This report shows work management details by resource.
- In the menu, expand Publishing Modules > Book Publishing > Project Reports > Management Reports and then double-click BP Resource Management Report. BPR085 Resource Management Report panel appears.
- Enter the selection criteria and click OK to produce the report.
The time (duration) is classified as forecasted and is broken up into months. All figures displayed are in hours. The schedule also shows work time (actuals) for the periods selected. A summary of the following is shown.
- Total chargeable hours (i.e. total of duration)
- Annual leave
- Total hours this month (total of chargeable hours and annual leave)
- Total hours available this month – month (i e days multiplied by 8 hours)
- Target chargeable hours – total hours available multiplied by chargeable rate from the timesheets module.
- Balance – (total chargeable hours – total hours this month).
The resource management process extracts data created and maintained at the scheduling process. This report gives a summary view of the resource and allows analysis for the specified period/month.
The final total indicates the time taken and annual leave if any. The following details are available as a selection for the report.
- Start period for the resource management details.
- Department (from timesheet)
- Resource name
- Exclude closed Projects
Data is presented in the report by project and 12 months of scheduled time by months in columns. Totals of work times (Actuals) and forecasted times (estimates) are accumulated by project.
A summary of the following displays:
- Work time – total chargeable hours (ie total of duration for the period shown)
- Non-available (leave) – annual leave (if holidays have been entered for the resource). This is Company @ clhldy (y) + Employee @ clhldy (Y) minus Employee @ clhldy (N) in Company @ clhldy (Y).
- Total time – total hours this month (total of chargeable hours and annual leave, i.e. sum of the two columns above). This is work time + non-available.
- Hrs available – total hours available this month excluding weekends– (ie days for the month multiplied by 8 hours from the global calendar, thus public holidays would be excluded in the calculation).
- Target chrg –Hours available multiplied by standard chargeable rate percentage from the timesheet module. It is necessary for the field chargeable rate to be maintained in the timesheet.
- Non Chargeable – Non chargeable Project + Timesheet transactions.
- Balance – Hours available – Total time – Non chargeable.
