Reviewing Project Billing with the Break It Down Report

John Reeve | April 28th, 2021 | , ,

We’ve been receiving questions from customers centered around the need for a high level overview of the financial value of work performed, grouped by project or person, and broken down by weeks or months. After several customer interviews we decided to improve the Break it Down report to meet this need. And we’re happy to announce that we recently launched a new and improved report.

Break it Down Report

In addition to showing billable and unbillable hours, it now includes the financial value of those hours. When combined with daily, weekly, and monthly views, and the ability to group by project, person, and more, this report may just become one of our most popular.

The Break it Down report is applicable in several different scenarios where this high level reporting is needed.Β For example, you may have several clients that are paying you a monthly retainer. Run this report in weekly mode, grouped by project, to show how much billable work was performed each week on each of your retainer projects.

You may also have a client with a project scheduled to take several months. Run this report in monthly mode, grouped by module, to see how the project work is adding up over time so you can keep a close eye on the overall budget. The number of ways this report can be run, and the use cases it addresses, are limitless.

β†’ Read the help article for more information on using this report.

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John Reeve
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John Reeve

John is a co-founder, web designer and developer at Pelago. His blog posts are inspired by everyday encounters with designers, developers, creatives and small businesses in general. John is an avid reader and road cyclist.
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Jennifer Payne
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Jennifer Payne

Jennifer is the Director of Quality and Efficiency at Pelago. Her blog posts are based largely on her experience working with teams to improve harmony and productivity. Jennifer is a cat person.
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Michael Payne
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Michael Payne

Michael is a co-founder and product architect at Pelago. His contributions stem from experiences managing the development process behind web sites and web-based applications such as Intervals. Michael drives a 1990 Volkswagen Carat with a rebuilt 2.4 liter engine from GoWesty.
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