Running project reports

You may need to use reports to:

Refer to the following topics for information on other reports that might be of interest to Project Managers:

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

Track actual costs by cost type

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.