Estimated vs. Actual Report Description
Estimated vs. Actual Time Report is available within actiTIME Pro and actiTIME Online editions only
Estimated vs. Actual Time report shows time estimates specified for the tasks of the selected customers and projects, spent time reported for these tasks by actiTIME users, and variance between estimated and spent time.
This report is available in actiTIME interface only when 'Task Estimates' feature is turned ON (see section Turn Features On / Off).
Spent time and variance between estimated and spent time are calculated as of the date specified in the report parameters.
Variance between estimated and spent time is calculated as
<Variance> = <Time Estimate> - <Spent Time>
When spent time is less than time estimate, variance is positive and means remaining time budget. When spent time is greater than time estimate, variance is negative and means extra time spent for the task, customer, or project.
Estimated vs. Actual Time report supports up to 3 levels of data grouping and an additional Detail level. The available grouping options include:
- Projects having the same names (by project names)
- Task having the same names (by task names)
- Types of Work
Grouping by project and task names allows to generate reports on "generic" projects and tasks, i.e. those ones that are usually presented in a number of customers (in case of grouping by project names) and projects (in case of grouping by task names).
On the 'lowest level' report shows either per-user or per-task data. The report can be configured to hide this information and show only summary records, calculated according to the selected grouping options.
(per-user information is hidden)
To access Estimated vs. Actual Time report interfaces, use sub-menu 'Estimated vs. Actual Time' of the top-level menu 'Reports'.
Only the users who have the 'Generate Time Reports' permission may generate Estimated vs. Actual Time report. Note that the users who do not have this permission will not see the reporting interfaces at all.
Estimated vs. Actual Time Report Parameters
Parameters of Estimated vs. Actual Time Report include:
Customer(s) and project(s) to generate the report for:
To see archived customers and projects in the customers and projects selector, set the 'Show archived customers and projects...' check box below the list of customers and projects.Customers and Projects Selector
If you select a customer when option 'Show archived customers and projects...' is not selected, archived projects of this customer will not be shown in the report.
Tasks to generate report for - one of the following options:
- open tasks only
- completed tasks only
- all tasks (open and completed)
By default report shows only started tasks that have time estimates. In addition you can configure how to process not started tasks and tasks without estimates:
If you want to get all time estimates specified for the selected projects - select option 'Include estimates of not started tasks'
If you want to see all time spent on the selected project by the specified date (including time spent on the not estimated tasks) - select option 'Include time spent on the tasks without estimates'
Data grouping options
Time format to be used in the HTML report - either decimal format (##.##) or hours/minutes format (HH:MM).
This option is not applicable to the reports in CSV format. Reports in the CSV format always use decimal format for time-track data.
Date to calculate spent time and variance between estimated and spent time on.