Staff Workstep Assignments
The Staff Workstep Assignment report lists worksteps assigned to staff. Managers can use this report to review staff workload.
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 > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management, the comparable reports are Due Date List – Project Positions and Employee Assigned Projects. In Practice Advantage, the comparable report is Task Scheduling.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings |
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There are no options and setting for this report. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Staff |
= |
All |
Project Status |
= |
All |
Workstep Status |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Budget Hours (Project) |
Project |
Project Office |
Budget Hours (Workstep) |
Project Actual Hours |
Project On Hold |
Client |
Project Bill Manager |
Project On Hold as of Date |
Department |
Project Budget Hours |
Project Original Due Date |
Est. Percentage Complete Per Budget |
Project Business Unit |
Project Priorities |
Est. Percentage Complete Per Est. Hours |
Project Complexity |
Project Prospective |
Expertise (Staff) |
Project Delivery Method |
Project Region |
Expertise (Workstep) |
Project Extension 1 Date |
Project Status |
Planned Finish (Project) |
Project Extension 2 Date |
Project Team |
Planned Finish (Workstep) |
Project File Holder |
Project Template |
Planned Start (Project) |
Project Frequency |
Project Type |
Planned Start (Workstep) |
Project ID |
Report Name |
Position (Staff) |
Project Missed Dates |
Roles |
Position (Workstep) |
Project Name |
Skill Level (Staff) |
Skill Level (Workstep) |
Staff Name |
Works from the Pool |
Staff |
Staff Office |
Workstep |
Staff Business Unit |
Staff Region |
Workstep ID |
Staff ID |
Staff Reporting Manager |
Workstep Status |
Grouping |
||
---|---|---|
Available Fields | ||
Client |
Project Office |
Skill Level (Workstep) |
Department |
Project Region |
Staff |
Project |
Project Team |
Staff Business Unit |
Project Business Unit |
Project Template |
Staff ID |
Project File Holder |
Project Type |
Staff Name |
Project Frequency |
Report Name |
Staff Office |
Project ID |
Roles |
Staff Region |
Project Name |
Skill Level (Staff) |
Staff Reporting Manager |
Sorting |
||
---|---|---|
Available Fields | ||
Budget Hours (Project) |
Planned Finish (Workstep) |
Skill Level (Staff) |
Budget Hours (Workstep) |
Planned Start (Project) |
Skill Level (Workstep) |
Client |
Planned Start (Workstep) |
Staff |
Expertise (Staff) |
Position (Staff) |
Workstep |
Planned Finish (Project) |
Project |
Workstep Order |
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. |
Client |
The client that the project is assigned to in Client Name (Client ID.Client Sub-ID) format. |
Project |
The project name in Project Name (Project ID) format. |
Workstep |
The project workstep in Workstep Name (Project ID) format. |
Planned Start |
The project or workstep planned start date for project records. |
Planned Finish |
The project or workstep planned finish date for project records. |
Budget Hours |
The number of hours budgeted for the project or workstep. |
Position |
The staff position. |
Expertise |
The staff area of expertise. |
Skill Level |
The staff skill level. |
Staff Workstep Assignments Sample Report