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Drilldown logs

Route: /org/resource/bills?tab=drilldown · Permission: View Resource Billings


1. What the drilldown is​

Every time log that went into the bill, listed individually and groupable five ways. It is the audit trail: the answer to "why is this bill this amount" is always on this tab.

DrilldownSummaryAdjustments
GranularityOne row per time logOne row per billOne row per correction
Changes anythingNoNoYes
GroupableFive ways——

2. What each row traces back to​

Every grouping is a different question about the same rows.


3. Using the drilldown — step by step​

Figure 1 — The drilldown grouped by resource, showing group headers with counts, hours and amounts.

Step 1 · Choose a grouping​

Group byAnswers
NoneThe raw list
ResourceWho did the work, and what each person costs
CategoryWhich kind of work consumed the budget
Budget HeadHow it maps onto finance's categories
TaskWhich specific pieces of work were expensive

Step 2 · Read a group header​

Each header carries its own subtotals — the count of logs, hours and amount — so you can compare groups without expanding them.

Groups are sorted alphabetically by their label and can be collapsed.

Step 3 · Read the rows​

Each row is one time log with its hours and its computed amount.

Group by Resource first, then by Task

Resource tells you where the money went; Task tells you what it bought. Between them they explain almost every "why is this bill so large" question without opening a single task.


4. Field reference​

Where each grouping's value comes from​

GroupingSource
ResourceThe user who logged the time
CategoryThe task's category
Budget HeadThe budget category, from Organization Settings
TaskThe task the time was logged against

How an amount is calculated​

Hours × the applicable rate, from the project's billing settings. The drilldown shows the result, not the rate arithmetic.

A log with no rate contributes hours but no amount

Rates come from project billing configuration. If a resource or role has no rate, its logs still appear with their hours and add nothing to the total — which reads as a discount rather than as missing configuration.

Group by Resource and look for a row with hours and a zero amount.

What is not here​

MissingWhy
Non-billable timeExcluded at generation, by the task's billable flag
Logs outside the periodNot in this bill
Logs already billed elsewhereA log can be on one bill only
AdjustmentsThey are corrections to the bill, not logs — see Adjustments
The drilldown total and the bill total can differ

The drilldown sums the logs. The bill total is the logs plus adjustments. A gap between them is exactly the adjustments applied, and the Adjustments History tab reconciles it.


5. The admin contract​

PrerequisiteWithout it
View Resource BillingsAccess Denied
Billable categoriesNo logs to show
Project billing ratesHours with no amounts
Budget categoriesThe Budget Head grouping is empty

6. Downstream​

The drilldown is read-only. It is the evidence behind the statement PDF and the input to any conversation about correcting a bill.


7. Don't confuse this with…​

ThingWhereWhy it is different
Drilldown (this page)The billThe logs on one bill
Time Logs tabA taskThe logs on one task, billable or not
Timesheet AnalyticsAnalyticsHours across the team, unbilled
Reconciliation viewBilling analyticsBilled against logged, across bills

8. Troubleshooting​

SymptomCause
A log is missingIts task is not billable, or it is outside the period, or it is on another bill
Hours but no amountNo rate is configured for that resource
Budget Head grouping is emptyTasks are not mapped to budget categories
The total does not match the billAdjustments are not counted here
Groups in an unexpected orderThey sort alphabetically by label

  • Adjustments — the difference between this total and the bill total
  • Time logs — where each row was created