ALM User's Guide

Task workloads are estimated in the working hours. When implementing the task, an assignee can log actual spent hours. Later you can build a comparison chart with planned and actual workloads.

When writing off workloads, the application offers to choose standard costs (on orange background) or the period during which the requirement or task had the current status. To simplify writing off the workloads, follow the simple rules: before starting the task set its status to "In progress”, and the application will automatically calculate the time you have spent for this task implementation.

To use your own scale of standard workloads (numbers on orange background), you can define a corresponding constant in the file htdocs/settings_server.php

Array elements (corresponding scale items) are defined in hours.

Reports

The "Spent time" report allows to analyze different views of workloads: by employees, by projects, by requirements, by tasks. You can export workloads to Excel to hand them over to the interested parties. "Work loggings" module is designed to display/filter the whole array of work loggings with the possibility to edit date, assignee, description, and other parameters.

You can attribute work loggings with additional custom attributes, e.g., with "overtime" flag, or with classification by activity type.

You can change daily limitation for employee's work logging hours using system settings.

Planned/Actual analysis

Planned workloads in hours can be defined for tasks that detail the enhancement, story, or another requirement implementation. To display view of planned workloads regarding type of work items, use "Workloads by issues" and "Workloads by requirements" reports.

Overtime accounting

To account overtimes, you can add a custom attribute with "Flag" type to "Work logging" entity. This flag will be displayed on the logging form, so an employee can specify whether this work logging is overtime or not. In "Work loggings" module, you can filter out overtime loggings using built-in filters.

Approving timesheets

To organize process of approval (reconciliation) of timesheets, you can enable the corresponding methodology options in project settings. In "Work loggings" module, you can filter out unapproved loggings and set the corresponding flag by means of bulk operation or doing it separately for each of loggings. Only approved loggings will be taken into account in all system reports regarding workloads.

Logging on behalf of an employee

To enable the possibility to log workloads on behalf of another employee, navigate to access permission settings for "Work logging" entity's attributes. For required role, set "Modification" access permission for “Work logging. Participant" attribute.

Prohibition of loggings for previous periods

To restrict the possibility to log workloads (or change parameters of loggings) for previous periods, set the following access permissions:

• Allow view only for "Work logging.Date" attribute
• Allow view only for "Previous work loggings" entity.

Setting up limitations

define('MAX_DAILY_HOURS', 8);

define('PLANNED_HOURS_EXCEED', false);