Project reporting

Open a project to see how its rostered work is tracking — total cost, hours, variance, and budget — across stat tiles, charts, and per-staff tables. This guide covers the reporting page.

Who this is for

Owners and managers using the Shiftly web platform.

Before you start

• Open Projects (or whatever you've named the feature), then select a project to open its reporting page. See Projects.
• Reporting reflects rostered shifts and approved timesheets tagged to the project.

Read the report

Use the date range at the top (This week, This month, All time, a custom range, and more) to scope everything on the page, and Export to download the figures as a PDF or CSV.

Stat tiles

• Total cost — labour cost for the project from approved timesheets.
• Budget remaining and Profit margin — shown once a budget is set on the project (budget minus cost, and the remaining margin). Until then they show Set budget, which links to the budget field.
• Actual hours — hours actually worked, excluding breaks.
• Hours variance — scheduled minus actual hours (negative means less was worked than scheduled).
• Staff — the number of people who logged time on the project.

Charts

• Budget burn-down — cumulative labour cost over time, by day or week.
• Cost by staff — how labour cost is split across the team.
• Scheduled vs actual — planned hours against actual hours for each day or week.

Tables

Switch between By staff (each person's scheduled hours, actual hours, variance, and cost) and Timesheets (the individual timesheets behind the totals).

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