Quarterly Summary by Project

This document provides a comprehensive overview of how to access and interpret the Quarterly Timesheet Summary reports within the OfficeSeries application. These reports offer insights into the total hours logged per project, broken down by quarter.

A step-by-step guide to accessing and understanding the project timesheet quarterly summary report in OfficeSeries

Step 1: Accessing quarterly summary reports

  • Users must sign in to the OfficeSeries application.
  • Navigate to the "Timesheets" section from the dashboard or through the navigation menu.
  • Locate the "Timesheet Reporting" card within the Timesheets section.
  • Click on "View Report" on the card to access the reporting options.
  • From the available options, select "Quarterly Summary by Project" to proceed with generating the report.

Step 2: Viewing the report

  • The Quarterly Timesheet Summary page displays the total hours for each project based on the quarter.
  • Reports are automatically generated for the current year but can be adjusted to view previous years if needed.

Step 3: Interpreting the report

  • The report is organized by quarters, with each project listed under the relevant quarter.
  • For each project, the report shows:
    • The quarter and year.
    • The name of the activity or project.
    • The total hours logged for that activity or project within the quarter.
  • A summary row provides the total hours logged across all projects for each quarter.

Step 4: Exporting the report

  • After reviewing the report, you can export it for further analysis or record-keeping.
  • Look for the "Export" or "Download" button on the report page.
  • Select the desired format for the export (e.g., PDF, Excel, CSV) and proceed to download the report.

Step 5: Utilizing the report

  • This report is valuable for project managers and team leads to assess work distribution and project progress over the quarter.
  • It can also be used for billing purposes, resource planning, and performance evaluation.

Notes

  • The Project Timesheet Quarterly Summary Report is a powerful tool for managing project hours and ensuring efficient resource allocation.
  • Users are encouraged to regularly review these reports to stay informed about project progress and team productivity.

Summary

This guide outlines the steps to access and understand the quarterly distribution of work hours per project within the OfficeSeries application. By leveraging these reports, users can gain valuable insights into project performance and team workload over time.

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