Staff Time Analysis
The Staff Time Analysis report assists with the management of staff effectiveness by including the amount of time staff works with each client, project, and service code.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients
Reports in Foundation that are Comparable
In Practice Management, there is no comparable report. In Practice Advantage, the comparable report is Employee Time Analysis.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Include Deleted Staff |
Yes/No |
Includes or excludes deleted staff information. |
Show Productivity |
Yes/No |
Includes or excludes the staff productivity section of the report. |
Show Cost |
Yes/No |
Includes or excludes the cost analysis section of the report. |
Select to Include Transactions Using…. |
List |
Determines the type of transaction date to include for PTD or RTD results. The options are Transaction date or Accounting period date. |
Hide Comma |
Yes/No |
Includes or excludes commas in numbers. |
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
PTD |
Between |
First Day Of Current Month, Last Day Of Current Month |
RTD |
Between |
First Day of Current Fiscal Year, Last Day of Current Fiscal Year |
Staff Status |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Area of Expertise |
Project Actual Finish |
Project Planned Start |
Billable Type |
Project Actual Start |
Project Status |
Category ID |
Project Business Unit |
Project Team |
Category Name |
Project ID |
PTD |
Client |
Project Name |
Report Name |
Client Name |
Project Office |
RTD |
Department |
Project Original Planned Finish |
Service Code ID |
Project |
Project Planned Finish |
Service Code Name |
Staff |
Staff Office |
Staff Status |
Staff Business Unit |
Staff Position |
Subcategory ID |
Staff ID |
Staff Region |
Subcategory Name |
Staff Name |
Staff Reporting Manager |
|
Grouping | ||
---|---|---|
Available Fields | ||
Billable Type |
Project ID |
Staff Name |
Category ID |
Project Name |
Staff Office |
Category Name |
Project Office |
Staff Position |
Client ID |
Project Status |
Staff Region |
Client ID.Sub ID |
Report Name |
Staff Reporting Manager |
Client Name |
Service Code ID |
Staff Status |
Client Sort Name |
Service Code Name |
Subcategory ID |
Department |
Staff |
Subcategory Name |
Project |
Staff Business Unit |
|
Project Business Unit |
Staff ID |
|
Sorting |
---|
There are no sorting options for this report. |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Staff |
The staff name in Last Name, First Name (Staff ID) format. |
PTD Hours |
The total of all hours posted for the date range selected. |
% |
The percentage of detail total hours to group option total hours, calculated by dividing each line item total hours by the grand total hours for the group method. |
PTD Amount |
The total of all amounts posted for the date range selected. |
% |
The percentage of detail total amounts to group option total amounts, calculated by dividing each line item total amounts by the grand total amounts for the group method. |
RTD Hours |
The total of all hours posted for the date range selected. |
% |
The percentage of detail total hours to group option total hours, calculated by dividing each line item total hours by the grand total hours for the group method. |
RTD Amount |
The total of all amounts posted for the date range selected. |
% |
The percentage of detail total amounts to group option total amounts, calculated by dividing each line item total amounts by the grand total amounts for the group method. |
Productivity |
|
Billable Time |
The total of all billable hours and amounts posted for the date range selected. |
Write Up/Down |
The net of write up/down on billed time amounts during the range selected. |
Effective Rate |
The calculation of billed amount + write up/down divided by billed hours. Note: The Effective Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm. |
Billable Productivity Rate |
The calculation of billed amount + write up/down divided by billable production hours for the period. |
Productivity Rate |
The calculation of billed amount + write up/down divided by total production hours for the period including nonbillable. |
Cost Analysis |
|
Cost Amount |
The sum of cost for all transactions entered for the staff during the date range selected. |
Cost Rate |
The cost divided by total production hours. |
Return Amount |
The calculation of invoice amounts (billed amount+ write up/down)- cost amount from this report. |
Return Rate |
The return amount divided by the total bill and non-bill hours entered for the period |
Staff Time Analysis Sample Report