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.

Note: The planned versus actual tasks report 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, use the toggle option to switch to the Tasks view.

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

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Using the date range dropdown in the top right, you can refine the report based on week, month, quarter, or a custom date range.

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

  • 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.
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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.

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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 also toggle to view your tasks or everyone's tasks using the view toggle.

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Using the date range option, you can apply a range for the report such as week, month, quarter, or a custom range.

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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

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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 Scale subscriptions will have an additional option to export to Google Sheets.



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