---
title: "Pipeline Report"
description: "The Pipeline Report shows total planned hours or dollars for proposal projects only — the potential work you are bidding on or hoping to win."
url: https://support.mosaicapp.com/en/articles/744-pipeline-report
collection: "Detailed Overviews"
updated: 2026-10-30
language: en
---

# Pipeline Report

The Pipeline Report shows total planned hours or dollars for proposal projects only — the potential work you are bidding on or hoping to win.

## Overview

Unlike the Planned Time Report, which covers all of your confirmed work, this report is scoped to proposal projects only. It answers a forward-looking question: if these opportunities land, what will they cost in hours or dollars, and when? Access it from the Reports tab under Pipeline.

![](https://staticfiles.gleap.io/gattachments/JWRiJsc3a7j9FSgvVNY0lFG6SfAE6RHIPinzvx25W4Qi3Z7c4B3iCcveRHnw5iIMthDRzGTHM6c.png)

## **When to use this report**

Use the Pipeline Report when you need to answer: **"If our prospective work is won, how much of it is planned, when does it land, and what does it cost in hours or dollars?"** This report is ideal for forecasting the resourcing and cost impact of deals still in the pipeline, narrowing to the opportunities most likely to close by setting a win-probability floor, spotting where prospective work is concentrated across members, projects, and phases before it becomes committed work, and sanity-checking capacity for proposals before they convert to active projects.

It's ideal for:

-   Forecasting the resourcing and cost impact of deals still in the pipeline.
    
-   Focusing on the opportunities most likely to close, by setting a win-probability floor.
    
-   Spotting where prospective work is concentrated across members, projects, and phases before it becomes committed work.
    
-   Sanity-checking capacity for proposals _before_ they convert to active projects.
    

* * *

## What You See

**The Bars**

-   **Solid blue** = confirmed planned time
    
-   **Hashed blue** = tentative planned time
    

**Summary & Toggles** (top right)

-   **Summary total** — total planned dollars or hours across the proposals currently in view.
    
-   **Planned** — the confirmed planned amount, with its share of the total.
    
-   **Tentative** — toggle tentative plans on or off.
    
-   **Total** — combined planned + tentative amount.
    

**Controls**

-   **Currency / Hours toggle** — switch between dollars and hours.
    
-   **Bill Rate dropdown** — value the work at its bill rate or its cost rate.
    
-   **Probability filter** — set a win-probability floor for which proposals appear (see below).
    
-   **Date range selector** — this month, 30 days, all time, or custom.
    
-   **Display options** — Breakdown, Bar, or Graph view.
    
-   **Print** — print or export the current view.
    

* * *

### **The Probability filter**

The probability filter is the control unique to the Pipeline Report. Every proposal project can carry a win probability: the percentage set on the project when its budget status is Proposal, shown on the project as, for example, "Proposal - 30%."

The filter sets the minimum win probability a proposal must have to appear in the report. It defaults to **≥ 10%**. Choosing **All** brings in proposals that do not yet have a probability set.

* * *

## **Report views**

This report has 2 views: **Member**, **Project**. Each view shows the same underlying proposal data organized from a different starting point. Rows expand for hierarchical detail — project to phase, or member to project.

## **Member View**

The Member view shows the planned time each person is slated for across proposal projects in the selected date range.

1.  _Click the_ **_Member_** _tab at the top._
    
2.  _Select members using the member selector or filters._
    
3.  _Choose a date range._
    
4.  _Toggle between_ **_hours_** _and_ **_currency_**_._
    

Each member row shows their total planned hours or dollars. Expand a member to see which projects they are planned on, and expand further to see the specific phases. Use the **eye icon** to hide members with zero planned time.

![](https://staticfiles.gleap.io/gattachments/u8kucnwkJ4oCYvmcbXm1syhI5jW5y0zHK713SiLb9CALy3ZLfsuIVzt3fJGYXqnd71KNHQJYNMd.png)

Expand a member to see which projects and phases their planned time is allocated to, with dollar amounts at each level.

![](https://staticfiles.gleap.io/gattachments/F1CTKHqMfqbcZHrk5Xgmjk066JSRAwf7Jl2MkDkSlrpSi5rJTBCaTZiw8if7CHm2kpGnMpEYMXp.png)

## **Project View**

The Project view shows total planned time per proposal project over the selected date range.

1.  _Click the_ **_Project_** _tab at the top._
    
2.  _Select projects by name, number, or portfolio._
    
3.  _Choose a date range._
    
4.  _Toggle between_ **_hours_** _and_ **_currency_**_._
    

Each project row shows total planned hours or dollars. Expand to see the phase breakdown, and expand further to see individual member allocations within each phase.

![](https://staticfiles.gleap.io/gattachments/DmAZsEXmAydCB8r8IzjhhBiAnNVzYIJJxh6TpKpXvqOrX0VAYfpHFoCQpligx7Pf8uCDslKdoRv.png)