Budget reports break down project and financial data into timed phases. The Task Snapshot report reports time-phased data at the task level to provide:
- Cost and revenue projections for a certain time period for specific tasks
- Forecasting workload requirements for specific tasks by various categories (e.g. resource type, etc)
Create a Task Snapshot Report
In the Reports home of Project Insight, Task Snapshot is the fourth option under Budget reports:
Click the Create Task Snapshot Report button to get started
Display & Filter Options
Filter for the desire Task results
Like all reports in Project Insight, you first narrow down which types of tasks you want to see from the following filtering criteria:
- Date Range Options filter out projects that fall within certain date ranges
- Time & Expense Entries narrows the results related to the tasks' labor & materials
- Project Types & Status can narrow by Active Projects, specific projects, etc.
Special Filtering Options for Tasks
Report Types are super powerful for dynamic reporting.
In the example below, if you choose "Tasks I'm Assigned To" the report will filter based on who runs the report.
If Jill runs the report, she'll see tasks she's a on, and if Joe runs the report, he'll see his tasks, etc.
What information do you want to know about those projects?
The next set of options asks which data fields are important to you.
Group By / Sub Total Options sort order, roll-up information, and organize your results.
Using the Columns tutorial is already in the Page Display Options article, but these columns are every possible reportable field in Project Insight. Some are entered by the user and others are calculated.
When you're finished, run the report to see the results:
The gray bar highlights the values for each project.
Use the triangle carats to expand and collapse according to your Group By selections.
Quick Tip: Use the Tools icon to expand/collapse rows all at once:
Save, Share & Schedule
Continue reading the following articles for using the options at the bottom of ALL reports: