Easily track how time has been spent across projects or team members for any time period.
Options at the Top:
Choose one or multiple Projects to view.
Toggle between Currency or Hours.
View data by Bill Rate or Cost Rate.
Customize the time range for your analysis.
Exclude projects with no budget if needed.
Preserve your selected configurations for quick access.
Filters
When selecting the Projects, refine the search using the Filter button on the top. Utilize these filters to simplify project selection and enhance navigation efficiency.
Selected projects can be filtered by people, projects, or phases to simplify locating specific items.
Click the caret to view the breakdown by Phase, Subphase, Work Category, and Member.
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 the Project Budget: Open Project Budget Space in a modal
Edit Project Info: Open Project Info Modal
Set the Project Color: Change color of the Project
Manage Members: Change Member Project permission, add and remove Member
Edit Phases: Edit Phases information and dates
Member Tab
To view this report by individual Members instead of by Projects, select the Member tab on the top.
Members to be viewed can be selected from the Member tab
Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, and Skills.
The members list can be filtered by clicking 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.
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 of
can only view projects and Members in the hour 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 of
Projects without access permissions will appear as "Private Project" and will not display a progress bar.
