How to generate time and action report

Lily
Lily
  • Updated

Who can use this feature?
PLM premium and PLM professional
account-multiple.png Admins and Supervisors

 


  

1. What is time and action report

The critical path or TNA is a proper collaboration of time and action. It's a popular tool used in the apparel industry for tracking/monitoring planned milestones to ensure timely deliveries of a product.

A time and action (TNA or T&A) plan define the ideal date/time period within which all major product development and production activities should occur to meet a scheduled delivery window.

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You can generate this report by three filters: techpack, folder, and keyword

 

Techpack - The report will be generated for the selected techpack.

Folder - The report will contain all the techpacks in the selected folder.

Keyword - The report will contain all the techpacks with your provided keywords.

 


 

2. How to generate time and action report

 

Make sure to add your planned milestone dates before generating the time and action reports. You can do that through a time-tracking tool.
Learn more here

 

Step 1: Click on the menu icon mceclip0.png located in the top left corner of your account.

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Step 2: Click on this Reports option from the dropdown menu. 

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Step 3: Click on + add report in the top navigation bar to generate a new report.

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Step 4: Go to add reports and type the mceclip1.png name of the report.

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Next, under the type of report field select the mceclip2.png time & action from the dropdown options.

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Your selection should look like this image below.

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Step 5: In this object selection field you are going to filter the techpacks you wish to include in the report. 

mceclip4.png Select the source of your techpack search by techpack name itself, a specific folder or through a keyword.  mceclip3.png type in your search query here to look for a particular object.

 

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Please enter at least 4 characters in the object name or otherwise the filter would not be activated.

 

Step 6:  Click on mceclip5.png filter and the list of all the techpacks under that object will appear.

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Step 7:  Click on mceclip6.png add to add that techpack in the report. You can also select mceclip3.png add all to report to include the whole list. 

Step 8: Click on mceclip8.png generate report to generate the time & action report.  

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The time and action report will be generated with:

The stages - Each stage and there planned mceclip7.png start and mceclip3.png end date along with the actual start and date below them. 

Percentage Completion - Each stage's mceclip12.png percentage completion. Learn more how to enter percentage completion to your stages.

Your selected mceclip13.png techpacks names are in their separate rows. 

 

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Step 9: You can also customize your report by adding or removing certain data columns from this Manage columns Vector1.png icon located at the top corner of your report.

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Step 10: From this manage column options simply use this tick_box.png tick boxes to add/remove certain data set from your report as per your requirement.

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The gif below shows how to customize your report columns.

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You can also download the report as a CSV file by clicking on this DOWNLOAD.jpg.png download icon located on the top right corner of the report.

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