Assignments report might come in handy in the following case: <\/p>\n\n\n\n
Let\u2019s say that as a project manager you are overseeing a software development project with multiple assigned tasks and team members. You check the <\/em>Assignments<\/em><\/strong> report for the past month to compare scheduled assignments with the actual tracked time by your development team. The report reveals that certain tasks took longer than initially estimated. With this insight, you can identify areas for improvement, like refining task estimates, adjusting project timelines, or redistributing workload. <\/em><\/p>\n\n\n\n Keep in mind that in order to see the report, Scheduling<\/a> needs to be enabled in the Workspace settings. <\/p>\n\n\n\n To do that:<\/p>\n\n\n\n Now that you\u2019ve enabled Scheduling<\/strong>, you can check out the Assignments report:<\/p>\n\n\n\n Assignments report displays: <\/p>\n\n\n\n In order to see the breakdown of cost and billable amounts, you need to have either the Activate billable rate<\/strong> or Activate cost rate <\/strong>enabled in the Workspace settings.<\/p>\n\n\n\n As a result, you’ll see the following additional columns:<\/p>\n\n\n\n The results on the page can be grouped on three levels based on the entities you choose. <\/p>\n\n\n\n When you’re analyzing the Assignments report, you have the option to group entries in three levels. As a result, the report will organize the data based on the intersection of these criteria and the total hours tracked by users within those groups.<\/p>\n\n\n\n For example, you might choose to first group your Assignments report by <\/em>Project<\/em><\/strong>, then within each project, group by <\/em>Task<\/em><\/strong>, and finally, within each task, further divide by <\/em>Date<\/em><\/strong>.<\/em><\/p>\n\n\n\n Project > Task > Date<\/p>\n\n\n\n In the Assignments<\/strong> report, this grouping look like this:<\/p>\n\n\n\n You can also filter the results by date in the date picker, team (users and groups), client or project and export them in CSV<\/strong>\/Excel<\/strong> format.<\/p>\n\n\n\n If you, for instance, group by User or Group, you’ll get available<\/strong> and scheduled <\/strong>hours and, in that way, can determine user’s availability for the selected date range. <\/p>\n\n\n\n If you\u2019d like to obtain the Assignments report and distribute it in CSV or Excel format to subject matter experts, relevant parties, or internally in your company, you can do that from the Assignments<\/strong> report page.<\/p>\n\n\n\n The report will be downloaded and saved on your computer.<\/p>\n\n\n\n The grouping options affect the way your exports look. For example, if you group by project, further group by task and finally group by date, that\u2019s the way data will be grouped in the export, as well. <\/p>\n\n\n\n If you want to view reports on your time and expenses categorized by project, client, user, group, tag, or specific date, explore our Summary report<\/a>.See assignments<\/h2>\n\n\n\n
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Group entries<\/h2>\n\n\n\n
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<\/figure>\n\n\n\nExport Assignments report<\/h2>\n\n\n\n
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More on reports<\/h2>\n\n\n\n
To see a weekly breakdown of your tracked time and expenses, visit our Weekly report<\/a> article.
To export and edit all the details of your entries, refer to the Detailed report<\/a> article.<\/p>\n\n\n\n