You will find the module in two different areas of CoffeeCup on the project board and on the Dashboard. The chart offers a detailed overview of the planned vs. actual tracked hours of all your projects over a specific time frame.
In order to make the module visible on your project board, you need to activate the planning chart in the context menu.
Adjust planning chart
The chart will be automatically adjusted, if you use the filters of the project board. So if you want to see for example all the actual and planned hours of all projects that are in progress and also of this month, then the chart will be automatically adjusted in real-time.
Planning chart - functions
On the left side of the chart, you can see the highlighted sum, which shows the total actual hours, and the light grey sum, which shows the total planned hours of the whole month. This allows you to quickly see if there is an over-planning or under-planning.
If you hover over the chart, tooltips appear which offer you a detailed view for the specify scope. All projects are listed with there actual tracked and planned hours and the offset between those values shown as an absolute value and a percentage.
On the right side of the chart, you can easily switch between an hour and amount view and a monthly or weekly view. The orange areas on the chart show overplanning and the blue areas show underplanning.
Once you have customized and saved the board with the chart, you can access it at any time. This provides you with a quick and easy way to monitor your team’s actual vs. planned hours.
Project planning chart
To view project specific data in your chart, you can also take a look at the Project Detail - Analytics. Click on a specific project and here you will find the chart of all actual vs. planned hours for this project.
Client planning chart
If you want to see the data for a specific client, then switch to the Client Detail - Analytics. Here you can see the chart with all the projects of this client.
Any questions?
If you still have questions about the planning chart, please contact our support directly here in the chat or via E-Mail. We will be happy to help you at any time.