Time phased report is a special report that allows you to view data in a time-phased manner. These report data over a defined time period with a particular zoom level. Zoom can be Day, Week or Month. For complete visibility of your resources, see our resource management section here.
To create a Time Phased report:
- From the main menu, click Reports > All Reports.
- From the New report...drop-down list, select Time Phased.
- In the Name* box, type the name of the report.
- In the Description box, type the description.
- From the Visible to Users drop-down list, select the appropriate option with whom you want to share the report.
- From the Visible to Clients drop-down list, select the clients with whom you want to share the report.
- In the Filters section, from the Add filter... drop-down list, select a filter. The selected filters are displayed under the Filter column.
- Select the Prompt? check box if you wan to display the selected filters in the report output window.
- In the View section, under Tabular, select the columns and options of your choice.
- Choose 'Show totals only' to see totals at each level of grouping without bothering about the individual details.
- Choose 'Cumulative' to see increasing quantities by successive additions.
- Click Save to save the report. The created report will be displayed.
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You can create Time - phased reports for the following columns:
| Column Name | Meaning |
|---|---|
| Actual Capacity | The actual capacity of the resource(s) as a percentage |
| Actual Effort | Approved Hours |
| Actual Utilization | The actual resource utilization i.e Actual Hours / Available Hours as a percentage |
| Planned Capacity | The estimated capacity of a resource in percentage |
| Planned Effort | These are the number of hours a resource is allocated or expected to spend on an assigned task. |
| Planned Utilization | The planned resource utilization i.e Planned Hours / Available Hours as a percentage |
| Actual Non-Billable Hours | Hours approved as non-billable |
| Available Hours | The working hours of a resource depending on the work calendar timings and exceptions; if any. |
| Efficiency | The efficiency or performance of a resource i.e Planned Hours / Actual Hours as a percentage |
| Free Hours | The remaining planned hours the resource is available. |
| Free Hours (Realtime) | This is an intelligence-built column that shows free hours based on 2 different dimensions depending upon the current time. All data in past is based off the actual (and approved hours). All data for the present and future dates is based off the remaining effort distributed proportionally. Note that this does not affect any task dates. |
| Invoiced Hours | Hours that are marked Invoiced. |
| Actual Bill Hours | Hours approved as Billable |
| Actual Cost | Actual cost of the entity i.e Approved Hours, Expenses, Fixed Cost. |
| Actual Labor Cost | Approved Hours of the resource |
| Actual Margin | Actual Profit / Actual Revenue |
| Actual Profit | Actual Revenue / Actual Cost |
| Actual Revenue | Time Entries, Expenses approved as Billable |
| Invoiced Revenue | Time Entries, Expenses marked as Invoiced |
| Planned Cost | Estimated cost of the entity which includes the Labor cost, Fixed cost, etc. |
| Planned Labor Cost | Estimated Cost of the resource depending on the allocation on task * Cost Rate |
| Planned Margin | Planned Profit - Planned Revenue |
| Planned Profit | Planned Revenue / Planned Cost |
| Planned Revenue | Resource's planned Hours * Bill Rate |
| Possible Revenue | Resource's availability * Bill Rate |