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Reporting with the Timesheets and Budgets add-on

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Reporting on cost

With the Timesheets and Budgets add-on, you can report on estimated time, actual time, estimated cost, or actual cost.

Timesheets and Budgets add-on charts can be created in either project dashboards or portfolio dashboards.

This article focuses on how to do reporting with the Timesheets and Budgets add-on. If you are interested in understanding what makes it different from reporting in Asana’s core product, see Understanding the Value of Reporting with the Timesheets and Budgets add-on.

Creating a chart

To create a chart:

Navigate to your project
Click on the Dashboard tab
Click + Add widget
From Chart details select Time entries
You can the choose to report on Time or Financials

Reporting on time

The time metrics included in timesheets charts are actual and estimated time.

Note

Timesheet charts can combine estimates and actuals and allow stacked bar charts.

Actual time

Aggregates the time entries set at the task level and the project level either using timesheets or directly on tasks.

Estimated time

Estimated time can come from two different sources:

From capacity plans, used for high-level estimates at the project level
From tasks, for detailed, task-level estimates.

When reporting using the Timesheets and Budgets Addon, you can select whether the estimates should come from capacity plans, tasks, or both.

Estimated time

Estimated time distribution

When estimates come from capacity plans, charts will distribute time evenly across the unit of time you select.

In the image below, a project has 200 hours of estimated time. The chart using “Working date” as a grouping (or X-axis) with a granularity of “Week”, is showing how those 200 hours are distributed in 4 groups (each group a week) of 50 hours.

Reporting on cost

The cost metrics included in timesheets charts are actual cost and estimated cost. Both metrics work by taking time (estimated or actual) and multiplying it by the project rates that correspond to the team member and project.

Note

Cost data is only available to those who have admin access to the projects from where that data comes from. Specifically, the project from which the rates are being used.

Actual cost

Aggregates the time entries set at the task level and the project level and multiplies that time by the corresponding project rates to calculate cost.

For example a chart like the one below shows actual cost by teammate.

Actual cost

Estimated cost

Estimate cost aggregates the estimates set from those sources and multiplies them by the corresponding project rates to calculate the cost.

For example a chart like the one below shows estimated cost by teammate.

Estimated cost

Estimated time can come from two different sources:

Capacity plans, for high-level estimates at the project level
Tasks, for detailed, task-level estimates.

Groupings (X-axis)

Grouping organizes metrics across different buckets. The groupings included in timesheets charts are:

All dashboards

Staff: The people associated with the estimates or that logged the time entries.
Billable / Non-billable: Whether the estimates or the time entries should be billed or not.
Approval status: In which stage each time entry is in the approval process.
Working date: The date or date range associated with the estimates of the time entries.

Project dashboards

This project: The total value for a metric across the entire project the chart belongs to.

Portfolio dashboards

Project: The different projects associated with the estimates or the time entries.
This portfolio: The total value for a metric across the entire portfolio the chart belongs to.

Filters

Filters narrow down the estimates or the time entries that get aggregated in a chart. The filters included in the timesheets charts are:

All dashboards

Staff: The people associated with the estimates or that logged the time entries.
Billable / Non-billable: Whether the estimates or the time entries should be billed or not.
Approval status: In which stage each time entry is in the approval process.
Working date: The date or date range associated with the estimates or the time entries.

Portfolio dashboards

Project: The different projects associated with the estimates or the time entries.

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