at the tasks level.

Brian.

# February 22, 2008 7:45 PM

Microsoft Office Project 2007 said:

You can use classifications on timesheets to categorize the work being performed in your organization.

# May 19, 2008 9:18 PM
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