This article is for Capacity Planner for Cloud. Visit Data Center

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

  • You must have Tempo Planner installed to access Planned Time reports.

  • To report on planned time, you need to have Tempo Planner installed. Viewing plans requires the View Plans permission.

The Planned Time report is designed to give you insight into the time that has been planned on projects based on teams and individual users. In both cases, you can opt to display total hours worked and billable hours -- and can refine the data by projects, teams, roles, accounts, and more.

To create a Planned Time report, select Reports in the Tempo sidebar and click the Planned Time tile on the Reports page.

165ba93a45561e.jpg
 Watch our video: How to Create a Report on Planned Time
Creating a report from the Resource Planning View

You can also generate a Planned Time report from the Resource Planning view in Tempo Planner. The advantage of this is that the report will use the time period and filters that are currently used in the Resource Planning view - it's all set up for you!

  1. Select Planner from the sidebar to open the Resource Planning view.

  2. Click the View in Report icon in the top-right to generate the Planned Time report.

  3. The Planned Time report opens with your current Resource Planner data, including the time period and filters, but you can modify the formatting or filter and group and/or sort the data as you like.

When filtering the Resource Planning view by SKILLS, this data is not available in the Planned Time report.

Filtering by accounts is not available for plans created by projects. The account filter is only available for plans by issues.

Filter to Include Rejected Plans in Your Reports

By default, rejected plans are not included in any Planned Time or Planned vs Actual reports that you generate. To include rejected plans in your reports, choose a filter called Approval Status and then select the Include rejected plans check box. You can choose this filter when you create a report and also when you view a report.

includerejectedplans.png
  • No labels