Generating a Labor Report by Person

You can generate a labor report for selected persons. For each person, the report shows the hours of effort per project and task.

This task shows you how to:

Selecting the Period for the Report

Before you begin: The selected persons must have created timesheets for projects. See Creating a Timesheet.
  1. From the Members page for a project, or from the People page for a resource pool, select one or more persons and then click Actions > Reports > Labor Report by Person.

    The Labor Report by Person Options page is displayed.

  2. Select the Report Year By. Values are Fiscal Year or Calendar Year.

    On premises only: The fiscal year is defined by an Administrator in a property value.

  3. Type the 4-digit Reporting Year for which the report will be run.
  4. Specify the Default Timeline Interval, which determines the default timeline in the report's layout.
  5. Specify the Project State, which determines which project states are shown in the report. Values are All, Active, or Complete. Active includes all the states of a project except Create, Complete, and Archive.
  6. Specify the Project Owner. The report will be run only for projects where the selected person is the owner of the project. The default value "*" ignores the project owner for filtering the report.
  7. Click Done. See Viewing the Labor Report by Person.

Viewing the Labor Report by Person

  1. View the selected person hours on the Labor Report by Person page.

    The report has the following columns.

    Name. The name of the Person, Project, Phase, or Task object. You can expand a Person to Project, Phase, and Task. You can click the name to view its details.

    Type. The type of object. Values are Person, Project, Phase, or Task.

    Months/Week. The time entry against the corresponding person, project, phase, or task in a month. Months are given according to the calendar or fiscal year, as selected when generating the report. Only approved hours are shown; a value of zero is shown as a blank entry. The first column heading and every Jan heading include the year in its name.

    Total. The sum of the time entries for the corresponding person, project, phase, or task.

  2. At the top of the report, you can change filters for viewing the report:

    View. Filters the report to show Monthly or Weekly data. For "Monthly", the columns in the report are generated for each month and the data is consolidated per month. For "Weekly", the columns in report are generated for each week and the data is consolidated per month. Each column heading will show the week number, for example, Wk 13. In cases where the week overlaps across years, the heading will be Wk 01.

    Project State. Filters the report by project state. Values are All, Active, or Complete. Active includes all the states of a project except Create, Complete, and Archive.

    Reporting Year. The year for the report.