✔ Available
on Deliver, Grow, and Scale subscriptions 1
Within Teamwork.com,
you can use planned versus
actual reports to review
the status of tasks across
your projects compared
with how they were
originally
planned.
Note: The planned vs actual tasks report is accessible to site
admins and users with project admin
permissions on at least one project.
Click the More option in the main
navigation menu on the left of
your site and select Reports from the
pop-out
menu.
In the
reports gallery, select the Planned vs Actual tile
from the Teamwork.com Reports section.
At the top of the
report, use the toggle option to switch to
the Tasks view.
Site
administrators will see all projects, while
project administrators will only see projects
where they are an admin.
In the report, you
will see a series of
columns highlighting
important properties for
each
task.
Using the date range dropdown in the top
right, you can refine the report based on
week, month, quarter, or a custom date
range.
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.
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.
Assignee
Displays the
avatars of the user(s)
responsible for the
task. Hovering over an
avatar will show the
user's
name.
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.
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.
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.
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.
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.
- 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 plus icon to
the right of the column header and use the
toggles in the
dropdown menu to show
or hide relevant
columns.
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.
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.
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
also toggle to view your tasks or
everyone's tasks using the view
toggle.
Using the date range option, you can
apply a range for the report such as
week, month, quarter, or a custom
range.
Further filter options allow you to
filter by:
- Teams
- Companies
- Task lists
- Projects
- Project categories
- Tasks: all, upcoming, late
- Include completed tasks -use the
checkbox to include or exclude
completed tasks from the
report.
To remove your current filter
selections,
click Clear
all.
You can use the Save
Filter button to save the
filtered view you are currently using.
Once you give the filter a name, press Enter / Return on your
keyboard to save
the filter. You can also access your
existing saved
filters via
the Saved
filters button in the bottom
left of the filter options dropdown.
Clicking a saved filter will apply it to
the report.
Export
Using the export option in the
top
right of the tasks report area, you
can
download a copy of the report in PDF, CSV,
or Excel format.
Note: Accounts
on Grow and Scale subscription
plans will have an additional
option
to export to Google
Sheets.
Returning to the reports
gallery
You can exit the report and
return to the reports gallery by clicking
the Back to reports link in the top
left.
For more information, see: Using Planned vs.
Actual Milestone Reports
1. Also available on legacy
subscriptions: Pro, Premium,
Enterprise.