Reporting
This guide walks through each screen in the Reporting menu of the Projects module: Project Status, Task Report, Milestone Progress, Hours Overview, Team Workload, Tickets, Profitability, Unbilled Work (WIP), Expenses.
Project Status
Where to find itProjects → Reporting → Delivery → Project Status
Detailed steps for this screen are being generated from the running application.
Task Report
Where to find itProjects → Reporting → Delivery → Task Report
Detailed steps for this screen are being generated from the running application.
Milestone Progress
Where to find itProjects → Reporting → Delivery → Milestone Progress
Detailed steps for this screen are being generated from the running application.
Hours Overview
Where to find itProjects → Reporting → People & Time → Hours Overview
How to use Hours Overview
- 1Open Hours Overview
In the Projects module, open Reporting in the green navigation bar, then choose Hours Overview under People & Time.
Team Workload
Where to find itProjects → Reporting → People & Time → Team Workload
Detailed steps for this screen are being generated from the running application.
Tickets
Where to find itProjects → Reporting → People & Time → Tickets
Detailed steps for this screen are being generated from the running application.
Profitability
Where to find itProjects → Reporting → Financial → Profitability
Detailed steps for this screen are being generated from the running application.
Unbilled Work (WIP)
Where to find itProjects → Reporting → Financial → Unbilled Work (WIP)
Detailed steps for this screen are being generated from the running application.
Expenses
Where to find itProjects → Reporting → Financial → Expenses
Detailed steps for this screen are being generated from the running application.