Assignments and Expenses reports

Two more report tabs appear when their features are in use: Assignments compares the plan with what really happened, and Expenses lists what was spent.

Assignments

For each person or project it shows:

• Scheduled: hours planned on the Schedule. Only published assignments count.
• Tracked: hours really tracked.
• Difference: scheduled minus tracked. Red when more was tracked than planned.
• Status: tracked as a percentage of scheduled.

Group by User, Project, Group, Client, Month, Week or Date, up to three levels.

Expenses

• Lists each expense with its date, person, project, category, note, status and amount.
• Filter by team, client, project, category, billable or not, approval status, invoiced or not, and whether a receipt is attached.
• Group by date, team member, project, client or category.
• The totals line shows the total, the billable part, the number of expenses, and how many have no receipt.
• Tick expenses to mark them as invoiced or delete them. Approved expenses are locked.