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MatthewLi1
MatthewLi1
New Participant
March 19, 2024
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Planned Hours on Project Templates Assessment Report

  • March 19, 2024
  • 1 reply
  • 576 views

In order to help improve the accuracy of my planned hours on all my tasks used in the project templates I'm looking to create a report that:

  1. Looks at all projects created using a single template
  2. Shows the average ACTUAL HOURS for each task within that template across the projects

Does anyone know how to do this using a report? Refining planned hours based on actuals is a step that's often been recommended by Workfront resources and trainings that I've joined in on but I can't find any specific resources outlining how to go about reviewing these actual hours against the planned hours on a template-by-template basis.

 

Does anyone have any experience completing this refinement exercise that they could share? Any insight into how ya'll are approaching this would be extremely beneficial!

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Best answer by skyehansen

I've done similar refinement exercises in the past but honestly everyone is different. With what you have mentioned above, there's no reason you can't just go with a simple task report showing planned hours, template task planned hours, and actual hours. You can summarize each column to show averages. You can group by the template task name.

 

None of this takes any text mode at all and should give you a nice summary report to look at. I'm wondering if I've missed anything in your question.

1 reply

skyehansen
skyehansenAccepted solution
New Participant
March 20, 2024

I've done similar refinement exercises in the past but honestly everyone is different. With what you have mentioned above, there's no reason you can't just go with a simple task report showing planned hours, template task planned hours, and actual hours. You can summarize each column to show averages. You can group by the template task name.

 

None of this takes any text mode at all and should give you a nice summary report to look at. I'm wondering if I've missed anything in your question.

MatthewLi1
MatthewLi1Author
New Participant
March 20, 2024

Thanks! I was just using a template report instead of a task report which is what was making this more difficult than it needed to be I think.

 

Appreciate your response, I used this approach instead and believe that I have what I needed now!!!

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