Resource Plan vs Actual Report

Overview

The Resource Plan vs Actuals report compares the hours planned (estimated) for each member with the hours they have actually logged. It helps managers monitor resource utilization, track project progress, spot deviations from the plan early, and make sure every resource stays within the allocated budget.

At a glance, the report gives you:
• Summary KPIs with the overall plan, consumption and risk for the selected period.
• A member-wise table showing planned hours, consumed hours, remaining hours, % consumed and status.
• A detailed drill-down for every member, with milestone and task-level breakdown.
• Filters, search, export, and options to send or schedule the report.

Steps to Access the Report :

1. Log in to Workstatus with your credentials.

   
   

   
   

2. Go to Reports in the left navigation.

   
   

   
   

3. Click Resource Plan Vs Actual.

   
   

   
   

The report opens with the default date range (the last 7 days) and shows all members.

Summary Widgets

The KPIs at the top of the page summarize the data for the selected date range and filters.

Report Table (All Resources)

The All Resources table lists every member with their plan-versus-actual figures. Click any row to open the full breakdown for that member.

You can sort the table using the arrow next to each column heading.

Collapse and Expand

Use the Collapse and Expand buttons above the table to hide or show the detailed rows, depending on how much of the list you want to see at once.

Search and Date Range :

Search

Use the Search name or project box at the top to quickly find a member or a project. The table updates as you type.

Date Range :

1. Click the Date field at the top of the page.
2. In the calendar, choose a start date and an end date, or click a single date to view a single day.
3. The KPIs and the table refresh automatically for the selected range.

All planned and consumed hours are calculated only for the selected date range.

Filters:

Click the Filters button to refine the report.

The filter panel has two sections, Scope and Metrics, which you can switch using the icons on the left side of the panel. Click Apply Filters to apply your selections, Reset to clear them, or Cancel to close the panel without changes.

Scope Filters :

Scope lets you decide whose data and which projects appear in the report.

To apply a Scope filter :

1. Click Filters and open the Scope section.
2. In Filter by, choose Members, Department or Team.
3. Select the required members, departments or teams.
4. Select the required Projects and, if needed, Project Status.
5. To filter by task, choose a project first and then select the Tasks.
6. Tick Show Deleted Tasks and/or Show Deleted Members if you want them included.
7. Click Apply Filters and check that the report shows the expected data.

Metrics Filters :

Metrics lets you filter the table by numeric values. For each metric, pick a condition (for example, Greater Than) and enter a value.

Member Breakdown (Detailed View) :

Click any member row in the table to open a detailed side panel for that member. The panel header shows the member's email, member ID, current status and the project(s) assigned.

Summary cards :

• Planned: total planned hours for the member.
• Consumed: total hours the member has logged.
• % Consumed: percentage of the plan consumed.

Milestones :

Shows each milestone with its status (for example, In Progress), a progress bar, and consumed vs. planned hours (for example, 10.00h / 34.00h). Tasks that are not linked to any milestone appear under No Milestone.

Task Breakdown

Lists every task assigned to the member, along with its project, so you can see exactly where the hours are going.

Overall Budget Pace :

A progress bar showing how much of the total planned budget has been consumed and how many hours remain, for example: 10.00h consumed of 34.00h planned · Remaining 24.00h.

Actions in the panel

• Close: closes the panel and returns to the report.
• Export Profile: exports the detailed breakdown of the selected member.

Export the Report :

1. Click the Export button at the top right.
2. Choose the format you need:
3. • Export as CSV
   • Export as XLSX
   • Export as PDF
   • Export as JSON
3. The file is downloaded with the data for the current date range and filters.

Send or Schedule the Report :

The Export menu also lets you share the report without leaving the page.

• Send this report: Send the report right away to the people you choose.
• Schedule this report: Set the report to be generated and delivered automatically at regular intervals.

Click Send Report to share the report with the required recipients.

Click Schedule Report to automatically generate and deliver the report at scheduled intervals.

Scheduling with Custom Days :

When you click Schedule this report, the Schedule Report window opens. Enter the recipient and delivery details, then click Save (or press Ctrl + Enter). Click Cancel to close the window without saving.

Use Custom Days:

1. In the Schedule Report window, open the Date Range dropdown and select Custom Days.
2. Under Working Days, click the days you want to include (Mon to Sun). Selected days are highlighted; days that are not selected stay grey. For example, select Mon to Fri to exclude weekends.
3. Choose the Delivery Frequency, then set the Delivery Day or Delivery Date (if shown) and the Delivery Time.
4. Click Save.

The scheduled report includes data only for the selected working days, not a rolling 7-day period.

Delivery frequency options :

Updated on: 19/10/2026