This guide covers utilization tracking, project dashboards, and exportable reports in Octayne PSA.
Note: Organizational Roles must be configured in Settings before utilization data will appear. Set these up first if you have not already.
[Screenshot: Utilization dashboard with date filters and organizational utilization metrics]
Tip: Compare utilization across different date ranges to identify trends in team capacity and workload.
[Screenshot: Project Health dashboard with budget, timeline, and progress indicators]
[Screenshot: New Export form with project selection, Export Name, Export Type dropdown, and Date Range fields]
Tip: Save frequently used export configurations with clear names so they are easy to find and re-run.
| Export Type | Description |
|---|---|
| Summary by Professional | Aggregated hours and totals grouped by team member |
| Detailed by Professional (My Entries) | Line-by-line detail of your own time entries |
| Detailed by Professional (All) | Line-by-line detail of all team members' time entries |
| Summary by Billing Code | Aggregated hours and totals grouped by billing code |
| Expenses (All) | All expense entries across the selected projects |
| Expenses (My) | Your own expense entries only |
| Expenses (By Category) | Expense entries grouped by category |
| Expenses (By Project) | Expense entries grouped by project |
| Expenses (By Professional) | Expense entries grouped by team member |
Note: Export availability may vary based on your role and permissions. Contact your administrator if an expected export type is not visible.
Manage members, set permissions, and send invitations.
