Field List
Field Name and Description
System
| Field Name | Description |
|---|---|
| ID | An ID to uniquely identify the target item. |
| Tree Path | A string indicating the WBS structure from the project's root item to the target item. Consists of the item number and the delimiter "/". |
| Tree Depth | The depth of the tree structure hierarchy from the project's root item to the target item. The project's root item is set to "0". |
| Is Folder | Identifies whether the target item is a folder or not. Set to True if it is a folder. |
| Creation Date and Time | The date and time the item was created. |
| Creator | The username of the user who created the item. |
| Update Date and Time | The date and time the user updated the item. |
| Updater | The username of the user who updated the item. |
Basic Information
| Field Name | Description |
|---|---|
| Project ID | The ID of the project to which the target item belongs. |
| Project Name | The name of the project to which the target item belongs. |
| Project Code | The code defined for the project to which the target item belongs. |
| Item Type | The item type indicating the type of the target item. |
| Folder ID | The ID of the folder (package) to which the target item belongs. |
| Folder Name | The name of the folder (package) to which the target item belongs. |
| Parent Item ID | The ID of the item immediately above the target item. |
| Parent Item Name | The name of the item immediately above the target item. |
| Information | Indicates the status of the target item. The status is displayed with an icon. |
| Name | The name of the target item. |
| Code | The code defined for the target item. |
| Description | A description of the target item, such as its contents and notes. |
| Item Number | A number associated with the target item. Uniquely determined within the project. |
| Leader | The name of the leader set for the target item. |
| Resource Assignment | The names of the members assigned to the target item. (Up to 10 names can be displayed) |
Plan, Progress
| Field Name | Description |
|---|---|
| Status | The status indicating the progress of the target item. |
| Process Classification | The process classification that becomes the initial value when the actual man-hours of the target item are entered. |
| Work Classification | The work classification that becomes the initial value when the actual man-hours of the target item are entered. |
| Progress Rate | Indicates the progress of the target item. The progress rate is displayed as a percentage. |
| Method for Determining Progress Rate | Displays the method for determining the [Progress Rate] field. |
| Start Date | The planned start date of the target item. |
| End Date | The planned end date of the target item. |
| Milestone or Not | Identifies whether the target item is a milestone or not. Set to True if it is a milestone. |
| Planned Man-Hours | The planned man-hours of the target item. |
| Actual Man-Hours | The actual man-hours of the target item. |
| Actual Start Date | The earliest date on which actual data exists for the target item and its sub-items. |
| Actual End Date | The latest date on which actual data exists for the target item and its sub-items. |
| Remaining Work Time | The remaining work time required to complete the target item. |
| Planned Cost | The planned cost of the target item. |
| Actual Cost | The actual cost of the target item. |
| Planned Output | The planned output for the target item's deliverables. |
| Actual Output | The actual output for the target item's deliverables. |
| Scale Unit | The unit of output used to measure the output of the target item. |
| Deliverable Information | A description of the target item's deliverables. |
| Is the Period Fixed? | Identifies whether the period for the target item is fixed. Set to True if the period is fixed. |
| Is Actual Input Locked? | Identifies whether the actual input for the target item is locked. Set to True if the actual input is locked. |
| Planned Effort of Child Items | If sub-items exist, the sum of the planned effort of the sub-items. |
| Start Date of Child Item | If there are sub-items, the earliest start date of the sub-items. |
| End Date of Child Item | If there are sub-items, the latest end date of the sub-items. |
| Actual Effort of Child Item | If there are sub-items, the total actual effort of the sub-items. |
| Planned Cost of Child Item | If there are sub-items, the total planned cost of the sub-items. |
| Actual Cost of Child Item | If there are sub-items, the total actual cost of the sub-items. |
| Completion Date | The date the target item was completed. |
| Working Days | The number of working days included in the period from the start date to the end date of the target item. |
| Planned Effort Managed | The total planned effort of the item, excluding work items not subject to progress rate management. |
| Actual Effort Managed | The total actual effort of the item, excluding work items not subject to progress rate management. |
EV
Earned Value Management (EVM) is a method of managing projects by converting project plans and progress into costs.
This allows for quantitative evaluation of project progress and productivity.
TimeTracker RX incorporates the concept of "effort" into each of the EVM metrics, and publishes the following fields as "Extended EV."
The Extended Earned Value Model uses some unique metrics and calculations based on our operational experience.
If the values of the fields required for calculation are not set, the values will not be calculated correctly.
Please set the necessary fields and check.
Example)
- When calculating "Delay Period," the value of "Working Days" is not entered.
- Progress Rate is set to "Do not manage."
| Field Name | Description | Calculation Formula |
|---|---|---|
| Planned Progress Rate | The current progress rate if the project is proceeding according to plan. |
|
| Schedule indicator | Progress of the schedule (*1). | Schedule indicator = [Progress rate]/[Planned progress rate] |
| Man-hour indicator | Productivity calculated from man-hours (*1). | Man-hour indicator = [Actual man-hours earned (*3)]/[Actual man-hours to be managed] |
| Cost indicator | Productivity calculated from costs (*1). | Cost indicator = [Actual cost earned (*4)]/[Actual cost] |
| Delay period | Number of days representing the delay period of the schedule. | Delay Period = [Working Days] × ([Planned Progress Rate] - [Progress Rate])/100 + (the larger of "0" or "[Elapsed Working Days (*2)] - [Working Days]") *If the value includes a decimal, round up the decimal to the number of days. |
| Delayed Man-Hours | Man-hours that are behind schedule as of the measurement date. | Delayed Man-Hours = [Planned Man-Hours of Management] × ([Planned Progress Rate] - [Progress Rate])/100 |
| Delayed Costs | Costs that are behind schedule as of the measurement date. | Basic Calculation Formula = [Planned Costs] × ([Planned Progress Rate] - [Progress Rate])/100 |
| Final Predicted Delay Period | The expected delay period upon completion. | Final predicted delay period = [Elapsed working days (*2)] × (100 - [Progress rate])/[Progress rate] - [Working days] × (100 - [Planned progress rate])/100 |
| Final predicted delay effort | The expected delay effort upon completion. | Final predicted delay effort = [Actual effort] × (100 - [Progress rate])/[Progress rate] - [Planned effort] × (100 - [Planned progress rate])/100 |
| Final predicted delay cost | The expected delay cost upon completion. | Final predicted delay cost = [Actual cost] × (100 - [Progress rate])/[Progress rate] - [Planned cost] × (100 - [Planned progress rate])/100 |
| Final predicted completion date | The predicted completion date at the current pace. | Final Predicted Completion Date = ([Elapsed Working Days (*2)] + 1) × 100/[Progress Rate] + [Start Date] - 1 |
| Final Predicted Man-Hours | Man-hours predicted for completion at the current pace. | Final Predicted Man-Hours = [Actual Man-Hours] × (100/[Progress Rate]) |
| Final Predicted Cost | Cost predicted for completion at the current pace. | Final Predicted Cost = [Actual Cost] × (100/[Progress Rate]) |
*1 For the method of judgment based on the value, please refer to the following link.
"Metric Evaluation Criteria"
*2 Number of working days from the start date to the working day before today (based on the project calendar)
*3 The formula for calculating actual man-hours is as follows.
[Planned Man-Hours] * [Progress Rate]
*4 The formula for calculating actual cost is as follows.
[Planned Cost] * [Progress Rate]
Criteria for Evaluating Indicators
The "Schedule Indicator," "Effort Indicator," and "Cost Indicator" are judged as follows based on their values:
| Value | Judgment Result |
|---|---|
| Greater than 1 | On track with the plan, managing with less effort/cost. |
| 1 | On track with the plan. |
| Less than 1 | Behind schedule, exceeding the planned effort/cost. |
How to Use Indicators
Cases where the value is "1" are rare. It is recommended to determine indicators according to the situation of each project, such as considering values between 0.8 and 1 as indicators that can be recovered.
Also, if the value is too large (for example, greater than 1.2), it can be an opportunity to review the validity of the plan.
Custom
| Custom Field Type | Description |
|---|---|
| Integer Type | A custom field that handles integers. |
| Real Number Type | A custom field that handles numbers including decimals. |
| Boolean Type | A custom field that handles True or False values. |
| Date Type | A custom field that handles dates. Enter in yyyy/m/d format. *An error will occur if other formats are entered. |
| Single Line Text Type | A custom field that handles one line of text. |
| Multi-Line Text Type | A custom field that handles multiple lines of text. |
| User Type | A custom field that handles project members. |
| Process Classification Type | A custom field that handles options for process classification. |
| Work Classification Type | A custom field that handles options for work classification. |
List of Field Determination Methods
The following is a list of field determination methods.
| No. | Determination Method | Description |
|---|---|---|
| 1 | User Input Value | The user directly enters the value. |
| 2 | Weighted Average | The sum of the progress rates of child items, weighted by the proportion of planned effort for each child item. For details, please refer to the following link. "Details of Progress Rate (Weighted Average)" |
| 3 | Scale Progress | The ratio of actual output to planned output. If the scale progress rate exceeds 100%, it will be set to 100%. |
| 4 | Remaining Work Time | The progress rate is calculated from the planned effort and remaining work time. Before starting work, the value of the planned effort is set to the remaining work time. As the work progresses, the remaining work time is reduced, increasing the progress rate. |
| 5 | Not Managed | The progress rate is not managed. |
| 6 | Minimum Value of Child | The minimum value of the target field of the child node directly under the target node. |
| 7 | Maximum Value of Child | The maximum value of the target field of the child node directly under the target node. |
| 8 | Total Value of Child | The sum of the target field values of the child node directly under the target node. |
| 9 | Automatic Calculation | □Planned Cost - If the method for determining planned effort is "Total Value of Child", this is the total value of the child. - If the method for determining planned effort is "User Input Value", it is calculated based on the following: - Planned effort per resource - Planned cost unit price set for each project □Actual Cost - If there are child items, this is the sum of the actual costs of the children. - For end items, it is calculated from the actual effort per resource and the cost unit price in the history. |
| 10 | Average Value of Child | The average value of the target field of the child node directly under the target node. |
| 11 | Number of Child | The number of child nodes directly under the target node. |
| 12 | Logical AND | The logical AND of the target fields of the child node directly under the target node. |
| 13 | Logical OR | This is the logical OR of the target fields of the child nodes directly under the target node. |
| 14 | Calculated from Actuals | This calculates the remaining work time from the actual effort and progress rate. Calculation formula: (100-Progress Rate)/(Progress Rate/Actual Effort) Example) If the actual effort is 7H and the progress rate is 70%, the remaining work time will be 3H. This is calculated from the actual effort and progress rate, regardless of the planned effort value. |
| 15 | Calculation Formula | This is a value calculated according to a predefined calculation formula. Please refer to the following link for the format of the calculation formula. "Calculation Formula Reference" |
Progress Rate: Details of Weighted Average
The "weighted average" progress rate is the sum of the progress rates of child items, weighted by the proportion of the planned effort of each child item.
Example) For an item with the following child items, the progress rate will be 50%.
| Planned Effort | Progress Rate | Effort Percentage | Weighted Progress Rate | ||
|---|---|---|---|---|---|
| Item A | 100h | 100% | 40% | 40% | |
| Item B | 50h | 50% | 20% | 10% | |
| Item C | 100h | 0% | 40% | 0% | |
| Total | 250h | - | - | 50% |
List of Determination Methods that Can Be Set for Each Field
The following determination methods can be set for each field.
The default determination method changes depending on whether or not there are child items.
| No. | Field | Selection Method | Initial Value of Parent Item | Initial Value of End Item |
|---|---|---|---|---|
| 1 | Progress Rate | User Input Value Weighted Average Scale Progress Remaining Work Time Not Managed | Weighted Average | User Input Value |
| 2 | Start Date | User Input Value Minimum Child Value | Minimum Child Value | User Input Value |
| 3 | End Date | User Input Value Maximum Child Value | Maximum Child Value | User Input Value |
| 4 | Planned Effort | User Input Value Total Child Value | Total Child Value | User Input Value |
| 5 | Remaining Work Time | User Input Value Total Child Value Calculated from Actual Value | Total Child Value | Calculated from Actual Value(*1) |
| 6 | Planned Cost | User Input Value Automatic Calculation | Automatic Calculation | Automatic Calculation |
| 7 | Actual Cost | User Input Value Automatic Calculation | Automatic Calculation | Automatic Calculation |
| 8 | Planned Output | User Input Value Total Value of Children | User Input Value | User Input Value |
| 9 | Actual Output | User Input Value Total Value of Children | User Input Value | User Input Value |
| 10 | Integer Custom Field | User Input Value Minimum Value of Children Maximum Value of Children Total Value of Children Average Value of Children Number of Children | Total Value of Children | User Input Value |
| 11 | Real Number Custom Field | User Input Value Minimum Value of Children Maximum Value of Children Total Value of Children Average Value of Children Number of Children | Total Value of Children | User Input Value |
| 12 | Boolean Custom Field | User Input Value Logical AND/OR | User Input Value | User Input Value |
| 13 | Date Custom Field | User Input Value Minimum Value of Children Maximum value of child | User input value | User input value |
Setting the default method for determining remaining work time
The default method for determining remaining work time can be set on a project basis.
Please change it from the following in the project settings.
List of copyable fields
The following fields displayed on the project screen can be copied.
| Classification | Detailed Classification | Field |
|---|---|---|
| Basic Information | Name, Code, Description, Leader*3, Resource Assignment*3 | |
| Planning, Progress | Classification | Process Classification*1, Work Classification*1 |
| Progress Information | Status*1, Progress Rate, How Progress Rate is Determined | |
| Schedule | Start Date, End Date, Milestone or Completion Date, Working Days*5, Fixed Period or Not | |
| Time | Planned Effort*4, Remaining Work Hours, Managed Planned Effort*5 | |
| Cost | Planned Cost, Actual Cost | |
| Deliverables | Planned Output, Actual Output, Unit of Scale, Deliverable Information | |
| Other | Custom Fields*1,2 |
Notes on Copying
Notes regarding each field are as follows: (The numbers correspond to the "*" above)
| No | Notes |
|---|---|
| 1 | Even if the item's value is within a value range that does not exist in the destination project settings, the value will be copied. |
| 2 | Values of custom fields that do not exist in the destination project will not be copied. |
| 3 | Users that do not exist in the destination project will not be copied. |
| 4 | The planned effort per resource will be the copied value divided evenly among the resources. |
| 5 | Values are copied only when an item is copied. Fields cannot be copied individually. |