Autotask workload report

Autotask workload report. Using a business intelligence tool like BrightGauge can help you get your Autotask reports out with very little work on your end. Report Type (Report View only) The entries on the timesheet can be sorted in different ways to facilitate the review. If required, have the customer acknowledge and approve the work performed. For most resources, project level security limits their project access to the projects to which they are assigned. Send button - Opens the Send Statement of Work page. ), right-click a task and select Add To Primary Resource's Work List or Add to Other Resource's Work List. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. The items you want to report on are billing items ready for invoicing, including labor, services, charges, milestones etc. Track any parts used, as well as your time and labor on the space provided. Workgroup Leads will have visibility of all projects of all members of their workgroup. Resource Utilization The software's real-time graphical interface enables efficient tracking of ticket status and duration, which aids in generating accurate end-of-month reports. Total Estimated Hours / # of Assigned Pre-built reports. NAVIGATION Refer to Path for each report. Close button Expense Reports; Purchase Orders (Inventory will be synced each time you transfer purchase orders, but can also be synced independently) How does it work? Autotask data is stored in the Cloud, while the QuickBooks desktop version is installed on a specific computer (PC, server, or VM). NOTE If no business hours were configured for the resource's internal location, they are assumed to be 8 AM to 6 PM. Autotask contains a large number of pre-built reports. Autotask users who run or schedule a report will only have access to data based on the restrictions of the security level they are assigned. Sample reports. Others, known as System Reports, we built for you using our LiveReports engine and they can be copied A resource is a user with an Autotask log in. Reports, projects: list of standards and LiveReports on project resource utilization, with descriptions. Total Estimated Hours / # of Assigned Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. It also integrates your projects with Autotask. The Workload report factors in the Mar 23, 2016 · Datto Autotask PSA really shines when your entire operation is utilizing it. The billing approver is able to modify a time entry associated with a submitted timesheet. Refer to Edit a time entry. Both reports can be filtered by . The resources then have access to the account data when their security level allows account access at the Mine level. The Standard Report option allows for more advanced formatting options than are available in express reports. Check the Data Field Dictionary to find available Link fields. Allows you to add the ticket or selected tickets to your Work List. The reports below show the same three time entries prior to approving and posting, as well as post-billing to illustrate the differences between the calculations. NOTE The Work Date fields are required even when filtering by Contract to Date. Aug 19, 2024 · The Report Data Warehouse draws data directly from your Autotask database. NOTE The report will not show the Cost or Difference columns if you don't have permission to see internal costs. The To Go Report page will open: Click to print the report and take it to the customer site. Show Billing Data (not available to co-managing users) To display the Contract, Work Type, Role, and Total Hours Worked (on the task/ticket) columns, click Show Billing Data. Resource Utilization Contains the report title plus: Primary logo - For information on how to add your logo to the Statement of Work, refer to Adding logos. The data returned uses the terminology found in the internal naming conventions used in Autotask code. Add to Other Resources' Work List: Allows you to add the ticket to the Work List of one or more additional resources. If you edit the task and change the department for a task that has work type limiting enabled, the Work Type field is cleared. Some of them are hard-coded and are available to users with security level permission to view reports by category, such as CRM reports. Resource Utilization IMPORTANT Depending on the level of requested reports in your zone, scheduled reports could be delivered 1 - 1. Weekly Billable Hours Goal 1 Hours on the Workload Report for each resource depend on the number of Assigned Resources and the Task Type Fixed Work The amount of work in a task is finite, and the workload is split up between all assigned resources. > Home > Reports > My Timesheets: Description: This report is available as a Timesheet Summary and a Timesheet Detail report. Autotask is a key module in the IT Complete platform, bringing powerful workflow integrations to RMM, backup and IT documentation to improve efficiency. ” Timesheets. To publish a LiveReport, refer to Publishing LiveReports. Reference numbers are not required by product categories. On the Forward/Modify Task page, select Add to Work List of Primary Resource selected above. This permission is added through the Admin module. Reports on project tasks and notes. First of all, BrightGauge takes all your Autotask data (plus data from your RMM, BDR, security, finance tool, etc) and puts it up on one seamless dashboard, so you can keep an eye on the metrics that matter to you in NOTE Because of limitations in the RTF output, pagination will only work if the @pageNumber@ variable is the only content in its cell. Time entries on submitted timesheets cannot be deleted or edited by the user. If the time entry falls entirely outside regular business hours and the assigned Work Type has an After-Hours Work Type set up, you will see a warning letting you know that the After-Hours Work Type will be applied. Refer to Using work lists. Hours on the Workload Report for each resource depend on the number of Assigned Resources and the Task Type Fixed Work The amount of work in a task is finite, and the workload is split up between all assigned resources. You set up your report through the New Report wizard and once you click the Finish button, the advanced editor page opens. The terminology that appears in the Autotask user interface is designed to enhance usability when completing tasks through the interface. If no task category is entered, the default task category will be On any task table (Task Widget drill-down tables, the project schedule page, My Tasks and Tickets, etc. SECURITY Refer to Required Permission for each report. If no department is selected, all work types are available. With an open-architecture and APIs its enable tight integration with 170+ industry-leading tools to maximize business efficiency. Number (Outsourced Work report) The ticket number in your Autotask instance: Number/Original Number (Received Work report) The ticket number in your Autotask instance and the number of the lead partner's original ticket: Priority - ( Received Work report) The ticket priority: Title: The ticket title: Resource: The name of the resource assigned After you have logged all your work for a time period, you will submit your timesheet either electronically or by printing a hard copy. They can focus on team building and customer relationships, instead of workload reports, calendars, and flowcharts. When you are back in the office, enter your time and materials into Autotask. The formula will be the same one that is used by the Workload Report and the calculation is based On any task table (Task Widget drill-down tables, the project schedule page, My Tasks and Tickets, etc. Refer to Workload report. Managed Service Providers (MSPs) need flexibility to manage client demands and get work done while away from their desks. Try Rocketship for Free Rocketship turbocharges MSP profitability. Resource Utilization Overview of your Autotask calendar. Workload Report icon : Click to show the availability for each resource. In Autotask, you can automate most of your project-related workflow and monitor progress with the Projects Dashboard and Project Reports. For example, If all work for any SLA objective occurs outside of the SLA hours, in this report total hours for that objective will display as 0. Ticket reports. Resource Utilization Those published reports are found on the Autotask Reports page in the LiveReports section. Autotask has also been commended for its customizable dashboards, which facilitate workload management and provide valuable insights into metrics and project progress. After the report is generated, you can sort on multiple fields. Aug 19, 2024 · In Autotask, the account team associates resources with an account. Additionally, the first image is from the report itself, while the second is the report as it looks from the LiveReports Designer. Total Estimated Hours / # of Assigned EXAMPLE The Approved & Posted category, for example, lets you report on anything that has received financial approval in Autotask, and has been posted to the customer account. Schedule the report as soon as the data is available, not when you want it to be delivered. Resource Utilization As team members, they can work on tasks, provide input, access project data through reports, and review the progress on the project. Learn how to track your time and manage your time off. Tickets By summaries. Internal Notes: The Internal Notes field appears on all types of time entries. Description. Weekly Billable Hours Goal 1 When you run a Workload Report, selecting a workgroup includes all members of those workgroups in the report. Pre-built reports. For more information, refer to Workload report. NOTE For HTML reports only: HTML reports can link to and open selected items in Autotask, like tickets and time entries, with a "Link" field, for example, Ticket Number Link, instead of a cell formula. Standard reports. It is available for iOS and Android users. Device Serial Number Yes, Autotask PSA is built with the MSP community at its heart. Task: Work Type: Yes: You can find work types here: > Admin > Features & Settings > Finance, Accounting & Invoicing > Billing Codes > Work Types tab. Refer to Sending a Statement of Work via email. If you are a supervisor, learn how to approve or reject timesheets and time off. The report offers the option to view results by all work performed to date or work performed for a specified date range. Total Estimated Hours / # of Assigned Hours on the Workload Report for each resource depend on the number of Assigned Resources and the Task Type Fixed Work The amount of work in a task is finite, and the workload is split up between all assigned resources. This report is a version of the Workload report, which is documented here: Workload report. Number (Outsourced Work report) The ticket number in your Autotask instance: Number/Original Number (Received Work report) The ticket number in your Autotask instance and the number of the lead partner's original ticket: Priority - ( Received Work report) The ticket priority: Title: The ticket title: Resource: The name of the resource assigned To Go Report Surveys Ticket Print View Task Print View: Quote Logo: Quote: Other Logo: Purchase Order Statement of Work Executive Summary Report Outsourcing (partner invitation email and congratulations email) As team members, they can work on tasks, provide input, access project data through reports, and review the progress on the project. Rich Text is supported. These are called Standard Reports. Using formulas. Learn more about it here. The Timesheet Detail report shows time entries by the logged in user sorted by organization, for the selected date range. Resource Utilization Reports on project details and time lines (8) Reports on project tasks and notes (7) Reports on your entire project portfolio (2) Reports on project financials and profitability (9) Reports on project resource utilization (3) Click the link that best describes the report you are looking for. Total Estimated Hours / # of Assigned For example, If all work for any SLA objective occurs outside of the SLA hours, in this report total hours for that objective will display as 0. Expense Reports; Purchase Orders (Inventory will be synced each time you transfer purchase orders, but can also be synced independently) How does it work? Autotask data is stored in the Cloud, while the QuickBooks desktop version is installed on a specific computer (PC, server, or VM). Resource Utilization The To Go Report page will open: Click to print the report and take it to the customer site. You can use the workflow rule audit to review your set of workflow rules for rules that may have become outdated or are not working as intended. Add to Primary Resource's Work List: Allows you to add the ticket to the primary resource's Work List. An example of a task of type Fixed Work is "Unload equipment from delivery truck". Resource Utilization Hours on the Workload Report for each resource depend on the number of Assigned Resources and the Task Type Fixed Work The amount of work in a task is finite, and the workload is split up between all assigned resources. As you become more familiar with Autotask and as we add more features to workflow rule configuration, you may find that you can consolidate several old workflow rules into one new one. Close button Reference numbers work like serial numbers, but you can assign them by using your own system. Task: Task Category: Yes: Task categories can be found here: > Admin > Features & Settings > Projects & Tasks > Task Categories. > Reports > Report Categories > Projects > Projects section: Description: The cost and amount billed, hours worked and hours billed, or both for the selected client project(s), totaled by work type. Total Estimated Hours / # of Assigned As team members, they can work on tasks, provide input, access project data through reports, and review the progress on the project. In the Ticket Reports group, you can find: Reports on ticket statistics (12) Report about Taskfire tickets (1) Reports about outsourced tickets (3) Reports on ticket metrics and SLA performance (8) Report on scheduled service calls (1) Report on ticket change approval status (1) Click the link that best describes the report you When you run a Workload Report, selecting a workgroup includes all members of those workgroups in the report. The Workload Report informs you how busy your resources are expected to be in the future, based on the tasks and tickets they are assigned to, and how long the work is estimated to take. We document all available reports, but keep in mind: NOTE Because of limitations in the RTF output, pagination will only work if the @pageNumber@ variable is the only content in its cell. To use a formula in your report: Navigate to > Reports > LiveReports > LiveReports Designer. Project schedule: describes the project schedule and its project management features including the view, tools, and context menus; the bulk menu; date dependencies; and how to categorize, organize, and order phases, tasks and issues. NOTE SLA data is available in the LiveReports Service Desk > *Ticket sub-category . Any employee, consultant, or contractor with your company who will be assigned project tasks, tickets, or sales to-dos, or who is involved in reporting on, approving and posting, or managing these activities must be set up as a regular > Reports > Report Categories > Resources > General section: Description: Hours worked by selected resources in the selected date range, for work types associated with the selected department, sorted by work type and internal time code. LiveMobile enables Autotask users to access their necessary work while on the go. For example: Record billable and non-billable time on project tasks Number (Outsourced Work report) The ticket number in your Autotask instance: Number/Original Number (Received Work report) The ticket number in your Autotask instance and the number of the lead partner's original ticket: Priority - ( Received Work report) The ticket priority: Title: The ticket title: Resource: The name of the resource assigned Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. Refer to Forward and Modify Tasks. The Autotask calendar displays all your Autotask calendar items, from service calls to to-dos and appointments. The number of hours the resource is available for work each day. Overview of the Dispatch Calendar. > Reports > Resources tab > LiveReports. Click to toggle between the list view and the report view of the timesheet. As team members, they can work on tasks, provide input, access project data through reports, and review the progress on the project. Tickets By summaries are reports that aggregate data by Priority, Queue, Status, Primary Resource, Issue Type, Source, Classification and Product. You can ensure hassle-free SLA compliance by getting work to the right people at the right time effortlessly with Rocketship for Autotask and ConnectWise Manage. The Workload Report can provide meaningful data only if your company estimates time on all tasks and tickets. Jun 6, 2022 · Puryear said Rocketship for Autotask allows managed service providers to free their helpdesk managers from the “costly micro-management of ticket assignment, work scheduling, appointment setting, and escalation routing. Click a link to check resource availability with the Workload Report, or to access additional service desk reports. You can report on this field by using standard reports or LiveReports (refer to Reports on products that are associated with customer organizations as devices). Use this option for more complex reports or when you want to use more advanced formatting options. Please consider this when scheduling a report, and avoid scheduling a report at 8:00 AM on a Monday. The Work Date fields determine the content of the Contract selector, which displays all contracts with work dates within the specified range. This can be used for resource utilization and workload reports, which help managers to maximize resource assignments and monitor workloads. Resource Utilization The Autotask Projects module offers comparable features. How to Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. This calculation will compare the resource's available time to the start/end dates and Hours per Resource specified for the task. Autotask uses these numbers to form a baseline for the resource's availability in a standard work week. If no task category is entered, the default task category will be Contains the report title plus: Primary logo - For information on how to add your logo to the Statement of Work, refer to Adding logos. CompanyToDos: This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. NOTE When a timesheet is rejected, Autotask will automatically send a notification email to the resource. Print button - Click to output the Statement of Work to a printer for the customer to sign. 5 hours later than scheduled. Using Autotask LiveMobile for iOS and Android. Get familiar with the Autotask Dispatch Calendar, where multiple users' schedules can be displayed. Total Estimated Hours / # of Assigned > Reports > Report Categories > Executive > Service Desk section: Description: This report is grouped by customer and shows ticket number link, ticket title, assigned resource, status, priority, due date, last activity date. Security level with access to Reports > Resources category: Path > Reports > Report Categories > Resources > General section: Description: An overview of the current workload and availability of selected resources during a specified date range, allowing you to see which resources are available for scheduling. Learn how to make Autotask LiveReports available to partners by publishing them in Autotask or sending them to specified recipients one time only or on a repeating schedule. There is the option to do all accounting, inventory management, billing, Marketing, CRM, Support and others I am probably forgetting all in one place and each portion of your business knows what is happening at any point in the lifecycle of a client. List View/Report View toggle button. This report provides a summary of total hours worked by Resource, with further groupings by Contract Type, Contract Category, Activity Type, Work Type and Internal Time. The Summary shows the user's time entries by timesheet period. To open the page, use the path(s) in the Security and navigation section above. Options are: View By Organization This view sorts the time entries by customer. Link fields work only in HTML reports. NOTE To view summary notes of a regular time entry, you must change to the Report view of the timesheet and select Report Type > All Days, then scroll to the date. Workgroup creation and management options for Dispatch Calendar, workgroup lead project security, and the workload report. Create a new report or edit an existing report. Others, known as System Reports, we built for you using our LiveReports engine and they can be copied Hours on the Workload Report for each resource depend on the number of Assigned Resources and the Task Type Fixed Work The amount of work in a task is finite, and the workload is split up between all assigned resources. NOTE The Autotask security level for resources who do not have full access to the Projects module must include permission to view projects. Path. There are two types of resources: Resources: Regular resources who will be logging into your Autotask instance. Configuring Dispatch Calendar and When this system setting is enabled, Autotask will check the primary resource's availability when the task is saved. When you run a Workload Report, selecting a workgroup includes all members of those workgroups in the report. mlg bubul huzj ufj nmcmyxr jgakg knvu srnbo vpnsxz jtbtz