Report: Planned and Actual by Assignee | Community
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NickVa7
Level 9
February 28, 2025
Solved

Report: Planned and Actual by Assignee

  • February 28, 2025
  • 1 reply
  • 758 views

Hi WF Community,

 

Has anyone be able to produce a single report to show planned hrs and actual hours by resource (assignee) for a given time frame?

  • We have tasks that have multiple assignees and span one or many months.

Seems like it should be simple and maybe I'm just missing something obvious.  However, from what I can tell, in order to easily report on this I would need my tasks to only have 1 assignee and have planned start and end dates within the same month.

 

Thanks,

Nick

 

 

Best answer by Sven-iX

Hello @nickva7 

How's by you! 

I think you want an ASSIGNMENT report - rather than a TASK based report. 

Then filter (or us prompt to filter) to the respective user. 

The screenshot is from an unfiltered report and i don't have actual hours in my test data.

  • for "Work Item" I combine the taskName and IssueName columns (an assignment is to a task, or an issue, not both)
  • The actual hours on the assignment don't show in the UI so you need to use text mode

 

displayname=Actual Work Completed linkedname=direct namekey=actualWorkCompleted querysort=actualWorkCompleted valuefield=actualWorkCompleted valueformat=compound viewalias=actualWorkCompleted​

 

 

 

1 reply

Sven-iX
Community Advisor
Sven-iXCommunity AdvisorAccepted solution
Community Advisor
February 28, 2025

Hello @nickva7 

How's by you! 

I think you want an ASSIGNMENT report - rather than a TASK based report. 

Then filter (or us prompt to filter) to the respective user. 

The screenshot is from an unfiltered report and i don't have actual hours in my test data.

  • for "Work Item" I combine the taskName and IssueName columns (an assignment is to a task, or an issue, not both)
  • The actual hours on the assignment don't show in the UI so you need to use text mode

 

displayname=Actual Work Completed linkedname=direct namekey=actualWorkCompleted querysort=actualWorkCompleted valuefield=actualWorkCompleted valueformat=compound viewalias=actualWorkCompleted​

 

 

 

N
NickVa7Author
Level 9
March 6, 2025

Hey @sven-ix  - do you know if it's possible to put some aggregation lines in this 'Actual Work Completed' text mode so it rolls up to grouping levels in my report?

N
NickVa7Author
Level 9
March 7, 2025

Like the champ that he is, folks, like the champ that he is.

Thanks, Sven.

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