Planned Time Report

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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.

Planned hours don't include Time Off or Holidays

Report Filter

On the top of the page, several options are available for selection:

• Select Projects to view

• Switch between Currency or Hours view.

• Select to view currency by Bill Rate or Cost Rate, with access to the Cost Rate view depending on appropriate permission settings.

• Time Period to view: From Today, This Week, Next Week, Next 30 Days, Next 3 Months, All Time or Custom

• No Planned: Hide Projects that have no planned hours. In the Currency view, projects with non-zero planned hours but a $0 value will still be shown.

• Save: Save the filters for next time.

Project Filters

When selecting projects, use the Filter option in order to drill into specific categories of projects you'd like to see.

View Projects

Click on the caret next to the project name in order to expand and view more granular phase level and member level planned time.

Member View

To view this by member, select the Member tab at the top of the report.

Similar to the Project tab, here are several options

• Select Members to view

• Switch between Currency or Hours view.

• Select to view currency by Bill Rate or Cost Rate, with access to the Cost Rate view depending on appropriate permission settings.

• View by opions, including list, bar chart and line graph views.

• Time Period to view: From Today, This Week, Next Week, Next 30 Days, Next 3 Months, All Time or Custom

• Save: Save the filters for next time.

To view specific members, select the desired members from the list. Filter the 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.

Click on "All Members" to group members by categories such as Departments, Disciplines, Offices, Portfolios, Roles, Regions, or Skills. The members list can also be filtered by clicking the Filter button located in the top-left corner.

Member View By

Member data can be viewed in multiple ways, including list, bar chart and line graph view. These options provide clear visual representations of team allocations, making resource planning more efficient and intuitive.

Hovering over a bar or dot reveals the actual number of hours.

Example of a 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.

Export Data

Lastly, this report can be exported to CSV or XLS by selecting the three dots at the top of the report. This option is available exclusively in the Project view.

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

Budget Managers inherit the Work Planner > Can Edit > All Projects permission

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