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Report: Budgeted Hour

Last update: Wed Oct 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

When you want to share Budgeted Hour information with other users who do not have access to the Resource Planner, you can do so by building a Budgeted Hour report. You can then share the report with them.

IMPORTANT
Budgeted Hours are normally updated every hour (infrequently, it may take a maximum of three hours) in the ۶Ƶ Workfront database. Refreshing the report does not necessarily refresh the hour information in it. You can view the time lapsed since the last update in the upper-right corner of every Budgeted Hour report. Refreshing the report refreshes the information in it only when there has been more than one hour since the last update.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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۶Ƶ Workfront plan Any
۶Ƶ Workfront license*

New:

  • Contributor to modify a filter

  • Standard to modify a report

Current:

  • Request to modify a filter

  • Plan to modify a report
Access level configurations

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a filter
Object permissions Manage permissions to a report

*For information, see Access requirements in Workfront documentation.

Build a Budgeted Hour report

  1. Click the Main Menu icon in the upper-right corner, or the Main Menu icon in the upper-left corner, if available, then click Reports.

  2. Click New Report > More > Budgeted Hour.

    The default view is applied to the report.

  3. (Optional) To make the report easier to read, click the Bud. Hours column, then Switch to Text Mode, then click Edit Text Mode.

  4. Change the valuefield line to valueexpreesion and enter the rounding expression.

    This rounds the number of Budgeted Hours to a number of decimals that you specify.

    For information about how to round a number in Workfront, see the article Overview of calculated data expressions.

  5. Click Done.

  6. (Optional) Click Add Column to add additional columns.

  7. (Optional) To make the report easier to read, we recommend that you add a grouping to it. We suggest the following grouping:

    Click the Groupings tab, then do one or several of the following:

    • Click Add grouping and start typing “Project Name”, then select it when it appears in the list.
    • Click Add grouping and start typing “Job Role Name”, then select it when it appears in the list.
    • Click Add grouping and start typing “Allocation Date”, select it when it appears in the list, then select the timeframe you want to group by from the Group Dates by field.

  8. (Optional) Click Filters to add filters to the report.

  9. (Optional) Click Chart to add a chart to the report.

  10. Click Save + Close.

Review the Budgeted Hour report

The following information is available in the Budgeted Hour report by default:

Project
This is the name of the project associated with the Budgeted Hour.
DzDZ
This is the name of the job role associated with the Budgeted Hour.
User
This is the name of the user associated with the Budgeted Hour.
Alloc. Date

This is the Allocation Date. It is the first day (a Sunday) of the week for which you budgeted the hours.

Tip:

If a week spans for two months, this generates two rows in the report: one corresponding to the first day of the week (the Sunday of the week which is during the first month), and a second one corresponding with the first day of the second month (and which could be any day of the week.)

For example, if you budget 8 hours for a user for the week of June 30 (Sunday) - July 6 (Saturday), the two rows show an Allocation Date of June 30, and July 1.

Bud. Hours
These are the Budgeted Hours allocated to the User in the Resource Planner.
Pln. Bud. Hours
These are the Budgeted Hours allocated to the DzDZ or the Project in the Resource Planner.
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