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Checkpoint: Finish Planning and Start Reporting

sYou’ve created at least one plan and allocated team members to execute on it. You might have created a program so multiple teams can work on the same project. You can view your resources, plans, and capacity.

At this point, you can run some reports on the plans you’ve created. Monitoring and forecasting information, while available, are not going to provide accurate results at this time.

Run Planned Time Reports

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.

  1. Select Reports in the Tempo sidebar.

  2. Click the Planned Time tile on the Reports page.


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.

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