Run Excel Reports

*Primary Grouping

Determines how data are categorized in the report. Select one of the following values:

• Region

• Resource Pool

• Role

*Begin Period

Determines the first time period for which data are displayed in the report. Select a value from the Available Periods list.

*End Period

Determines the last time period for which data are displayed in the report. Select a value from the Available Periods list.

*Time Granularity

Determines the time interval for data displayed in the report. Select one of the following values:

• Year displays time periods as yyyy

• Half Year displays time periods as h1 or h2/yyyy

• Quarter displays time periods as quarter/yyyy

• Month displays time periods as mm/yyyy

• Week displays time periods as mm/dd/yyyy

*Time Unit

Determines the time unit (FTE, person days, or hours) to use to display capacity and demand data in the report. Select one of the following values:

• FTE

• Person Days

• Hours

Resource Pool

Determines which resource pools are represented in the report. From the Resource Pool Name list, select one or more resource pools names.

Region

Determines the region for which data are displayed in the report. Select a value from the Region list.

Role

Determines the roles represented in the report. Select one or more values from the Role Name list.

Resource Category

InfoView lists all of the resource categories defined for resources in PPM.

From the Resource Category list, select one or more resource categories to include in the report.

*Primary Grouping

Primary grouping for project information in the report results

Selections include:

• Region

• Projects Class

• Project Type

• Business Unit

• Program

Project Name

Name of the PPM project

Overall Health

Weighted average of the health indicators for scheduling, cost and earned value health, and issue health for a project

Region Name

Name of the region with which the project is associated

Request Type

Project control request type associated with the project. This can be a project issue, risk, or scope change.

Project Type

Entity that determines the business rules used to manage a project. Project types include policies for different aspects of managing the project, including:

• What types of actuals are collected

• Whether built-in project costing or HP Time Management is used for the project

• Whether the project includes a work plan

Business Unit

Business unit responsible for the project

Project Class

Indicates the class to which the project belongs. For example, projects that belong to the Core (Keep the Lights On) project class serve to maintain existing business applications and services.

Project Status

Status of the project in its assigned process

Program Name

Name of the program with which the project is associated

Project Manager

Name of the manager assigned to the project

*Begin Period

From the list of all fiscal periods configured for PPM, select the starting period for data to include in the report.

*End Period

From the list of all fiscal periods configured for PPM, select the end period for data to include in the report.

*Multiply Factor

From the listed factors, select one of the following:

• 1

• 1,000

• 1,000,000

*Primary Group By

Determines the primary grouping for data in the report. Select one of the following values:

• Region

• Financial Summary Type

• Business Unit

• Business Objective

*Report Currency

From the list, select one of the following to determine base the currency associated with financial summary on the default currency for PPM Center (base) or the local currency.

• Base

• Local

*Secondary Group By

Determines the secondary grouping category for data in the report. Select one of the following values:

• Expense Type

• Labor Type

*Time Granularity

Determines the time interval for data displayed in the report. Select one of the following values:

• Year displays time periods as yyyy

• Half Year displays time periods as h1 or h2/yyyy

• Quarter displays time periods as quarter/yyyy

• Month displays time periods as mm/yyyy

• Week displays time periods as mm/dd/yyyy

Business Objective Name

To specify business objectives to include in the report, select the names from the list of business objectives in Financial Management.

Business Unit

To specify business units to include in the report, select the names from the list of business units configured for Financial Management.

Financial Summary Name

To specify financial summaries to include in the report, select the names from the list of financial summaries in Financial Management.

Financial Summary Type

To specify financial summary types to include in the report, select one or more of the following from the list of financial summary types:

• Project

• Proposal

• Asset

• Org_Unit

• Program

Region Name

To specify regions to include in the report, select the names from the list of regions configured in PPM.

*Period Range Beginning Date

Determines the start date of the date interval for data displayed in the report.

If the end date of a period falls between the period range beginning and end dates, then data for that the period are included in the report.

*Period Range Ending Date

Determines the end date of the date interval for data displayed in the report.

If the end date of a period falls between the period range beginning and ending dates, then data for that the period are included in the report.

*Time Sheet Line Status(es)

Determines whether the report displays data for all time sheet lines, regardless of line status, or only for time sheet lines that have a specific status.

Select one of the following values:

• * (default)

• Unsubmitted

• Submitted

• Approved

• Rejected

• Frozen

• Closed

*Time Sheet Status(es)

Determines whether the report displays data for all time sheets, regardless of line status, or only for time sheets that have a specific status.

Select one of the following values:

• * (default)

• Unsubmitted

• Pending Approval

• In Rework

• Approved

• Frozen

• Closed

• Missing

Note: Although "Missing" is not a valid status for PPM time sheets, in operational reports, it represents time sheets that have no assigned status.

* Tolerance for Approval (days)

Number of days after the period end date after which the time sheet cannot be approved as compliant.

* Tolerance for Submission (days)

Number of days after the period end date after which the time sheet cannot be submitted as compliant.

* Top Org Unit

Filter report data based on a selected organizational unit. The report returns all of the data that fall below the organizational unit in the hierarchy.

Request Type Name(s)

(Optional) Filters report data based on one or more selected request types.

Project Name(s)

(Optional) Filters report data based on one or more selected projects.

Location Code(s)

(Optional) Filter report data based on one or more selected locations.

Resource Category(s)

(Optional) Filter report data based on one or more selected resource categories.

Department(s)

(Optional) Filter report data based on one or more selected departments.

Company(s)

(Optional) Filter report data based on one or more selected companies.

Charge Code(s)

(Optional) Filter report data based on a selected charge code.