The Operating reports provide different lenses into your data

• Project portfolio
• Capacity – the forecast of all allocations
• Projects – plans and actuals, per project
• People – plans and actuals, per person
• Utilization metrics – day-to-day visualization of where the time went

Project portfolio

The high-level overview of everything you have planned. This report shows total effort in hours by default, giving you a big KPI of how much many hours you have in the future.

Any filters you apply will affect the results. It’s a good idea to look at different countries, business units, etc. through this lens.

If you choose the Total revenue as your unit of choice, you may see numbers underlined with a dash. Hover over to see what conversions or estimations have been made to calculate the figures.

Hover over the blocks to see a summary of your biggest projects.

If you choose to export the report as CSV, you will get exactly what you see on the screen. All filters, units, and other settings are exported as you’ve set them.

Capacity

Use cases for the Capacity report:

• See how booked everyone is – per role, per group or individually
• Same, but through availability rathen than bookings (select Units: capacity % / hours available)