This feature explores time and expenditure across all projects and employees, allowing you to compare planned values to those which actually occurred.
Let's see how this tool is set up and used:
- Start by going to Insight in the main menu and opening the Time & Expense Explorer under the Time & Expense History section.
- Ensure that you are in the Time & Expense Breakdown tab and set any Filters which may be required.
- Then, set Date Range to the the time frame you would like to consider and select the Status of projects to be considered.
- Set the Columns and Breakdown as required.
- Lastly, open the drop-down list beneath Values and select the way in which you would like to view the report. Then click Load.
- The Time & Expense Explorer report will then be loaded, portraying a list of the characteristics selected from the options beneath Columns.
- The Total column reflects the entire cost amount accumulated in the selected Date Range.
- This value is then further broken down according to the selected Breakdown.
- The respective totals will be displayed at the bottom of the screen.
- The information shown here can be downloaded in a spreadsheet as a report by clicking on the downward-facing arrow in the top right corner of the screen.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!