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Dashboard Pivot Table Calculations

Calculation details for Pivot Table values

Written by Ellen Kajca

Time Tracking

Time Tracking Hours

The total time tracked (in hours) recorded on action cards.

Time Tracking Cost

The total cost of the tracked time, calculated by multiplying each user’s tracked hours by their individual cost rate.

Time Tracking Billed

The total billable amount for the tracked time, calculated by multiplying each user’s tracked hours by their individual bill rate.

Estimated Time

The total amount of time (in hours) estimated on action cards.

Estimated Cost

The total cost of the estimated time, calculated by multiplying each user’s estimated hours by their individual cost rate.

Estimated Billed

The total billable amount of the estimated time, calculated by multiplying each user’s estimated hours by their individual bill rate.

Timesheets

Timesheet hours

The total hours from submitted, unsubmitted, pending, approved, changes requested and unapproved timesheets (filterable by each status).

Timesheets Cost

The total cost of timesheet hours, calculated by multiplying each user’s hours by their cost rate.

Timesheets Billed

The total billable amount of timesheet hours, calculated by multiplying each user’s hours by their bill rate.

Timesheets Billable Cost

The total cost of all billable timesheet hours, calculated by multiplying each user’s billable hours by their cost rate.

Timesheets Non Billable Cost

The total cost of all non-billable timesheet hours, calculated by multiplying each user’s non-billable hours by their cost rate.

Timesheet status

Shows each user's timesheet status for the period: Approved, Pending approval, Changes requested, Unapproved or Unsubmitted. To add it, open Values, search for Timesheet status and select it.

When a pivot table reports on Time, uses User as the first row group and includes Timesheet status as a value, it lists every user in the workspace, not only people who logged time.

  • Unsubmitted with an info icon (ⓘ): the user has no timesheet data for that period. Hover over the icon to see No timesheet data for this period. If columns are split by date, for example by week, each period without data shows this.

  • Unsubmitted without the icon: the user has a timesheet that has not been submitted. If you have access to Timesheets reporting, click the status to open it.

  • Users with no timesheet data do not change hour totals.

By default, the list includes external users (also invited users who have not joined yet) and removed users. To show fewer users:

  • Set the Removed users filter to Exclude.

  • Filter by Users, Teams or User tags.

  • Add a timesheet status or timesheet approver filter. Users with no timesheet data are then not shown.

Timesheets leave hours

The submitted timesheet hours as a leave type.

Resourcing

Resourcing Estimates

The total amount of resourced (scheduled) hours from the Resourcing app.

Resourcing Estimate Cost

The total cost of the resourced hours, calculated by multiplying each user’s resourced hours by their cost rate.

Resourcing Estimate Billed

The total billable amount of the resourced hours, calculated by multiplying each user’s resourced hours by their bill rate.

Time off

The resourced hours as time off.

Utilization (%)

Utilization is a metric that measures how much of a user’s available time is allocated to project work, compared to their total available hours.

Utilization (%) = ( (Estimated Time + Resourcing Estimates) − (Time Off + Holidays)​ ) / Available Hours × 100

  • Estimated Time: Sum of estimated hours on action cards within the selected date range.

  • Resourcing Estimates: Sum of resourced hours in the Resourcing app within the selected date range.

  • Time Off + Holidays: Total hours allocated for vacation, sick days, company holidays, etc.

  • Available Hours: Total working hours a user is available in the given date range (e.g., 8 hours/day × number of working days).

Recurring-action time and utilization

If future repeats seem to be missing from a utilization forecast, check the workspace setting Include recurring action time in utilization dashboards under Settings → Apps → Time tracking. Workspace admins can enable it and set the Recurring action time look-ahead (months).

The setting allows normally hidden future recurring action instances into dashboard reporting. Future repeats with due dates are limited by the look-ahead period, measured from the current date. The default is 12 months, with a range of 1–120 months. Recurring subactions without their own due date are not excluded solely for lacking a date by this look-ahead rule.

The dashboard’s date range, project selection, and other filters still apply. On dashboards covering multiple workspaces, the owning workspace’s recurring-time settings govern the workspaces included in that dashboard.

This setting changes which action instances can contribute to reporting. It does not turn estimated time into tracked hours or submitted timesheets. See workspace recurring-action time settings for setup.

Budgets

Project Budget

Total project budget assigned to the project through the Project Navigator.

Other Costs

Other costs added to the project through the Project Navigator.

Budget Remaining

Each “Budget Remaining” metric follows the same core formula:

Budget Remaining = Project Budget - (Other Costs + Total Calculated Value)

Time Tracking Cost Budget Remaining

Project Budget - (Other Costs + Total Time Tracking Cost)

Time Tracking Billed Budget Remaining

Project Budget - (Other Costs + Total Time Tracking Billed)

Timesheets Cost Budget Remaining

Project Budget - (Other Costs + Total Timesheets Cost)

Timesheets Billed Budget Remaining

Project Budget - (Other Costs + Total Timesheets Billed)

Estimated Budget Cost Remaining

Project Budget - (Other Costs + Total Estimated Cost)

Estimated Budget Billed Remaining

Project Budget - (Other Costs + Total Estimated Billed)

Resource Est. Cost Budget Remaining

Project Budget - (Other Costs + Total Resource Estimates Cost)

Resource Est. Billed Budget Remaining

Project Budget - (Other Costs + Total Resource Estimates Billed)

Margins

Margin Timesheet Cost Budget (%)

Timesheet Cost Budget Remaining / Project Budget x 100

Margin Timesheet Billed Budget (%)

Timesheet Billed Budget Remaining / Project Budget x 100

Margin Resource Est. Cost Budget (%)

Resource Est. Cost Budget Remaining / Project Budget x 100

Margin Resource Est. Billed Budget (%)

Resource Est. Billed Budget Remaining / Project Budget x 100

Margin Estimated Cost Budget (%)

Estimated Cost Budget Remaining / Project Budget x 100

Margin Estimated Billed Budget (%)

Estimated Billed Budget Remaining / Project Budget x 100

Margin Time Tracking Cost Budget (%)

Time Tracking Cost Budget Remaining / Project Budget x 100

Margin Time Tracking Billed Budget (%)

Time Tracking Billed Budget Remaining / Project Budget x 100

Forecasted Margin

Estimated Billed Amount - (Estimated Cost Amount + Other Costs)

Forecasted Margin (%)

(Forecasted Margin / Estimated Billed Amount) x 100

Approvals

Review stages

List of stages available on this action card

Review rounds

List of rounds available on this action card

Review stages (count)

The total count of stages available on this action card

Approver

The user who is set as an approver

Current approval stage

The active approval stage on the action card. Fully approved cards show Approved.

Current approval round

The current approval round on the action card. Fully approved cards show Approved.

Current approver

Approvers still waiting to respond in the active stage. Unlike Approver, this field

focuses on who currently needs to respond.

Next approver

Approvers assigned to the next stage in the current approval round.

Days in stage

The number of calendar-day boundaries since the active stage started, calculated in UTC. Weekends and holidays are included. The value is blank when the active stage has no start date.

Approval status

Approval status for the active stage when Review Stage is not a row group. Fully approved cards show Approved.

Approval due date

The active stage’s approval due date when Review Stage is not a row group.

Approval stage start

The active stage’s start date when Review Stage is not a row group.

Approval date

The historical approval date for a review stage. This field is available on Review Stage rows, rather than projected onto Action or Project rows.

Proofing file

Proofing files associated with the action. Click a proofing file value to open it. Use the Proofing file filter to include actions with or without proofing files.

Example: Use Action rows with Current approval stage, Current approver, and Days in stage to identify approvals waiting for attention.

Widget Filters

Filters can be found on the right Chart Content menu of your widget. The Pivot Table widget allows the ability to filter by:

  • Archived actions: Include / Exclude

  • Completed status: Include / Exclude / Show Only

  • Completed on due date

  • Project

  • Project owner

  • Action Status

  • Overdue: Include / Exclude / Show Only

  • Subactions: Include / Exclude

  • Risks: Include / Exclude

  • Urgent: Include / Exclude / Show Only

  • Milestone: Include / Exclude / Show Only

  • Completed By

  • Created By

  • Labels

  • Roles

  • Teams

  • Sprints

  • Rounds

  • Review stages

  • Approved stages

  • Proofing file: Yes / No

  • Archived projects: Include / Exclude / Show Only

  • Phase

  • Priority Levels

  • Completed Date

  • Created Date

  • Action Due Dates

  • Action card title: Contains / Equals

  • Action Custom Fields

  • Project Custom Fields

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