Quarterly, Jeff Reed needs a report from Daptiv totting up hours per consultant per WBS element in their standard project structure.
The results of that report go in to an Excel sheet, where they are tagged and tabulated.
( I should insert a picture of the report from the Advanced Report Builder screen to document the thing. )
Directions on using the tool -- copy these over into the Processes documentation of HQ when they're ripe enough
In daptiv...
1. Use Firefox because IE won't really spawn an open-report-as-an-Excel-file (which you need to paste into Excel correctly)
2. Run the daptiv Reports -> CSS Reports -> "Timesheet hours by owner w parent level detail for excel export to business model"
2a. select the Resource Manager from the list --> Jeffrey Reed ; press Next
2b. Select starting and ending dates of time period -- first day and last day of the Quarter ; press Finish
3. select Report Setting --> View as Excel 2002. in Firefox this will generate an external file that can be saved and opened. The file will have a gibberish file name, but can be saved.
3a. respond Yes to the Excel question about whether to open the file chose contents aren't in the same format as the file extension implies.
In Excel report file
Note: The number of rows generated per quarter might be different, depending on the number of consultants. You can't just add Q2 data to the whole year table, because the WBS lines might not correspond.
1. Paste the Quarterly data from the raw daptiv report spreadsheet into the corresponding quarterly worksheet, which should be blank and ready to receive it. You can paste it with Daptiv's formatting, it won't matter.
2. Move the hours per month from the Jul to Sep columns where they landed to the correct columns where they belong. Note: Daptiv's grey totals-per-line column is not used and may be written over or erased. Use copy and then go back to erase the original, this will mess up formulas the least.
(Note: I had to make sure that the pivot tables in each quarter understood to "Add New Items to Manual Filter" in order to capture name changes (Bobbitt --> Eskridge) and new consultants (Conant). This need not be done again.
3. Close the file and save it as it closes.
4. reopen the file to easily refresh all the pivot tables. Done.