Report Calculation Settings

Report Calculation Settings

With the legacy and new reports templates, they are based on preformatted calculations.  So what does that mean? Well, each template had various metrics of specific filters, elements, calculations and conditions that produced a report. The Report Calculations Setting section allows to you change those metrics.

For example, any templates associated with Scheduled Time Handling will capture the calculation metrics of Scheduled Time and Approved Time. There are other options that you can choose from. You can choose to include or indeed exclude Pending and Rejected Time. So, it’s here within the Report Calculations Settings section that you can select and alter the metrics that will default within reports.

How to alter the Report Calculation Settings

Within each report template, you have the opportunity to alter the calculation metrics within Report Calculation Settings. To note, you can also alter the data captured via the Report Builder. And then alternatively by selecting Edit from the Report Toolbar. However, to alter the templates on a permanent basis you will need to make changes within the Report Calculation Settings page.

How to access the Report Calculations Setting?

Login to Hub Planner. Navigate to Settings to locate the Report Calculations Setting section.

1. Settings
2. Scroll to Account Settings
3. Select Calculations

What changes can I make?

There are 7 options at present available to you in order to alter the report calculations settings.

1. Scheduled Time Handling
2. Reported Time Handling
3. Project Status Handling
4. Resource Status Handling
5. Event Time Handling
6. Unassigned Time Handling
7. Display Projects & Resources with no time in Reports

Scheduled Time Handling

Settings allows you to predetermine the type of scheduled time is captured within reports and indeed the project budget panel.

Which types of scheduled time should be used when displaying scheduled time or where scheduled time is used in calculations such as spend. This can be overwritten in the template report builder.

The options available are:

1. Scheduled Time
2. Approved Time
3. Requested Time
4. Rejected Time

Reported Time Handling

Reported Time Handling allows you to alter the various types of reported time being calculated.  Tick and choose from the options to save your report calculation settings. Reported Time types selected will also appear within the project budget panel.  Also, note that the Report Builder provides the basis to override the Report Calculation Settings.

Which types of reported time should be used when displaying reported time is used in calculations such as spend. This can be overwritten in the template report builder.

The options available are:

1. Unsubmitted Time
2. Submitted Time
3. Pending Time
4. Approved Time
5. Rejected Time

Project Status Handling for Resources

There are options to include the various types of project statues to be captured for reports. For example, Resource Reported Time template is defaulted to include all Active projects.   There are the options here within Report Calculation Settings to add or remove. Once within a template the option to alter the calculation metrics is available from the Report Builder.

When Project statuses should be used by default when displaying Resource time or where time is used in calculations such as Resource spend. This can be overwritten in the template report builder.

The options are:

1. Active Projects (by default)
2. Pending Projects
3. Planned Projects
4. Floating Projects
5. Archived Projects

Resource Status Handling for Projects

The report calculation settings allows for the types of resource statuses to be included within the report metrics.   For example, Scheduled Project Time captures any Active resources. There are 3 resource statuses that are all selected by default.

When Resource statuses should be used by default when displaying Project time or where time is used in calculations such as Project spend. This can be overwritten in the template report builder.

The options are:

1. Active Resources
2. Non Bookable
3. Archived Resources

Event Time Handling for Resources

Events such as sick leave, not available, whichever your event types are. Settings allows you to include or exclude the time reports. If ticked, all event time will be included by default. Subsequently, any scheduled event time data is included when producing reports. You will also see the data reflected in the project budget panel.  For example, Resource Spend or Resource time.

Should Event time be used by default when displaying Resource time or where time is used in calculations such as Resource spend. This can be overwritten in the template report builder.

Unassigned Time Handling

You have the option to decide whether to include any unassigned time when producing reports. The unassigned time is encompassed by default if ticked. Once within a template the option to alter the calculation metrics is available from the Report Builder.

Should Unassigned time be used by default when displaying Project time or where time is used in calculations such as Project spend. This can be overwritten in the template report builder.

Display Project and Resources with no time in Reports

Do you want reports to display any projects and resources without any time earmarked to them? For example, generating a report of Active Projects for this quarter. You can decide to include active projects without any scheduled time allocated to them. Utilize the report builder to edit this or any report calculation settings. Alternatively, you can also use the report toolbar to make any alterations what is captured within the report metrics.

By default display projects and resources which have no time for the queried date range. (in report templates which can show all)

Further Reading

• Reports Feature Page
• Reports Press Release Blog Post