Table of Contents
Overview:
Overview:
Managing multiple client projects can present challenges that require careful tracking of clients, projects, resource allocations, and timesheets. To simplify this process and gain valuable insights, Keka PSA offers a solution through its Reports section. In this article, we will delve into how to effectively leverage the Reports section in Keka PSA to streamline project tracking, enhance resource management, and make well-informed decisions.
To access the Reports section, simply go to the Project and open the Reports under the Analytics tab.
Let's dive into the various sections of the Reports tab to discover how they can streamline project tracking and reporting processes.
Clients & Project Reports:
The Clients & Project Reports section provides a range of reports that can enhance project management and resource allocation. Here is a summary of the available reports in this section:
1. Client Details: Gain insights into clients within a selected period, including their contact information and relevant custom fields.
2. Project Details: Access specific project details within a chosen period, including project-specific information and custom fields.
3. Project Details With Custom Fields: Get a comprehensive view of project details along with any defined custom fields.
4. Client Details With Custom Fields: Obtain a detailed overview of clients, including custom fields linked to their profiles.
5. Project Health Timeline: This report tracks the changes in project health parameters on a day-to-day basis, enabling effective project management and risk mitigation strategies.
6. Task Info: View task-related details such as start and end dates, task stages, and billing types for selected projects and clients.
7. Milestone Info: Track milestone progress across projects, clients, billing types, and completion statuses within a specific timeframe for comprehensive project management insights.
8. Client Contacts: Access contact information for all contacts associated with the chosen client.
9. Project Manager Privileges: Understand the specific privileges and permissions assigned to project managers for a selected project.
10. Project Resource Allocation Summary: Gain visibility into employee assignments for selected projects and clients, aiding in effective resource allocation management.
11. Non-Billable Resources: Identify employees assigned to billable projects but with a billing rate of '0', enabling you to address any billing discrepancies.
12. Unassigned Resources: View details of employees without a project assignment and timesheet enabled, helping you track available resources effectively.
Project Work Hours:
The Project Work Hours section offers a variety of reports that provide a comprehensive overview of work hours related to projects, departments, clients, resources, tasks, and timesheets. Here is a summary of the different reports available in this section:
1. Department Work Hours Summary: Shows the total work hours of the selected department during the specified period, allowing you to monitor and analyze department-specific work hours.
2. Project Work Hours Summary: Displays the total work hours for the chosen project within the selected period, helping you evaluate project efforts and track progress.
3. Client Work Hours Summary: Highlights the total work hours of the selected client within the specified period, enabling you to analyze work hour distribution across different clients.
4. Employee Work Hours Summary: Provides insights into the work hours of employees associated with the selected client during the chosen timeframe, aiding in understanding individual workloads and productivity within client-specific projects.
5. Task Work Hours Summary: Provides details of all tasks and their corresponding work hours within the chosen period for the selected project, assisting in monitoring task progress and identifying areas for improvement.
6. Task-Wise Resource Work Hours Summary: Shows the work hours of resources assigned to specific tasks within the selected projects and timeframe, helping in resource allocation and optimizing task assignments.
7. Cummulative Resource Work Hours Summary: Presents the work hours of all resources within the specified period, offering a comprehensive view of resource productivity and utilization.
8. Timesheet Hours with Shift, Leave & Holidays Summary: Displays details of resources' timesheet hours, including shifts, leaves, and holidays, within the chosen period, aiding in tracking attendance, leave management, and resource availability.
9. Client-Wise Resource Work Hours Summary: Offers an overview of resources' work hours within the chosen period for each selected client, facilitating evaluation of resource utilization across different clients.
10. Project-Wise Resource Work Hours Summary: Shows the work hours of resources dedicated to the selected project within the specified period, assisting in analyzing resource allocation and project-specific workloads.
11. Daily Time Entries: Allows access to timesheet entries for any specific day under the required project or client, providing a detailed breakdown of work hours logged on a daily basis.
12. Employee Tasks Summary: Provides task details of employees associated with the selected project and client within the chosen timeframe, aiding in monitoring individual task assignments and progress.
13. Employee Time Entry Details: Offers detailed timesheet information for employees within the selected period, giving a comprehensive overview of individual work hours and task allocations.
14. Shadow Resource Work Hours Summary: This report provides a summary of billable hours logged and estimated billable amounts for a shadow resource assigned to a parent project, offering insights into resource utilization and project costs.
15. Employee Time Entry and Time Off Breakdown: Gain visibility into task hours, as well as leave, weekend, and holiday hours for your resources, giving a comprehensive overview of their total work hours and availability.
16. Timesheet Attendance Summary: Presents attendance and timesheet entry details for any employee within the specified period, helping track attendance records and analyze timesheet entries.
17. Employees Using Timer for Timesheet: Displays timesheets within the selected range that have running timers enabled, aiding in monitoring real-time work progress and ongoing timesheet entries.
18. Employee Time Entry Status with Time Off Details: This report provides a comprehensive overview of resource timesheet hours, including time off for leaves, holidays, and weekends. Use this report to monitor resource productivity, pinpoint any potential obstacles, and ensure projects stay on schedule.
Billing and Invoice:
The Billing and Invoice section offers various reports and summaries to help track and analyze invoiced hours, expenses, and invoices. Here is a summary of the different reports within this section:
1. Project Resource Invoiced Hours Summary: Displays the invoiced hours for resources assigned to projects within a selected duration, allowing you to track the amount of time invoiced for each project and resource, providing insights into resource utilization and project costs.
2. Project Invoiced Expense Summary: Presents the invoiced expenses associated with a selected project during a specific time period, helping you monitor project expenses, identify cost trends, and ensure accurate billing.
3. Invoice Details Report: Provides a detailed overview of all invoices generated within a selected period, including information such as invoice numbers, client details, invoice amounts, and payment statuses. This report offers comprehensive visibility into the invoicing process and facilitates financial transparency.
4. Project Invoice Summary: This offers a consolidated view of invoice details for a specific project within a chosen duration, enabling you to review the invoicing history, track payment statuses, and analyze project-specific financial data.
5. Client Resource Billing Summary: Displays resource billing details for a selected client within a particular project, helping you monitor resource costs associated with a specific client, facilitating accurate billing and client-specific financial analysis.
6. Project Resource Billing Summary: Presents resource billing details for a chosen project during a specific duration, allowing you to track resource costs, analyze project expenses, and optimize resource allocation based on billing information.
7. Task Resource Billing Summary: Provides task-resource billing details based on user-defined criteria, allowing you to select specific criteria and view billing information for tasks and resources associated with them.
Resource Management:
Our resource management module empowers organizations to effectively plan, allocate, and analyze resource utilization. Summary include:
1. Branch Resource Allocation Report: Access information on resources currently available for assignment, including their job details, to streamline planning and resource allocation.
2. Project-Level Resource Utilization Summary: Monitor the utilization of billable and non-billable resources across different projects within a specified timeframe.
3. Organization-Level Resource Utilization Summary: Analyze the utilization of resources, both billable and non-billable, at the organizational level over a set date range.
4. Resource Cost and Margin Analysis: Gain insights into resource costs and margins over a specific period to better understand financial implications.
5. Organization-Level Resource Cost and Margin: Evaluate resource costs and margins at the organizational level over a defined date range for comprehensive financial analysis.
Status:
The Status section within the Reports tab of Keka PSA provides valuable insights into the status of timesheets and projects. It consists of the following informative reports:
1. Timesheet Status: This report showcases the status of all employees' timesheets, aiding in monitoring timesheet submissions and approvals efficiently.
2. Project-wise Time Entry Status: By displaying timesheet status details of projects within a selected timeframe, this report enables you to track the progress of time entries for each project effectively.
3. Employee-wise Time Entry Status: Offering insights into the timesheet status of employees working on a specific project within a chosen period, this report helps in evaluating employee productivity and identifying any delays in timesheet submissions.
4. Projects Expired/Overdue: This report highlights projects that have expired or are overdue, assisting in prioritizing tasks and taking timely actions to meet project deadlines.
Discover these insightful reports in the Status section of Keka PSA to improve your project tracking and management practices.
If you have found this information helpful, we welcome your feedback below!
You can also click on the link provided to explore Using Project Reports in more detail.