Project Estimates Worksheet

The Project Estimates Worksheet report provides details regarding project estimate dates and hours as well as budget and actual amounts to help you keep projects on track. Managers can use this report to review project planned versus actual dates and hours for clients. This report can also include estimates.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

  • Security group profile > Functional rights > Reports > Shared Library > Shared Views
  • Security group profile > Functional rights > Reports > Firm Library > Custom
  • Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
  • Security group profile > Functional rights > Reports > Firm Library > <report name>
  • Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Reports in Foundation that are Comparable

In Practice Management, the comparable report is Project Estimates Worksheet. In Practice Advantage, the comparable report is Task Scheduling.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option Setting Description

Show Workstep/Assignee

List

Displays the workstep and the staff assigned to it. The options are Worksteps Only, Worksteps and Assignees, and None.

Show Start Dates

List

Displays the start dates for the project/workstep. The options are Actual Only, Planned Only, Both, and None.

Show Finish Dates

List

Displays the finish dates for the project/workstep. The options are Actual Only, Planned Only, Both, and None.

Show Milestone Date

List

Displays the selected milestone date. The options are No Selection or any milestone date set up in Workstream Lists.

Default Filters
Field Name Operator Value

Actual Hours (Project)

>=

0

Actual Hours (Workstep)

>=

0

Actual Hours (Staff)

>=

0

Project Status

=

ALL

Workstep Status

=

ALL

Optional Filters
Available Fields

% Complete Per Budget (Staff)

Project Bill Manager

Project Original Due Date

Actual Finish (Project)

Project Budget Hours

Project Original Planned Finish

Actual Hours (Project)

Project Business Unit

Project Priorities

Actual Hours (Staff)

Project Complexity

Project Prospective

Actual Hours (Workstep)

Project Delivery Method

Project Region

Actual Start (Project)

Project Extension 1 Date

Project Status

Budget Hours (Staff)

Project Extension 2 Date

Project Team

Client

Project File Holder

Project Template

Last Entry Date (Staff)

Project Frequency

Project Type

Last Entry Date (Workstep)

Project ID

Roles

Milestone Date

Project Missed Date

Staff

Planned Finish (Project)

Project Name

Status Date

Planned Start (Project)

Project Office

Works from the Pool

Project

Project On Hold

Workstep

Project Actual Hours

Project On Hold as of Date

Workstep Status

Grouping
Available Fields

Client

Project Frequency

Project Template

Milestone Date

Project ID

Project Type

Project

Project Office

Roles

Project Business Unit

Project Region

 

Project File Holder

Project Team

 

Sorting
Available Fields

% Complete Per Budget (Project)

Actual Start (Project)

Planned Finish (Workstep)

% Complete Per Budget (Workstep)

Actual Start (Workstep)

Planned Start (Project)

Actual Finish (Project)

Budget Hours(Project)

Planned Start (Workstep)

Actual Finish (Workstep)

Budget Hours (Workstep)

Project ID

Actual Hours (Project)

Last Entry Date (Project)

Project Name

Actual Hours (Staff)

Last Entry Date (Workstep)

Staff

Actual Hours (Workstep)

Planned Finish (Project)

Workstep

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field Description

Client

The client the project is associated with. The format is Client Name (Client ID.Sub ID)

Project Name

The project name.

Workstep

The workstep that is assigned to the project. The format is Workstep (Workstep ID).

Staff

The staff that is assigned to the workstep. The format is Staff Name (Staff ID).

Actual Start

The date the project or workstep actually started.

Planned Start

The planned start date of a project or workstep.

Actual Finish

The actual finish date of a project or workstep.

Planned Finish

The planned finish date of a project or workstep.

Actual Amounts The WIP amount worked on the project or workstep.

Actual Hours

The number of hours actually worked on a project or workstep.

Last Entry Date

The date of the last entry in the project or workstep.

Milestone Date

The milestone date that you selected in the options and settings area in the report options for the project.

Budget Amounts The budgeted amount for the project or workstep.

Budget Hours

The budgeted number of hours for the project or workstep.

% Compt per Budget

The actual hours divided by budget hours.

Project Estimates Worksheet Sample Report