Reports on project details and time lines
SECURITY Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
Standard reports
Project detail print view
Required Permission |
Security level with access to Reports > Projects category and Project type view permission |
Path |
> Reports > Report Categories > Projects > Projects section |
Description |
A printable view of all project pages, including summary, schedule, issues, team, charges, notes, rates, calendar and attachments. The phases and tasks are sorted by start date and time. If multiple tasks start at the same time, they will be sorted by create date and time. |
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What's Due
Required Permission |
Security level with access to Reports > Projects category and View Projects permission |
Path |
> Reports > Report Categories > Projects > Tasks section Open a project > Related Reports > Project Schedule Reports |
Description |
Displays project tasks that are due on the specified date. Select from a one day or one week view. |
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Project hours by resource and month
Required Permission |
Security level with access to Reports > Projects category and view Project type permission. |
Path |
> Reports > Report Categories > Projects > Projects section |
Description |
Project hours by resource for a selected year, broken out by month. |
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Daily Status
Required Permission |
Security level with access to Reports > Projects category and View Projects |
Path |
> Reports > Report Categories > Projects > Tasks section Open a project > Related Reports > Project Schedule section |
Description |
Displays work done on tasks by resources assigned to those tasks. Select from one day or one week view. |
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Schedule Summary
Required Permission |
Security level with access to Projects |
Path |
Open a project > Related Reports > Project Schedule section |
Description |
Displays the complete list of Project Phases and Tasks as per the project schedule. |
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Schedule Detail
Required Permission |
Security level with access to Projects |
Path |
Open a project > Related Reports > Project Schedule section |
Description |
Displays the complete list of Project Phases and Tasks as per the project schedule with additional details like Task Status, Resources assigned to the Task, Task Start Date and End Date. |
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LiveReports
Overdue project summary
Required Permission |
Security level with access to Reports > Executive category (assigned to default System Administrator and Manager security levels) Or published to your security level, department, or directly to you |
Path |
> Reports > Report Categories > Executive > Projects section Or LiveReports list in "published to" category tab
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Description |
This summary report shows all active overdue projects with summary of actual vs estimated hours and charges for quick review of each project. |
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Project summary
Required Permission |
Administrator or Manager security level. May be published to other security levels, departments, or resources.
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Path |
Open a project > Related Reports > Project Financials Reports section > Reports > Projects tab > LiveReports
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Description |
This report shows actual vs. estimated hours summary for all 'active' projects started within a specific date range. |
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Back to project-related reports