Project Reporting

Project Reporting

Project Analysis

Go to Projects > Reporting > Project Analysis. Pivot with:

• Dimensions: Project, Task, Assignee, Stage, Customer, Milestone.
• Measures: Number of Tasks, Task Done, Planned Hours, Timesheet Hours, Delay (days).

Timesheet Analysis

Go to Projects > Reporting > Timesheet Analysis. See hours logged by employee, project, task, and date. Track billable vs non-billable hours. Calculate utilization rate (billable hours ÷ total hours available).

Profitability

For billable projects, Projects > Reporting > Profitability compares invoiced revenue against timesheet cost (hours × employee cost) and any purchase/expense costs booked to the project's analytic account — the single clearest view of whether a project actually made money.

Project Dashboard

Go to Projects > Dashboard. Overview of all active projects:

• Tasks count per stage (like a mini-kanban).
• Overdue task count.
• Timesheet summary.
• Progress bar (tasks done / total tasks).

Best Practices

• Use tags consistently across projects for cross-project reporting.
• Keep the number of open tasks per assignee under a reasonable limit.
• Review Gantt dependencies weekly.
• Track planned vs actual hours to improve estimation on future quotes.