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Report: Budgeted Hour

Last update: Mon Feb 05 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

When you want to share Budgeted Hour information with other users who do not have access to the Resource Planner, you can do so by building a Budgeted Hour report. You can then share the report with them.

IMPORTANT
Budgeted Hours are normally updated every hour (infrequently, it may take a maximum of three hours) in the Adobe Workfront database. Refreshing the report does not necessarily refresh the hour information in it. You can view the time lapsed since the last update in the upper-right corner of every Budgeted Hour report. Refreshing the report refreshes the information in it only when there has been more than one hour since the last update.
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Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*
Plan
Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Build a Budgeted Hour report

  1. Click the Main Menu in the upper-right corner, then click  Reports.

  2. Click  New Report > Budgeted Hour.

    The default view is applied to the report.

  3. (Optional) To make the report easier to read, click the Budgeted Hours column, then Switch to Text Mode, then change the

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    valuefield

    line to

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    valueexpreesion

    and enter the rounding expression.

    This rounds the number of Budgeted Hours to a number of decimals that you specify.

    For information about how to round a number in Workfront, see the article Overview of calculated data expressions.

  4. (Optional) Click Add Column to add additional columns.

  5. (Optional) To make the report easier to read, we recommend that you add a grouping to it. We suggest the following grouping:

    Click the Groupings tab, then do one or several of the following:

    1. Click  Add Grouping and start typing “Project Name”, then select it when it appears in the list.
    2. Click Add Grouping and start typing “Job Role Name”, then select it when it appears in the list.
    3. Click Add Grouping and start typing Allocation Date, select it when it appears in the list, and then select the timeframe you want to group by from the Group Dates by field.

  6. (Optional) Click  Filters to add filters to the report.

  7. (Optional) Click  Chart to add a chart to the report.

  8. Click  Save + Close.

Review the Budgeted Hour report

The following information is available in the Budgeted Hour report by default:

Project
This is the name of the project associated with the Budgeted Hour.
Job Role
This is the name of the job role associated with the Budgeted Hour.
User
This is the name of the user associated with the Budgeted Hour.
Alloc. Date

This is the Allocation Date. It is the first day (a Sunday) of the week for which you budgeted the hours.

Tip:

If a week spans for two months, this generates two rows in the report: one corresponding to the first day of the week (the Sunday of the week which is during the first month), and a second one corresponding with the first day of the second month (and which could be any day of the week.)

For example, if you budget 8 hours for a user for the week of June 30 (Sunday) - July 6 (Saturday), the two rows show an Allocation Date of June 30, and July 1.

Bud. Hours
These are the Budgeted Hours allocated to the User in the Resource Planner.
Pln. Bud. Hours
These are the Budgeted Hours allocated to the Job Role or the Project in the Resource Planner.
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