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NSC | How to create a Planned Time Saved Search per project and date range?

Scenario

User wants to create a Saved Search for Planned Time so that they can easily calculate the total planned time on a certain date and per project.

Solution

1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Time

3.) Under the Criteria tab:

Type = Planned Time

Employee = -Mine-

Customer = Select the Project

Date = Select Date Range

2.) Go to Results tab and check Show Totals

3.) In the Results tab, add the following fields:

Date

Employee

Customer - This is the Project Name

Item

Duration (Decimal)

Case/Task/Event

4.) Go to Available Filters and add the following:

Customer

Date

Users can also add Case/Task/Event to filter the Project Task

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