The My Schedule vs Timesheet Report compares scheduled hours with actual hours for the logged in user. It can be used to view deviations from the forecasted hours, and better understand individual productivity.
My Schedule vs Timesheet Details Report
A few reasons to use this report
Get an overview of how close you are to your intended work schedule.
Analyze the difference between projected hours and actual hours.
Highlight unforeseen activities within a project
Report Parameters
This report runs by default for last week, it is highly customizable and you can choose from multiple groupings, filters and column options, along with other useful report parameters.
Date Range:
The following predefined date range options are available.
Next Week
Next Month
Next 30 Days
Next 60 Days
Next 90 Days
Next Year
This Week
This Month
Last Week
Last Month
Last 30 Days
Last 60 Days
Last 90 Days
Year To Date
Last Year
Custom Date Range(allows you to choose a custom date range in the next parameter)
Start & End Date:
Enter a custom date range to run the My Schedule vs Timesheets report for. This date range is for the schedule entries.
Groupings
Many of our reports allow you to group data. The My Schedule vs Timesheets Report has three available grouping options:
Primary Grouping
Secondary Grouping
Tertiary Grouping
These groupings include the following options:
Date
Customer
Project
Task
Section
Month
Billable?
Week
When data is grouped, the report subtotals all the fields that contain duration.
Customers: Select the customer(s) you want to run the report for. You can select one or more customers as needed.
Projects: Select the project(s) you want to run the report for. You can select one or more projects as needed. You can only choose a project after one or more customers have been chosen.
Categories: Filter based on timesheet categories and leave types the schedule bookings are added for. This is very useful if you only need to see a certain type of schedule booking.
Only Billable?: To view only those schedule assignments that have billable timesheet categories, enable the “Only Billable” checkbox.
Rounding: You can also apply rounding to the scheduled assignments and timesheets based on the account settings.
Time Format: Choose between Decimal Hours (H.XX) or Hours Minutes (HH:MM)
Show Columns
Week
Month
Task
Section
Billable?
Project Tags
Project Category
Sch – Act Dur
By default, we also display columns for Date, Customer, Project, Timesheet Category, Scheduled Duration and Actual Duration.
You can add up to 11 columns on this report.
Hide Individual Entries [checkbox]: Hide individual schedule and timesheets entries on the report output. The display will only include any available groupings you had selected, as well as the aggregated duration fields on grouping rows.
Project Tags: Filter the projects based on project tags.
Project Categories: Filter projects based on project categories.
We hope this guide was useful. Need further help with the My Schedule vs Timesheets report? Please contact our support team via chat or email.