Purpose
To analyze completed tasks by client and task type, comparing how much time was budgeted versus actually used, helping the firm evaluate efficiency, improve task scoping, and enhance planning accuracy.
Visualization Type | Pivot table |
Liveboard | Capacity Dashboard |
Tab | Tasks |
Function | Capacity & Time |
Filters | Includes Excludes |
Need-to-know Glossary of Terms
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Task Name - The title that identifies what the task is about.
Task Assignee - Team Member assigned to the task.
Task Logged Hours - Total hours logged to a task.
Task Budgeted Hours - Total hours budgeted to a task.
Remaining Budgeted Hours formula - Finds the remaining budgeted hours by subtracting the sum of total task budgeted hours by the sum of total task logged hours.
sum ( Task Budgeted Hours ) - sum ( Task Logged Hours )Task Count - Number of tasks.
Average Remaining Budgeted Hours formula - Calculates the average by dividing the remaining budgeted hours by the total task count.
Remaining Budgeted Hours / Task CountAverage Task Logged Hours formula - Calculates the average by dividing the sum of the task logged hours by the total task count.
sum ( Task Logged Hours ) / Task CountAverage Task Budgeted Hours formula- Calculates the average by dividing the sum of the task budgeted hours by the total task count.
sum ( Task Budgeted Hours ) / Task Count
Report Structure Overview
Task Status filter - Filtered to only include completed tasks
Task Budgeted Hours filter - Filtered to only include tasks with more than 0 budgeted hours
Row - Task Name
Expanded Row Level 2- Client Name
Column - Task Count
Column - Average Task Budgeted Hours Formula
Column - Average Task Logged Hours Formula
Column - Average Remaining Budgeted Hours Formula
Suggested Modifications
Want to expand all rows in a level at the same time?
1. Navigate to one of the values in a row and right-click on the name.
2. Midway down, you’ll see an option for Expand this level.
3. When you click that, it will expand all rows in that level.
4. It would be the same process to Collapse all rows in a level.
Primary Use Case Scenario
A Project Manager reviews this report monthly to assess how specific tasks perform across different clients and determine which tasks consistently go over or under budgeted time.
Actionable Insights
Visibility into average effort and time accuracy for common tasks across clients and identification of tasks with consistent overages, pointing to the need for re-scoping or pricing adjustments.