Staff Workstep Estimates Worksheet

The Staff Workstep Estimates Worksheet report details staff project budget dates and hours. Managers can use this report to review project planned vs. actual for staff dates and hours.

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 report is Project Estimates Worksheet by Employee. 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
Option Setting Description

Show Start Dates

List

Includes or excludes the start dates for the project or workstep. The options are Actual Only,

Planned Only, Both, or None.

Show Finish Dates

List

Includes or excludes the finish dates for the project or workstep. The options are Actual Only,

Planned Only, Both, or None.

Show Milestone Date

List

Includes or excludes the selected milestone date. The options are No Selection or any milestone date set in Workstream.

Include Deleted Clients

Yes/No

Includes or excludes the deleted client information.

Default Filters
Field Name Operator Value

Actual Hours (Workstep)

> =

0.00

Optional Filters
Available Fields

Actual Finish (Project)

Project Actual Hours

Project Prospective

Actual Finish (Workstep)

Project Bill Manager

Project Region

Actual Hours (Project)

Project Budget Hours

Project Status

Actual Hours (Workstep)

Project Business Unit

Project Team

Actual Start (Project)

Project Complexity

Project Template

Actual Start (Workstep)

Project Delivery Method

Project Type

Budget Hours (Workstep)

Project Extension 1 Date

Report Name

Client ID.Sub ID

Project Extension 2 Date

Staff Business Unit

Client Name

Project Fileholder

Staff ID

Client ID

Project Frequency

Staff Name

Client Office

Project ID

Staff Office

Department

Project Missed Dates

Staff Position

Last Entry Date (Workstep)

Project Name

Staff Region

Milestone Date

Project Office

Staff Reporting Manager

Planned Finish (Project)

Project On Hold

Works from the Pool

Planned Finish (Workstep)

Project On Hold as of Date

Workstep ID

Planned Start (Project)

Project Original Due Date

Workstep Status

Planned Start (Workstep) Project Priorities  
Grouping
Available Fields

Client ID.Sub-ID

Project Frequency

Report Name

Client Name Project ID

Staff Business Unit

Client ID

Project Name

Staff ID

Client Office

Project Office

Staff Name

Department

Project Region

Staff Office

Milestone Date

Project Team

Staff Position

Project Business Unit

Project Template

Staff Region

Project File Holder

Project Type

Staff Reporting Manager

Sorting
Available Fields

Client ID.Sub ID

Budget Hours (Workstep)

Workstep ID

Client ID

Last Entry Date (Workstep)

Workstep Name

Client Name

Project ID

Workstep Order

Actual Hours (Workstep)

Project Name

 

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 that is associated to the project or workstep in Last Name, First Name (Staff ID) format.

Client

The client that is associated to the project or workstep in Client Name (Client ID.Sub ID) format.

Project

The project name.

Workstep

The workstep that is assigned to the project in Workstep Name (Workstep ID) format.

Actual Start

The date the project or workstep actually started.

Planned Start

The date the project or workstep was planned to start.

Actual Finish

The date the project or workstep actually finished.

Planned Finish

The date the project or workstep was planned to finish.

Actual Amounts The WIP amount worked on the project or workstep.

Actual Hours

The number of hours actually worked on the project or workstep.

Last Entry Date

The date the last entry was made to the project or workstep, such as WIP.

Budget Amounts The WIP amount budgeted for the project or workstep.

Budget Hours

The number of hours budgeted for the project or workstep.

% Compl Per Budget

The actual hours divided by the budget hours.

Staff Workstep Estimates Worksheet Sample Report