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
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