Missing Timesheet report for Deltek Vision

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Summary:

Is there a Missing Timesheet Report?

Description:

Is there a report that shows Missing Timesheets?

Resolution:  Yes, there is a Timesheet Status report that can be run by Vision Timesheet Admin’s. Follow the below steps to run this report while logged in as a Vision Timesheet Admin:

1.  Go into Time & Expense.
2.  Click the Employees button on the top toolbar.
3.  On the right-hand side of the dialog select or deselect the Status checkbox for those timesheets you want to see in the report.
4.  Select the Status Report option. You can run this report to show any combination of TimesheetsMissing, Submitted, In Progress, Approved, Posted.

NOTE: this report can only be run for only one Labor Period Ending Date. A report which needs more than one Labor Period Ending Date would be an enhancement request.

I have a solution for you, and it’s this report:

Deltek Vision Missing Timesheet Days Report:

Features:
Filter by employee or show all employees
Run report for “days back” from today to show any length of time.

Price: $2,900

Yearly Maintenance: 17%

Version 2 features to be added:

Show time sheets where employees have entered less than standard hours.

This report will work for any Version of Vision 7.4 and later, as well as the new Deltek Professional Services platform coming out next year.

 

Here’s a screenshot of the report:

missing timesheet days

Get in touch if you want more information:

Contact Info

Deltek Vision – Custom Invoice

Clients often request a custom invoice to be created. It seems like a simple task at first, but in fact it’s not.

The reason why is because of this… it’s a report yes… but it’s actually a “master” report with 28 or so “sub” reports.  So if you get an “outrageous” price like $4,000 for an invoice customization… that’s why.

Keep in mind, each sub report has its own set of parameters, design screen (layout) and sql query underlying it…. it’s a lot of work.  =)

invoicedesign

A set of good looking reports for Deltek Vision 7.4 in the cloud; combining Project Infocenter data and Project Planning data on one report

I just delivered a set of reports for a new client in London. They had some interesting and challenging requirements to combine multiple projects and plans data into one report in a multicurrency and multicompany environment.

These are just screen shots of the results, with identifying and confidential data removed:

Project Planned vs. Actual Data with revised plan taking into account JTD cost metrics

sample

 

Project Portfolio – a collection of master projects with data from all sub projects combined. Each column is the combination of a master project and all its children.
portfolio-sample

 

Project Summary – one master project and its sub projects displayed together, with the consolidation of everything in the left most column.


summarysample

It’s not obvious in these images, but these reports incorporate:
Project data across companies
JTD Actuals data
Planning data

What these reports do not provide:
They do not provide all the data at a “presentation currency”.  While it is possible to do, the client did not ask for it. If needed, it can be provided at a transactional level, and with currency translations happening on the data of the transaction, rather than at a specified date.

While these kinds of reports take a lot of work and can be pricey, they are often used by many different levels of users at the firm and become a main tool for performance and project health measurement across the entire enterprise and project life cycle. In other words, they are well worth the investment.

Have an excellent remainder of your week!

 

 

A massive report in Project Planning

Recently, Deltek contacted me to develop a custom report for the Planning module.
To the customer, it seemed simple enough at first, merely a graph that showed planned vs. actual amounts in the same space, with revised planned amounts going forward from the report date.  In the original specifications, the example looked like this:

spec-capture
Keeping in mind that the data provided to develop the report against was pilot data (it looks kind of weird) here is what it’s shaping up to look like:

result-capture

You can also see the chart of hours if you wish (you can turn on and off lines with check boxes on the same graph)

result-hours

While there are still some refinements needed to this report, it’s 95% complete.

It’s actually a report that Deltek Vision does not provide out of the box because of its complexity. If you’re interested in getting this report for your implementation let me know.

If you’re interested in knowing some of the challenges faced in developing this report (part of the reason it’s not available as a standard item) read on…

Simple enough in concept, very challenging in practice. Here’s why:

  1. The implementation is in the cloud, not hosted on the client’s own servers. This means that all SQL underlying the report had to be resident in the report itself. No ability to add functions, store procedures, custom tables or anything else of that nature. Once I got the hang of Deltek’s cloud strategy for custom reports though it was conceptually easy to do.
  2. Different time scales for planned items inside the plan:
    Deltek Vision allows you to create plans that span multiple time scales in the same plan. This means you could have an entry that was something like this:
    John Sellers, Inspector | Start Date 1/1/2016, End Date 12/31/2017, Cost: $300,000  Bill: $600,00 – expressed in months.
    Then in the same plane you might have something like this:
    Susan Waller, Project Mgr | Start Date 1/1/2016, End Date 7/31/2016, Cost: $75,000 Bill: $150,000 – expressed in weeks.
  3. Different time scales for cost items:
    You will have JTD Cost and bill items on the projects attached to the plans expressed in accounting periods from the summary tables. Easy enough if you want to graph everything by month AND the accounting periods line up with calendar months (in this case they do not).  However, if like in this case the accounting periods do not line up with the plan, then you have to somehow spread out the actual costs over a timescale by day so you can graph both planned and actual items in the same space.
  4. Planned revenue on fixed fee projects is going to be a formula based upon planned percent compete, and each phase in a project can fall on either side of the fixed fee vs. time and materials (or cost plus) billing terms.

This required a gathering all the JTD cost and all the planned items (past and future) then somehow getting them all to translate to a per day cost or planned item, as well as make sure I kept the phase information on projects since this affected planned revenue.

Once I had everything to the right scale, then I had to put it all on a time series (a calendar) that included every day from start to finish of the planned and actuals for the project (since the data is represented in a cumulative fashion, you have to start from the beginning). Lastly, after spreading out actual items and plan items over the time series, making sure that months that were heavy on holidays and weekends were properly assigned the relevant amounts required incorporating the holiday calendars as well as weekends etc.

Then of course there is the difficulty with SSRS graphing tools. They’re a bit wonky and finicky.

But, got the job done.

If you’re interested in having a similar report for your Deltek Vision implementation, get in touch with me.

Deltek Vision Custom Report: Missing Timesheet Days

Deltek Vision 6.X and 7.X provide you with a standard report for missing timesheets. But that only tells you if someone has filled out an entire timesheet or not. It doesn’t tell you if an employee has gaps in their timesheet.

If you want to know what days an employee has not entered time for at all inside of a timesheet that is not actually missing, then you need this report.

This report shows you days that are either entirely missing, or just haven’t met the allotted Hours Per Day amount.

Missing Timesheet Days Report
Features:

  • Set your own end date
  • Set how many days back you want the report to look
  • Use any PROJECT search to filter the report (you can filter this report as you would any Project report in Vision; using Organization or Profit Center, related Employees, Employee status, or any other attribute of the Projects or Employees infocenters or related infocenters).

Customizations: Contact me to discuss adding features to this report.

Base Price: $1,200 – No maintenance fees.

Screen shot:

scg_missing_timesheet_days

Quick one: SSRS – upgrading Vision from version 6 to 7

Today a customer called me and said:

“We converted to Vision 7 and now the custom invoice you created for us is not showing”.

Solution: If the report files are missing for your custom reports, you will need to re-load them.  But first you must:

1. make sure you have BIDS 2008 installed

2. open every single .rdl file in BIDS 2008 and close it again (meaning the .rdl files you are interested in loading, meaning your custom reports or invoices)

3. when you close each file, BIDS should prompt you to save them

4. re-load your reports in 7 as you would normally.

This is assuming you have your own back ups of these files in case something goes wrong.

What it does:

It converts all your .rdl files into a more recent version of SSRS reports, most notably doing away with the <table> object and introducing the <tablix> object.

Cheers!