...
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. )
...
| Attachments | ||||
|---|---|---|---|---|
|
...
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.