Actuals (Portfolio)
The Actuals screen shows the detail of the time actually spent on the projects of a portfolio, sourced from timesheets. Each row is an actual broken down by resource, task, project and date, enriched with its budget and valuation information.
It is the same screen as the Actuals of a resource portfolio; only the scope differs: here the data is filtered on the projects of the portfolio rather than on the resources of a team.
Data is displayed in a grid with configurable columns, over the period of your choice.
Reached through the Actuals menu of a project portfolio.
Toolbar
- From / To — the two date pickers define the analyzed period.
- Current month — refocuses the period on the running month.
- Current year — switches the period to the running year.
- More (dropdown menu) — exports the view to PNG or Excel.
- Column configuration (gear icon) — opens the column manager to choose and order the displayed columns.
- Favorites — saves the view (columns, filters and period) to recall it in one click.
Available columns
Columns are chosen in the column manager. The main ones:
| Column | Content |
|---|---|
| Actual date | Date on which the time was spent |
| Resource | Resource who entered the time |
| Task | Task the time is charged to |
| Project | Parent project |
| Actual (man-days) | Time spent on the row |
| Resource cost / Cost valuation | Cost of the time spent and its valuation |
| Resource revenue / Revenue valuation | Associated revenue and its valuation |
| Actual type | Nature of the actual (filterable via the header icon) |
| Status | Task status |
| Comment | Entry comment |
| Budget attributes | Budget, Code, Sub-code, Heading, Type, Third-party code, Third-party label, Budget link, Innovation |
Columns with a filter (e.g. Actual type) show an icon in their header to narrow the display.
Typical uses
Project closeout
At closure, summing the man-days actually consumed per project or per resource is the basis for the retrospective and the calibration of future projects.
Valuation follow-up
The cost and revenue columns (and their valuations) let you track the financial consumption of time spent, based on the budget's daily rates.
Reporting
The view can be exported to PNG (grid capture) or Excel to feed dashboards.
See also
- Actuals (resource) — the same screen, filtered on a team of resources
- Timesheet — source entries of the actuals
- Budget — daily rates applied for valuation
Actuals come from timesheets. Validate timesheets regularly to keep the view up to date.