ML-OpenP
README.md
| sidebar_navigation | description | robots | keywords |
|---|---|---|---|
| [{title Time and cost reporting} {priority 797}] | Time and cost reporting | index, follow | time and cost reporting |
Time and cost reporting
You can easily report spent time and costs in OpenProject and filter, group and save the reports according to your needs.
| Topic | Content |
|---|---|
| Time and costs report | How to open time and costs reports in OpenProject? |
| Change time and costs reports | How to change the view of the reports, e.g. to filter, group by and select units to be displayed? |
| Filter cost reports | How to filter time and cost reports? |
| Group by criteria for cost reports | How to group time and cost reports? |
| Select units to display | How to choose the unit to be displayed in a report? |
| Export time and cost reports | How to export time and cost reports to Excel? |
Time and costs reports
To open the time and costs reports in OpenProject, navigate to the Time and costs module in the project navigation.
Change time and costs reports
You can change the view of a cost reports and adapt it to your needs.
Filter cost reports
You can select and apply various filters, such as work package, author, start date or target version.
Multiple projects can be selected by adding a Projects filter. Depending on your rights in the project, multiple users can also be selected. This way you can filter the time and cost entries exactly to your need, depending on the time, work or user you want to see.
The results will the be displayed in the time and cost report below.
Group by criteria for cost reports
The time and cost reports can be grouped by selected criteria, such as dates, work packages, assignee, or any other field, incl. custom fields.
To add grouping criteria to the columns or rows of the report, select the drop-down field on the right to add grouping field.
The grouping criteria will then be added to the Column or Row of the report.
Click the blue Apply button to display your changes.
The report will then be displayed according to the selected criteria in the columns and rows.
You can make changes to the order of the grouping criteria in the columns or rows with drag and drop.
Select units to display
In the time and cost reports you can select the units which you want to display.
You can either select Labor which will display the logged time to the work packages according the filter and group by criteria above. Depending on your filter, e.g. when you filter by assignee, it will give you an overview like a timesheet.
The Cash value will display the costs logged according to the filter and grouping criteria above. This includes labor costs (calculated based on the logged time and the hourly rate) as well as the unit costs.
Report unit costs
If you just want to report on spent unit costs, choose the respective unit costs in the cost report under Units. Only the logged unit costs will then be displayed in the report according to your filter and grouping criteria.
Export time and cost reports
To export reports for time and costs to Excel you can open or create a report in the Time and costs module in your project. For the Excel export, first filter and group the report according to your needs. Select the unit to be displayed (Labor, Cash value, unit costs).
Please note that "Group by" settings won't be applied to the exported file.
Click the grey Export XLS (Excel) button.
You can then continue working in the Excel spreadsheet to filter, group, or import the data in different systems.
