When you're managing a team, it's often beneficial to be able to view your team's progress on an individual basis. You may want to get answers to questions like:
- How many items are assigned / done per user?
- How much total effort is assigned per user? What part remains to do? How much is completed? What is a team member's individual velocity?
- What are recent time spent entries per user?
- How much time is spent per user? And how much time is remaining?
- Can I compare two or more of the values above per each user?
Multiple types of views and reports exist in Targetprocess and make it possible to obtain the information you require: Views, Tabular reports, Visual reports, and Custom graphical reports (obsolete, still supported for On-Premise accounts only).
All these questions and more can be answered with the help of views and reports based on Assignments, AssignedEffort and Times data sources.
Count of entities per user
Views | Tabular reports | Visual reports | Custom graphical reports | |
How many items are assigned per user? | Work by person template | report | report based on Assignments data source
User as X axis |
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How many items are done per user? | Work by person template, filtered by end date | report, filtered by end date | report based on Assignments data source
User as X axis filtered by Assignable.EndDate |
report |
For accurate reporting by assigned items count users must not be unassigned from entities even when work is done.
Effort of entities per user
Views | Tabular reports | Visual reports | Custom graphical reports | |
How much total effort is assigned per user? | report based on Assigned Efforts data source with Effort column, and with grouping by User column | Effort assigned to a Person by Project template, customized
or, alternatively: report based on Assigned Efforts data source User as X axis SUM(Effort) as Y axis |
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How much effort to do remains per user? | People Capacity view | report based on Assigned Efforts data source with Effort To Do column and with grouping by User column | Effort assigned to a Person by Project template
*report uses state of work items or, alternatively: report based on Assigned Efforts data source User as X axis SUM(Effort To Do) as Y axis *report uses progress percentage of work items |
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How much effort is completed per user? What is a team member's individual velocity? | report based on Assigned Efforts data source with Effort Completed column and with grouping by User column | Completed Effort by Person in a Current Release template
*report uses state of work items or, alternatively: report based on Assigned Efforts data source User as X axis SUM(Effort Completed) as Y axis *report uses progress percentage of work items |
report |
For accurate reporting by total effort and personal velocity users must not be unassigned from entities even when work is done.
We do not recommend build personal reports using Effort and Time Spent fields of assignable entities (User Stories, Bugs, Features etc.) when many users with multiple roles are assigned to the same work items. Use Effort and Role Time Spent fields of AssignedEffort collections instead for more accurate results.
Some personal reports with effort based on assignments may provide you with unexpected totals when multiple users are assigned to a work item under the same role. To distribute effort by users properly, please split assignments as recommended in the following article: Reporting on effort with multiple assignments to a single role.
Time spent, Time remain per user
Views | Tabular reports | Visual reports | Custom graphical reports | |
What are recent time spent entries per user? | Time List view | report | ||
How much time is spent per user? | report, grouped by User column | Time Spent by Person,
Time Spent by Person by month, Time Spent by Iteration, Time Spent by Person by Work item templates |
report from Time and Effort Reports Solution | |
How much time remains per user? | report based on Assigned Efforts data source with RoleTimeRemain column and with grouping by User column | report based on Assigned Efforts data source
User as X axis SUM(Role Time Remain) as Y axis |
Do not build time remain reports using Times as data source. Use Role Time Remain field of AssignedEfforts collection instead.
Comparison of multiple metrics per user
Views | Tabular reports | Visual reports | Custom graphical reports | |
Effort vs effort to do vs effort complete per user | report based on Assigned Efforts data source with Effort, EffortToDo, EffortComplete columns and with grouping by User column | Effort assigned to a Person by Project template
*report uses state of work items or, alternatively: report based on Assigned Efforts data source User as X axis SUM(Effort), SUM(Effort To Do), SUM(Effort Completed) as Y axis *report uses progress percentage of work items |
report | |
Estimated effort vs time spent per user | report based on Assigned Efforts data source with Effort and Role Time Spent columns and with grouping by User column | report based on Assigned Efforts data source
User as X axis SUM(Effort) and SUM(Role Time Spent) as Y axis |
report |
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