Time Reports
IN THIS ARTICLE
Workzone can provide reports of time accumulated by person, workspace, project and task for a given time period. To view a time report, click Reports at the top of the screen and go to the TIME TRACKING section on the left menu. You can print any time tracking report or export the report to Excel by clicking the appropriate links at the top right of the screen.
NOTE: Contributor, Reviewer, and Partner users will not have visibility of Time Reports (with the exception of ‘My Timesheet’)
Hours by Project
The Hours by Project report shows reported hours organized by workspace and project. Click the triangle to the left of any project to see the actual time by task for that project. This report can be filtered by a number of criteria (dates, project state, etc.) using the Filters button:
Optional columns to display can be found by clicking the three vertical lines (꠲) in the top right.
Hours by Responsible Party
The Hours by Responsible Party report shows recorded hours organized by responsible party, with each responsible party's row able to expand (by clicking its left triangle) to show workspaces and projects.
Clicking the triangle to the left of any project shows the actual time logged by task on that project.
This report can be filtered by a variety of options using the Filters button at the top. Here, you can filter the report by project, dates, responsible party, project category and more, as seen here:
Applied filters can be cleared by using the "X" to the right of the filter(s) displayed at the top of the report.
NOTE: The Date of Work filter refers to how a user can designate which date the work was performed when creating a time entry, defaulting to the date the time entry was created, but potentially changed to any other date. The Date Entered filter is tied to when a new time entry is created, and this date cannot be altered.
Additionally, the Also Filter Budget checkbox will filter the budgeted work values for the tasks to only show the work that took place within the filtered timeframe.
There are optional columns available to display by clicking the three vertical lines button found in the top right next to the print and Excel export icons. You can check/uncheck each row to show/hide the column and click the Save button to confirm.
The Budget/Variance optional column will compare the actual time entries for a task to the budgeted time for the task, based on the work allocated to the task (learn more about work vs. duration). You can see this same information on actual and budgeted time for a project in the details tray for a project, which is accessed when you click on the name of the project in the main Projects area.
Time Grid
This report makes it easy to see where users may have forgotten to account for their time or made a data entry error, as it shows how many hours each responsible party has reported for each time period. Advance or go back to another time frame using the left and right arrows along the dates header. The default Weekly timescale shows each day for three weeks at a time, and there are Months and Quarters options also available from the top Timescale dropdown, above the table.
Also above the table, select a particular User Group to display from the top Group dropdown. In addition to Time worked (h), other time-related Data is shown from the top dropdown such as User capacity (h), Utilization %, and User availability (h). Use the Hide users without time checkbox to hide users that don't have any time entered during the displayed time frame. Clicking on a responsible name shows the specific entries for that particular user.
NOTE: User capacity, Time worked, and User availability are measured in hours, while Utilization is a percentage, and Assigned Tasks is a count. User availability is calculated as Workload subtracted from User capacity (User capacity - Workload = User availability). Utilization is calculated as Workload divided by User capacity (Workload ÷ User capacity = Utilization).
Learn more about Workload here.
There are icons in the top right to print this report or export the displayed data to a PDF or Excel spreadsheet.