Navigate to Reports in the left sidebar. Review the list of 17 reports. Note which reports your permission level gives you access to — access levels are shown next to each report name. Hover over the question mark icon for a quick description and help center link.
👉 For full details, see Reports Overview
The Workload Report is the first report most teams use. Select all team members, choose a 30-day date range, and review the capacity bars. Identify anyone over or under capacity. Enable the color-coded toggle to see project distribution.
👉 For full details, see Workload Report
Next, check the Planned Time Report to see total planned hours or dollars from today forward. Then open the Estimate at Completion Report to see how spent + planned time compares to your project budgets. Use the $ icon to jump to the Budget space for any project that needs attention.
👉 For full details, see Planned Time Report and Estimate at Completion Report
Open the Timesheet Report to verify recent time entries are accurate. Look for sample data or incorrect entries that may be inflating numbers. Delete any bad entries directly from the report. Export to CSV if you need to reconcile with external systems.
👉 For full details, see Timesheet Report
Assign default roles to all members in Admin Settings > All Members. Then open the Role Demand Report, select your roles, and review whether planned time exceeds capacity for any role. Toggle to FTE view for hiring planning.
👉 For full details, see Role Demand Report
Once you have a few weeks of both planned time and spent time, open the Time Variance Report. Compare planned vs. spent for last week. Identify members or projects with significant variance. Use Budget Variance for the same comparison in dollars.
👉 For full details, see Time Variance Report and Budget Variance Report
Go to the Dashboard space and create your first dashboard. Add widgets for your most-used reports — typically Workload (this week, next week, 30 days), Utilization, and Budget Tracking. Add labels to each widget. Share with your team.
👉 For full details, see Dashboards
Once your reporting is established, focus on building consistent planning habits so the data stays accurate and useful.
Expand work plans to cover at least the next 30 days
Set up a second dashboard for team-level views if you have multiple departments
Explore the Schedule Variance Report once projects have accurate phase dates
Review the All Projects Report to identify stale or neglected projects
Don't panic about gaps — If your team is new to Mosaic, variance reports will show big swings between planned and spent. This normalizes as planning habits improve.
Clean up sample data first — Remove any test or sample project data before reviewing reports to avoid misleading numbers.
Set default roles early — The Role Demand Report and some dashboard widgets depend on default roles being assigned.
Use the help center — Each report has a question mark icon linking to a detailed help center article.
Start with one dashboard — You can always create more later. Start with one shared dashboard for the whole team and expand from there.
