Tip #7: Different types of Reports in Zoho Projects

Tip #7: Different types of Reports in Zoho Projects

This week, we shall see the different types of reports that are available in Zoho Projects and their usage. The reports that we have are...

  • Gantt chart 
  • Resource utilisation chart
  • Planned vs actual
  • Task report
  • Timesheet report
  • Project summary report 
We have consolidated and given you easy tips as to how to land quickly on these reports and make the best use of them.

Gantt chart :
A gantt chart is a visual representation of the overall status of the project in terms of time and milestones.
  • To view Gantts across all projects, go to Home >> Reports & Gantt Charts
  • To view Gantts within a specific project, go to Projects >> Your project >> Tasks >> Reports & Gantt Charts
You can choose to view the Chronology Gantt if you wish to view the status of the tasks alone. Else you can choose to view the Milestone Gantt if you wish to view the project status based on the tasks, tasklists, and milestones as well.
 
Feature availability:
  • Enterprise edition : Maximum privilege | Available within and across projects | Gantts are editable
  • Premium edition :   Restricted privilege | Available within a project only | Gantt is editable within a project
  • Express edition :    Restricted privilege | Available within a project only | Gantt is view-only within a project

Resource Utilization chart:
The Resource utilization chart helps you to know how loaded your peers are. You can plan the work items more efficiently and delegate work better with the help of this chart. 

  • To view Resource utilization across all projects, go to Home >> Reports & Gantt Charts  >> Resource Utilization
  • To view Resource utilization within a specific project, go to Projects >> Your project >> Tasks >> Reports & Gantt Charts >> Resource Utilization


Feature availability:
  • Enterprise edition : Maximum privilege | Available within and across projects
  • Premium edition :   Restricted privilege | Available within a project only
  • Express edition : NA

Learn more about the Gantts and Resource utilization charts here.



Planned vs Actual hours:
The Planned vs Actual feature helps you to measure productivity in terms of hours and understand whether the resource is ahead or behind the schedule accordingly.

  • To view Planned vs Actual within a project, go to Projects >> Your project >> Tasks >> Reports & Gantt Charts >> Planned vs Actual

Feature availability:
Available in Enterprise and Premium editions only.

Task Report:
Get a bird's eye-view of the open and closed tasks in your project based on owner, milestones, and priority in Task Report.

  • To view Task Report within a specific project, go to Projects >> Your project >> Tasks >> Reports & Gantt Charts >> Task Report

Feature availability:
Available in all editions. 


Timesheet report:
It is possible to export timesheets within and across all projects in XLS and CSV formats.
  • To export timesheets within a project, refer here.
  • To export timesheets across all projects, refer here.
You can also export these reports to a PDF file by selecting the Export to PDF option.

Feature availability:
Available in all the paid editions.


Project summary report:
  • Navigate to the project dashboard and click the project progress bar to your right.
  • The colorful bar graph representation gives a clear picture of the planned, logged and the overrun hours for all your tasks.

Feature availability:

Available in all editions.


Hope these tips help you spot the reports easily. Send in your queries by commenting below.

Thanks,
Kiruthika V.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Tip of the Week: Task Sorting

        I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).
      • Tip # 3 - Follow And Add Followers To Your Project Modules

        Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on  'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal
      • Tip of the Week: Task Dependency (Duration in Hours)

        I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the
      • Tip of the Week: Task Dependency

        Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent
      • Tip of the Week: Drag and Drop option in Calendar

        As the thoughts flow in your mind, you plan the tasks, provide duration and assign users. While you go through the calendar later, you feel that a couple of tasks should needs to be postponed by a couple of days. Do you navigate to the Tasks & Milestones section and change the task duration? is the question I have for you. In case of YES, I would say that the task duration can be changed from the Calendar module itself. All you need to do is: Drag the task bar and Drop it on the required date. Note:

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方