🔍 Tracking summary

The Tracking Summary report is designed to provide a comparative view of overall project data in terms of planned and actual hours.

The data is organized by each employee individually, with the option to drill down into project-specific details.

Interface overview

The report is displayed in a table format and includes the following data:

Column

Description

Employee

Name of the employee

FTE

Full-Time Equivalent

Project

Project name

Planned

Total planned hours

Actual

Actual hours reported on projects

Notes

Column for additional notes

The report allows for a breakdown of the total hours per employee. Next to the employee’s name, there is a button that, when clicked, displays detailed information—showing which projects they are involved in, the allocation percentage for each project, planned hours, and the hours reported for each.

Filters for period and project are added on the right side of the page.

The system also provides the option to export the report in PDF format.

Calculation formulas for total hours:

• Total Timeoff hours = Sum of all tracked Timeoff hours (in minutes) for employees

• Total Work Hours = Sum of all Fact Internal Hours - total Timeoff hours

• Total Billable Hours = Sum of all Fact External Hours

• Billable Rate = Total Billable Hours / Total Work Hours

• Fact Internal Hours = Sum of all tracked hours (paid/unpaid) - internal minutes

• Fact External Hours = Sum of all paid external hours - external minutes

Example:

If an employee tracked 8 hours of timeoff and 8 hours of work, then:

• Total Timeoff hours = 8 hours

• Total Work Hours = ((8+8) total tracked hours) - (8 hours of timeoff) = 8 hours

• Total Billable Hours = 8 paid hours

• Billable Rate = 8/8 = 1 = 100%

For more details about this report and the tracking report, you can watch the instructional video.

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