View insights on billable and non-billable hours, vacation and leaves, and hours spent on different projects and accounts.
Content
-
Access the hours insights feature
-
View billable and non-billable hours
-
View vacation hours and leaves
-
View the hours tracked by different users and the hourly split
-
View hours spent on different job types and project types
-
Evaluate project profitability
-
Permissions: Hours insights
Description
Heeros PSA's BI-reporting tool offers advanced insights on tracked time. Users, managers, and admins can have 360° visibility into work hours tracked. You can get a complete overview of your billable and non-billable hours, view hours spent on different accounts and projects and evaluate project profitability from one place.
Permissions: Hour Insights
How to access hours insights
The Hours Insights module will help you track billable and non-billable hours, hour-balance, leaves, and vacation. To view hours insights:
-
Navigate to the BI-reporting feature on the sidebar
-
Click on Hours insights
-
You will be directed to the Hours overview page
-
You can view the total hours tracked, the billable and non-billable hours, and the billable amount for the selected time period.
Use the Advanced search option to filter the relevant project, account, category, etc. The Save search function allows you to save searches privately or publicly, for future use.
Insights are interactive. Click on a figure to open the slider and to dig deeper.
Hours by project invoicing type
Projects in PSA are categorized into three invoicing types, and this report shows the tracked hours mainly based on those categories:
-
Billable: Project's invoicing type is "billable". For example: won projects.
-
Non-billable: Project's invoicing type is "non-billable". For example: pipeline projects, offers, internal projects.
-
Vacation / Leave: Project's invoicing type is "vacation/leave". Foe example: holiday projects, absence projects.
Note!
There are some exceptions for an hour to be shown as billable/non-billable as follows:
- The project is billable → it's hours are shown as billable, unless:
- in project's invoicing settings the project's hours are marked as billable from a certain date forward: then only the hours on & after that date are shown as billable.
- the hour entry is manually marked as non-billable from the project's Actual costs.
- the job type of the hour entry has been set as non-billable.
- If the hour entry is already invoiced, it is always shown as billable.
You can get the billable, non-billable and vacation/leave hours tracked for the different months of the given time period.
Click on figures to open the slider with detailed information about each month's tracked hours by its invoicing type.
Hours by Jobtype
Get a monthly overview of all the hours tracked for different job types.
-
Hover on the chart to see the hours-insights for each job type for a given month
-
Click on any job type in the table on the right to see the total hours tracked to each project for the selected job type
Hours by Account
Get an overview of all the hours tracked to an account. You can also see the percentage split of all the different accounts.
Click on a row to view the billable hours and billable amount for the selected account.
Hours by Project
Get an overview of all hours tracked by different projects and a percentage split of the hours tracked for each project.
Click on a row to view the billable hours and billable amount for the selected project.
Hourly Profitability vs. Quote Gross Profit
You can get an estimate of the hourly rates for a project in real-time. Here you can see the gross profit that you have budgeted in the sales quote and the total tracked hours for a project. The hourly rate is calculated by dividing the gross profit by tracked hours.
Hourly Rate: Gross profit divided by tracked hours
Hourly Split by Project
You can view the daily, weekly or monthly hours tracked for each project. Select % to view the percentage split for the day, week or month.
Hourly Split by User
You can view the daily, weekly or monthly hours tracked by each user. Select % to view the percentage split for the day, week or month.
Scroll to the right to see the available hours, tracked hours and hours remaining for the user.