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Insights: Planned vs. Spent

This report provides insight into the progress of planned tasks.

Mark Poos avatar
Written by Mark Poos
Updated over 2 months ago

When you schedule tasks for employees, you also want to know if they are being executed. Additionally, you want to understand if (structurally) more or less time is being spent than what was budgeted for the task. The Planned vs. Spent report offers these insights.


KPIs

KPI

Definition

Number Planned

The sum of the hours that have been planned for tasks.

Number Spent

The sum of the hours that have been spent on the project, on the service, or per employee.

Value Planned

The budget value of planned tasks. This is equal to the number of planned hours * hourly rate.

Value Spent

The value of the hours spent on the project, on the service, or per employee. This is equal to the Number Spent * hourly rate.

Spent vs. Planned (%)

The ratio between the Value Spent of a task and the Value Planned, expressed in percentages.

Spent vs. Planned (Number)

The ratio between the Number Spent on a task and the Number Planned.

In this report, you can view data for tasks up to 6 months in the past.


Interactive Pivot Table
The report is an interactive pivot table. This means you can determine the aggregation level yourself by adding or removing specific fields. You do this by right-clicking.


Available Fields/Levels

  • Project leader

  • Relation and project

  • Service

  • Employee

  • Hour type

This allows you to gain insights at any of these levels, individually or combined, to see what Planned vs. Spent is.

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