Table of Contents
- Recommended Method: Scheduled vs. Actual Report
- Method 1: Scheduled vs. Actual Report (Recommended)
- Method 2: Custom Reports (Optional, Not Primary for Scheduled vs Actual)
- Method 3: Staffer Calendar (Scheduled Only)
- Method 4: Team Members Calendar (Scheduled Only)
- Deprecated Methods (No Longer Supported After Decoupling)
- Summary
Recommended Method: Scheduled vs. Actual Report
The Scheduled vs. Actual Report is the primary and most accurate tool for comparing planned work with tracked time in BigTime Resource Management.
This report shows:
- Hours → Scheduled, Actual, Difference
- Cost → Scheduled, Actual, Difference
- Revenue → Scheduled, Actual, Difference
- Margin → Scheduled, Actual
It also supports:
- filtering by Time Frame, Assignment Status, Team Members, Projects, and Clients
- exporting summary and detailed data
- permission-based visibility for financial metrics
➡ This is now the official report for all scheduled vs actual analysis.
Method 1: Scheduled vs. Actual Report (Recommended)
How to access it
Reports tab → Scheduled vs. Actual
or
Project Profile → Scheduled vs. Actual section
What you can do
- Compare planned vs tracked hours
- Analyze financial variance
- Export detailed or summary data
- Filter by staff, projects, or clients
- Create detailed reports with custom fields
Method 2: Custom Reports (Optional, Not Primary for Scheduled vs Actual)
Custom Reports can still be used to supplement the Scheduled vs. Actual Report, but they are not the recommended or complete source of scheduled-vs-actual comparisons after decoupling.
Why?
- Custom Reports cannot display Scheduled Hours the same way the new report does.
- They do not include Difference metrics out of the box.
- They cannot reflect redesigned logic from R33 (e.g., scheduled cost, revenue, margin).
When to use Custom Reports
Use them only if you need:
- additional metadata
- exporting large tables for BI workflows
- staff-, project-, or time-entry-level detail not available elsewhere
How to access them
Manager Role → Reports → Custom Reports
Method 3: Staffer Calendar (Scheduled Only)
After decoupling, Staffer Calendar shows only Scheduled Work, not actual tracked hours.
You can use it when you need:
- a quick overview of a staffer's planned workload
- to verify schedule distribution or conflicts
How to access
Manager Role → Team Members → Select Employee → Calendar → Gear icon → Configure view
Important
❗ Actual Hours are no longer displayed at the assignment level in calendars after decoupling.
They are still available in other calendar views, such as heatmaps.
For actual vs. scheduled comparisons at the assignment level, use the Scheduled vs. Actual Report.
Method 4: Team Members Calendar (Scheduled Only)
This view helps you manage team capacity and see schedules across multiple staff.
Again:
❗ After decoupling, Actual Hours are not shown at the assignment level in calendars.
They are still available in views like heatmaps.
Use the Scheduled vs. Actual Report to compare scheduled and actual hours.
How to access
Manager Role → Calendar → Team Members → Add Custom View
When to use
- capacity planning
- scheduling future work
- viewing availability
Deprecated Methods (No Longer Supported After Decoupling)
These methods were historically used before R33 but are no longer accurate:
- Comparing Scheduled vs Actual via “ghost” time blocks on calendars
- Using assignment-linked actuals
- Using task-level colors to estimate variance
- Custom Reports as the primary place for variance analysis
The Scheduled has replaced all of these workflows vs. Actual Report.
Summary
| Method | Shows Scheduled | Shows Actual | Shows Difference | Financial Variance | Supported? |
| Scheduled vs Actual Report | ✔ | ✔ | ✔ | ✔ | Fully supported (recommended) |
| Custom Reports | Partial | ✔ | Limited | Limited | Supported, but not recommended for scheduled vs actual |
| Staffer Calendar | ✔ | ✘ | ✘ | ✘ | Supported for scheduling only |
| Team Members Calendar | ✔ | ✘ | ✘ | ✘ | Supported for scheduling only |
| Old assignment-based workflows | ✘ | ✘ | ✘ | ✘ | ❌ Not supported |