The Project Estimates Worksheet report provides details regarding project estimate dates and hours as well as budget and actual amounts to help you keep projects on track. Managers can use this report to review project planned versus actual dates and hours for clients. This report can also include estimates.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Project Estimates Worksheet. In Practice Advantage, the comparable report is Task Scheduling.
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings | ||
|---|---|---|
| Option | Setting | Description |
|
Show Workstep/Assignee |
List |
Displays the workstep and the staff assigned to it. The options are Worksteps Only, Worksteps and Assignees, and None. |
|
Show Start Dates |
List |
Displays the start dates for the project/workstep. The options are Actual Only, Planned Only, Both, and None. |
|
Show Finish Dates |
List |
Displays the finish dates for the project/workstep. The options are Actual Only, Planned Only, Both, and None. |
|
Show Milestone Date |
List |
Displays the selected milestone date. The options are No Selection or any milestone date set up in Workstream Lists. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
|
Actual Hours (Project) |
>= |
0 |
|
Actual Hours (Workstep) |
>= |
0 |
|
Actual Hours (Staff) |
>= |
0 |
|
Project Status |
= |
ALL |
|
Workstep Status |
= |
ALL |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
% Complete Per Budget (Staff) |
Project Bill Manager |
Project Original Due Date |
|
Actual Finish (Project) |
Project Budget Hours |
Project Original Planned Finish |
|
Actual Hours (Project) |
Project Business Unit |
Project Priorities |
|
Actual Hours (Staff) |
Project Complexity |
Project Prospective |
|
Actual Hours (Workstep) |
Project Delivery Method |
Project Region |
|
Actual Start (Project) |
Project Extension 1 Date |
Project Status |
|
Budget Hours (Staff) |
Project Extension 2 Date |
Project Team |
|
Client |
Project File Holder |
Project Template |
|
Last Entry Date (Staff) |
Project Frequency |
Project Type |
|
Last Entry Date (Workstep) |
Project ID |
Roles |
|
Milestone Date |
Project Missed Date |
Staff |
|
Planned Finish (Project) |
Project Name |
Status Date |
|
Planned Start (Project) |
Project Office |
Works from the Pool |
|
Project |
Project On Hold |
Workstep |
|
Project Actual Hours |
Project On Hold as of Date |
Workstep Status |
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Client |
Project Frequency |
Project Template |
|
Milestone Date |
Project ID |
Project Type |
|
Project |
Project Office |
Roles |
|
Project Business Unit |
Project Region |
|
|
Project File Holder |
Project Team |
|
| Sorting | ||
|---|---|---|
| Available Fields | ||
|
% Complete Per Budget (Project) |
Actual Start (Project) |
Planned Finish (Workstep) |
|
% Complete Per Budget (Workstep) |
Actual Start (Workstep) |
Planned Start (Project) |
|
Actual Finish (Project) |
Budget Hours(Project) |
Planned Start (Workstep) |
|
Actual Finish (Workstep) |
Budget Hours (Workstep) |
Project ID |
|
Actual Hours (Project) |
Last Entry Date (Project) |
Project Name |
|
Actual Hours (Staff) |
Last Entry Date (Workstep) |
Staff |
|
Actual Hours (Workstep) |
Planned Finish (Project) |
Workstep |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
| Report Fields | |
|---|---|
| Field | Description |
|
Client |
The client the project is associated with. The format is Client Name (Client ID.Sub ID) |
|
Project Name |
The project name. |
|
Workstep |
The workstep that is assigned to the project. The format is Workstep (Workstep ID). |
|
Staff |
The staff that is assigned to the workstep. The format is Staff Name (Staff ID). |
|
Actual Start |
The date the project or workstep actually started. |
|
Planned Start |
The planned start date of a project or workstep. |
|
Actual Finish |
The actual finish date of a project or workstep. |
|
Planned Finish |
The planned finish date of a project or workstep. |
| Actual Amounts | The WIP amount worked on the project or workstep. |
|
Actual Hours |
The number of hours actually worked on a project or workstep. |
|
Last Entry Date |
The date of the last entry in the project or workstep. |
|
Milestone Date |
The milestone date that you selected in the options and settings area in the report options for the project. |
| Budget Amounts | The budgeted amount for the project or workstep. |
|
Budget Hours |
The budgeted number of hours for the project or workstep. |
|
% Compt per Budget |
The actual hours divided by budget hours. |
Project Estimates Worksheet Sample Report
