Exporting planned time is an indispensable part of managing a Project and Team. Accessing detailed information about planned time by Project, Phase, Member, Email, and Work Category is critical in making informed decisions and ensuring the Project's success. In the Planned Time Report, the planned hours of a member, their rates and total hours and currency amount in a project, phase and work category can be exported. Billable and non-billable time is indicated in the exported file to help track the Project's financial performance.
What does it look like?
The file will include the following columns:
Project Title: Project name
Project Number: Project number
Portfolio: Portfolio name
Project Client: Project client name
Project Profit Center
Project Budget Status: Proposal, Active, Hold, Completed
Project Budget: Project total budget amount
Project Billable: If the project is billable or not
Project Currency
Project Fee: Project total fee amount
Phase
Phase: Phase Name
Phase Number: Phase number
Phase Client
Phase Profit Center
Status: Not started, Active, Hold, Completed
Phase Budget Contract Type: Fixed Fee or Hourly
Phase Budget: Number, budget amount of each Phase
Phase Fee: Number, fee amount of each Phase
Phase Billable: If the phase is billable or not
Phase Start Date: Date
Phase End Date: Date
Subphase Name
Subphase Number
Work Category
Work Category: Work Category name
Work Category Budget Status: Not started, Active, Hold, Completed
Work Category Contract Type: Fixed Fee or Hourly
Work Category Budget: Number, budget amount of each Work Category
Work Category Billable: If the work category is billable or not
Work Category Start Date: Date
Work Category End Date: Date
Member
Member: Member name
Email: Member email
Bill Rate ($ / h): Member bill rate
Cill Rate ($ / h): Member cost rate
Total (h): Total hours under the Phase/Work Category
Total ($): Total currency amount under the Phase/Work Category
How to export?
Go to the Reports page and find the Planned Time Report.
Select the date range for the to export. The export feature is only available on the Project view.
Export the planned time report with selected projects into a .xlsx or .csv file by clicking the three-dot icon beside the Filter button and clicking the desired option.
The file will be sent to the email address of the current user once it's ready.
You will see the notification icon with a number on the top right when the file is ready to download. Click the icon to go to notifications page.
On the notifications page, the notification looks like this. Click on the download button to download the file.
The email will look like this. If there is an issue with the Download Exported File button, there is a link at the end of the email that can be copied and pasted into a browser to download the file.
Export with filters
To export information on specific Phases, Members, billable or non-billable Projects, use the filter to narrow down the results.
For example, "Sep" is the selected Phase. Only the "Member rate sample project" and "Survey Program 2022" Project have this Phase.
The exported file will contain all Projects that are selected on the Planned Time Report, but the Projects that don't have the "Sep" Phase will only contain Project information.
Sample Export
Recent Updates
March 2024
Add currency symbol to columns
Project Fee
Project Budget
Phase Fee
Phase Budget
Bill Rate
Cost Rate
Total Bill Rate
Total Cost Rate
January 2024
Added Project Currency column on csv export
September 2023
Updated the column order
Renamed
"Project Title" to "Project"
"Project Number" to "Project Ref#"
"Project Status" to "Project Budget Status"
"Billable" to "Project Billable"
"Phase Number" to "Phase Ref#"
"Status" to "Phase Budget Status"
"Billable" to "Phase Billable"
"Contract Type" to "Phase Contract Type"
"Budget" to "Phase Budget"
"Status" to "Work Category Budget Status"
"Billable" to "Work Category Billable"
"Contract Type" to "Work Category Contract Type"
"Budget" to "Work Category Budget"
"Email" to "Member Email"
Removed
"Description"
Added
"Project Profit Center"
"Phase Profit Center"
"Work Category Ref#"
"Bill Rate"
"Cost Rate"
"Total ($)"
Subphase fields
"Subphase 1"
"Subphase Ref# 1"
...
"Subphase 9"
"Subphase Ref# 9"