Teamwork Projects Advanced Analytics

Analytics Plus Advanced Analytics Connector for Teamwork Projects empowers the users of teamwork app with advanced analytical capabilities thereby giving a greater visibility & control on their project execution.

The Teamwork Projects Advanced Analytics connector comes bundled with over 50+ default reports and dashboards that will help you keep track of your Key Project Metrics. You can also create insightful reports & dashboards over your Teamwork Projects data for in-depth project analytics.

General

1. What is Analytics Plus?

ManageEngine Analytics Plus is an on-premises reporting and business intelligence service that helps you to easily analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:

Import data from different sources:

Connect to data from files and feeds.
Synchronize data from SQL and NoSQL databases.
Pull in table data from websites and cloud storage devices.
Displays table data in an easy-to-view excel format.

Ease of use:

‌Drag and drop report building capability with an user-friendly interface.
Little or no technical expertise needed.
Auto analysis feature builds charts and dashboards for any type of data.

Powerful visualizations:

Turns your table data into visualizations.
Auto-selects the right type of chart based on data type.
More than 30 types of charts to represent your data.

Intuitive dashboards:

Populate dashboards with charts, widgets and text.
Set drill down path and change chart types from within the dashboard.
Build slideshows with multiple dashboards.
Flexible layout to organize multiple reports.

Custom functions:

Built in formula engine that lets you choose from a wide range of mathematical and statistical functions.
Use custom formulas or aggregate formulas to derive new columns.

Sharing and Collaboration:

Collaborate with your colleagues seamlessly by sharing reports and dashboards across the organization.
Define fine grained permissions and filter data based on specific criteria.

Exporting data:

Export reports and dashboards as CSV, XLS, PDF or HTML files.
Flexible schedules to send reports right to your inbox.
Embed or publish dashboards and reports.

Out-of-the-box Integrations:

Integrations with OpManager, Applications Manager, ServiceDesk Plus, ServiceDesk Plus MSP and SupportCenter Plus.

Also, check out our Getting Started Video.

2. What is Teamwork Projects Advanced Analytics connector?

Teamwork Projects Advanced Analytics Connector enables you to import your Project data into Analytics Plus for advanced reporting and analysis. This connector brings in all the capabilities of Analytics Plus described above to Teamwork Projects users.

A full-featured business intelligence (BI) and reporting tool that can slice & dice your Project data to create any report/dashboard you require.
Create your own reports and dashboards based on not only your Project data but also from other data sources and integrations.
Share reports and dashboards with your colleagues.
Schedule and email your reports whenever you want.
Export your reports as PDF, HTML, Excel, CSV and image files.
Embed your reports on websites, blogs etc.

3. What do I get when I subscribe for this Connector?

As a Teamwork Projects user, subscribing to this connector brings you immense benefits. You get to look at your Teamwork Projects data in Teamwork Projects in ways you haven't looked at before. Using this Analytics Plus connector enables you to do powerful analysis of your Project data and create insightful reports & dashboards. You can create insightful reports Active milestones by users, Estimation vs actual time spent, Tasks overdue, Project completion rate and do much more with ease.

Analytics Plus' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Project data with no IT help or technical knowledge and share them to your colleagues.

Setup

1. How do I setup the Teamwork Projects advanced analytics connector?

Also, refer:

2. How long should I wait for my Project data to initially appear in Analytics Plus?

After configuring this connector, you might have to wait some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.

3. I received an email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Project data can sometimes fail due to a variety of reasons. Hence you may receive such mails occasionally. The Analytics Plus team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case we request you to:

Open the workspace in which you have setup the connector.
Select the Data Sources button from the side panel, and if multiple connectors are setup, select Teamwork from the options listed.
In the Data Sources tab that appears, click the Retry Now link.
If the issue persists please do write to analyticsplus-support@manageengine.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Teamwork Projects and Analytics Plus, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

4. How frequently can I synchronize my data with Analytics Plus?

You can choose to synchronize your data at one of the hourly intervals mentioned below.

12 Hours
6 Hours
3 Hours

5. Can I edit the Teamwork Projects connector synchronization setting?

Yes, you can edit the Teamwork Projects connector synchronization setting if you are the administrator of the Analytics Plus account.

Open the Teamwork Projects advanced analytics workspace.
Select the Data Sources button from the side panel, and if multiple connectors are setup, select Teamwork from the options listed.
In the Data Sources tab that opens, click the Edit Setup link.

Make the necessary changes and click Save.

6. Can I synchronize my Project data instantly?

Yes, you can synchronize your Project data instantly when needed.

To synchronize your data instantly:

Log in to your Analytics Plus account.
Open the corresponding workspace.
Select the Data Sources button from the side panel, and if multiple connectors are setup, select Teamwork from the options listed.
In the Data Sources tab that opens, click Sync Now.

Project data will get instantly synchronized.

7. In whose account will the Teamwork Projects connector be setup?

It will be setup in the corresponding Analytics Plus account of the Teamwork Projects user who configured this connector.

8. How can I view the information details about data synchronization between Teamwork Projects and Analytics Plus?

Open the corresponding workspace in Analytics Plus.
Select the Data Sources button from the side panel, and if multiple connectors are setup, select Teamwork from the options listed.The Data Sources tab opens listing the below details.
- Last Data Sync Status: The status of the last synchronization.
- Last Data Sync Time: The time of the last synchronization.
- Schedule: The interval in which the import is scheduled.
- Next Schedule Time: The time of the next schedule.
- Time Zone: The timezone of the schedule.
- Synchronizations Done: Number of synchronizations done in that particular day.

9. What are the modules in Teamwork Projects on which I could create reports using this connector?

Data from the following modules in Teamwork Projects will get synchronized with Analytics Plus.

Expenses
Invoices
Milestone
Owner
Milestone, Milestone Owner
People
Project Category
Projects
Risks
Task, Task List, Task Owner
Time Tracking

10. How to create my own reports with this connector?

You can easily create your own reports using the drag & drop designer of Analytics Plus.

To do so, refer the following content:

Note

To create your own reports using this connector, you need to either be the administrator or the workspace owner.

11. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the Sharing options available in Analytics Plus. Refer the How to Share Reports & Dashboards question.

12. Can I import data from multiple Teamwork Projects Portal? If yes, how?

Yes, you can configure multiple Teamwork Projects' setups into the same workspace or in a different workspace.

If you wish to import the data in an individual workspace, refer to this question.

To import data from multiple portals into the same workspace,

Open the workspace in which you have setup the connector
Select Create > New Table/Import Data.
In the Create New Table window that opens, select Import from Teamwork Projects.
In the Import from Teamwork Projects dialog that opens, select the portal that you wish to import.
Select the entities and their corresponding fields.
Select the necessary schedule import options in the Schedule Import Settings section.
Click Create.

13. Can I transfer my Teamwork Projects connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please mail us at analyticsplus-support@manageengine.comand we will do this for you.

14. How can I remove the setup?

Log in to your Analytics Plus account.
Open the corresponding workspace.
Select the Data Sources button from the side panel, and if multiple connectors are setup, select Teamwork from the options listed.
In the Data Sources tab that opens, click the Settings icon and select Remove Data Source as shown in the snapshot.

Reporting Features

1. What are the report types supported by Analytics Plus?

Analytics Plus supports a wide variety of reports.

Charts - Pie, ring, bar, stacked bar, stacked area, scatter, line, bubble, packed bubble, heat map, combination, area, funnel, web and map charts are the different types of charts available.
Pivot tables (Matrix Views)
Summary view
Tabular view
Dashboards (multiple reports arranged in the same page)

2. How do I create reports using fields/columns across different modules?

Columns from across different tables that are related through a lookup column can be dragged and dropped to create a report. Refer the Joining tables section to learn how to join different tables.

Refer to this question to know how to create reports.

3. What are Formulas in reports?

Formulas are calculations that you could define using the powerful formula engine in Analytics Plus to help create required reports. Refer Adding Formulas in Analytics Plus to know more.

4. What are the default formulas added by Analytics Plus, on setting up this connector?

You can also add your own formulas to derive your own calculations. Refer the Adding Formulas in Analytics Plus help page. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas.

The following are the formulas from the Milestones table.

Formula Name	Formula	Formula Type	Description
Milestone Delay Time	if("Status"='late',datediff( currentdate( ),"Deadline"),null)	Custom	Displays the delay in milestone completion

The following are the formulas from the Tasks table.

Formula Name	Formula	Formula Type	Description
Duration	Custom	datediff("Due Date","Start Date") + 1	Displays the time frame/duration of a particular task
Task Completion Mode	Custom	if(datediff("Due Date","Completed On") > 0,'On Time',if("Due Date"< now(), 'Late','On Time'))	Displays if the task was completed on time or late
Actual Timetaken	Custom	if("Status"='completed',datediff("Completed On","Start Date")+1, datediff(currentdate( ),"Start Date")+1)	Displays the time spent on the task
Time Spent So Far	Custom	ifnull("Actual Timetaken",0)	Displays the total time spent on that task so far
Is Overdue Task	Custom	if("Status"!='completed'AND"Due Date"< Curdate(),'Yes','No')	Displays if the task is overdue or not.
Task Delay Time	Custom	if("Is Overdue Task"='Yes',datediff(now(),"Due Date"),0)	Provides the overdue time of a task
Open Tasks Count	Aggregate	countif("Task"."Status"='completed',NULL,"Task"."Task Id")	Displays the count of the open tasks
Closed Tasks Count	Aggregate	count(if("Task"."Status"='completed',"Task"."Task Id",NULL))	Displays the count of the completed tasks
Open Tasks %	Aggregate	"Task"."Open Tasks Count"/count("Task"."Task Id")*100	Displays the percentage of the open tasks
Closed Tasks %	Aggregate	"Task"."Closed Tasks Count"/count("Task"."Task Id")*100	Displays the percentage of the completed tasks
High Priority Tasks Count	Aggregate	count(if("Task"."Priority"='high',"Task"."Task Id",NULL))	Displays the count of tasks that are on high priority
High Priority Tasks %	Aggregate	"Task"."High Priority Tasks Count"/count("Task"."Task Id")*100	Displays the percentage of tasks that are on high priority
Open High Priority Tasks Count	Aggregate	countif("Task"."Priority"='High'AND"Task"."Status"!='completed', "Task"."Task Id",NULL)	Displays the count of tasks that are on high priority and are open
Closed High Priority Tasks Count	Aggregate	countif("Task"."Priority"='High' AND"Task"."Status"='completed',"Task". "TaskId",NULL)	Displays the count of tasks that are on high priority and are closed
High Priority Tasks Closed %	Aggregate	"Task"."Closed High Priority Tasks Count"/"Task"."High Priority Tasks Count"*100	Displays the percentage of tasks that are on high priority and are now closed
Overdue Tasks Count	Aggregate	count(if("Task"."Status"!='completed'AND"Task"."Due Date"< Curdate(), "Task"."Task Id",NULL))	Displays the count of tasks that are overdue
Overdue Tasks %	Aggregate	"Task"."Overdue Tasks Count"/count("Task"."Task Id")*100	Displays the percentage of tasks that are overdue
Time Taken %	Aggregate	Sum("Task"."Actual Timetaken")*100/Sum("Task"."Duration")	Displays the percentage of time taken to complete a task
Estimation Accuracy %	Aggregate	Sum("Task"."Duration")-Sum("Task"."Time Spent So Far")/Sum("Task". "Duration")*100	Displays the accuracy of the estimation in percentage

The following are the formulas from the Time Tracking table.

Formula Name	Formula	Formula Type	Description
Logged Mins	Custom	("Hours"*60)+"Mins"	Displays the logged hours in minutes

5. How do I create my own custom formulas in Analytics Plus?

Refer the Custom Formulas sedction in the Analytics Plus help document.

6. Can I add/modify data in the Teamwork Projects data tables in Analytics Plus?

No, you cannot add modify data in Teamwork Projects data tables. Data from Teamwork Projects modules gets automatically synched into Analytics Plus in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Analytics Plus.

However, you can add new tables and add/import data into that, to create reports combining it with the data from Teamwork Projects.

7. Can I add new columns to the Teamwork Projects data tables in Analytics Plus?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas in Analytics Plus to know more.

8. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Teamwork Projects workspace.

With this feature, you can import data from other sources or add them manually into your workspace to analyze and create reports combining this with your Project data . You can also import data from other business applications like Salesforce and support applications like ServiceDesk Plus etc., and integrate data from other applications using the Analytics Plus API.

Refer:

9. Can I combine data from other sources with the data from Teamwork Projects to create reports and dashboards?

Yes, you can combine data from your other sources with your Project data for analysis.
To do this, you need to add/import a new data table into the Teamwork Projects workspace and then define a look-up to join it with the synchronized table from Teamwork Projects.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Teamwork Projects along with the data from any other source.

Open the corresponding table, right-click the column header and select Change to Lookup Column.
In the Change to Lookup Column dialog that opens, select the column to look up.
Click Ok

Please do note that you can create Lookup only to columns in the tables that are not from the same data source. Click here to learn more.

10. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer Joining Tables in Analytics Plus for detailed help on this.

11. What are Query Tables?

Analytics Plus allows you to pull the data required by writing standard SQL SELET Queries. This feature is called Query tables, using which you can also combine data from different tables and create reports from the same. Click here to learn more.

Users, Sharing & Collaboration

1. How do I share the reports in Analytics Plus with my colleagues?

You can share the default reports provided in the Teamwork Projects connector and the reports you create, with other users in your portal. Refer the Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues, they will be able to access the reports. Click here to learn how to access these shared reports.

2. Why are other members in my organization not able to access the reports created?

When a Teamwork Projects Administrator configures the Teamwork Projects - Analytics Plus connector, the tables and reports will be available only to them, by default. The Administrator has to share the Teamwork Projects Advanced Analytics workspace with other members of the organization. Only then will the default reports be accessible by those members.

To know more, refer the Sharing and Collaboration help page.

3. How can other members in my organization create reports?

The Teamwork Projects Administrator who has set up the connector should share the tables present in Teamwork Projects Advanced Analytics workspace with other members of the organization. Once this is done, the shared users can create reports based on those tables.

To know more, refer the Sharing and Collaboration help page.

Note

If you add a user as a Workspace Admin in the Teamwork Projects workspace created in Analytics Plus, the user will be able access all the data & reports, create new reports and do any operation that you could do on the workspace.

4. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited.

5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the Variables and Apply Filter criteria help documents.

6. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click here to learn more.

7. How can I print the reports & dashboards created in Analytics Plus?

To print a report/dashboard, please follow the below steps.

Open the table or report that you want to print.
Click the Export > Export as PDF.
Print the Exported PDF file.

Note:

If you are a user to whom a report has been shared and you want to take a print of it, ensure you have been provided the Export permission by the Administrator, only then you will be able to print the report.

8. How can I email reports & dashboards created in Analytics Plus in a scheduled manner?

If you are the Administrator of the Analytics Plus connector or a Workspace Admin, you can schedule reports and dashboards to be emailed automatically. Refer the email schedule section to learn more.

9. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Analytics Plus in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Analytics Plus offers integration with.

2. How can I analyze the data from the other business applications along with Teamwork Projects?

To import data from business apps,

Open the workspace in which you have set up the connector
Click the Import Data button
In the Create New Table tab that opens, select the application that you wish to import.
Provide the necessary authentications
Select the necessary modules and fields
Select the schedule import options
Click Create

3. Will the related modules from Teamwork Projects and other third-party application be created automatically?

A lookup relationship will not be created between the Teamwork Projects modules and the modules of the application that you are trying to import automatically.

To manually create a lookup relationship, refer this help document.

Help & Support

1. How do I get technical support on Analytics Plus connector?

We offer 24x5 technical support (Monday to Friday). If you need our assistance, kindly mail your questions to analyticsplus-support@manageengine.com.

You can also reach us on our toll-free numbers:

United States: +1 408 454 4202
India: +91-44-46447058 Extn: 6222

2. Can I have someone from Analytics Plus do a demo of this connector for me?

Yes, certainly. Register for a demo in this page.

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