See how much time has been planned by Projects, or Members, over any period of time.
Summary Chart
On the top right-hand corner, you will see a summary chart of the total planned hours, as well as a breakdown of work plan hours (orange) and tentative work plan hours (yellow hash).
Click the check box to hide or show hours on both the chart and the report section.
Report
In the top of the report section, you are able to select:
The Project(s) you want view
Bill Rate or Cost Rate (only admins can access cost rate)
Time Period to view
Exclude projects with no planned hours
View by Currency or Hours
When selecting projects, use the Filter option in order to drill into specific categories of projects you'd like to see.
Click on the caret next to the project name in order to expand and view more granular phase level and member level planned time.
If you would like to view this by member, you can select the member tab at the top of the report.
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.
The Members' Planned Time Report now includes a bar chart view and a line graph view, providing an enhanced visual representation of team allocations and making planning more intuitive.
You can select members and date range to view on the chart. Hover on the bar or dot to see the actual number of hours.
Example of the line graph
All selected filters, including Billable/Non-billable phases, Billable/Non-billable projects, and Billable/Non-billable work categories, are applied to the chart, displaying planned time based solely on the chosen filters.Lastly, you can export this report to either CSV or XLS by selecting the three dots at the top of the report. This is only for the Project view.
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.
View Filter
The shown Projects can also be filtered based on their Phases, whether each level is billable or not, and Members or Projects depending on the view.
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!
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.
