Articles

Is there a way to add an expense to a task?

There is not a way to add an expense directly to a task, but there is one option that usually accomplishes the goal. When adding an expense there is a note field. The note field can be used to reference the task. If you need to track the person that the expense is associated with […]

Gantt chart tips & tricks

If you are new to Gantt Charts (checkout Wikipedia for a history of Gantt charts), a Gantt chart is a visual representation that shows how a project is meant to unfold. A Gantt chart is primarily a planning tool as opposed to a doing tool. A Gantt chart visually shows who is working on what […]

Using the Project Activity report to review and edit time

Intervals allows you organize and run reports on your time in an infinite number of ways. However, this freedom to track time how you want means that there are few constraints. So, how do you make sure your team is tracking their time as instructed? Running a Project Activity report by task is one of […]

Using the Crosschart report to review time

Intervals can track time many different ways and tries not to place too many constraints on the time tracking process. So, how do you make sure your team is tracking their time as instructed? The Crosschart Report is one of three different methods we typically recommend to our customers who want to review their team’s […]

How do I share a saved report with my team?

When running reports there is an option at the bottom of the report to save the report. Saving a report saves the parameters that were used to generate the report. Saved reports allow you to quickly run your favorite productivity reports by client, person, project, etc. with a single click. Saving a Report For administrator […]

Is there a Gantt chart?

There is. In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to […]

How do I use the Task Snapshot Report?

The Task Snapshot Report can generate many different views into your tasks using the “View by” filter to segment your data, and the “Filter options” section to control which clients, projects, etc, should appear. The “View by” filter controls how the tasks are segmented along the vertical axis. For the horizontal axis, you have the option of selecting start date, […]

Is there an expenses report?

Intervals does include an Expenses Report. It is available in the reporting section and via the links on the Project Dashboard. The report can be exported to a spreadsheet program, emailed or exported to PDF like most of the reports. Accessing from the Reports menu: Accessing from Project Dashboard: The report can be run for […]

Can I add a cost rate per person and per client?

The intent with Intervals is to track the client facing total as opposed to an internal cost total and Intervals is light on accounting functionality in general. There is not a way to enter a cost rate and a client facing rate at this time. Data can be exported and the rates modified to apply […]

Can I run a report that shows hours by task status?

There are a couple of options on this front. The task listing itself can be used to filter tasks by a desired status. Click here for an example of what that looks like. This will show the estimated and actual hours for the tasks as well, but there will not be a breakdown of the […]

How do I use the Project Landscape report?

The Project Landscape Report is probably the most comprehensive high level report and you can view by both task estimates and the project estimates. It can be run on one or all clients and contains different tabs showing different detailed information. Basics Tab Time Tab This tab will show all estimated and actual hours across […]

How does Outstanding Balances work?

In Intervals, the definition of an outstanding balance is having done more work (billable hourly work plus any project fees) than you have been paid for.  It is a basic calculation that looks at the total amount of billable work compared to the total amount of payments for the project: The same information is available on […]

How do I use the Crosschart?

The Crosschart report enables you to customize the x and y axis and it is a good report to retrieve hi-level information. The default is person for the x-axis and project for the y-axis but the combinations that can be generated are plenty. If you are a fan of cross tabbing, this report is for […]

How do I use the Break It Down Report?

The Break It Down Report shows billable vs. un-billable hours with the standard report filtering on the left. This report was a popular request from customers who quickly wanted to see how billable time and internal time were related. In addition to the standard filters, this report has an option to view by a time […]

How do I use the Summary Report?

The Summary Report resembles a time sheet. If you are hoping to have the formatting look like the time sheet itself the summary report may be a good candidate since it contains almost identical information to the time sheet.  This is helpful if you need to pass data from Intervals into an external system (payroll, accounting, […]

How do I use the Periscope Report?

## Update ## The Periscope report has been replaced by the Gantt chart. Please visit this Gantt chart help resource to learn more about the Gantt chart. The Periscope Report is a data visualization tool that displays tasks in a similar fashion to a Gantt chart. There are no dependencies, but this is due to Intervals […]

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