Within Teamwork, you can use planned versus actual reports to review the status of tasks across your projects compared with how they were originally planned.

This feature is currently in a Beta release phase and is available on paid per-user subscriptions.



Go to the Reports area of your site and select the Planned vs Actual subsection.

The Reports area is accessible to site administrators and users with project admin permissions on at least one project. Site administrators will see all projects, while project administrators will only see projects where they are an admin.

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At the top of the report, select Tasks from the report type dropdown.

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In the main area of the report, you will see a series of columns highlighting important properties for each task.

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By default, the last project worked on will be selected. You can select another project to view via the project dropdown menu.

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Using the time period dropdown in the top right, you can switch between week, month, and quarter views.

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Use the arrows to the left of the current timeframe noted in the top left of the report to move to the previous or next time period.

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Task

Clicking the task name will open a quick view on the right detailing the task and corresponding edit options.

You can also use the checkmark to the left of the task name to complete or reopen the task.

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Assignee

Displays the avatars of the user(s) responsible for the task. Hovering over an avatar will show the user's name.

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Task Lists

Clicking the associated task list will open a quick view of the task list on the right. To go directly to the task list, you can click the task list name at the top of the quick view.

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Original due date

The original due date set when the task was first created.



Current due date

The current due date set for the task. Hovering over the current due date will reveal an edit pencil to update the due date. Clicking this will open a date picker.

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Status

Displays the task’s status and corresponding number of days:

  • Upcoming - task’s due date is in the future.
  • Late - task’s due date is in the past
  • Completed on x date - task has been marked as complete.



Last updated

The date the task was last updated. Hover over the last updated date to see who made the most recent change and when.

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Depending on your subscription plan, you can also click the last updated date to open a quick view detailing the task’s change history.

Note: Task change history is available on the per-user Premium/Grow subscription plans and above.

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Difference from original due date

Shows the variance from the task’s original due date when it was first created versus the date it is currently scheduled for completion.

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  • If the task status is incomplete, the variance is the difference between the original due date and current due date.
  • If the task status is complete, the variance is the difference between the original due date and the date it was completed.


Column options

Click the options button (three dots) to the right of the column header and use the toggles in the dropdown menu to show or hide relevant columns.

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You can also customize the order of the columns in the table by clicking and dragging a column heading to a new position in the report.

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Sorting options

You can quickly sort the report based on a specific column by clicking the column heading. Clicking multiple times will switch the sorting between ascending and descending order.

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Filter options

In the top right of the report area, you can use the search field to locate a specific task or assignee. You can toggle to view your tasks or everyone's tasks using the view toggle.

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From the duration dropdown, you can set a date range for the report, including Last week, last month or last 3 months.

Further filter options allow you to filter by: 

  • Teams
  • Companies
  • Task lists
  • All tasks
  • Upcoming tasks
  • Late tasks
You can also choose to include completed projects via the checkbox. 

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To remove your current filter selections, click Clear all



Export

Using the export option in the top right of the tasks report area, you can download a copy of the report in PDF format.

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For more information, see: Using Planned vs. Actual Milestone Reports