Time reports

Time reports shows budget, burn and billable time for the external projects your team logs work against, like a Jira, Trello, ClickUp or Asana board.

Who this is for

Managers and owners. Seeing this screen needs analytics or time-tracking access, or the permission that manages projects. That last permission comes with the default Manager role, so Managers and Owners see this by default. Without any of them, the page shows "Time reports are restricted", *"Budget, burn and billable amounts need analytics or time-tracking access. Ask an owner if you need it."*

What you'll see

• One card per external project, showing its provider, tracked hours against billable hours, the billable amount when it can be priced, and a "mixed currency" note when it can't be shown as a single figure.
• Underneath, an Hours bar (tracked time against the project's hour budget, or "no budget" if none is set) and, when a money cap exists, a Budget bar for the billable amount against it.
• Selecting a card expands its full report: Tracked, Billable (with how much of that is non-billable), Billable amount (or ". " when no rate is set or currencies are mixed), and Projected: an on-track or over-budget read for the period, or "needs a date window" without one.
• A note when some billable time couldn't be priced: *"Some billable time could not be priced and is excluded from the amount (a missing or non-hourly rate). Hours are complete."*
• By member and By item tables breaking the same tracked, billable and amount figures down further.
• A Download PDF button for that project's report (label changes to "Preparing…" while it's generating).

Budgets on this screen are read-only. The cap shown in the Hours and Budget bars comes from a budget set for that external project, but this screen has no button, field or form to set or clear one. You can only watch the burn against a cap that already exists somewhere else. Even the empty state's own wording invites you to "set a budget," but there currently isn't a dashboard screen that lets you do that.

If it doesn't work

• Without access, the page shows "Time reports are restricted" (as above).
• No external projects yet: "No external projects yet", *"Log time from a Jira / Trello / ClickUp / Asana surface, or set a budget, and it will appear here."*
• "Couldn't load the report summary" or "Couldn't load the report": retry from the button shown.

Related

• Projects and budgets (overview)
• Scan every external project's burn
• Open a project's full report
• Download a project's time report as a PDF