The Estimated at Completion Report (former Time Projection Report) shows Spent and Planned amount in hours and currency for the coming week or month to track retainers and time budgets.
On the top, there are several buttons:
Select Project: Select specific projects to include in the report. Only Projects that you have access to can be selected for the report.
Currency: This button allow the user to change between currency view or hours view.
Bill Rate: This button allow the user to view by Bill Rate or Cost Rate.
Date: This allows the user to select a time period or date range.
Hide Blank: This button shows/hides Projects that have no Spent or Planned information.
Save: This button allows the user to save the current report view settings.
For Work Planner, you can only select Projects under the hours view.
View Project Breakdown
Click the caret next to each Project to view the breakdown of each Phases, Work Category, and Members and Open Roles in the Project.
View and Modify Project Details
Click on the three dots of a Project to:
Go To Project: Open the Project in a new tab
View Project Budget: Open Project Budget Space
Edit Project Info: Open Project Info Modal
Set Project Color: Change the color of the Project
Manage Members: Change Member Project permission, add or remove Members
Edit Phases: Edit Phases information and dates.
Private Project
Work Planners with the following permissions:
Work Planner > Can Edit > Projects they are a Member of
Work Planner > Can Edit > Projects they are a Project Manager
can only view projects they have access to (either as a Member or as a Project Manager) under each Member.
View Filter
The shown Projects can also be filtered based on their Phases, whether they are billable or not, and Members or Projects depending on the view.le.
The filter that is applied will show as purple.
Filtering of the members and projects is completed for ALL REPORTS, and making it easy to drill down on the data you need. In the coming months you will even be able to save multiple filter settings to access various filter settings instantly!
Member View
Click on "Members" if you would like to view this report by member rather than by project
Select the members you'd like to view.
Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, Skills
You can filter your members list by clicking on the Filter button in the top left
The Role filter considers only the member's Default Role, which are listed on Org settings > Members > All Members tab. For example, if a member has "Editor" as their default role and "Viewer" as a non-default role, the role filter will only show them if "Editor" is selected in the filter options.
This view also includes the same buttons mentioned above, offering options to adjust the currency view, bill rate or cost rate, date range, toggle blank visibility, and save preferences.
View Member Breakdown
Click the caret next to each Member to view the breakdown of each Project, Phase, and Work Category.
Private Projects
Work Planners with the following permissions:
Work Planner > Can Edit > Projects they are a Member of
Work Planner > Can Edit > Projects they are a Project Manager
can only view Projects and Members in the hours view and only for the Projects they have access to (either as a Member or as a Project Manager).
The same condition also applies to the following Budget Manager permissions, but in currency view only, not hours view:
Budget Manager > Can Edit > Projects they are a Member of
Budget Manager > Can Edit > Projects they are a Project Manager
Projects without access permissions will appear as "Private Project" and will not display a bar.
