Views and reports for personal velocity, total effort and time spent per user | Targetprocess - Visual management software

Views and reports for personal velocity, total effort and time spent per user

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 AssignmentsAssignedEffort and Times data sources.

Count of entities per user

ViewsTabular reportsVisual reportsCustom graphical reports
How many items are assigned per user?Work by person templatereportreport based on Assignments data source

User as X axis

 

report

How many items are done per user?Work by person template, filtered by end datereport, filtered by end datereport 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

ViewsTabular reportsVisual reportsCustom 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 columnEffort 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

How much effort to do remains per user?People Capacity viewreport based on Assigned Efforts data source with Effort To Do column and with grouping by User columnEffort 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

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 columnCompleted 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

ViewsTabular reportsVisual reportsCustom graphical reports
What are recent time spent entries per user?Time List viewreport
How much time is spent per user?report, grouped by User columnTime 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 columnreport 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

ViewsTabular reportsVisual reportsCustom graphical reports
Effort vs effort to do vs effort complete per userreport based on Assigned Efforts data source with Effort, EffortToDo, EffortComplete columns and with grouping by User columnEffort 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 userreport based on Assigned Efforts data source with Effort and Role Time Spent columns and with grouping by User columnreport 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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