Project Actuals by Month

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  • Updated 3 years ago
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I am looking to run a report of either All or specific Projects (and potentially tasks), displaying the actual hours booked, by month. The columns should displayJan - Dec, with the rows being the Projects. I dont necessarily need the user.
At this time, I cannot seem to run anything by month. Any help is appreciated.
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Brandon

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Posted 3 years ago

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Lingaraj Dharwad, Product Champion

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Hi Brandon,

This can be achieved via the Timesheet Day template. 

  • Create a  
  • Select category as Timesheet, Report type as Timesheet Day template

          

  • Select Month (Entry Date), Project Name, Task Name (if needed) & Total Hrs along with grouping as shown below:
         

Result: 

Below screenshot is shown along with the Task Name column enabled



Hope that answers your question. 

Thanks,
Lingaraj
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Jeanne Bovenkerk

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To get the columns to display the months across the top, select the month (entry date) in the "group columns" drop down menu in the grouping section in settings.  You may need to set the months to sum in order to get it to work.
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Aashnee Kamboj, Community Moderator

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Hi Brandon,

As rightly said by Jeanne, you can pull the month (Entry Date) in the Column Grouping. You have to Sum the total hours and they will show up in each column under each month accordingly.

Thanks,
Aashnee
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Brandon

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Appreciate the feedback Lingaraj, Jeanne and Aashnee!

That produced the results that I was looking for. I am also able to now add in a few more bits of column data to enhance the report. :)

Cheers!!