Detailed Time Spent reports by Feature, by Epic, by Portfolio Epic | Targetprocess - Visual management software

Detailed Time Spent reports by Feature, by Epic, by Portfolio Epic

With Time Tracking practice enabled, Targetprocess users post actually spent time against various entities. Users submit Time records for User Stories, Tasks and Bugs, while project managers are interested in totals for Features and Epics. In Targetprocess it is possible to build detailed time report with proper grouping.

Detailed time reports are based on Times data source and operate with lists of time spent records. Time entities have predefined and custom data fields. The fields are used for reporting, grouping, and filtering. In Time records there are no prefefined fields having reference to features and epics. To build time reports with distribution per parent entity use custom calculations based on custom formula metrics or Visual Reports calculations.

Custom calculations for Visual Reports are configured and modified by any Targetprocess user (report owner). To get calculated totals displayed in other places but reports: detailed views and legacy tabular reports, set up custom formula metrics. They are configured and modified by Administrators only.

Visual Reports

Click + Create > Report to start building new Visual report.

Visual Reports

In the top left corner, select Projects and Teams you're interested in.

Data source: Times

Visual Reports. Image 1

Report by Feature

Add custom formula Feature Name to Data fields list.

Bugs not included (simple case):

CASE
 WHEN UserStory.Feature.ID != NULL THEN UserStory.Feature.Name
 WHEN Task.UserStory.Feature.ID != NULL THEN Task.UserStory.Feature.Name
 ELSE "No Feature"
END

Bugs included (advanced case):

CASE
 WHEN UserStory.Feature.ID != NULL THEN UserStory.Feature.Name
 WHEN Task.UserStory.Feature.ID != NULL THEN Task.UserStory.Feature.Name
 WHEN Bug.Feature.ID != NULL THEN Bug.Feature.Name
 WHEN Bug.UserStory.Feature.ID != NULL THEN Bug.UserStory.Feature.Name
 ELSE "No Feature"
END

Set up the report:

X axis: Feature Name

Y axis: SUM(Spent)

Report by Epic

Add custom formula Epic Name to Data fields list.

Bugs not included (simple case):

CASE
 WHEN UserStory.Feature.Epic.ID != NULL THEN UserStory.Feature.Epic.Name
 WHEN Task.UserStory.Feature.Epic.ID != NULL THEN Task.UserStory.Feature.Epic.Name
 ELSE "No Epic"
END

Bugs included (advanced case):

CASE
 WHEN UserStory.Feature.Epic.ID != NULL THEN UserStory.Feature.Epic.Name
 WHEN Task.UserStory.Feature.Epic.ID != NULL THEN Task.UserStory.Feature.Epic.Name
 WHEN Bug.Feature.Epic.ID != NULL THEN Bug.Feature.Epic.Name
 WHEN Bug.UserStory.Feature.Epic.ID != NULL THEN Bug.UserStory.Feature.Epic.Name
 ELSE "No Epic"
END

Set up the report:

X axis: Epic Name

Y axis: SUM(Spent)

Report by Portfolio Epic

Add custom formula Portfolio Epic Name to Data fields list.

Bugs not included (simple case):

CASE
 WHEN UserStory.Feature.PortfolioEpic.ID != NULL THEN UserStory.Feature.PortfolioEpic.Name
 WHEN UserStory.Feature.Epic.PortfolioEpic.ID != NULL THEN UserStory.Feature.Epic.PortfolioEpic.Name
 WHEN Task.UserStory.Feature.PortfolioEpic.ID != NULL THEN Task.UserStory.Feature.PortfolioEpic.Name 
 WHEN Task.UserStory.Feature.Epic.PortfolioEpic.ID != NULL THEN Task.UserStory.Feature.Epic.PortfolioEpic.Name
 ELSE "No Portfolio Epic"
END

Bugs included (advanced case):

CASE
 WHEN UserStory.Feature.PortfolioEpic.ID != NULL THEN UserStory.Feature.PortfolioEpic.Name
 WHEN UserStory.Feature.Epic.PortfolioEpic.ID != NULL THEN UserStory.Feature.Epic.PortfolioEpic.Name
 WHEN Task.UserStory.Feature.PortfolioEpic.ID != NULL THEN Task.UserStory.Feature.PortfolioEpic.Name 
 WHEN Task.UserStory.Feature.Epic.PortfolioEpic.ID != NULL THEN Task.UserStory.Feature.Epic.PortfolioEpic.Name
 WHEN Bug.Feature.PortfolioEpic.ID != NULL THEN Bug.Feature.PortfolioEpic.Name 
 WHEN Bug.Feature.Epic.PortfolioEpic.ID != NULL THEN Bug.Feature.Epic.PortfolioEpic.Name 
 WHEN Bug.UserStory.Feature.PortfolioEpic.ID != NULL THEN Bug.UserStory.Feature.PortfolioEpic.Name 
 WHEN Bug.UserStory.Feature.Epic.PortfolioEpic.ID != NULL THEN Bug.UserStory.Feature.Epic.PortfolioEpic.Name
 ELSE "No Portfolio Epic"
END

Set up the report:

X axis: Portfolio Epic Name

Y axis: SUM(Spent)

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