The Planned Assignment Details report provides a detailed overview of all planned assignments, broken down into hours per day or per month. This shows you exactly which hours are planned, where, and when.
The report shows planned assignments in the future as well as past assignments up to 6 months back.
Report structure
At the top is the filter bar; below that, the Total value per month chart and the Detail view (the table).
Total value per month
Displays the total planned value per month, so you can see how the planned value is distributed across months.
Detail view
The table shows all planned assignments, broken down into hours per day or per month. Use Columns to choose which columns are visible and Export to download the data.
Table columns
KPI's
KPI | Description |
Hours planned | The number of planned hours. |
Hourly rate | The selling rate that applies to the planned hours. |
Value planned | The value of the planned hours (hours × hourly rate). |
Dimensions
Date planned
Employee
Relation
Project
Project number
Service
Invoice method
Hour type
Assignment
Project category
Detail level: per day or per month
Assignments are broken down into hours per day or per month.
Example (per day): an employee has a schedule of 8 hours per day, Monday through Friday. A 10-hour assignment is planned for this employee with one week to complete it. The automatic distribution is 2 hours per day, so in the detail view the assignment is split into five rows: Monday, Tuesday, Wednesday, Thursday, and Friday, each with 2 hours.
Filters
Use Add filter to add filters; use Reset filters to clear all filters.
Dimensions
Period
Team
Employee
Relation
Project
Project number
Hour type
Status
Invoice method