The Schedule Details report lists the bookings on your team schedule for any date range, with their hours, cost and billable amounts. Resource managers use it to forecast revenue, costs and workload, to compare cost with billable amounts for a margin, and to check how each project is staffed.
Open the report
Go to Reports in the left menu. On the Standard tab, Schedule Details is in the Project Management group. You can also type "schedule" into Search to find it.
Click the report to open it. The parameters are in the panel on the right. Change them, then click Preview to run the report again.
The scheduling reports only appear when resource scheduling is in use in your account.
Choose what to include
- Date Range: the booking dates to report on. The default is Next Week. Choose a future range (Next Week to Next Year), a past one (This Week to Last Year), Today, Yesterday or Tomorrow. Choose Custom Date Range to set your own Start Date and End Date.
- Primary Grouping and Secondary Grouping: group and subtotal the bookings by Date, Customer, Project, Category, Scheduled User, Task, Section, Month, Billable?, Week or Scheduled By.
- Customers and Projects: pick one or more of each. The Projects list narrows to the customers you picked.
- Categories: the timesheet categories and leave types on the bookings.
- User Tags and Users: the people who are booked. Pick a user tag to report on one team. User tags are set up under Settings › Scheduling Settings and added to people on their contact details.
- Scheduled By: only bookings created or last changed by the people you pick.
- Only Billable?: only bookings marked as billable.
- Rounding: applies your account's timesheet rounding to the booked hours.
- Time Format: decimal hours or hours and minutes. It starts with your account's format.
- Show Columns: add optional columns (see below).
- Hide Individual Entries: show only the group rows and totals, not each booking.
- Start / End Timezone: show the created and updated dates in each user's time zone or in the account's.
- Project Tags and Project Categories: only projects with these tags or categories.
- CreatedDateFrom, Created Date To, Updated Date From and Updated Date To: only bookings created or last updated in a period. Use them to check recent changes to the schedule.
- Project Archive Status and User Archive Status: include active or archived projects and people, or both. Your choice also narrows the other lists.
Read the report
Each row is one booked day. By default the report shows Date, Customer, Project, Category, Scheduled User and Time (hrs). A column you group by moves into the group heading.
Show Columns adds these:
Option | What it adds |
|---|---|
Notes | The booking's notes |
Tasks and Sections | The task the booking is for, and its section |
Billable? | Whether the booking is billable |
Scheduled By | Who created or last changed the booking |
Cost Rate/Amount | The cost rate and the cost of the booked hours. See cost rates and billable rates. |
Billable Rate/Amount | The billable rate and the value of the booked hours, for revenue forecasts |
Project Tags, Project Categories and User Tags | Tags and categories of the project and person |
Created Date, Updated Date and Month | When the booking was made or changed, and its month |
The report shows up to 11 columns, counting the default ones. If you choose more, it asks you to remove some instead of showing the bookings.
Grouped rows show subtotals of the hours and amounts. If a group contains projects in more than one currency, its amounts show NA, because they can't be added up. See multiple currencies.
To compare these bookings with the time people actually logged, use the Schedule vs Timesheets report.
Save, schedule or export
To keep your parameter choices, save the report as your own copy: see saving and sharing reports. A saved report can be emailed to you and your team on a schedule, for example a forecast for the coming week every Monday: see scheduling reports for email delivery. To download the report as a file, see exporting data.
Who can see it
Administrators, Portfolio Managers and Finance Managers see bookings on every project. Project Managers can run the report too, and see bookings only on projects they're an active member of. Their rates and amounts stay blank on projects where they don't have Can manage Project Member Cost & Billable Rates. The Scheduling Manager and Scheduling User roles don't add the report on their own.