Export Reports

Currently, there are two types of reports available here. More may be added in the future.

  1. Estimated, Forecast & Actual
  2. 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