Labor Resource Actuals General Tab

Use the General tab to select report options for the Labor Resource Actuals report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Format Select the type of data the report displays for each employee:
  • Hours

  • Cost Amount — This option is only available if your role security gives you full access to labor cost rates and amounts.

  • Billing Amount

  • Percentage — Select this option to display the ratio of employee actual hours to expected hours for each period, expressed as a percentage. For example, if an employee's expected number of hours for a period is 40 and she works 50 hours, the report displays 125 (125%) for that period.

  • Alerts — To identify deviations from the expected working hours for employees, select this option and enter a percentage in Standard Utility Percentage. The report displays OVER for a period for employees whose hours exceed the expected hours by more than the percentage in Standard Utility Percentage. It displays UNDER for a period for employees whose hours are less than the expected hours by more than the percentage in Standard Utility Percentage. (The expected hours are specified in Hours/Day on the Personal tab of the Employee Info Center.)

If you select Alerts, also enter a percentage in Standard Utility Percentage.

If you select Percentage or Alerts, Vision takes into consideration the holidays and non-working days in the calendar on the Holiday Configuration form (Configuration > General > Holiday Calendar) when it calculates expected hours.

Standard Utility Percentage If you select Alerts in Format, enter a percentage to indicate how far an employee's actual hours can vary from the expected hours before it results in an UNDER or OVER alert on the report.

For example, suppose you enter 10 in Standard Utility Percentage. If the number of expected hours for an employee for a period is 100 hours, and that employee only works 85 hours, the report displays UNDER for that period. The actual hours are more than ten percent less than the expected hours. If the employee works 95 hours, the report displays OK for the period. The actual hours are less than the expected hours, but the variance is only five percent. If the employee works 112 hours, the report displays OVER for the period because the actual hours are over ten percent more than the expected hours.

If you do not enter a percentage, the report displays UNDER or OVER for any variance from the expected hours.

Period Scale Select one of the following period scales.
  • Daily

  • Weekly

  • Bi-Weekly — A two-week period.

  • Semi-Monthly — One semi-monthly period runs from the first to the fifteenth of the month. The second semi-monthly period runs from the sixteenth to the end of the month.

  • Monthly

  • Accounting Period

  • Quarterly

  • Yearly

For example, if you want the report to display monthly totals of hours or amounts, select Monthly.

Start Day of the Week If you select Weekly or Bi-Weekly in Period Scale, select the starting day of the week.

The default selection is the day specified in Starting Day of Week on the Plan Settings form (Configuration > Planning > Plan Settings).

Start Date Select the starting date for the data on the report:
  • Today — The report displays data starting with the current date.

  • Specific Date — The report displays data starting with the date you specify. Enter the date, or click and select the date.

Range Select the number of reporting periods to display. The maximum number is 20.

This option determines the number of periods, and the Period Scale option determines the type of period. For example, if you select Monthly in Period Scale and 6 in Range, the report displays data for six monthly periods.

Column Width Enter the width of the data columns in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab of the Options dialog box.
Exclude Non-working Days If you select Daily in Period Scale, select this check box if you do not want the report to display reporting period columns for the non-work days specified in the company calendars on the Holiday Configuration form (Configuration > General > Holiday Calendar).

The primary purpose of this option is to reserve space on the report for work days.

Include Unposted Labor Select this check box to include hours from unposted timesheets. Vision includes hours from the following:
  • Unposted timesheet transaction entry files

  • Time & Expense timesheets that are in progress or submitted, but not posted

Use Company from Indicate if you want the report to use the employees' organizations or the projects' organizations.

When you group the report by organization or by an organization level, Vision groups by the employee organizations or project organizations, based on your selection in this field.

Include Employee Skill To restrict the employees included on the report to those with a particular skill, select the skill.

The report only displays employees for whom the selected skill is listed on the Experience tab of the Employee Info Center.

Employee Lookup To generate the report for selected employees, click to display the Employee Lookup dialog and select the employees.

If you do not select employees, the report includes all employees unless they are excluded based on other report options.

Project Lookup To generate the report for selected projects, click to display the Project Lookup dialog and select the employees.

If you do not select projects, the report includes all projects unless they are excluded based on other report options.

Show Graph Select this check box to include a graph of one of the following types of data for each employee:
  • If you select Hours in Format, Vision graphs actual hours.

  • If you select Cost Amount in Format, Vision graphs actual cost amounts.

  • If you select Billing Amount in Format, Vision graphs actual billing amounts.

If you select Percentage or Alerts in Format or if you select Exclude non-Working Days, this option is not available.

Limiting the Number of Employees

If the graph is difficult to read because the report includes too many employees, use the Employee Lookup option to select a smaller group of employees.

Height (Inches) If you select Show Graph, enter the height of the graph in inches.