Running project reports
You may need to use reports to:
- Monitor project progress
- Track project costs and billing
- Compare estimates to actuals
- Track resource productivity
- Determine profit
Refer to the following topics for information on other reports that might be of interest to Project Managers:
- Running resource reports
- Running client reports
- Running program reports
- Running cost reports
- Running billing reports
For information on using reports, refer to the reports topics.
Key reports of interest to project managers
|
Default report name |
Common uses for the report |
Template it’s based on |
|---|---|---|
|
N/A |
View project and task hours together |
Billing |
|
CapEx & OpEx Cost by Projects |
Project |
|
|
Project - Actual vs Estimated Comparisons |
Compare actual hours, costs, and billing to estimates |
Project |
|
Project Billing |
View actual billable hours worked and billable totals for projects |
Project |
|
Project Burndown |
Monitor project progress by comparing baseline estimated hours, actual hours, and remaining planned hours |
Project Progress |
|
Project Detail |
Understand the status of a project by viewing the actual hours, cost, billing, and expenses logged against it |
Project |
|
Project Profitability |
Compare costs with billing for each project, on a month by month basis |
Project Team Time, Expense, Cost & Billing |
|
Project Task Capitalization |
View actual CapEx and OpEx hours by project and by task |
Task Time, Expense, Cost & Billing data |
|
Project Team Billing |
Track the billing status of all hours worked on a project, by team member and date |
Project Team Time, Expense, Cost & Billing |
|
Project Team Members - Actual vs Estimated |
Monitor resource productivity by viewing actual hours, cost, and billing per month for each team member, along with estimates for these |
Project Team Time, Expense, Cost & Billing |
|
Project Time Allocation |
Monitor project resource time allocation across categories |
Project Time Allocation |
|
Task Based Billable Hours and Expense |
Track billing details (hours, rates, amounts) and expenses by task and resource |
Task Time, Expense, Cost & Billing data |
Key fields of interest to project managers
For information on what fields are available in each report, refer to the Replicon Reports Field Matrix.
|
Field Name |
Description |
Template it’s available in |
|---|---|---|
|
Baseline Estimated Hours |
Can be reported on for weekly, monthly, or quarterly periods. Calculated using this formula: Hours allocated to the project - All hours worked in preceding periods |
Project Progress |
|
Remaining Planned Hours |
Can be reported on for weekly, monthly, or quarterly periods. Calculated using this formula: Baseline Estimated Hours for the period - Actual hours worked for the period |
Project Progress |
|
Actual CapEx Cost Actual OpEx Cost |
Show cost broken down by cost type (CapEx or OpEx). Projects and tasks need to be assigned a cost type for values to display. |
Project, and others |
|
Normalization factor |
Calculated using this formula: User’s assigned hours per day * Number of working days in week / Actual hours worked |
Timesheet Day |
|
Actual Normalized Hours |
Calculated using this formula: Normalization factor * Actual hours worked |
Project, and others |
|
Actual Normalized Cost |
Calculated using this formula: Normalization factor * User’s hourly cost rate * Actual hours worked |
Project, and others |
|
Project Estimated Cost Project Estimated Hours |
Show the values you entered in the estimate fields for the project. Task Estimated Cost and Task Estimated Hours fields are also available. |
Project, and others |
|
Estimated Billing Estimated Cost Estimated Hours |
Show estimates based on the allocations made for the project or task |
Project Team Time, Expense, Cost, & Billing, and others |
|
Remaining Hours |
Calculated using this formula: Estimated Hours - Actual Hours Where estimated hours is the number of hours allocated to the project |
Project, and others |
|
Actual Cost |
Calculated using this formula: Sum for all resources (hours resource worked * user’s hourly cost rate) |
Project Team Time, Expense, Cost, & Billing, and others |
|
Actual Billing |
Excludes expenses. Calculated using this formula: Sum for all resources (hours resource billed * rate resource was billed at) |
Project Team Time, Expense, Cost, & Billing, and others |
|
Total Project Hours Total Estimated Hours Total Remaining Hours |
Always display data for the whole project, regardless of what other columns you’ve chosen to include in the report. Allow you to view project-level data alongside task- or user-level data in a single report. |
Project Team Time, Expense, Cost & Billing, and others |
FAQs
Are only submitted or approved hours included in hours and expense field values, and in values calculated using those values?
All hours saved in timesheets and expense sheets are included.
Is a project's full task hierarchy (Project Name / Task Name) available in the Timesheet Day report?
A full task hierarchy column is not available by default in that report. However, you can create one using a custom column. To do this, create a custom column that uses the following formula: ProjectName + " / " + TaskHierarchyName.
Related links
Running program reports
How projects work
Setting and tracking project estimates
Projects tour (video)
Setting up a project
