Export Reports
Currently, there are two types of reports available here. More may be added in the future.
- Estimated, Forecast & Actual
- Timesheet
Estimated/ Forecast/ Actual Export
This reports on Estimated/ Forecast/ Actual project information.
- Ability to run report by Project only
- Ability to run by Resource Only
- Ability to run by Both
- The results can be based on Hours/ Days or Cost
| Resource Standard Fields | ||
| Resource Name | ||
| Status | ||
| Created Date | ||
| Deactivated Date | ||
| Current Role | ||
| Project / Event | ||
| Item | ||
| Project Code | ||
| Description | ||
| Status | ||
| Project Start Date | ||
| Project End Date | ||
| Created Date | ||
| Is Billable | ||
| Budget Fields | ||
| Project Budge | ||
| Project Spend | ||
| Project Variance | ||
| Project Spend Approved | ||
| Project Spend Approved Variance | ||
| Scheduled Resource Costs | ||
| Actual Timesheet Costs | ||
| Resource Variance | ||
| Approved Resource Variance | ||
| Estimated Resourcing Costs | ||
| Estimated vs Forecast Costs | ||
| Estimated vs Burn Costs | ||
| OOP Costs | ||
| Estimate to Completion | ||
| Project Profitability Indicator | ||
| Parent | ||
| Item | ||
| Description | ||
| Status | ||
| Created Date | ||
| Output Values | ||
| Include Scheduled | ||
| Include Actual | ||
| Monthly Breakdown by Calendar | ||
| Monthly Breakdown by Week Ending | ||
| Total from selected time frame |
Timesheet Export
This reports on Timesheet information associated with resourcing.
- Ability to run report by Project only
- Ability to run by Resource Only
- Ability to run by Combination of both
- Ability to include Resource Bookings / Tasks
- Calculation fields are affected accordingly
| Resource Standard Fields | Resource Name | |
| Role | ||
| Role Rate | Rate that applies to the project in question if rate cards | |
| User Status | Active/Deactivated | |
| Created Date | Can this be optionally included? | |
| Deactivated Date | Can this be optionally included? | |
| Project Standard Fields | Parent Project | Parent project name if sub |
| Project | Sub project name if parents | |
| Project Status | Possibly need for both parent and sub project? | |
| Billable? | Possibly need for both parent and sub project? | |
| Estimated (total) | Total estimated hours for whole project | |
| Scheduled (total) | Total scheduled hours for whole project | |
| Actual (total) | Total actual hours for whole project | |
| Resource Booking Fields | Resource Item | Task/Booking |
| Meta Fields | Project Meta | Possibly need for both parent and sub project? |
| Profile Meta | ||
| Timesheet Fields | Timesheet Week Ending | |
| Timesheet Status | ||
| Calculation Fields | Total Hours this week | Relating to Timesheet Week Ending |
| Breakdown by days | m/t/w/t/f/s/s Relating to Timesheet Week Ending | |
| Scheduled hours on task this week (User) | Relating to Timesheet Week Ending | |
| Scheduled hours on task this week (All Users) | ||
| Actual hours on task this week (User) | ||
| Actual hours on task this week (All Users) |
Report Permissions
The report permissions are the same as elsewhere in the system.
There are 3 levels of permissions that can be applied to users and groups.
- View Access: Can Run this Report
- Edit Access: Can Run and Clone Report
- Admin Access: Has Full Admin rights
Next page: Timesheet Reports