Time Sheet dashboard

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 4 minutes to read
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    Summary of Time Sheet Dashboard

    The Time Sheet dashboard in Strategic Portfolio Management provides valuable insights into time sheet activities, specifically designed for time card approvers and users. Leveraging Performance Analytics, it offers historical trends and regular reports, allowing users to monitor resource allocation and approval rates effectively.

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    Key Features

    • End User Roles: Various roles including Portfolio Manager, Program Manager, Project Manager, Time Card Approver, and Business Stakeholders, each needing visibility into time sheet activities.
    • Tabs and Indicators: The dashboard includes the Overview, Delinquent Activity, and Analysis tabs, displaying key indicators such as:
      • Count of active time sheet users.
      • Percentage and count of late time sheets for the year, quarter, month, and week.
      • Total time sheets submitted and approved.
      • Pending, recalled, and rejected time sheets for the current week.
    • Data Visualizations: Offers various visual tools like single score metrics, bar charts, heat maps, and time series line graphs to analyze time card data efficiently.

    Key Outcomes

    With the Time Sheet dashboard, ServiceNow customers can enhance their oversight of time management processes, identify bottlenecks in approvals, and assess resource allocation. This leads to improved operational efficiency and better decision-making regarding project resources.

    The Time Sheet dashboard provides comprehensive time sheet activities and reports to the time card approvers and time card users. The dashboard uses Performance Analytics to provide a trend of historical data and regular reports. It gives an overview of the time sheet activities of resources, time sheet approval and rejection rate, over-allocated and under-allocated resource counts.

    Figure 1. Overview tab
    Screenshot for Overview tab of Time Sheet dashboard
    Figure 2. Delinquent Activity tab
    Screenshot for Delinquent Activity tab of Time Sheet dashboard
    Figure 3. Analysis tab
    Screenshot for Analysis tab of Time Sheet dashboard

    End user and roles

    End user and goal Required role
    Portfolio manager: Needs visibility into time sheet activities of resources and actions that should be taken. it_portfolio_manager
    Program manager: Needs visibility into time sheet activities of resources and actions that should be taken. it_program_manager
    Project manager: Has access to the dashboards. it_project_manager
    Time card approver: Needs visibility into time sheet activities of resources and actions that should be taken. timecard_approver
    Business stakeholder for PPM: Needs visibility into time sheet activities of resources and actions that should be taken. sn_ppm_read

    Indicators

    The Overview, Delinquent Activity, and Analysis tabs in the dashboard contain widgets with the following indicators. The data for time sheets and time cards is collected from the [time_sheet] table and the data for users is collected from the [users] table.

    PPM – Active Time Sheet Users
    Count of active users with the timecard_user role.
    PPM – % Late This Year
    Percentage of time sheets late this year.
    PPM – % Late This Week
    Percentage of time sheets late this week.
    PPM – % Late This Quarter
    Percentage of time sheets late this quarter.
    PPM – % Late This Month
    Percentage of time sheets late this month.
    PPM – Late Time Sheets This Month
    Count of late time sheets this month. The indicator includes time sheets of the current month until the past week that are not in the Approved or Processed state.
    PPM – Late Time Sheets This Quarter
    Count of late time sheets this quarter. The indicator includes time sheets of the current quarter until the past week that are not in the Approved or Processed state.
    PPM – Late Time Sheets This Week
    Count of late time sheets this week. The indicator includes time sheet of the past week that are not in the Approved or Processed state.
    PPM – Late Time Sheets This Year
    Count of late time sheets this year. The indicator includes time sheets of the current year until the past week that are not in the Approved or Processed state.
    PPM – Total Time Sheets Last Week
    Total number of time sheets for the past week.
    PPM – Total Time Sheets This Month
    Total number of time sheets for the weeks in the current month.
    PPM – Total Time Sheets This Quarter
    Total number of time sheets for the weeks in the current quarter.
    PPM – Total Time Sheets This Year
    Total number of time sheets for the weeks in the current year.
    PPM – Time Sheets Approved This Week
    Count of time sheets approved this week. The indicator includes time sheets in the Approved or Processed state.
    PPM – Time Sheets Missing This Week
    Count of users with the timecard_user role who did not submit time sheet for the current week.
    PPM – Time Sheets Pending This Week
    Count of time sheets pending this week. The indicator includes time sheets for the current week in the Pending state.
    PPM – Time Sheets Recalled This Week
    Count of time sheets recalled this week. The indicator includes time sheets for the current week in the Recalled state.
    PPM – Time Sheets Rejected This Week
    Count of time sheets rejected this week. The indicator includes time sheets for the current week in the Rejected state.
    PPM – Time Sheets Submitted This Week
    Count of time sheets submitted this week. The indicator includes time sheets for the current week in the Submitted state.

    Breakdowns

    • User
    • Manager
    • Department
    • Cost Center
    • Portfolio
    • Program
    • Project

    Data visualizations

    Title Type Description
    Rejected Single score Single-score chart Number of time cards that are in the Rejected state for the last 30 days.
    Late Single score Single-score chart Number of time cards that were submitted late in the last 30 days.
    Pending Approvals Single score Single-score chart Number of time cards that have approval pending in the last 30 days.
    By State Bar chart Bar chart Number of time cards in the last 30 days, grouped by their state.
    By Category Heat map Heat map chart Breakdown of time spent (hours) by a resource across different project time categories in the last 30 days.
    By Resource List List chart The list of time cards submitted by a resource in 30 days.
    Total Hours Bar chart Bar chart Total time (hours) spent on by different categories.
    Total Hours by Week Starts On Time series line time series line chart Weekly trend of the total time (hours) spent on different categories over a period of time.
    Time Sheets Over 40 Hours Bar chart Bar chart Count of time sheets over 40 hours indicating over-allocated resources.

    This report does not refresh when you select portfolio, program, or project.
    Allocated vs Actual Hours Time series step Time series step chart Monthly trend comparing the total allocated hours versus actual hours for all time card users.
    Time Cards By Expense Type Bar chart Bar chart Time cards grouped by expense types: Capital Expense (Capex) and Operating Expense (Opex).