Beeye’s reports allow you to view real-time information related to your projects and employees based on the views filter (me, my team, my company) and the period you have selected.
Beeye’s new interface presents three types of reports (projects, resources and tasks). The following guide presents the different default columns available in the project reports, resource reports and task reports.
Reminder, the use of the different views and filters can change the values in the columns of the report. In this case, we consider that there are no filters and that we are using the view: My Enterprise. To learn more about the use of filters and the different report views, please consult the guide Presentation of the Reports.
If you want to learn how to change the columns that appear in your report, please consult the guide Configure the report columns.
Project report columns
Beeye’s reports present the following default columns:
- Title: the name of your project.
- Main category: generally corresponds to the type of project.
- Secondary category: generally corresponds your client’s project or to any other entity for which the project is conducted.
- Start date: the date on which your project begins.
- End: the date of expected end of your project. From this date, your project will be automatically considered as complete.
- Closing date: the date of actual completion of your project. It can be earlier than the end date (ex: your project was completed before the scheduled end date).
- Status (closed / active): this column shows you if the project is still in progress or if it was completed.
- State: this column shows you the current status of each project. For more information, please consult the guide Manage the state of your project.
- State description: this column shows allows you to explain why the project is in the current state
- Planned time (h): all of the planned efforts for employees assigned to a project based on the chosen period.
- Planned time (total): your employees total planned efforts over the duration of a project. This amount does not take into account the dates you select on your report page.
- Real time (h): the amount of actual hours worked in selected time period by the resources assigned to the project.
- Real (total): your employees’ total hours worked for the entire duration of the project. This amount does not take into account the dates you select on your report page.
- Efforts consumed %: corresponds to the percentage of advancement of each project and is calculated with the formula: Total Efforts consumed = (real Total x 100) / planned Total
- Remaining: Remaining is calculated for the duration of a project with the following formula: Total Remaining on date X = hours scheduled after the date of the last actual seized.
E.g: You have 5 hours a day planned for a project for a week, a total of 25 hours. You completed 3 hours of work on this initiative on Monday and you entered your hours on your timesheet. The Remaining column will display the value 20 hours, or the total number of hours planned for the following days after Monday.
- Planned: corresponds to the total efforts estimated at a given date and is calculated by the following formula: projected date X = real hours (Total) + Remaining
- Projected HR revenues: this column gives you an estimate of the gains related to your human resources based on the hours that were planned for the selected period.
E.g: you have planned 10 hours for resources whose hourly rate is $ 80. HR planned (selling) column will display a value of 800.
- Real HR revenues: this column presents your human resources gains based on the hours they carried out for a selected period.
E.g: continuing with the previous example, your resources worked 7 hours on the project. This column will therefore display $ 560.
- Real HR costs: this column is your human resources costs based on the hours that have already been completed for the selected period.
E.g: continuing with the previous example, your resource’s hourly rate is $ 60. Considering they already worked 7 hours on this project, this column will display the value of $ 420.
- Actual expenses: this column shows the total costs that users have associated with this project, from their timesheets or project page.
- Responsible: this columns show who's responsible for a project. If the project responsible wasn't chosen manually, then the project lead is the common supervisor to all peaople assigned to the project.
- Margin ($): this column shows for each project the margin in dollar, calculated by using the following formula:
Margin ($) = Real HR revenues + budget - Real HR costs - Planned expenses - Actual expenses
- Margin (%): this column shows for each project the margin in percentage, calculated by using the following formula:
Margin (%) = 100 * Margin ($) / (Real HR costs + Planned expenses + Actual expenses)
The task report columns
By default, task reports present the following columns:
- Name: the name of the task of your project
- Status: the current status of your task, usually used to identify the tasks that are in progress, completed, or those who have not yet begun.
- Manager: the person concerned as being responsible for the task.
- Start date: the commencement of your task.
- Due to end: the date your task is supposed to be completed.
- Actual end date: the date on which, your task is declared as complete.
- Real (total): the total amount of real hours that were completed for this task
- Real for the selected time period: the number of hours worked on this task during the chosen time period.
- HR costs for dates: this column is your human resources costs based on the hours that have already been completed for the selected period.
- Total HR costs: this column is your human resources costs based on the hours that have already been completed for the whole duration ofthe task. This column doesn't take into account selected period on your report.
- Last comment: shows the last womment that has been added on a task in the right panel.
The resource report columns
By default, resources reports present the following columns:
- Name: the resource’s name
- Position: the person’s profession
- Time planned (h): the total hours planned of an employee for all projects on which he worked on the selected period of time
- Percentage of planned capacity: the ratio between planned time and the total available hours of an employee for the selected period of time
- Time real (h): the total number of real working hours completed by the employee on all projects on which he is assigned to for the selected period
- Percentage of real capacity: the ratio between the total number of planned hours and the total amount of available hours of an employee for a selected period of time
- Time Bank: the total number of hours entered in the time bank in the time sheets covered by selected period of time
- Time bank (total): the total number of hours entered in the time bank for each users, without considering selected perio on reports.
- Total: the difference between the values in the column real time (h) and those of the Bank time column (h)
- Expenses: total expenses that the person reported on the projects on which he/she is working on.
Note: you can create new columns to display in your report by using the custom fields. For more information, please consult the following guides: