Why isn’t there a filter that allows me to see the value based on date range? There is a completion date, a creation date, and a due date option. But in my industry we have large amounts of hours assigned to a task that will be worked on over several days, and across 2 or more weeks. I don’t want to see all of those hours lumped into the date it is due, or the date it was created. I want to be able to look at a week in the future and see how many hours a worker will spend on that task in that week, even if it is not completed that week.
Hi @Leah_Hess , welcome to the forum
I think you are very close! If you select either Completion, Creation or Due date, you will then get the following options where you can select ‘Between’ to set specific dates or choose ‘Within the next’ to select a range in the future.
If a chart doesn’t work for you, you can also try the Workload tab of your Portfolio and add your custom field that you use for ‘hours’, as the effort. More in the Asana guide here.
Thanks for the quick response Richard, but neither of those solutions solve my problem. Let me show you:
I have a task assigned to a video editor from August 24-28. So the days of work are Thursday, Friday, Monday. The task will take 15 hours, at $100 an hour that is $1500. Over 3 business days, we should be making $500 a day for the work being done.
But because there is not a “based on date range” option, it only shows me that we’ll make $1500 on August 28, the due date. Which is false and leads to inaccurate weekly forecasting. The same goes for hours, I see 15 hours of work on August 28, but nothing on August 24-25.
You’re right that the portfolio workload shows it as 5 hours spread across 3 business days. But we provide different services at different $ rates, and workload can’t provide me a dollar number of how much we’ll make that week. So I tried exporting the portfolio as a .csv to see if I could organize the data and calculate the $ amount on my own. But the .csv only has high-level project information, I need to be able to access data specific to task and their dates & fields - thus why I’m trying to get Universal Reporting to work instead.
If there is a setting I’m missing I would love to know, as this function would make Asana the perfect project management app. Thanks!
Not sure I really made this clear, but I forecast staff workloads and $ we’ll make based on weeks, not based on months or on project completion. This is why this feature would be important to me.