SB Assistant
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New Reports People

Reports: budget vs actual, client rollup, capacity, and what's overdue

Reports grew from three widgets into five tabs, and every view is now filterable by project, client, team, or person — with the filters in the URL, so a view you're looking at is a link you can send.

Budget. For every project linked to Time Tracker, see budget hours, hours logged, and how much of the budget is burned, with an over-budget flag when logged time passes the budget. Below it, estimate accuracy: for each task that has both an estimate and time logged against it, how far off the estimate was — rolled up by project, by person, or task by task.

People. Workload now shows each person's weekly capacity next to their open estimated hours, as a load ratio — over 100% means more than a week of work is queued. Set capacity per person on the People page (default 40 h). The same tab shows each person's on-time rate and cycle time.

Clients. One row per client: active projects, open and overdue tasks, budget and logged hours, and lifetime on-time rate.

Overdue. A flat, sortable list of every open task past its due date, with days late, assignee, and priority. Download it as CSV — a Company Admin gets the whole workspace, a Project Manager gets the projects their teams work on.

Overview keeps throughput and project health and adds on-time rate, median cycle time, and a per-project delivery table over the same window.