Project Status Report

📈 Project Status Report
 

The Project Status Report in Ontraccr provides a labor-focused snapshot of how each project is progressing against its estimated hours. It's designed to help managers track labor costs and project health in real time — but it does not include materials, overhead, or equipment costs.

📍 Accessing the Report

1. Go to the Reports section via the sidebar.
2. Click Reports again to open the main reporting page.
3. Select Project Status from the list of standard report templates.

🧭 What This Report Displays

This report focuses exclusively on labor tracking and includes the following columns:

• Project Phase
• Cost Code
• Estimated Hours (pulled from the Budget page)
• Actual Hours (pulled from the Progress page)
• Remaining Hours (calculated automatically)
• Percentage of Hours Used

Each row represents a phase or cost code under a project, allowing you to quickly compare what's been used against what was budgeted.

⚙️ Filters & Toggles

You can configure the report view by using the following filters:

• Project:
  • View all or select specific jobs
• Phase:
  • Focus on a particular section of the project (e.g., “Level 1 framing”)
• Cost Code:
  • Isolate tasks like “Excavation,” “Drywall,” etc.
• Date Range:
  • Choose by pay period, week, or custom date range

Example use case: “Show me all excavation tasks across all projects that have passed 80% of estimated labor.”

📁 Saving Custom Views

1. Apply your filters.
2. Click Save.
3. Give your custom report a name.
4. Choose Public (shared) or Private (personal view).
5. Click Confirm.

Access saved views from the Saved tab. Company templates remain under the Company tab.

⬆️ Exporting Options

To export your project labor report:

• Click the three-dot icon (top-right)
• Select from:
  • Export to Excel
  • Export to PDF
  • Export by Project (PDF) for grouped output

📌 Important Notes

• This report is strictly labor-only — no materials, equipment, or overhead are included.
• Data is driven by:
  • Estimated Hours = Project budget setup
  • Actual Hours = Time submitted and approved
• Use this to track project burn rate and spot at-risk tasks or phases early.

🧠 Common Scenarios

• A manager wants to see how close a crew is to exhausting their hours on Level 2 Drywall.
• Finance needs to verify labor allocation for billing or forecasting.
• A project coordinator reviews this report weekly to catch projects over budget in labor before it's too late.