Backlog Report

Backlog Report Video

The Backlog Report shows how much time has been planned and how much time is remaining (Remaining = Fee Budget - Spent - Planned).

You can either view this Report by Project or by Member by picking the correct option under the name of the report. You can also pick if you wish to view it by Bill Rate or Cost Rate. Clicking on the eye will allow you to show or hide the blank projects.

Click on the arrow to the left of the project title to see planned and remaining time broken down by Phases and Subphases and expand further to see the breakdown by Work Categories and Members.

On this tab, planned and remaining are calculated using the estimated hours/dollars for each Project, Phase, and Work Category.

When viewing this report by Member, it will show you the Planned and Remaining time scheduled per person selected for all projects.

• 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.

  

You can then click the arrow to the left of the member's name to expand it and break it down by Projects and even Phases and Subphases.

On this tab, planned and remaining are calculated using the member’s estimated hours/dollars in each Project, Phase, and Work Category.

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

Click the filter on the top to refine your results according to different criteria, depending on the tab. This includes options such as billable or non-billable projects, phases, members or projects.

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

Budget Managers with the following permissions:

• Budget Manager > Can Edit > Projects they are a Member of

• Budget Manager > 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).

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