Project Reports
Analytics dashboards for project tracking, budgets, and team performance
Overview
Project Reports provide comprehensive analytics for tracking project health, budget utilization, deadline risk, and team performance. After a report is generated, Z8 highlights budget alerts from current budget consumption, forecast risk from selected-period burn rate and remaining budget, and deadline alerts based on each project's current deadline status.
- Portfolio Overview - Aggregate metrics across all projects
- Project Details - Deep dive into a single project
Accessing Project Reports
Go to Reports → Projects from the main navigation
Select a date range using the date picker
Optionally filter by project status
Click "Generate Report"
Portfolio Overview
The portfolio view shows aggregate metrics and a summary of all projects.
Summary Cards
Five key metrics are displayed at the top:
| Metric | Description |
|---|---|
| Total Projects | Count of all projects in the portfolio |
| Active Projects | Projects currently in "Active" status |
| Total Hours | Sum of all hours logged across projects |
| Over Budget | Count of projects exceeding their budget |
| Overdue | Count of projects past their deadline |
Project Health Alerts
The health alert panel highlights projects that need review:
- Budget threshold alerts when current project budget consumption reaches 70%, 90%, or 100% of budgeted hours
- Deadline alerts when a project is currently due within 14 days, 7 days, 1 day, due today, or overdue
- Forecast risks when the selected period's average daily hours indicate the budget may be exhausted before the project deadline
Forecast risk uses a simple burn-rate calculation based on the generated report range and the remaining budget from current cumulative usage. Projects without both a budget and a deadline are excluded from forecast risk, but they can still show budget or deadline threshold alerts when applicable.
Budget Utilization Summary
The budget utilization summary shows how many projects are:
- At or above 70% budget used
- At or above 90% budget used
- Over budget
- Forecast at risk
Admins and managers can review all projects in their organization. Assigned project managers can review health data for projects they manage.
Projects showing as "Over Budget" or "Overdue" are highlighted in red and should be reviewed.
Project Portfolio Table
The portfolio table lists all projects with key metrics:
| Column | Description |
|---|---|
| Project | Name with color indicator |
| Status | Lifecycle status badge |
| Hours | Total hours logged |
| Budget | Progress bar showing utilization |
| Deadline | Target date with status indicator |
| Team | Number of contributors |
Status Badges
- Blue: Planned
- Green: Active
- Yellow: Paused
- Gray: Completed
- Dark Gray: Archived
Deadline Indicators
- Red badge: Overdue or due today
- Amber badge: Due within 7 days
- Plain text: More than 7 days remaining
Project Details
Click any project in the portfolio table to view detailed analytics.
Summary Metrics
| Metric | Description |
|---|---|
| Total Hours | Hours logged in the selected period |
| Team Members | Unique contributors to the project |
| Budget Used | Percentage of budget consumed |
| Daily Average | Mean hours logged per day |
Budget Progress
A detailed budget visualization shows:
- Progress bar with color coding
- Percentage used of total budget
- Hours logged vs hours remaining
- Status indicator:
- "On Track" (green): Under 90%
- "Near Budget Limit" (amber): 90-100%
- "Over Budget" (red): Above 100%
Projects without a budget show "N/A" for budget metrics.
Hours Over Time
A time series chart shows hours logged across the selected date range, helping identify:
- Peak work periods
- Trends in activity
- Days with no logged time
Team Breakdown
Employee Breakdown
A pie chart and table show how work is distributed across team members:
| Column | Description |
|---|---|
| Employee | Contributor name |
| Hours | Total hours logged |
| Percentage | Share of project total |
| Sessions | Number of work periods |
Sorted by hours descending to show top contributors first.
Team Breakdown
A horizontal bar chart and cards show team-level contributions:
- Total hours per team with percentage badge
- Team members with individual hour breakdowns
- Visual comparison across teams
Useful for understanding which teams are driving project progress.
Filtering Reports
Date Range
Select the reporting period using the date picker. Common presets:
- Current week
- Current month
- Current quarter
- Current year
- Custom range
Status Filter
Filter the portfolio by project status to focus on:
- Only active projects
- Completed projects for review
- All projects regardless of status
Using Reports Effectively
Weekly Check-ins
Review the portfolio weekly to:
- Identify projects approaching budget limits
- Check for overdue deadlines
- Verify active projects have recent time entries
Project Health Indicators
Healthy Project:
- Budget under 70% with proportional timeline progress
- Recent time entries
- Multiple team members contributing
At-Risk Project:
- Budget over 90% before deadline
- No time entries in recent days
- Single contributor (bus factor risk)
Problem Project:
- Over budget
- Past deadline
- No recent activity despite "Active" status
End-of-Project Review
When completing a project:
- Generate a final report for the full project duration
- Compare actual hours to budgeted hours
- Review team breakdown to understand resource allocation
- Document findings in the project description for future reference
Exporting Data
Project report data can be exported for further analysis:
- CSV - Spreadsheet-compatible format
- Excel - Formatted workbook with charts
- PDF - Print-ready report document
Export options are available via the export button in the report header.