Overview
Roles: Admins, Project Managers | Paid Feature
Moving your projects forward while hitting your budgets and deadlines isn't always easy. Here's where the Project Report comes into play!
It's designed with service-oriented companies in mind, that work simultaneously on several different projects, for different clients.
This report gives you an overview of all your currently active projects.
Summary
On the first screen, you will find the Summary. You'll see at a glance how many hours are allocated for each project, how many hours the team has already worked on each project, the hourly rate and the fixed rate set for that project.
At the top of this page, you'll see all your projects marked as Favorites.
The progress bar will allow you not only to compare worked versus estimated hours, but it will also show you how close each project is to its deadline or due date.
The tasks' section will show you how many tasks were completed and how many are left to complete. You'll also find billing information like fixed and hourly rate, as well as total cost and total rate for the project.
View more project details
Click on a project's name to access more details.
Analyze the team's performance
Use the Date selector to choose the period that you want to analyze. You can choose between Today, This Week, Last Week, This Month, Last Month, This Year, All Time or pick your own time period.
Progress bar
Under the selected project's name, you'll find a progress bar with amount of worked hours against estimated amount of hours. Information such as due date and hourly rate and total cost will also be shown.
Project's Activity
The chart below shows you total hours worked by each project member, from the project start until the last day somebody worked on that project. You can choose between the daily, weekly, monthly and yearly view.
💡 Hover your mouse over a chart line to display more details.
User's total hours worked
The user cards show how many hours each project member has contributed to the project.
Total amount of hours worked for the project, completed tasks, cost and how many of their tasks have exceeded their hour estimates or their deadlines.
Status of user's tasks
Here you'll find a list of all the tasks the users have worked on during the selected period of time. You can navigate between the tabs to see which tasks are in progress, completed or overdue.
The tasks section gives you an overview of all currently active tasks within the selected project. You can see how your team is distributing their time across their tasks as well as worked vs. estimated times, tasks' due dates and total rates and costs.
You can also edit these tasks right from the report! The modifications available are:
Mark a task as completed: You can mark a task as completed by clicking on the circle next to the task name.
Edit task details: Tap on a task line to open and visualize or edit its details. You'll also be able to modify due dates.
Export the project report
In the header right controls, you’ll find all exporting options available for this report:
Timesheet: This option will give you access to a detailed timesheet report with filtered information on the selected project.
Share and Shared Report: You can further customize and easily share your project reports online, with a link.
PDF: This option will download the project report into a PDF file.
CSV: This option will download the project report into a CSV file.
Excel: This option will download the project report into a XLSX file.
Invoice: This option will open an invoice template in a new tab, with pre-filled information on the selected project and time period.
