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CASE STUDY

Centralizing time tracking with customized and integrated timecard module in Planisware

industry-iconCLIENT :Confidential
industry-iconINDUSTRY :Pharmaceutical
industry-iconDURATION :4 months
CLIENT :
Confidential
INDUSTRY :
Pharmaceutical
DURATION :
4 months

Business case

A global eye health innovations client, with a functionally diverse workforce and complex activities, wanted to track effort and time spent daily by resources in the research and development team. It needed to better manage its people, with an exact view of resource utilization to guide R&D efforts. 

Current time tracking efforts were being done on an outdated tool which was not supporting the growing portfolio. Since the client was already using Planisware for PPM, they were looking for a Planisware expert to explore and expand the time carding module. 

Our Solution

After a complete analysis of the client’s needs, i2e customized and expanded the timecard module in Planisware. It was set up with reporting capabilities in Power BI, after configuring several new functionalities.  

Users can lock time across project activities and scheduled leaves to ensure accurate daily hour tracking. The system allows flexible entry and edits within a set period, while locked entries preserve data integrity. It also captures detailed inputs for projects, programs, and resources, with clear status indicators for saved and submitted records.

Email reminders will be sent to all users on missed out times. Resource managers get non-compliance notifications when employees in their team have missed entering the hours. A functionality to export data from the timesheets to SharePoint is given to generate reports in Power BI for comprehensive reports to the leadership. 

 

Benefits

  • Unified and centralized time tracking for project teams
  • Easy mapping of project level details with individual time entries
  • Granular visibility of resource effort for teams
  • Seamless user modification capabilities for both activity and time entries
  • Precise, auditable time tracking ensures regulatory compliance 

Results

Results