Workload Report Export

How can I export workload data for Members, Work Categories, Phases, and Projects, including the work assigned to Members, work assigned under Work Categories, work assigned under Phases, and work assigned under Projects?

Exporting a Workload Report is an essential task for any team manager, as it provides a comprehensive view of the team's workload. With the ability to download workload data by Members, Work Categories, Phases, and Projects, managers can quickly identify areas that need attention and allocate resources accordingly. The Workload Report includes various data points such as Tasks assigned, due dates, and progress, enabling managers to gain insights into the team's performance. Additionally, the report also provides information on the work assigned to Members, work assigned under Work Categories, work assigned under Phases, and work assigned under Projects, helping managers to make informed decisions on how to optimize their team's workload. In this article, we will discuss the various ways to download workload data to help managers efficiently manage their teams.

What does it look like?

The file will include the following fields/columns:

Date and time of the export

Date range of the exported report

Total project number

Project

  • Project Title: Project name

  • Project Number: Project number

  • Project Profit Center

  • Portfolio: Portfolio name

  • Project Client: Project client name

  • Project Budget Status: Proposal, Active, Hold, Completed

  • Project Budget: Project total budget

  • Project Billable: If the project is billable or not

Phase

  • Phase: Phase Name

  • Phase Number: Phase number

  • Status: Not started, Active, Hold, Completed

  • Phase Contract Type: Fixed Fee or Hourly

  • Budget: Number, Budget amount of each phase

  • Billable: If the phase is billable or not

  • Phase Start Date

  • Phase End Date

  • Phase Total: Phase total in hours and currency amount

  • Subphase Name

  • Subphase Number

Work Category

  • Work Category: Work category name

  • Work Category Number

  • Work Category Budget Status: Not started, Active, Hold, Completed

  • Work Category Contract Type: Fixed Fee or Hourly

  • Budget: Number, Budget amount of each work category

  • Work Category Billable: If the work category is billable or not

  • Work Category Start Date

  • Work Category End Date

  • Work Category Total: Work category total in hours and currency amount

Workload information

  • Member: Member name

  • Email: Member's email

  • Rate: Member's rate

  • Description: Description of the rate

  • Total (h): Total planned hours for the member during the date range

  • Total ($): Total cost for the member during the date range

How to export?

Go to the Reports page and click Workload Report.

Go to Project view in the Workload Report. Select the Projects to see. The selected Project will be included in the exported file.

Select the date range.

Click the three-dot icon next to Workload and select the desired download 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.

Note: The download link in the email will expire after 24 hours. If the export needs to be downloaded after the link is expired, repeat the export process.

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The export will be processed and made available based on your settings.

Sample Export

Download a sample CSV export

Download a sample XLSX export

Recent Updates

September 2023

Sample

  • 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"

    • "Status" to "Work Category Status"

    • "Billable" to "Work Category Billable"

    • "Contract Type" to "Work Category Contract Type"

    • "Email" to "Member Email"

  • Removed

    • "Project Budget"

    • "Budget" (Phase)

    • "Budget" (Work Category)

    • "Rate ($ / h)"

    • "Description"

  • Added

    • "Project Profit Center"

    • "Phase Profit Center"

    • "Work Category Ref#"

    • Subphase fields

      • "Subphase 1"

      • "Subphase Ref# 1"

      • ...

      • "Subphase 9"

      • "Subphase Ref# 9"

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