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Timesheet Detail

Learn about the Timesheet Detail Dashboard

Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Finance team, project managers, resource managers


Dashboard Explained

Two-part timesheet drill-down: a Staff × Week overview grid, and a Project → Stage → Day breakdown for whichever cell you select. Timesheet Detail is the raw data view — used for confirming exactly where a staff member's hours went in a given week, down to the project, stage, and day.

Updated in Insights Pro: This dashboard existed in Analytics Plus as "Hours by Project, Stage Name or Task" with a similar drill-down structure, and has been substantially redesigned for Insights Pro.

How to use it

Use Timesheet Detail when you need to confirm exactly what a staff member charged their time to in a specific week. Click their cell in the overview grid, then drill from Project into Stage in the detail panel to see the day-by-day split. This page doesn't show charge value or approval status — for the dollar value of an entry, or to confirm whether it's posted, use Timesheet Compliance or the underlying WIP/Charge reporting instead.

Understanding your data

Key Fields

How it's Calculated

Timesheet Overview by Week Start

Total timesheet hours per staff member, per week

Timesheet Detail

Timesheet hours for the selected staff/week, broken down by Project → Stage and by day (Mon–Sun), with a Total column


Visuals

  • Timesheet Overview by Week Start (Staff × Week grid)

  • Timesheet Detail (Project → Stage drill-down × Day, populated by selecting a cell in the overview grid)

Filters

  • Office: filter by office

  • Team: filter by team

  • Reports To: filter by the director/lead staff report to

  • Time Category: filter to a specific category (Internal, Leave, Project Chargeable, Project Non-Chargeable, Unknown)

  • Primary Rate Name: filter by primary rate category

  • Staff Name: filter to a specific staff member

  • Week Start / Week End: narrow the view to a specific week range

Toggles

  • Active: Yes includes only active staff; No includes only inactive staff

  • Casual: Yes includes only casual staff; No excludes casual staff, showing permanent staff only. Casual status is derived from the staff member having no staff calendar entries

  • Chargeable: Yes includes only chargeable staff; No excludes chargeable staff, showing non-chargeable staff only. Chargeable status is derived from the staff member having a utilisation target set

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