Only Admins or Financial Managers will have permission to access financial insights through the Cost Report feature.
TeamBoard TimePlanner provides comprehensive cost reporting tools that help you analyze project finances, compare planned versus actual costs:
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Scheduled Cost – Calculated from planned hours for tasks marked as billable.
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Actual Cost – Calculated from logged hours for tasks marked as billable.
Navigate to the Cost Section
Go to the Cost section in the sidebar to access all cost-related reports.
View Cost Reports
You can view cost information grouped by:
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Member
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Team
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Project
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Client
Use the filter to quickly find a specific member, team, project, or client, and customize the date range to narrow the report to the specific period you want to analyze.
Export Cost Reports
Use the Export button