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Overview
This article describes how to run the pre-defined Enterprise Service Management (ESM) Project Plan Reports.
What materials do I need?
- Internet access
- A valid University of Alaska (UA) identity
- Access to ESM TDWorkManagement
- Access to ESM Project Module
How do I use this technology?
- Login to the UA ESM system.
- Click Projects.
- In the left navigation pane, click Reports.
- Click Standard Plan Reports.
- Select one of the following reports.
Important
Only information from active, unclosed projects are included in these reports.
Plan(s) Summary Report
This report is a roll up of key project metrics, such as Total Estimated and Actual Hours. It is also possible to select a single project for analysis. The report displays the following details for the selected project(s):
- Starts (Earliest Task Start Date)
- Ends (Latest Task End Date)
- Duration (Duration from earliest plan start date to latest plan end date)
- % Days Used
- (Total) Estimated Hours
- (Total) Actual Hours
- Hours Over/Under (Estimated Hours - Actual Hours)
- Hours Used (Actual Hours / Estimated Hours)
- Estimated Percent Complete (of all plans)
- Total Tasks
- Open Tasks
- Completed Tasks
- Milestones
- Milestones Complete
Milestones Report
This report displays all task milestones for a project plan, broken down by plan if you choose to view all plans. You can choose to select an individual plan from the dropdown at the top. The information displayed includes the project plan title and each milestone task's title, estimated hours, actual hours, percent complete, start date, and end date.
Task Work By Person
This report displays time reported against tasks by project members, broken down by the amount of hours worked on tasks at varying levels of task completion (0% - 100%). Time does not need to be submitted or approved to be included in this report, only entered.
Tasks Summary By Plan
The report displays the progress metrics for each plan within a project or all the project plans in the system. The details shown for each project plan include:
- Start - Start date (earliest task start date)
- End - End date (latest task end date)
- Tasks -Total number of tasks
- Clsd - Number of closed tasks
- Clsd % - Percentage of closed tasks to total tasks
- Opn - Number of open tasks
- Opn % - Percentage of open tasks to total tasks
- Est Hrs - Total estimated hours
- Act Hrs - Total hours of time reported against tasks on this plan
- +- Hrs - Hours over/under the estimate
- % Wrkd - Percent of hours worked
- MS - Number of milestones
- MS % Comp - Number of milestones complete
- Est % Comp - Estimated percent complete of all tasks
- % Days Used - Percent of days used
Tasks By Person
This report displays each project member and the tasks assigned to that member. The details shown for each task include the project name, task name, task start and end date, the task percent complete, task estimated hours, and task actual hours.
Conclusion
Plan reports give project managers and leadership the ability to actively manage project plans. These reports are essential in keeping a project on schedule.
Need additional help or have issues
For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.
For immediate assistance please review the Contact Us page for the appropriate support group.