Statusing and Timesheets in Project Online and Project Server 2013

HTTP://WWW.HENHAPL.NET

Barbara Henhapl

About me• Consulting for Project and Project Server, located in

Vienna, Austria• Working with Project Server since Project Central (1999)• MVP since 4 years• Services:• Consulting• Implementation• Trainings

Agenda• Statusing – different methods• %Complete• Actual and Remaining Work• Actual Work by Time

• Timesheets• Single Entry Mode – Combining Statusing and

Timesheets• Task Field on Tasks/Timesheet page

Note: For Statusing and Timesheets, there is no difference between Project Online and Project Server 2013. Therefore, demo will be on Project Online only

% Complete• Project Team Members update % Complete• In addition, they can (should) update • Remaining Work• Actual Start

When additional information is not updated, project manager will not be aware of any delays.

% Complete

% COMPLETE

Actual and Remaining Work• Project Team Members enter Actual and Remaining Work• In addition, they can (should) update • Actual Start

When additional information is not updated, project manager will not be aware of any delays.

Actual and Remaining Work

ACTUAL AND REMAINING WORK

Specify Hours• Project Team Members enter hours per period

(day/week)• Advantage: Project manager has exact overview on

status• “Disadvantage”: Project manager has to adopt his

planning to reality

Specify Hours

SPECIFY HOURS

Only allow task updates via Tasks and Timesheets

• When only allow task updates via Tasks and Timesheets, Project manager will be prevented from overwriting status

ONLY ALLOW TASK UPDATES VIA TASKS AND TIMESHEETS

Timesheets• Timesheets are sent to Timesheet Manager• By default, there is no connection to Status Update on

projects• When timesheet is created after Status Update on Tasks

page, actual work is prepopulated• When using timesheets, all information is stored at it is

at this moment. E.g. if a task name is changed later on, name of task at time of creation is still saved in timesheet

Timesheets

TIMESHEETS

Single Entry Mode• Single Entry Mode (SEM) does connect timesheet data

with task data• Advantage: Within a matrix organization, you have

consistent data• Single point of entry is Timesheet page• When sending timesheet to Timesheet Manager, status

update is sent to project manager at the same time• Tipp: Hide Tasks pages• See http://

technet.microsoft.com/en-us/library/hh694531.aspx, applicable for Project Server 2013 and Project Online

SINGLE ENTRY MODE

Status Approval• Preview• Try to avoid to “reject”. Instead, ask team member to

correct their update• Publish required after accepting• Rules• Auto-Run• Auto-Publish

STATUS APPROVAL

Task Field on Tasks/Timesheet page• A task field can be designed to be displayed on Tasks

resp. Timesheet page• User may be allowed to change value• Note: Changes by users are stored on assignment level

TASK FIELD ON TASKS/TIMESHEET PAGE

questions?

HTTP://PROJECTBLOG.AT, HTTP://WWW.HENHAPL.NET

thank you.

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 10/15/2014 - 10/16/2014