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Version: 7.0

Reporting

This page describes typical reporting options for projects, tasks, and effort. The exact set of reports and metrics depends on configuration.

In the base configuration, the Projects → Reporting folder is intentionally an extension point: project dimensions (project, time entries, effort by employee) are added to existing reports of neighbouring modules — Sales and Manufacturing — rather than published as stand-alone PM reports. Open those reports in their respective sections (for example, Sales → Reporting → Sales ledger or Manufacturing → Reporting → Manufacturing order) and use the project-related columns/filters there.

Why project reporting is needed​

Reporting helps to:

  • control progress by projects and tasks;
  • see due date deviations;
  • analyze effort by projects, tasks, and participants;
  • find bottlenecks (employee overload, blocking dependencies, overdue items).

Typical reports and dimensions​

By projects​

Typical questions:

  • list of active projects;
  • projects with approaching due dates;
  • projects without tasks or without a team (if a team is maintained).

By tasks​

Typical questions:

  • tasks by statuses (in progress, waiting, completed);
  • overdue tasks;
  • tasks without an assignee;
  • tasks blocked by dependencies.

By effort​

Typical questions:

  • effort by projects for a period;
  • effort by tasks for a period;
  • effort by employees for a period;
  • “plan vs actual” comparison (if effort planning is used in the organization).

Daily​

Weekly​

  • the project manager checks overdue items and priorities;
  • clarifies dependencies and blocks;
  • reviews due dates for upcoming tasks.

After project completion​

  • move the project to a closed status;
  • record results and key decisions in comments/description;
  • prepare a final effort report.

Frequently asked questions​

Why the effort report “does not match”​

Check:

  • whether all participants entered time entries for the period;
  • whether time was entered to the wrong project or task;
  • whether time entry is restricted for a closed period;
  • whether the report period is selected correctly.