Comparing Scheduled and Tracked Time in BigTime Resource Management

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