Analytics and insights

Analytics and insights

Tips to track and analyze time and budget

Track only what you need, make good decision-making easy, and use reports for strategic adjustment.

Tips to track and analyze time and budget

Track only what you need, make good decision-making easy, and use reports for strategic adjustment.

Advanced reports

You must use Sign in with Smartsheet when you log in to your Resource Management account to use this feature....

Advanced reports

You must use Sign in with Smartsheet when you log in to your Resource Management account to use this feature....

Resource Management reports overview

Analytics & Reports collect data from budgets, people, and time.

Create and manage reports

Filter reports by approval status or approver

Use approval-based filters to view time entries based on their associated approver or approval status....

Filter reports by approval status or approver

Use approval-based filters to view time entries based on their associated approver or approval status....

Export data from reports

Report data can be exported in two ways, via the Export menu or via Request Underlying Data....

Pivot table report settings

You can export data from Resource Management and use it to create pivot table reports.

Share Resource Management reports

Share reports to keep your team informed about who's working on what and when.

Save, print, or export Resource Management reports

Save your reports and go back to them whenever you need to.

Save, print, or export Resource Management reports

Save your reports and go back to them whenever you need to.

Share Resource Management reports

Share reports to keep your team informed about who's working on what and when.

Export data from reports

Report data can be exported in two ways, via the Export menu or via Request Underlying Data....

Pivot table report settings

You can export data from Resource Management and use it to create pivot table reports.

Create a time and fees report

Time and fees reports show project progress and compares your actual time and fees to scheduled time and fees.

Create an expense report

Expense reports show non-labor related project costs.

Create a utilization report

Utilization reports show billing efficiency for a person, department, or organization within a defined time frame.

Create a budget report

Budget reports show how much time or money has been incurred on a project and how much remains.

Time and expense tracking

Use the timesheet

Your Resourcing Administrator sets how you track time in Resource Management; you'll use one of the following ways:  1/2 day tracking: Design...

Track time on day view

If your account uses itemized time tracking, day view allows you to track time for m

Track expenses

Reporting expenses helps budget and track project-related hard costs.

Track expenses

Reporting expenses helps budget and track project-related hard costs.

Submit time for approval

All licensed users can submit time for approval.

Submit time for approval

All licensed users can submit time for approval.

Submit expenses for approval

You can submit expenses at any time, though you may want to follow your organization's schedule (daily, weekly, biweekly, etc).

About bill rates

Determining bill rates When you set your bill rates, consider the following: Cost of work: This includes staff salaries and benefits, as well as ...

Manage multiple currencies

Resource Management captures rates and budgets to provide a tool for measuring how billable hours map to project budgets.

Track non-billable time

Tracking non-billable hours lets you record hours without an impact on the fee budget.

Confirm or adjust time for other people

You can track time for all licensed users on your account.

About bill rates

Determining bill rates When you set your bill rates, consider the following: Cost of work: This includes staff salaries and benefits, as well as ...

Track time off or leave

Set up an internal project to see your team’s vacation time taken versus how much time off they're allowed to take.

Track non-billable time

Tracking non-billable hours lets you record hours without an impact on the fee budget.

Remove suggested time entries

Suggested hours on timesheets show your team their budget of time for the week

Confirm or adjust time for other people

You can track time for all licensed users on your account.

Time tracking settings in Resource Management

In Resource Management, you can track time in three different ways.

Manage multiple currencies

Resource Management captures rates and budgets to provide a tool for measuring how billable hours map to project budgets.

Set up bill rates

Create the default bill rate matrixThe default bill rate applies to everyone in your organization....

Select a default time tracking method

Choosing the best method to track time in Resource Management helps get the most out of your projects and provides the reporting detail y