Budgetary Control of Tasks

The Budgetary Control of Tasks list gives you a task-level view of budget consumption, performed hours, unbilled hours, and invoiced hours.

Typical Audience

Under standard permissions, this list is typically relevant for:

  • Billing Admins
  • Project Managers
  • Project Controllers
  • Standard navigation: Management -> Billing -> Budgetary Control of Tasks
  • Deeplink: https://web.timecockpit.com/app/lists/APP_BudgetaryControlOfTasksList

Standard Filters

Filter Technical Reference Meaning
Customer @Customer Limits the list to one customer
Project @Project Limits the list to one project
Task @Task Limits the list to one task
From @EffortFrom Includes effort on or after the selected date
To @EffortTo Includes effort up to the selected date
Only With Unbilled Hours @OnlyWithUnbilledHours Shows only rows that still contain unbilled billable hours
Include Closed Projects @IncludeClosedProjects Includes closed projects
Include Closed @IncludeClosed Includes closed tasks

Columns

Column Technical Reference Meaning How the Value Is Determined
Project ProjectName, ProjectUuid Project of the task row Taken from the related project
Task TaskName, TaskUuid Task of the row Taken from the task. Rows without a task are shown as a separate no-task row.
Budget in Hours BudgetInHours Hours budget of the task Taken from the task budget in hours
Billable Hours PositveBillableHoursTotal Billable hours on the task Sum of timesheet hours that are billable and have a positive hourly rate
Open Hours in Budget BudgetInHours - PositveBillableHoursTotal Remaining task budget in hours Calculated as budget in hours minus billable hours
Billable Progress % ProgressPositveBillablePercent Billable progress against the task budget Billable hours divided by budget in hours
Performed Hours TotalHours All performed hours on the task Sum of all included timesheet hours
Performed Progress % ProgressTotalHoursPercent Overall performed progress against the task budget Performed hours divided by budget in hours
Unbilled Billable Hours ActualPositveBillableHours Billable hours not yet billed Sum of billable, unbilled timesheet hours with a positive hourly rate
Unbilled Revenue RevenueUnbilled Revenue not yet billed Sum of revenue from billable, unbilled timesheets
Actual Hourly Rate EffectiveHourlyRate Effective revenue per hour Revenue divided by total hours
Billed Hours from Invoices BilledHoursFromInvoices Invoiced hours linked to the task Sum of invoice-detail quantity where the unit is hour
Unbilled Hours from Invoices UnbilledHoursFromInvoices Remaining budget hours compared with invoice-detail hours Budget in hours minus billed hours from invoices
Timesheet Entries filtered APP_Timesheet link Drill-down to underlying timesheets Opens the standard timesheet list filtered to the current project and task

Notes

  • The list includes dedicated rows for project time that is not assigned to a task.
  • If the task has no hours budget, percentage values stay at 0.
  • The list combines task master data, timesheets, and invoice details in one result set.