Configuring Request Types for Use with Time Management

In PPM, actuals represent the number of hours a resource has worked on an activity or request, and the dates on which that work was done. You can enable tracking of this data in Time Management from the Resources tab. Once you enable the request type for Time Management, you can specify at a more granular level who can log time against a request of that type.

To configure tracking of actuals in Time Management:

  1. On the PPM Workbench shortcut bar, click Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  2. Open a request type.

  3. In the Request Type window, click the Resources tab.

  4. Expand the Request Type window so that you can view the entire Resources tab.

  5. Select the Use Time Management to track actuals checkbox.

  6. To specify who can log time against a request of this type, do the following:

    1. To specify resources who are directly assigned to requests of this type during the current time sheet time period, select the Resources assigned to the request during the current time period checkbox.

      To successfully enable assigned resources to log time against a request of this type, you must also perform the following steps:

      1. From the PPM Workbench, open the request header type used.

      2. On the Attributes tab of the Assigned To field, set the Transaction History attribute to Yes.

    2. If you enabled resource assignment tracking, and you want to select all of the resources listed in the new resources tracking section, select the All resources listed on the request checkbox.

    3. To select users who belong to the assigned security group, select the All users in the assigned group checkbox.

      To successfully enable assigned security group members to log time against a request of this type, you must also perform the following steps:

      1. From the PPM Workbench, open the request header type used.

      2. On the Attributes tab of the Assigned Group field, set the Transaction History attribute to Yes.

    4. To allow all request participants (as specified through workflow security and the participant model) to log time against a request of this type, leave the All request participants checkbox selected. Otherwise, clear this checkbox.

    5. If this is an Asset request type, for which you use staffing profiles to allocate resources for an asset, you can select the All resources allocated in the staffing profile checkbox.

  7. Click Save.

Note: Any time the Assigned To field value changes in the request details page (any time the request is assigned to a different user), that new value is automatically added to the Resources section of the page, and is a resource on the request.

A resource who is managing the request can use the Scheduled Effort field in the Resources section to allocate resources. These allocations will be displayed in the Expected Hours field on the time sheet for that resource.