[Transcript]
0:00 - 0:30
The time budget tracking report allows you to visualize and monitor all project budgets across your organization. You can view this report by project or by member. In the top left, you can select the projects that you'd like to view or an entire portfolio that you'd like to view. You always have your filters over on the left hand side here, just like on the planner space if you'd like to filter your list down. Once you have your list selected, you can go ahead and click done. Now I can see an overall summary for each of my projects here.
0:30 - 1:00
Hovering over one of these bars, I'm able to see my project budget overview displaying time spent or timesheet time in lime green, plan time in yellow and remaining time in light green on the far right hand side. I can see the total spent and planned compared to the fee amount. You can always toggle this view into dollars or hours here. If the project has phases, you can use the index on the left to break it down by phase and then once more into each member.
1:00 - 1:33
If the project is over budget, you will see a bar with a red hash cross, over on the right hand side. In the top left, you also can view if you'd like to see this report in bill rate or in cost rate. Please be mindful that cost rate is only available for admins. You also can decide how you'd like this report to fill out. Now, currently we're looking at spent and planned you also have the option to just look at your remaining amount here. the blank button allows you to hide all projects that do not currently have spent and planned.
1:33 - 1:59
Now I'm not seeing any projects that do not have information. Lastly, you have a save view allowing you to save this view that you're looking at. So next time you come into this report these projects will already be populated for you. You do also have filters that you can filter down the current project list, whether you'd like to see it by phase, person or if a project is billable or non-billable using the toggle in the top left. You can also view this report by member.
1:59 - 2:34
You can select the individual members that you'd like to see this report for. You do also have those filters just like on the workload space here, clicking done. Once I have my members selected, again hovering over a members bar I can see their spent and plan details. Over on the right hand side, I'm able to see a total and then again using the caret to the left hand side of a member's name, I can expand down see projects making up that time; and then if that project does have phases, breaking it down one more level to see what phases are making up that time.
2:34 - 2:43
This report you do also have the toggle to go in hours or in dollars and all the same filters as well as views.
[End]