Read the Projects report
Compare hours and fees against budget for each project and phase, and drill into a phase's time logs.
The Projects report shows where time and fees are going, project by project and phase by phase.
Steps
- Open Reports > Projects and choose a period. It opens on This Year.
- Read the figures at the top: Active Projects, Studio Total Time and, for admins and managers, Studio Total Cost.
- In Phase Performance, pick a project under Select project to compare actual time with budgeted time for each phase. Admins and managers can switch the metric to Cost.
- In Project details, read each project's Fee, Budgeted hours, Actual hours, Variance, Hours burn and, for admins and managers, Fee burn.
- Use Sort by or Search projects... to find a project. Click a row to show its phases.
See a phase's time logs
- Open a project's phases and click a phase.
- The phase page shows Time by user, Time by task and every time log.
- Filter with Filter by User or Search by task name..., and click Export for a spreadsheet.
Spot time that was edited by hand
A warning icon beside a time log means someone changed its sessions by hand. Check it before you invoice those hours.
- Hover over the icon, or tab to it, to open Manual edit.
- Read Sessions (how many were edited), Duration (how much the time changed), Billable (how many were switched), Edited by and Last edit.
The spreadsheet from Export has a Manual edit column, for example "Yes (+1h 15m)". Changed · not recorded means the edit was made before Techstyles kept the original times.
Good to know
- Fee burn turns red at 100% or more.
- The table lists projects of every status. Active Projects counts active ones only.
- A phase's time logs show every log on that phase, not just the chosen period.
