Report

Build a printable staffing report from blocks, each over its own range, then print it or save it as a PDF.

The Report page is a staffing report you put together from blocks. Each block shows one thing, like the schedule or hours by person, over its own range. Blocks print in the order they're listed, and you can use the same kind more than once: hours by person for the next two weeks and again for the next three months.

The block list is saved with the plan, so everyone who opens the plan, and its snapshot links, sees the same report.

The default report #

A plan starts with these blocks, each over Next month: Page one, This week's plan, Burn, Schedule, Deadlines, Hours by package, Hours by person, PTO calendar, Who's on what and Checks.

Start over puts the default list back after you've changed it.

The blocks #

Page one: the range at a glance. Each package, what it works toward and who's on it, then deadlines landing and who's away.
Schedule: the Staffing page's chart as a Gantt: package deadlines, the chart's schedule tasks and their dependencies.
Hours by person: each person's booked hours per week, then their packages. Time off is purple.
Hours by package: each package's booked hours per week, then who's on it.
Deadlines: packages due or worked in the range, with work left against hours staffed.
PTO calendar: who's out, day by day, month by month.
Who's on what: each person's packages, tasks and dates out.
This week's plan: the Micro details cards for this week, each person's packages day by day.
Burn: hours left, stepping down week by week from the project start, and when they run out.
Checks: problems, overbooked weeks and warnings. See Checks.

Add a block #

Click Add block ▾ and pick one. It goes at the end, over Next month.

Change a block #

Each block has a bar above it (on screen only):

Range: Next 2 weeks, Next month, Next 3 months or Full project. Short ranges show days; longer ones show weeks. This week's plan always covers This week, Burn the Whole project, and Checks Now.
With schedule chart: draws the Staffing chart inside the block's own table. Only on Hours by person, Hours by package and This week's plan.
New page: when printing, the block starts a new page. The first block always starts the report.
↑ and ↓ move it. Duplicate adds a copy right after it, ready for another range. Remove takes it out.

On Page one, All tasks lists every task of the linked schedule under way in the range; Chart's tasks lists only the ones picked for the Staffing chart.

Focus the report #

The view bar's package and people apply to every block. People not in focus are left out, and the report says so. The view bar's weeks setting doesn't apply: each block has its own range.

Burn options #

On screen, the Burn block has its own controls:

In the burn: untick a package to leave it out of the total and the table.
A chart for each package adds a small chart per package.
Budgets counted on: the date the package hours were counted, like an ETC's date. Hours booked since then come off what's left.

Each package's Spent to date shows on the chart, before today. See Packages and deadlines.

Title note and text size #

Note under the title: a line under the report's title, like "For the Monday PM meeting".
Graphics ▾: sizes for Headings and Table & body text: Small, Normal or Large.

Names, level codes and month lines follow Show ▾ in the view bar.

Print or save a PDF #

Click Print / PDF on the Report page, or Export ▾ then Print / Save as PDF. The report prints landscape. Pick the paper size in the print dialog, or choose Save as PDF there.

A snapshot keeps a frozen copy of the linked schedule's tasks for the next three months, so a snapshot link's report still lists them. See Snapshots.