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Help & Support - The one place for all your questions about Harvest.

Reports & Project Budgets

How do I view detailed notes associated with the hours reported? #

You can simply click on the hours in the reports and a pop-up of detailed tasks, people, and hours will be displayed. See screenshot:

report
How do I see the hours logged by everyone in my organization? #

From the Reports home screen, click on “Total Hours.” This will list all hours broken down by all people and tasks for the given time period.

Is it possible to round off time to the closest 15 or 30 minute? #

Yes, you can export out a CSV spreadsheet (which can be opened by Excel) with an additional column which will have these values to assist you in your reporting. To turn this feature on, go to Manage > Account Settings, click on Edit Preferences and change option for Export round-off.

Once the round-off preference is on, your hours will also be rounded for new invoices you create.

How do I print my reports? #

To print the reports, you can just click on the More Actions pulldown menu on the reports page, and select either Print or Export to Excel.

Export to Excel will download a CSV file to your computer, which you can easily open in Microsoft Excel, Google Docs, or any other spreadsheet program.

To print the report as a PDF, select that Print option, and in your printer window that pops up, select Print as PDF.

Can I export Harvest data into QuickBooks? #

Yes, Harvest exports your data as Timer IIF files. You’ll first need to set up Harvest for QuickBooks export. From there, you can go to Reports > Time, and on the All Clients and Projects report (or on any client’s report), click on the More Actions button and you’ll find the QuickBooks option.

Why are characters showing up weird in my Excel export? #

This is unfortunately a bug with Microsoft Excel, and their poor support of UTF-8. To go around the problem, please follow these steps:

  1. After downloading the export, change the .csv extension to a .txt extension. For example, save it as “report.txt”.
  2. In Excel, Open File > Filetypes: Text files: .prn, .txt,*. csv and open your report.txt file.
  3. Check the “delimited” radio button, if you see the option.
  4. In the list of character encoding options, select 65001: Unicode (UTF-8).

The other option is to use OpenOffice or Google Spreadsheets (both are free).

How do I view a budget by task? #

Assuming a project is already set up with a budget by task hours:

  1. Browse to Reports > Project Status > Project Budget
  2. You can either click on the arrow next to the Project to get a quick view, or click on the project in question
  3. You should see a visual report of your tasks hours against your project budget.

Here’s a screenshot what the budget report will look like:

If you do not see this, it’s most likely that the budget is not set up correctly. To set up a budget for the project: under Manage > Projects, on a project’s page scroll down to the Budget section, and select Task Hours, you can then scroll down to the Tasks section and put in budgeted hours for each task.

Can I show project budgets to our employees and contractors? #

You sure can. On each project (under Manage > Projects), under the Budget section, check the box “Show budget report to all employees and contractors” (note that this option will only show up if you have chosen a valid budget method).

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