Fresh Projects

00:00: This feature explores time and expenditure across all projects and employees,

00:04: allowing you to compare planned values to those which actually occurred.

00:19: Click on the "Time & Expense Breakdown" Tab.

00:23: Then,

00:23: set any filters which may be required

00:27: Then, set your Date Range to the time frame you would like to consider,

00:31: and select the Status of projects to be considered.

00:35: Next,

00:36: set theColumns you would like to see shown on your report.

00:41: Then,

00:41: set the Breakdown as required.

00:44: Lastly, open the drop-down list beneath Values and select the values you would like

00:49: to see represented on the report

00:53: Click "Load" to generate the report with the selected filters.

00:57: The Time & Expense Explorer report will then be loaded, portraying a list of the

01:02: characteristics selected from the options beneath Columns.

01:07: The Total column reflects the entire time amount accumulated in the selected Date

01:11: Range.

01:14: This value is then further broken down according to the selected Breakdown. 

01:19: The respective totals will be displayed at the bottom of the screen.

01:24: The information shown here can be downloaded in a spreadsheet as a report by

01:28: clicking on thedownward-facing arrowin the top right corner of the screen.

01:34: You have now successfully viewed the Time & Expense Explorer report.