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Gantt chart tips & tricks

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 reschedule your […]

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. It provides an overview of each project including total time, estimated and actual budgets, and task and milestone counts. It can be filtered by any and all clients and splits each overview into its own tab.. Basics Tab Basic information for each project, […]

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 […]

How do I use the Project Activity Report?

The Project Activity Report is one of the most detailed reports available and because of this, it is popular for cases where you need to show accountability to your clients. Two extra options appear in this report. The first is an option for billable/un-billable time. By default, it displays both, but there are other options […]

How do I use the Trends Report?

The Trends Report is a useful tool for project management time tracking. It is great for rendering seasonality, especially if you bill for your time. Here are some questions which this tracking and trending report helps you answer: How many billable hours do we have per week? What are our average billable hours per week? Are […]

How do I use the Mr. Pie Chart Report?

The Mr. Pie Chart Report allows you to slice and dice the data in many different ways. It is a great tool for high level data segmentation. First, start by selecting a “View by” option. In this case, the report is run by person and Current Quarter from the Custom Date Range drop down. Like […]

How do I email a report to my team or client?

To email a report, first run the report and then click on the email icon in the upper right corner of the page to use the “Email this page” function: When you email a page, or any report, the contents of the email are the body of the page, excluding the left column and header navigation. […]

How do I export into a third party payroll system?

With Intervals all data can be exported in CSV format.  If you need to pass data to a payroll system we recommend running a report and exporting the data to CSV. The Summary Report is the best candidate because the formatting is very similar to a time sheet. After the report is run, click on the […]

What is the best report to show estimated vs. actual hours?

There are three different ways you can view your estimated vs. actual hours.  One way is navigating into a project, then selecting “estimated vs. actual” in the left hand column.  There is an option to toggle the estimated vs. actual by task.  For example: Another option is the task listing itself.  A filter can be […]

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