Planned vs Actual hours | Online help | Zoho Projects

Planned vs. Actual hours for tasks

Businesses need to continuously keep track of project costs to not only validate their plans, but also to ensure that project costs do not escalate. The Planned vs Actual report in Zoho Projects helps businesses compare their planned costs against the actuals. The report also displays the planned work hours against the actual time spent on tasks. The difference between the two can be used to check if the project is on track.

The Planned vs Actual report is available both at a portal level and at a project level.

Use-cases 

Construction: A site engineer has planned to complete the excavation of the project site within two days. If the excavation is completed within the stipulated time, the site engineer can track the difference in time and can specifically allocate the required time for similar tasks. 

Software development/ IT: The manager assigns an issue to be fixed to a developer and allocates a week's time to fix the issue. However, if the developer takes more than a week's time to fix the issue, the difference between the planned and actual hours taken can be viewed using this report.
 
HR: Time plays a key role in the written round of an interview process. When a program can be solved in half an hour, and if the candidate takes more than an hour to solve it, the difference can be looked into by the interviewer with this report. 


Benefits
  1. Allows users to identify project inefficiency.
  2. Users can be assigned tasks based on accurate time estimates.
  3. Keep track of the tasks ensuring on-time project delivery.  

  • Global Planned vs Actual Report is available in user based Enterprise plan.
  • Project Planned vs Actual Report is available in Premium and Enterprise plans.

Global Planned vs. Actual Report

View planned vs actual hours report of all users across all projects.

  1. Navigate to Reports in the left navigation panel.
  2. Select Planned Vs Actual from the drop-down.
  3. View the planned vs actual report for users by the week.
    You can change it to month view using the filter option. You can also filter the report by project groups, project name, users, and task status.
  4. Click on a user to view hours logged for individual tasks.
    1. The difference between the planned and actual hours is prefixed with a plus (+), if the planned hour is more than the actual hour.
    2. The difference between the planned and actual hours is prefixed with a minus (-), if the planned hour is less than the actual hour.
  5. Click on a task to view its details.
  6. Export the current view to an xls if needed.

Project Planned vs. Actual Report

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Click Reports in the top band.
  3. Click the Planned vs Actual from the drop down.
  4. You can view the planned vs. actual hours for the project users and their respective tasks in the selected project. Click on the project user to expand and view the individual tasks.
    • The difference between the planned and actual hours is prefixed with a plus (+), if the planned hour is more than the actual hour.
    • The difference between the planned and actual hours is prefixed with a minus (-), if the planned hour is less than the actual hour.
    • You can change it to month view using the filter option. You can also filter the report by user and task status


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Gantt chart

                                                                                                                Gantt Chart A Gantt chart is a visual representation of the project schedule. It displays information about task progress, the task owner, the task status, and other task-related data. Access Gantt Chart Tap the hamburger icon at the top-left corner. ...
                                                                                                              • Manage Tasks

                                                                                                                Set reminders, log hours, and manage work hours effortlessly. Import and export tasks, and reopen completed tasks when needed. Task ID Tasks and issues will have an auto-generated unique ID with a prefix. Unique IDs are efficient to track, identify, ...
                                                                                                              • Gantt Chart View - Tasks

                                                                                                                Gantt charts are visual representation of activities on a timeline. This allows project managers to have an overview of the tasks and help understand the sequence to be followed. It also helps users to understand the dependencies between various ...
                                                                                                              • Zoho Analytics for Projects

                                                                                                                The Zoho Projects Advanced Analytics powered by Zoho Analytics, our online reporting & business intelligence service, allows you to slice and dice your projects data. Packed with 50+ ready made reports and dashboards that assist you in tracking and ...
                                                                                                              • Tasks

                                                                                                                Tasks listing page Within the task listing page, you can perform the below actions. Add Tasks Click the icon at the top right to add new tasks to the project. Group and Sort Tasks Click the icon at the top. Tap on Sort. Select a group by criteria. ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources