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
Navigation
- 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.