Detailed Time Spent reports by Work Item with Relations

With Time Tracking practice enabled, Targetprocess users post actually spent time against various entities. Items in Targetprocess can be connected within Relations so that there are primary and secondary work items. When users submit Time records to secondary items, project managers are interested in reports with all the records grouped per primary entity. 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 Relations. To build time reports with distribution per primary entity use custom calculations based on custom formula metrics and Visual Reports calculations.

Custom calculations for Visual Reports are configured and modified by any Targetprocess user (report owner). Custom formula metrics are configured and modified by Administrators only.

Visual Reports

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

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

Data source: Times

Time Spent report by Work Item with Outbound Relations

Time records are submitted to secondary work items. Secondary items are connected to primary ones via relations. A relation is outbound for a primary item and inbound for secondary one. Report displays Time Spent summary for primary items.

Solution is based on custom calculations. Add a custom calculation that would pre-calculate name of the primary work item for each Time record submitted to a secondary item.

Prerequisite 1:

Add 'Text, System' custom field Primary Work Item Name to Time entity to the settings of outbound process. It is the process of the portfolio(s) (project(s)) that contain secondary work items.

Prerequisite 2:

Add custom formula metric Primary Work Item Name for Time entity to the settings of outbound process.

Use one of the custom formulas that fits your needs better:

Any Inbound assignable entity:

Assignable.MasterRelations.First.Master.Name

Any Inbound User Story:

Assignable.MasterRelations.Where(Master.EntityType.Name == "UserStory").First.Master.Name

Any Inbound Request:

Assignable.MasterRelations.Where(Master.EntityType.Name == "Request").First.Master.Name

Any Inbound assignable entity in selected portfolio (project):

Assignable.MasterRelations.Where(Master.Project.Name == "Project A").First.Master.Name

Custom Calculation for Time entity in Visual Reports:

Add custom formula Primary Work Item Name to Data fields list.

CASE
 WHEN CustomValues.Text("Primary Work Item Name") != NULL THEN CustomValues.Text("Primary Work Item Name")
 ELSE "No Primary Work Item"
END

Set up the report:

X axis: Primary Work Item Name

Y axis: SUM(Spent)