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Projects Report

Track your projects, phases, and budgets

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

For a quick overview of Float reports, check the Reports video guide.

Projects Report

The Projects Report provides a comprehensive overview of all your projects. It helps you monitor project performance, budget usage, and utilization rates and—if your team uses time tracking—compare planned hours against actual logged time.

Accessing Projects Report

To access the Projects Report:

1. Navigate to the Report page

2. Select Projects in the top left corner of the page.

Access the projects report on the Report page.

Project Report configuration options

For each report, you can:

  • The date range you'd like to cover - Use presets or the calendar picker to select a custom timeframe.

    People Report - choosing date range.

  • People type and status you'd like to include - Employees, Contractors, Placeholders, Active, Archive.

    People Report - choosing people to include.

  • Allocations status - Confirmed, Tentative, Completed.

    People Report - choosing allocations to include.

  • Time off status - Approved or Tentative.

    People Report - choosing time off to include.

  • Data set - On the Starter plan, only the Scheduled report is available. The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.

    People Report - choosing data set or the report type.

  • Preferred report density - Choose to view your data by days, weeks, or months.

    People Report - choosing report density.

Chart report

The bar chart shows your team's total hours, including billable, non-billable, and tentative time. When density is set to Days, hovering over a bar reveals the hours for a specific date. For Weeks or Months, it shows the totals for the corresponding date range. The summary bar at the top displays the overall totals for your selected report period.

Chart report

Table report

The table report provides further insights into your team's work. It breaks the data down across projects and clients.

Table report.


Projects

The Projects tab lists all your team's projects in the selected timeframe and includes the following details:

  • Project name

  • Project code

  • Client

  • Project Owner

  • Budget

  • Scheduled

  • Logged - available on Pro and Enterprise plans

  • Total scheduled % of budget

  • Total logged % of budget - available on Pro and Enterprise plans

  • Scheduled cost

Projects tab of the projects report

To have the data split by phase, click an arrow next to the project's name.

Projects report split by phase.

Clients

The Clients tab lists all your team's projects in the selected timeframe and groups them by client. The table data includes

  • Client name

  • Budget per client

  • Scheduled data (fee and hours)

  • Logged data (fee and hours) - available on Pro and Enterprise plans

  • Total scheduled % of budget

  • Total logged % of budget - available on Pro and Enterprise plans

To have the data split by project, click an arrow next to the client's name.

Projects report by client.

Search and filter

You can use the search and filter options to drill into your data. To filter by multiple categories at once, click the + button to add more search criteria.

Search and filter on the Projects Report

If your team is using Views, you can apply one of them for quick access to preset filters.

Using Views on the Projects Report.

Single Project Report

To see the full picture of an individual project, click on the project name in the table or use the Project is filter. It will open the Single Project Report.

Single Project Report

Export your data

Depending on your team's plan, you can export a specific data set.

  • On the Starter plan, only the Scheduled report is available.

  • The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.

Exporting Project Report data.

To export a report in CSV format, click Export in the top right corner of the page. You can choose to export the chart data or the table data.

Exporting Projects Report.

​Chart data export

The chart data export of the Projects report includes:

  • Date

  • Scheduled hrs

  • Scheduled Billable hrs

  • Scheduled Billable %

  • Scheduled Non-billable hrs

  • Scheduled Non-billable %

  • Scheduled Tentative (all) hrs

  • Scheduled Tentative (all) %

  • Logged hrs - on Pro and Enterprise plans

  • Logged Billable hrs - on Pro and Enterprise plans

  • Logged Billable % - on Pro and Enterprise plans

  • Logged Non-billable hrs - on Pro and Enterprise plans

  • Logged Non-billable % - on Pro and Enterprise plans

Table data export

The table data export of the Projects report includes:

  • Project

  • Project code

  • Client

  • Tags

  • Phase

  • Budget fee

  • Budget hrs

  • Scheduled fee

  • Scheduled cost

  • Scheduled hrs

  • Logged fee - on Pro and Enterprise plans

  • Logged cost - on Pro and Enterprise plans

  • Logged hrs - on Pro and Enterprise plans

  • Budget used % (Total Scheduled)

  • Budget used % (Total Logged) - on Pro and Enterprise plans

Additional notes

  • Projects with no scheduled or logged time will not appear in your Projects report.

  • Adding custom fields to the reports is currently not supported.

  • Float rounds to full numbers for percentages and up by two decimal points for currency amounts.

  • The People/Projects toggle in the top left corner of the Report page shows the count of currently active people/projects.

  • The project count in the table view shows all projects (both active and archived) within the report's selected time frame.

  • You can filter active/archived projects on the Report using the Project status is filter.

  • For the CSV export files, you can review the CSV formatting standards here.

  • For team-specific performance insights, check the People Report.

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