These are some of the standard reports available within and provided by TeamDynamix:
Actual Hrs Report
This report displays information about time entries for each person who reported time against projects, workspaces and tickets in the specified date range.
Calculations
- Total Bill Amount = (Bill Rate) x (Hours)
- Total Cost Amount = (Cost Rate) x (Hours)
Availability Report
This report displays the number of available hours for each person in your company displayed by month or week. Also displayed in the report are each person's primary functional role and who they report to. Only people who are set as an active user will be included in this report.
Bill Rate Report
This report shows the average bill rate, billable hours, approved billable hours and total bill amount for billable time reported in the specified date range, broken down by month. The report is driven by any billable time that is entered against a ticket, task, issue, or via the Time and Expense application. Time does not have to be submitted as final to be included in this report, only entered. A line chart and a bar chart will be displayed with the results as well. The line chart shows the average bill rate for each month in the specified date range. The bar chart will display the amount of billable hours for each month in the specified date range.
Chargeability Report
This reports displays the workable hours, billable hours, approved hours, chargeability, and approved chargeability for the date range specified, broken down by week, month, or person. The report is driven by any time that is entered against a ticket, task, issue, or via the Time and Expense application. Time does not have to be submitted as final to be included in this report, only entered. A line chart and/or a bar chart will be displayed with the results as well.
Hours Summary Report
This report displays the hours reported against projects, tickets, tasks, issues, time off, or any other time entered in TeamDynamix for the date range specified. Time does not have to be approved to be included in this report, only entered. The time entered is shown as Actual Hours.You can choose to group the results by:
- Account
- Type
- Project|Workspace
- Resource Pool
- Functional Role
- Time Account
- Person
A chart can be displayed with the results as well. This can be set to display as a pie chart or a bar chart and will reflect the table data in chart form.
Manager Analysis Report
This report displays the number of active projects you have at each status level historically and currently.
- Historical Active Projects: The vertical bar chart displays the number of active projects you have at each status level for the past 12 months.
- Current Active Projects: The pie chart displays the number of active projects you currently have at each status level.
Status Levels
- Blue - No Status
- Red - Project at risk with no corrective actions
- Yellow - Project at risk with corrective actions
- Green - Project is on track
Organizational Report
This report displays the hierarchy of people within your organization. People who have other resources reporting to them will have an expand/collapse button by their name. Also displayed in this report are each person's title, functional roles (primary functional role will be denoted by *), whether they are an employee or not and whether or not they are active. Each person's name is a link to their user profile.
Note that running the report without a Reports To person selected equates to running the report for people who report to nobody.
Profit Report
This report displays the approved hours, approved billable hours, billable amount, cost amount, average bill rate, profit for the date range specified, broken down by month or projects|tickets. The report is driven by any approved billable hours against a ticket, task, issue, or any time entered via the Time and Expense application. Time will need to have been entered, submitted as final, then approved to be included in this report. A line chart and/or a bar chart will be displayed with the results as well.
Projects Vs. Tickets Report
This report show project vs. ticket data for the specified date range. This report cannot be run for a date range that is longer than 1 year. The report is driven by any time entered against projects or tickets for the specified date range. Time does not have to be approved or submitted to be included in the report, only entered.
- Project Hours By Account - This will show the total project hours grouped by account for the specified date range.
- Project Hours By Type - This will show the total project hours grouped by project type for the specified date range.
- Project Cost/Revenue By Account - This will show the total project cost/revenue grouped by account for the specified date range, depending on how you run the report.
- Project Cost/Revenue By Type - This will show the total project cost/revenue grouped by project type for the specified date range, depending on how you run the report.
Scheduled V Actual Hrs By Project Report
This report displays the scheduled and actual hours for projects and workspaces for each month in the specified date range and has multiple grouping options. Actual hours are based off of any time entered against the project|workspace, tasks, issues, or time off in the specified date range.
Scheduled V Actual Hrs Report
This report displays the scheduled hours, actual hours and variance of hours for open and closed projects and tickets against which time was reported for each month in the specified date range. The chart displays the table data in bar graph form. For the chart, scheduled hours data will be blue and actual hours data will be green.Actual hours are based off of time entered against open or closed projects and tickets in the date range specified.
User Status Report
This report displays the following details for a person in your company for the specified date range:
- Milestones (Completed or that should have been completed for the period)
- Tasks Completed (During the period)
- Active Tasks (Tasks started before the period end date that are not complete)
- Open Issues
- Issues Closed (During the period)
- Events (During the period)
- Upcoming Events (In the next 7 Calendar days)
- Time Reported By Project (During the period)
- Time Report Comments
- Upcoming Milestones For The Next Time Period
- Upcoming Tasks (Active Tasks For The Next Time Period)
The "Next Period" field defines the next time period for the upcoming milestones and tasks sections.
User Work Report
The user work report displays activity for a selected user. The report shows feed activity, items currently being worked, items that have been assigned to the user, and all items the user has accomplished (recently completed).