22.1 Clarizen Reports

Clarizen Reports

Table of Contents
Budget
Customer
Issues
Projects
Resource load
Tasks
Time Tracking
Users
Work Items

Budget Back to top

All Milestones Exceeding Budget Managed by Me

Description Show all milestones managed by me where Actual cost is bigger than the Budgeted Cost
Additional Help  
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Milestone   Object FieldComparison Equals ConstraintFixedValue  
#2 Milestone Manager Reference To Object FieldComparison Equals ConstraintSpecialValue  
#3 Milestone State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Milestone TrackStatus Pick List  
Conflicts Milestone   Pick List  
State Milestone State Pick List  
Importance Milestone Importance Pick List  
Belong to Critical Path Milestone OnCriticalPath Boolean  
ID Milestone SYSID String  
Name Milestone Name String  
Parent Project Milestone ParentProject Reference To Object  
Duration Milestone Duration TimeEffort  
Start Date Milestone StartDate DateTime  
Due Date Milestone DueDate DateTime  
% Complete Milestone PercentCompleted Double  
Actual Cost Milestone ActualCost Money  
Budgeted Cost Milestone PlannedBudget Money  
Actual Effort Milestone ActualEffort TimeEffort2  
Remaining Effort Milestone RemainingEffort TimeEffort2  
Manager Milestone Manager Reference To Object  
% Completeness Uncertain Milestone CompletnessDefinition Long  
% Completeness Uncertain Milestone CompletnessDefinition Long  

All Milestones Exceeding Budget per Project

Description Show all milestones where ‘Actual Cost’ is bigger than the Budgeted Cost’ in a specific project (you will be requested to set the project after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Milestone ActualCost Money FieldComparison MoreThan ConstraintFieldValue  
#2 Milestone ParentProject Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#3 Milestone State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Milestone TrackStatus Pick List  
Conflicts Milestone   Pick List  
State Milestone State Pick List  
Importance Milestone Importance Pick List  
Belong to Critical Path Milestone OnCriticalPath Boolean  
ID Milestone SYSID String  
Name Milestone Name String  
Duration Milestone Duration TimeEffort  
Start Date Milestone StartDate DateTime  
Due Date Milestone DueDate DateTime  
% Complete Milestone PercentCompleted Double  
Actual Cost Milestone ActualCost Money  
Budgeted Cost Milestone PlannedBudget Money  
Actual Effort Milestone ActualEffort TimeEffort2  
Remaining Effort Milestone RemainingEffort TimeEffort2  
Manager Milestone Manager Reference To Object  
% Completeness Uncertain Milestone CompletnessDefinition Long  
% Completeness Uncertain Milestone CompletnessDefinition Long  

All Projects Exceeding Budget

Description Show all projects where Actual cost is bigger than the Budgeted Cost
Additional Help  
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Project   Object FieldComparison Equals ConstraintFixedValue  
#2 Project State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Project TrackStatus Pick List  
Conflicts Project   Pick List  
State Project State Pick List  
ID Project SYSID String  
Name Project Name String  
Duration Project Duration TimeEffort  
Start Date Project StartDate DateTime  
Due Date Project DueDate DateTime  
% Complete Project PercentCompleted Double  
Actual Cost Project ActualCost Money  
Budgeted Cost Project PlannedBudget Money  
Actual Effort Project ActualEffort TimeEffort2  
Remaining Effort Project RemainingEffort TimeEffort2  
Manager Project Manager Reference To Object  
% Completeness Uncertain Project CompletnessDefinition Long  
% Completeness Uncertain Project CompletnessDefinition Long  

All Tasks Exceeding Budget Managed by Me

Description Show all tasks managed by me where Actual cost is bigger than the Budgeted Cost
Additional Help  
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask   Object FieldComparison Equals ConstraintFixedValue  
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue  
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

Budget Utilization vs Progress

Description Show all projects where budget is utilized faster than progress i.e. where % of actual cost out of budgeted cost is greater than % complete
Additional Help  
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Project   Object FieldComparison Equals ConstraintFixedValue  
#2 Project State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Project TrackStatus Pick List  
Conflicts Project   Pick List  
State Project State Pick List  
ID Project SYSID String  
Name Project Name String  
Duration Project Duration TimeEffort  
Start Date Project StartDate DateTime  
Due Date Project DueDate DateTime  
% Complete Project PercentCompleted Double  
Actual Cost Project ActualCost Money  
Budgeted Cost Project PlannedBudget Money  
Actual Effort Project ActualEffort TimeEffort2  
Remaining Effort Project RemainingEffort TimeEffort2  
Manager Project Manager Reference To Object  
% Completeness Uncertain Project CompletnessDefinition Long  
% Completeness Uncertain Project CompletnessDefinition Long  

Budget Utilization vs Progress Managed by Me

Description Show all work items managed by me where budget is utilized faster than progress i.e. where % of actual cost out of budgeted cost is greater than % complete
Additional Help  
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Work Item   Object FieldComparison Equals ConstraintFixedValue  
#2 Work Item Manager Reference To Object FieldComparison Equals ConstraintSpecialValue  
#3 Work Item State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Work Item TrackStatus Pick List  
Conflicts Work Item   Pick List  
State Work Item State Pick List  
ID Work Item SYSID String  
Name Work Item Name String  
Duration Work Item Duration TimeEffort  
Start Date Work Item StartDate DateTime  
Due Date Work Item DueDate DateTime  
% Complete Work Item PercentCompleted Double  
Actual Cost Work Item ActualCost Money  
Budgeted Cost Work Item PlannedBudget Money  
Actual Effort Work Item ActualEffort TimeEffort2  
Remaining Effort Work Item RemainingEffort TimeEffort2  
Manager Work Item Manager Reference To Object  
% Completeness Uncertain Work Item CompletnessDefinition Long  
% Completeness Uncertain Work Item CompletnessDefinition Long  

Cost & Revenue forecast all Customers

Description Show Cost & Revenue forecast by all Customers in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column NameClassFieldData TypeAdditional Help
Customer Customer Name String  
Customer ID Customer SYSID String  
Internal Customer ID Customer InternalId String  
Project Project Name String  
Project ID Project SYSID String  
Internal ID Project InternalId String  
Customer Allocation (%) CustomerLink CostAllocation Double  
Currency Type Project CostCurrencyType Pick List  
יולי,2013 Project   Object  
אוגוסט,2013 Project   Object  
ספטמבר,2013 Project   Object  

Cost & Revenue forecast all Projects

Description Show Cost & Revenue forecast by all Projects in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help  
Attributes
  1. Summary Report
Available to
  1. Financial user
Columns
Column NameClassFieldData TypeAdditional Help
Project Project Name String  
Project ID Project SYSID String  
Internal ID Project InternalId String  
Currency Type Project CostCurrencyType Pick List  
יולי,2013 Project   Object  
אוגוסט,2013 Project   Object  
ספטמבר,2013 Project   Object  

Cost & Revenue forecast by Customer

Description Show Cost & Revenue forecast by Customer in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Cost & Revenue forecast by Project

Description Show Cost & Revenue forecast by Project in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Customer Billing

Description This report displays only the billing information for a specific customer based on the hours reported by the users and related expenses. Report provides users' rates used to calculate totals. Note: only approved hours are included. To see also unsubmitted hours use the Customer Summary report.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Customer Expense Summary

Description Show customer expense summary from all projects within a given date range
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Project Expenses Summary

Description Show all Expenses for Specific Projects in a Specific Timeframe
Additional Help This report gives you a summary of all Approved Expenses for a Project in a Specific Timeframe – useful for monthly payroll re-imbursements and customer billing operations. When generating the report either manually or via customizations you can select the projects and the timeframe. Each project is displayed on a separate worksheet.
Totals for Billing and Re-imbursement are calculated per project. The report links each expense to its related Work Item, Owner and Expense Sheet, and lists the Expense Description and Category, the Date Incurred and the Date Invoiced, the Local Amount and Exchange Rate Amount, the Billing Amount and whether it should be Reimbursed and whether it has an attached Receipt.
Advanced:
  • With a Custom Action or Scheduled Rule this report can enable a Project Manager to send project expenses to a finance team even if the project manager does not have Financial Permissions.
  • Combined with Interact’s capability of attaching an email’s attached document to a work item, you could attach a monthly expenses snapshot to a project by sending the report to the project giving the Project Manager an insight into project financials without giving them full financial permissions.
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Projects with an Unfavorable Cost Variance

Description Show projects in a specific state with the "unfavorable" cost variance condition ("Negative" Cost Variance).
Additional Help Shows list of projects by selected state (Active, Draft, on-hold, etc.) where the project cost variance has a negative value.
The Cost Variance measures the difference between the earned value (The Earned Value [EV] is used to measure the progress of projects by calculating how much of the budget has been used) and the actual cost. The results are shown on the results tab with a set of selected relevant project financial measures, like: budgeted cost, actual cost, %invested, Cost Variance, Earned value, CPI, project manager, project start and due date.
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Project CostVariance Money FieldComparison Before ConstraintFixedValue  
#2 Project State Pick List FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
ID Project SYSID String  
Name Project Name String  
Budgeted Cost Project PlannedBudget Money  
Actual Cost Project ActualCost Money  
% Invested Project PercentInvested Double  
Cost Variance Project CostVariance Money  
Earned Value Project EarnedValue Money  
CPI Project CPI Double  
Project Manager Project ProjectManager Reference To Object  
Start Date Project StartDate DateTime  
Due Date Project DueDate DateTime  

Projects with Cost Overruns

Description Show projects in a specific state with the cost of completing the work higher than planned (Cost Performance Index less than 1.0).
Additional Help This report takes one parameter which allows the choice of one lifecycle state (Active, Cancelled, Completed, Draft, On Hold). All projects in the chosen state and a Cost Performance Index (CPI) less than 1.0 will be returned in the Clarizen report. The CPI formula is calculated as the Expected Value / Actual Revenue; those projects with a low CPI have an unfavorable cost efficiency. This report is useful for identifying projects which are over budget.
Attributes  
Available to
  1. Financial user
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Project CPI Double FieldComparison Before ConstraintFixedValue  
#2 Project State Pick List FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
ID Project SYSID String  
Name Project Name String  
Budgeted Cost Project PlannedBudget Money  
Actual Cost Project ActualCost Money  
% Invested Project PercentInvested Double  
Cost Variance Project CostVariance Money  
Earned Value Project EarnedValue Money  
CPI Project CPI Double  
Project Manager Project ProjectManager Reference To Object  
Start Date Project StartDate DateTime  
Due Date Project DueDate DateTime  

Total Due by Customer for a Selected Timeframe

Description For a specific customer, this report displays all hours reported within a given timeframe on billable work items, and calculates the amount due according to the rates set for each resource or work item specifically. The report will include hours which have been approved during the specific timeframe. Work items with a fixed price which have been marked as completed during the selected timeframe will also be included.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column NameClassFieldData TypeAdditional Help
Customer ID Work Item SYSID String  
Customer Work Item Name String  
Project ID Work Item SYSID String  
Project Work Item Name String  
Work Item ID Work Item SYSID String  
Work Item Name Work Item Name String  
Total Hours Work Item   Object  
Total for Billing Timesheet   Object  

Total due by project for a selected timeframe

Description For a specific project, this report displays all hours reported within a given timeframe on billable work items, and calculates the amount due according to the rates set for each resource or work item specifically. The report will include only hours which have been approved. Work items with a fixed price which have been marked as completed during the selected timeframe will also be included.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column NameClassFieldData TypeAdditional Help
Project ID Work Item SYSID String  
Project Work Item Name String  
Project ID Work Item SYSID String  
Project Work Item Name String  
Work Item ID Work Item SYSID String  
Work Item Name Work Item Name String  
Total Hours Work Item   Object  
Total for Billing Timesheet   Object  

User Expense Summary

Description Show user expense summary from all projects within a given date range
Additional Help This is an ideal report to aggregate all expenses for a specific user and is often used for reimbursements. When running this report you will be prompted to select one specific user and a date range. The report will show all expenses for that user across all projects. The columns produced by the report include the expense description, whether the expense is billable to a customer, the work item and project IDs, the work item state, the expense category, date incurred, date invoiced, amount of the expense, whether the expense is reimbursable, whether there is a receipt, and the ID of the corresponding worksheet.
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column NameClassFieldData TypeAdditional Help
State Expense Sheet State Pick List  
Billable Expense Entry Billable Boolean  
Project ID Work Item SYSID String  
Project Work Item Name String  
Work Item ID Work Item SYSID String  
Work Item Work Item Name String  
Expense Category Expense Entry Category Pick List  
Date Incurred Expense Entry DateIncurred Date  
Date Invoiced Expense Entry DateInvoiced Date  
Local Amount Expense Entry LocalAmount Money  
Exchange Rate Expense Entry ExchangeRate Double  
Amount Expense Entry   Object  
Billing Amount Expense Entry BillingAmount Money  
Reimburse Expense Entry Reimburse Boolean  
Receipt Expense Entry Receipt Boolean  
Description Expense Entry Description String  
Expense Sheet ID Expense Sheet SYSID String  

Customer Back to top

Projects in the Works per Customer

Description Show all projects in Active or Draft states managed for a specific customer (you will be requested to set the customer after you run the report)
Additional Help Retrieves all of the projects linked to the selected customer, that are of draft or active state, the projects' data includes financial data (that appears empty for non-financial users)
Attributes  
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Customer   Text FieldComparison Equals ConstraintRuntimeValue  
#2 Project State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Project TrackStatus Pick List  
Conflicts Project   Pick List  
State Project State Pick List  
ID Project SYSID String  
Name Project Name String  
Duration Project Duration TimeEffort  
Start Date Project StartDate DateTime  
Due Date Project DueDate DateTime  
% Complete Project PercentCompleted Double  
Actual Cost Project ActualCost Money  
Budgeted Cost Project PlannedBudget Money  
Manager Project Manager Reference To Object  
% Completeness Uncertain Project CompletnessDefinition Long  

Issues Back to top

All Assigned Cases by Group, Job Title, or Skill

Description Search for all cases that are assigned to certain resources by their related group, job title or a skill
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
State Case State Pick List  
Importance Case Severity Pick List  
Item Type     Object  
Case ID Case SYSID String  
Title Case Title String  
Due date Case DueDate DateTime  
Assigned to User   Object  
Owner User   Object  
Resolved In Project Project Name String  

All Cases Assigned to a Specific User

Description Show all cases assigned to a specific user (you will be requested to select the user once you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case AssignedTo Reference To Object FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
All Case Types Identifier Case   Text  
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Assigned to Case AssignedTo Reference To Object  
Resolved In Project Case PlannedFor Reference To Object  
Title Case Title String  

All Cases in a Specific State

Description Show all cases in specific state (you will be requested to select the state once you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case State Pick List FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
All Case Types Identifier Case   Text  
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Assigned to Case AssignedTo Reference To Object  
Resolved In Project Case PlannedFor Reference To Object  
Title Case Title String  

All Cases to be Resolved in a Project

Description Show all cases that are set to be resolved in a specific project
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case EntityType Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Case PlannedFor Reference To Object FieldComparison In ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Title Case Title String  
Importance Case Severity Pick List  
Priority Case Priority Integer  
Assigned to Case AssignedTo Reference To Object  
Resolved In Project Case PlannedFor Reference To Object  

All Opened Cases Committed to Customers

Description Show all opened cases committed to customers
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Title Case Title String  
Importance Case Severity Pick List  
Priority Case Priority Integer  
Assigned to Case AssignedTo Reference To Object  
Customer Name Customer Name String  
Committed date CaseCustomerLink CommittedDate Date  

All Opened Cases per Customer

Description Show all opened cases submitted by or committed to a customer
Additional Help  
Attributes  
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case EntityType Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Customer   Text FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Title Case Title String  
Importance Case Severity Pick List  
Priority Case Priority Integer  
Assigned to Case AssignedTo Reference To Object  
Customer Name Customer Name String  
Submitted CaseCustomerLink Submitted Boolean  
Resolution committed CaseCustomerLink Committed Boolean  
Committed date CaseCustomerLink CommittedDate Date  

All Project Related Work

Description Show all cases that have related work within a project
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case EntityType Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Work Item ParentProject Reference To Object FieldComparison In ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Title Case Title String  
Importance Case Severity Pick List  
Priority Case Priority Integer  
Assigned to Case AssignedTo Reference To Object  
Parent Project Work Item ParentProject Reference To Object  
Name Work Item Name String  

Cases of a Specific Type Assigned to a User

Description Show all cases assigned to a specific user (you will be requested to select a specific case type and user once you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case EntityType Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Case AssignedTo Reference To Object FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
All Case Types Identifier Case   Text  
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Assigned to Case AssignedTo Reference To Object  
Resolved In Project Case PlannedFor Reference To Object  
Title Case Title String  

Cases of a Specific Type in a Certain State

Description Show all cases in a specific state (you will be requested to select a specific case type and state as soon as you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case EntityType Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Case State Pick List FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
All Case Types Identifier Case   Text  
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Assigned to Case AssignedTo Reference To Object  
Resolved In Project Case PlannedFor Reference To Object  
Title Case Title String  

Number of a Specific Case Type (e.g. Bugs, Risks) by State

Description Number of Specific Case Type (ie. Bugs, Risks) by State
Additional Help  
Attributes
  1. Graphical
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case EntityType Reference To Object FieldComparison In ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
State Case State Pick List  
COUNT Case   Object  

Number of Cases by State

Description Number of cases per state
Additional Help  
Attributes
  1. Graphical
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
State Case State Pick List  
COUNT Case   Object  

Number of Customer Cases by State

Description Number of cases per state for a specific customer
Additional Help  
Attributes
  1. Graphical
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Customer   Text FieldComparison In ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
State Case State Pick List  
COUNT Case   Object  

Number of Project Cases by State

Description Number of cases per state for a specific project
Additional Help  
Attributes
  1. Graphical
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case PlannedFor Reference To Object FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
State Case State Pick List  
COUNT Case   Object  

Open Cases Assigned to a Specific User

Description Show all cases not marked as closed assigned to a specific user (you will be requested to select a specific case type and user once you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Case EntityType Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Case AssignedTo Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#3 Case State Pick List FieldComparison NotEqual ConstraintFixedValue  
Columns
Column NameClassFieldData TypeAdditional Help
All Case Types Identifier Case   Text  
Item Type Case EntityType Reference To Object  
State Case State Pick List  
ID Case SYSID String  
Assigned to Case AssignedTo Reference To Object  
Resolved In Project Case PlannedFor Reference To Object  
Title Case Title String  

Risk Register

Description This report shows all risk registers per project
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Risk PlannedFor Reference To Object FieldComparison In ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
ID Risk SYSID String  
Title Risk Title String  
Category Risk Category String  
% Probability Risk PercentProbability Double  
Impact Risk Impact Integer  
Risk Rate Risk RiskRate Double  
Due date Risk DueDate DateTime  
Owner Risk Owner Reference To Object  
Resolved In Project Risk PlannedFor Reference To Object  
Risk Strategy Risk RiskState Pick List  
Response Plan Description Risk MitigationPlan String  
Contingency Plan Risk ContingencyPlan String  

Risks Sorted by Risk Rate

Description Show all opened risks with Risk Probability and Impact sorted by Risk Rate
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
State Risk State Pick List  
ID Risk SYSID String  
Title Risk Title String  
Importance Risk Severity Pick List  
Priority Risk Priority Integer  
% Probability Risk PercentProbability Double  
Impact Risk Impact Integer  
Risk Rate Risk RiskRate Double  
Assigned to Risk AssignedTo Reference To Object  
Resolved In Project Risk PlannedFor Reference To Object  

Projects Back to top

All Projects at Risk

Description Show all Projects with At risk status
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Project TrackStatus Pick List FieldComparison Equals ConstraintFixedValue  
#2 Project State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Project TrackStatus Pick List  
Conflicts Project   Pick List  
State Project State Pick List  
ID Project SYSID String  
Name Project Name String  
Duration Project Duration TimeEffort  
Start Date Project StartDate DateTime  
Due Date Project DueDate DateTime  
% Complete Project PercentCompleted Double  
Actual Cost Project ActualCost Money  
Budgeted Cost Project PlannedBudget Money  
Actual Effort Project ActualEffort TimeEffort2  
Remaining Effort Project RemainingEffort TimeEffort2  
Manager Project Manager Reference To Object  
% Completeness Uncertain Project CompletnessDefinition Long  
% Completeness Uncertain Project CompletnessDefinition Long  

All Projects off Track

Description Show all Projects with Off track status
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Project TrackStatus Pick List FieldComparison Equals ConstraintFixedValue  
#2 Project State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Project TrackStatus Pick List  
Conflicts Project   Pick List  
State Project State Pick List  
ID Project SYSID String  
Name Project Name String  
Duration Project Duration TimeEffort  
Start Date Project StartDate DateTime  
Due Date Project DueDate DateTime  
% Complete Project PercentCompleted Double  
Actual Cost Project ActualCost Money  
Budgeted Cost Project PlannedBudget Money  
Actual Effort Project ActualEffort TimeEffort2  
Remaining Effort Project RemainingEffort TimeEffort2  
Manager Project Manager Reference To Object  
% Completeness Uncertain Project CompletnessDefinition Long  
% Completeness Uncertain Project CompletnessDefinition Long  

Resource load Back to top

Resource Availability

Description This report displays the resources work load and available time for the selected time frames, by groups and/or skills.
Additional Help This report enables you to monitor and control the resource utilization in your organization by showing you resource load and availability in different timeframes and scales grouped by different groups or skills sets. It is especially useful for Agile project management processes and is a big addition to the Clarizen Agile solution.
When generating the report, either manually or via workflow rules, the user can choose what groups, skills, or specific users to include in the report, as well as the date range, time scales (days, weeks, and months), and units (hours, days) to generate it by. Additionally, the user can choose to run the report either by planned or remaining efforts of the selected resources.
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
Resource Name     Object  
Work Time (= total- exceptions) User   Object  
Work load User   Object  
Available time User   Object  

Resource Load

Description Show resources load for selected resources in any day within a given date range
Additional Help  
Attributes
  1. Customizable
Available to  

Resource Load per Task

Description Show resources and task details for selected resources in any day within a given date range
Additional Help  
Attributes
  1. Customizable
Available to  

Resource Overload

Description Show resources with total load greater than 100% in any day within a given date range
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Overload per Task

Description Show resources and task details with total load greater than 100% in any day within a given date range
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Underuse

Description Show resources with total load lower than 100% in any day within a given date range
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Underuse per Task

Description Show resources and task details with total load lower than 100% in any day within a given date range
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Tasks Back to top

All Assigned Tasks by Group, Job Title, or Skill

Description Search for all tasks that are assigned to certain resources by their related group, job title or a skill
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
Status Work Item TrackStatus Pick List  
State Work Item State Pick List  
Importance Work Item Importance Pick List  
Belong to Critical Path Work Item OnCriticalPath Boolean  
ID Work Item SYSID String  
Name Work Item Name String  
Project Work Item Name String  
Start Date Work Item StartDate DateTime  
Due Date Work Item DueDate DateTime  
Manager Work Item Manager Reference To Object  
Resources     Object  
% Complete Work Item PercentCompleted Double  
Expected Progress Work Item ExpectedProgress Double  

All Tasks at Risk Managed by Me

Description Show all Tasks with At risk status where I am the manager
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask TrackStatus Pick List FieldComparison Equals ConstraintFixedValue  
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue  
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks Last Updated by Project

Description Show the last time active tasks where updated in specific project and by whom.
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask ParentProject Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 GenericTask State Pick List FieldComparison Equals ConstraintFixedValue  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Manager GenericTask Manager Reference To Object  
Last Updated By GenericTask LastUpdatedBy Reference To Object  
Last Updated On GenericTask LastUpdatedOn DateTime  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks Last Updated by User

Description Show all tasks a user has updated.
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask LastUpdatedBy Reference To Object FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Manager GenericTask Manager Reference To Object  
Last Updated By GenericTask LastUpdatedBy Reference To Object  
Last Updated On GenericTask LastUpdatedOn DateTime  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks off Track Managed by Me

Description Show all Tasks with Off track status where I am the manager
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask TrackStatus Pick List FieldComparison Equals ConstraintFixedValue  
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue  
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks on a Critical Path Managed by Me

Description Show all tasks which are part of a critical path where I am the manager
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask OnCriticalPath Boolean FieldComparison Equals ConstraintFixedValue  
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue  
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks on a Critical Path per Project

Description Show all tasks on the critical path in a specific project (you will be requested to set the project after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask OnCriticalPath Boolean FieldComparison Equals ConstraintFixedValue  
#2 GenericTask ParentProject Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks per Project

Description Show all tasks in a given project (you will be requested to set the project after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask ParentProject Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks Starting in a Given Time Range

Description Show all tasks starting in a given time range (you will be requested to set the dates after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask StartDate DateTime BetweenComparison Between ConstraintRuntimeValue ConstraintRuntimeValue
#2 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks with a Certain Status

Description Show all tasks with a specific status (you will be requested to set the status after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask TrackStatus Pick List FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks with no Resource Assignment

Description Show all tasks with no resource assigned in all projects across the organization
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Human Resource   Object FieldComparison Equals ConstraintSpecialValue  
#2 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

All Tasks with no Resource Assignment per Project

Description Show all tasks with no resource assigned in a specific project (you will be requested to set the project after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Human Resource   Object FieldComparison Equals ConstraintSpecialValue  
#2 GenericTask ParentProject Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

Date Variance Report for Actual Tasks of a Specific Project

Description Show actually executed tasks from a specific project with Duration Variance less than zero “0”.
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask DurationVariance TimeEffort2 FieldComparison Before ConstraintFixedValue  
#2 GenericTask ChildrenCount Integer FieldComparison Equals ConstraintFixedValue  
#3 GenericTask ParentProject Reference To Object FieldComparison Equals ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
State GenericTask State Pick List  
Status GenericTask TrackStatus Pick List  
Importance GenericTask Importance Pick List  
ID GenericTask SYSID String  
Name GenericTask Name String  
Start Date GenericTask StartDate DateTime  
Actual Start Date GenericTask ActualStartDate DateTime  
Start Date Variance GenericTask StartDateVariance TimeEffort2  
Due Date GenericTask DueDate DateTime  
Actual End Date GenericTask ActualEndDate DateTime  
Due Date Variance GenericTask DueDateVariance TimeEffort2  
Work GenericTask Work TimeEffort2  
Duration GenericTask Duration TimeEffort  
Actual Duration GenericTask ActualDuration TimeEffort  
Duration Variance GenericTask DurationVariance TimeEffort2  
Instance Number GenericTask   Object  

My Tasks this Week

Description Show active tasks, where I am a resource, which I haven’t completed yet (including tasks starting during this week).
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 GenericTask State Pick List FieldComparison Equals ConstraintFixedValue  
#2 GenericTask StartDate DateTime FieldComparison LessThan ConstraintSpecialValue  
#3 User   Text FieldComparison Equals ConstraintSpecialValue  
#4 Human Resource ResourceRole Pick List FieldComparison Equals ConstraintFixedValue  
Columns
Column NameClassFieldData TypeAdditional Help
Status GenericTask TrackStatus Pick List  
Conflicts GenericTask   Pick List  
State GenericTask State Pick List  
Importance GenericTask Importance Pick List  
Belong to Critical Path GenericTask OnCriticalPath Boolean  
ID GenericTask SYSID String  
Name GenericTask Name String  
Parent Project GenericTask ParentProject Reference To Object  
Duration GenericTask Duration TimeEffort  
Start Date GenericTask StartDate DateTime  
Due Date GenericTask DueDate DateTime  
% Complete GenericTask PercentCompleted Double  
Actual Cost GenericTask ActualCost Money  
Budgeted Cost GenericTask PlannedBudget Money  
Actual Effort GenericTask ActualEffort TimeEffort2  
Remaining Effort GenericTask RemainingEffort TimeEffort2  
Manager GenericTask Manager Reference To Object  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
% Completeness Uncertain GenericTask CompletnessDefinition Long  
Instance Number GenericTask   Object  

Resource Planned Work per Project

Description This report provides Resource Planned Work of Tasks per a specific project and resource(s)
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator

Time Tracking Back to top

All Customer's Summary

Description This report displays a Cost, Billing and Profitability summary view for a all customer's across all projects based on the hours reported by the users and related expenses. Includes resources' cost and billing rates used to calculate totals.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column NameClassFieldData TypeAdditional Help
Customer Customer Name String  
Internal Customer ID Customer InternalId String  
Customer ID Customer SYSID String  
State Timesheet State Pick List  
Billable Work Item Billable Boolean  
Billing Type Work Item   Object  
Internal ID Work Item InternalId String  
Project ID Work Item SYSID String  
Project Work Item Name String  
Work Item ID Work Item SYSID String  
Work Item Work Item Name String  
Resource User FirstName String  
Total Hours Timesheet   Object  
Total Cost (regular + overtime) Timesheet   Object  
Total for Billing (regular + overtime) Timesheet   Object  
Profitability Timesheet   Object  
Profitability (%) Timesheet   Object  
Regular Hours Timesheet   Object  
Regular Cost Rate Timesheet   Object  
Regular Billing Rate Timesheet   Object  
Total Cost for Regular Hours Timesheet   Object  
Billing for Regular Hours Timesheet   Object  
Overtime Hours Timesheet   Object  
Overtime Cost Rate Timesheet   Object  
Overtime Billing Rate Timesheet   Object  
Total Cost for Overtime Timesheet   Object  
Billing for Overtime Timesheet   Object  
% Complete Work Item PercentCompleted Double  
Customer Allocation (%) CustomerLink CostAllocation Double  

All Reported Hours in a Specific Project

Description This report displays all hours reported by all users for a specific project. The report displays both billable and non-billable hours.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
Main Project ID Work Item SYSID String  
Main Project Work Item Name String  
Project ID Work Item SYSID String  
Project Work Item Name String  
Billable Work Item Billable Boolean  
Work Item ID Work Item SYSID String  
Work Item Name Work Item Name String  
Total Hours Work Item   Object  

Customer Summary

Description This report displays a Cost, Billing and Profitability summary view for a customer across all projects based on the hours reported by the users and related expenses. Includes resources' cost and billing rates used to calculate totals.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Detailed Report by Customer for a Selected Timeframe

Description This report presents detailed information on the hours invested for a specific customer. The report includes hours reported during the specific timeframe, date, resource that fulfilled the work and his comments.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Project Summary

Description This report displays a Cost, Billing and Profitability summary view for a specific project based on the hours reported by the users and related expenses. Report provides users' cost and billing rates used to calculate totals.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Project Utilization

Description This report will display work utilization per project and resource within a selected time frame
Additional Help This report provides visibility to the resource utilization by project in your organization.
Basically this means that the report gives you an easy and readable way to compare what you planned for each resource to do in each project for a specific timeframe, with what has actually been done during that same time.
In the report you can choose the selected time frame, and time scale (weekly, monthly), the status of the reported time to include (submitted, approved), the status of the projects to include (active, completed, etc.) and the report type.
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Summary

Description This report displays all work items and total hours reported by a specific user in the selected timeframe, including cost, billing and profitability information.
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column NameClassFieldData TypeAdditional Help
State Timesheet State Pick List  
Billable Work Item Billable Boolean  
Billing Type Timesheet   Object  
Project ID Work Item SYSID String  
Project Work Item Name String  
Work Item ID Work Item SYSID String  
Work Item Work Item Name String  
Reported By User FirstName String  
Total Hours Timesheet   Object  
Total Cost (regular + overtime) Timesheet   Object  
Total for Billing (regular + overtime) Timesheet   Object  
Total Cost Timesheet   Object  
Total for Billing Timesheet   Object  
Profitability Timesheet   Object  
Profitability (%) Timesheet   Object  
Regular Hours Timesheet   Object  
Regular Cost Rate Timesheet   Object  
Regular Billing Rate Timesheet   Object  
Total Cost for Regular Hours Timesheet   Object  
Billing for Regular Hours Timesheet   Object  
Overtime Hours Timesheet   Object  
Overtime Cost Rate Timesheet   Object  
Overtime Billing Rate Timesheet   Object  
Total Cost for Overtime Timesheet   Object  
Billing for Overtime Timesheet   Object  
% Complete Work Item PercentCompleted Double  

Resource(s) Hourly Report

Description This report provides hourly report of user(s) in the timesheet within specific timeframe
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
Reported Date Timesheet ReportedDate Date  
State Timesheet State Pick List  
Project ID Work Item SYSID String  
Project Work Item Name String  
Work Item ID Work Item SYSID String  
Work Item Work Item Name String  
Reported By User FirstName String  
Total Hours Timesheet   Object  
Regular Hours Timesheet   Object  
Overtime Hours Timesheet   Object  
Comment Timesheet Comment Text  

Total Hours Reported by a User for a Selected Timeframe

Description This report will display all work items and total hours reported by a specific user in the selected timeframe
Additional Help  
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
User User FirstName String  
State Timesheet State Pick List  
Billable Work Item Billable Boolean  
Project ID Work Item SYSID String  
Project Work Item Name String  
Work Item Work Item SYSID String  
Work Item Work Item Name String  
Total Hours Timesheet Duration TimeEffort  

Total Reported Hours by User Per Project

Description This report will display total hours reported by user per project within a selected time frame
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Total weekly reported hours by selected users

Description This report will display total hours reported by selected users per date within a selected time frame
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Total weekly reported hours by user

Description This report will display total hours reported by user per date within a selected time frame
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
First Name User FirstName String  
Last Name User LastName String  
State User State Pick List  
External User User ExternalUser Boolean  
Total work time (hours) User   Object  
Total User   Object  

Users Back to top

Total Number of non - working hours by user

Description Total Number of non - working hours by user
Additional Help  
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
User     Object  
Direct Manager     Object  
User Group     Object  
Email     Object  
×™× ×•××¨,0001     Object  
Total Hours     Object  
Total Organization Days     Object  

Users & Licenses Summary

Description This report will display users and licenses summary
Additional Help  
Attributes
  1. Customizable
Available to
  1. Administrator
Columns
Column NameClassFieldData TypeAdditional Help
External User User ExternalUser Boolean  
First Name User FirstName String  
Last Name User LastName String  
Email User Email String  
Office Phone User OfficePhone String  
Allow Emails User AllowEmails Boolean  
User Type OrganizationLicenseSubscriptions   Pick List  
Purchase Date OrganizationLicenseSubscriptions   Date  
Expiration Period (Days) OrganizationLicenseSubscriptions   Double  
Expiration Date OrganizationLicenseSubscriptions   Date  
State OrganizationLicenseSubscriptions State Pick List  
Renewal Date OrganizationLicenseSubscriptions   Date  
Auto Renewal OrganizationLicenseSubscriptions   Boolean  

Work Items Back to top

All Work Items with a Specific Manager

Description Show all work items with a specific manager across all projects (you will be requested to set the manager after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Work Item Manager Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Work Item State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Work Item TrackStatus Pick List  
Conflicts Work Item   Pick List  
State Work Item State Pick List  
ID Work Item SYSID String  
Name Work Item Name String  
Duration Work Item Duration TimeEffort  
Start Date Work Item StartDate DateTime  
Due Date Work Item DueDate DateTime  
% Complete Work Item PercentCompleted Double  
Actual Cost Work Item ActualCost Money  
Budgeted Cost Work Item PlannedBudget Money  
Actual Effort Work Item ActualEffort TimeEffort2  
Remaining Effort Work Item RemainingEffort TimeEffort2  
% Completeness Uncertain Work Item CompletnessDefinition Long  
% Completeness Uncertain Work Item CompletnessDefinition Long  

All Work Items with a Specific Manager per Project

Description Show all work items with a specific manager in a specific project (you will be requested to set the manager and project after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Work Item Manager Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#2 Work Item ParentProject Reference To Object FieldComparison Equals ConstraintRuntimeValue  
#3 Work Item State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Work Item TrackStatus Pick List  
Conflicts Work Item   Pick List  
State Work Item State Pick List  
ID Work Item SYSID String  
Name Work Item Name String  
Duration Work Item Duration TimeEffort  
Start Date Work Item StartDate DateTime  
Due Date Work Item DueDate DateTime  
% Complete Work Item PercentCompleted Double  
Actual Cost Work Item ActualCost Money  
Budgeted Cost Work Item PlannedBudget Money  
Actual Effort Work Item ActualEffort TimeEffort2  
Remaining Effort Work Item RemainingEffort TimeEffort2  
% Completeness Uncertain Work Item CompletnessDefinition Long  
% Completeness Uncertain Work Item CompletnessDefinition Long  

All Work Items with a Specific Resource

Description Show all work items with a specific resource (you will be requested to set the resource after you run the report)
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 ResourceEntity   Text FieldComparison Equals ConstraintRuntimeValue  
#2 Human Resource ResourceRole Pick List FieldComparison Equals ConstraintFixedValue  
#3 Work Item State Pick List FieldComparison In ConstraintMultipleValues  
Columns
Column NameClassFieldData TypeAdditional Help
Status Work Item TrackStatus Pick List  
Conflicts Work Item   Pick List  
State Work Item State Pick List  
ID Work Item SYSID String  
Name Work Item Name String  
Duration Work Item Duration TimeEffort  
Start Date Work Item StartDate DateTime  
Due Date Work Item DueDate DateTime  
% Complete Work Item PercentCompleted Double  
Actual Cost Work Item ActualCost Money  
Budgeted Cost Work Item PlannedBudget Money  
Actual Effort Work Item ActualEffort TimeEffort2  
Remaining Effort Work Item RemainingEffort TimeEffort2  
Manager Work Item Manager Reference To Object  
% Completeness Uncertain Work Item CompletnessDefinition Long  
% Completeness Uncertain Work Item CompletnessDefinition Long  

Date Variance for Specific Project(s)

Description Show work items from a specific project(s) with Duration Variance less than zero “0”.
Additional Help  
Attributes  
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
#ClassFieldData TypeFilter TypeOperatorValue/FromTo
#1 Work Item DurationVariance TimeEffort2 FieldComparison Before ConstraintFixedValue  
#2 Work Item ParentProject Reference To Object FieldComparison In ConstraintRuntimeValue  
Columns
Column NameClassFieldData TypeAdditional Help
State Work Item State Pick List  
Status Work Item TrackStatus Pick List  
ID Work Item SYSID String  
Name Work Item Name String  
Start Date Work Item StartDate DateTime  
Actual Start Date Work Item ActualStartDate DateTime  
Start Date Variance Work Item StartDateVariance TimeEffort2  
Due Date Work Item DueDate DateTime  
Actual End Date Work Item ActualEndDate DateTime  
Due Date Variance Work Item DueDateVariance TimeEffort2  
Work Work Item Work TimeEffort2  
Duration Work Item Duration TimeEffort  
Actual Duration Work Item ActualDuration TimeEffort  
Duration Variance Work Item DurationVariance TimeEffort2  
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