Time Variance Report

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The variance report allows you to look at a project's initial estimates or planned time vs. the actual time spent.

You can view the variance report by project or by member.

Note: On this page, the "Planned Time" and "Spent Time" values show data from past dates only. This is different from the "Planned Time" displayed in the "Time" tab, which includes future planned hours. To see all time periods, including future planned hours, you can use the "Custom Date" option.

Project

You can use this to view to see how you are tracking toward project goals or viewing completed projects to assist how you should plan/bid for similar projects.

1. Select the project(s) you would like to view. Use the Portfolios button to group projects by Portfolios, All Projects, or All Members.

   

2. Decide which variance you would like to view "Spent Time vs. Planned" or "Spent Time vs. Member Budget"

   • Spent vs. Planned Time

     You will see Planned and Spent columns. Planned column is the sum of hours come from Work Plans and Spent column is the sum of hours from the entered timesheets.

     

   • Spent vs. Member Budget

     You will see Estimated and Spent columns. Estimated column is the estimated hours you entered for this member on the budget modal (see screenshot). Same as above, the Spent column is the sum of hours from the entered timesheets.

     

3. You are able to choose the desired timeframe you would like to display

   

4. On the right hand side of project you will see a green or red percentage displaying the project's overall performance

   1. green = underestimate (spent amount is below planned amount)

   2. red = overestimate (spent amount exceeds planned amount)

   

5. Expanding a project will allow you to see the variance of each individual phase. You can then expand even further on a phase to see each member of that phase and how they might have contributed to the variance themselves.

   

6. Selecting no variance allows you to filter out any non-variance projects or phases (meaning they do not have planned/estimated hours or spent hours yet)

   

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.

Member

Allows you to look at one individual member and view their overall contributions

1. Click on the member tab

   

2. Select the members you would 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

   Note: 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.

   

3. You will see two bars next to each member's name

   • Yellow = planned hours

   • Green = spent across all projects

     

4. On the very right-hand side of each member row, you will see a green or red percentage displaying the member's overall variance

   1. green = underestimate (spent amount is below planned amount)

   2. red = overestimate (spent amount exceeds planned amount)

      

5. You can then expand a member's name to see how the member's variance breaks down by project and by phases, subphases and work categories.

   

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.

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!

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 they have access to (either as a Member or as a Project Manager).

Budget Managers inherit the Work Planner > Can Edit > All Projects permission. Therefore, they are able to see all the information on this report.

Projects without access permissions will appear as "Private Project" and will not display a bar.