Timesheet Reports

You can generate customized timesheet reports using the filter and output options.

Note: Your report may look different based on the filter and output parameters you selected.

Timesheet Reports by Project

Based on your filters, this report displays timesheet reports by projects. The output choices are CSV, PDF and HTML. If the date range is one week or less, the generated report provides a detailed view for each day of the week. If the date range is more than a week, the generated report displays a summarized view for the entire period.

Timesheet Reports by Resource

Based on your filters, this report displays timesheet reports by resource. The output choices are CSV, PDF and HTML.

Timesheet Detail Report

This is a detailed report of timesheets. You can filter by Pull-down Status, Initiative, Timesheet Basics, Project Basics, Project Organization Hierarchy, Resource Basics, Resource Organization Hierarchy, Resource Filterable Custom Fields, Finances, Program, and Output Custom Fields.

You can also set the following output filters: Compress Output, Show Cost, Show Project Overhead Categories, Show Activity Details Show Non-project Categories, Include disabled Time Reporting Categories, Show Actual Effort breakdown at day level, and Suppress rows where Actual Total Effort is zero. If you select the Show Actual Effort breakdown at day level option, the report displays the actual effort by resource assignment for each day. Leave this option unchecked to view the actual effort aggregated for a requested time period. The output choices are CSV, HTML, and MS Excel.

You can export the data generated by this report to Microsoft Excel to view the Plan versus Actual data and the cost across various dimensions. You can use Excel to format the data, group rows and columns, aggregate by quarters, years, or by fiscal period.

Notes:

The Total Plan Effort column in this report is an information only column and the value will be the whole plan effort at activity level. This value may be repeated when the report is run to show the breakdown at day level; in such cases, care should be taken not to double count the plan effort.
The cost data is shown only to users that have the required permissions to view cost information.
If the correction dates are specified, the output will display correction reports. If correction dates are not specified, the output will display timesheet time and cost. If both correction dates and timesheet dates are specified, the corrections reported will be for the timesheets filed within the specified timesheet dates.
The resource rates are picked for the rate at assignment level. For non-project time and non-working time, the standard rate at the resource level is used.
If the resource plays more than one role in a project or an activity, the time reported from the timesheet will be equally distributed among all the roles and then costed with the respective role rate.

Timesheet Weekly Status Report

Based on your filters, this timesheet report shows status and approval information for each category (project, non-project, and non-working) along with cost details for each resource by week. It shows the week range, submitter, project number, project start date, reporting category, status, approver, approval date, total hours, standard hours, standard rate, overtime hours, and overtime rate. The output choices are CSV, PDF and HTML.

Timesheet Corrections Report