SecurityThe Employee Time Objects offers five different Views and two different dashboards depending on the View selected. Each View is slightly different and includes various options (as applicable) to include grid options, column preferences, column filtering, drill down and a visual dashboard.
The five views available include:
From each of the Views, the results can be:
Printed - Click the Print icon.
Exported to Excel - Click the Export to Excel icon.
Filter - Click the Filter icon to select filter criteria.
Bookmark - Click the Bookmark icon to add as a bookmark.
Dashboard View - After selecting the type of dashboard view and applying the filter, click the Dashboard icon to view in a separate tab a graphical version of the results. Additional filter is available to change the From/To month/year and department.
Refresh - Click the Refresh icon to refresh the results.
Filters available:
From / Year - Use the dropdown to select the From Month and Year.
To / Year - Use the dropdown to select the To Month and Year.
Include Alternate Employees - Select this option to include Alternate Employees.
Include Job Detail - Select this option to include Job Details.
Include Only Forecasted Jobs - Select this option to only include Forecasted Jobs.
Summarize - Select this option to summarize the results.
Department - Use the dropdown to limit the results to a specific Department.
Grouping Options - Select how to group the results. Options available are: Office, Department or Employee.
When all filter options are selected, click the Apply Filter button. The results will be displayed below the Filter. Additional filter options are:
Column Preference - Options to customize the columns is available using the Column Preference icon on the column heading, or right click on the column name to access the Column Preference. Check the columns to display or Uncheck the columns to not display.
Sort Columns - The option to sort columns by ascending or descending is available by clicking on the column heading to sort the results in ascending order. Click on the column heading again to sort the results by descending order. Click on the column heading again to remove the sort.
Filter Columns - To filter the search results further, use the Filter option located in the Office, Department, Employee and Client columns.
The following columns are displayed:
Office - The office associated to the record.
Department - The department associated to the record.
Employee - The employee associated to the record.
Client - The client associated to the record.
Forecasted Hours - The number of hours forecasted for the employee.
Actual Hours - The number of actual hours recorded for the employee.
Variance Hours - The difference between the forecasted hours and actual hours for the employee.
Forecasted Amount - The dollar amount forecasted for the employee.
Actual Amount - The dollar actual dollar amount for the employee.
Variance Amount - the difference between the forecasted amount and actual amount for the employee.
Filters available:
From / Year - Use the dropdown to select the From Month and Year.
To / Year - Use the dropdown to select the To Month and Year.
Department - Use the dropdown to limit the results to a specific Department.
Grouping Options - Select how to group the results. Options available are: Office, Department or Employee.
When all filter options are selected, click the Apply Filter button. The results will be displayed below the Filter. Additional filter options are:
Column Preference - Options to customize the columns is available using the Column Preference icon on the column heading, or right click on the column name to access the Column Preference. . Check the columns to display or Uncheck the columns to not display.
Sort Columns - The option to sort columns by ascending or descending is available by clicking on the column heading to sort the results in ascending order. Click on the column heading again to sort the results by descending order. Click on the column heading again to remove the sort.
Filter Columns - To filter the search results further, use the Filter option located in the Office, Department and Employee columns.
The following columns are displayed:
Office - The office associated to the record.
Department - The department associated to the record.
Employee - The employee associated to the record.
Required - Total number of hours required minus any hours entered in the Calendar as Holiday. Required hours are established in Employee Maintenance in the daily hours fields (check off days and enter hours required).
Direct Goal - The direct hours goal is calculated based on the Direct Hours Percent Goal in Employee Maintenance for the selected timeframe. The calculation is Required hours less PTO multiplied by the Direct Hours Percent Goal Percent.
Forecasted Hours - The forecasted hours for the employee.
Direct - The direct hours for the employee.
Variance Hours - The difference of hours between the Forecasted Hours and Direct Hours.
Client - The number of Client hours for the employee.
New Business - The number of New Business hours for the employee.
Agency - The number of Agency hours for the employee.
Indirect - The number of Indirect hours for the employee.
Billable - The number of Billable hours for the employee.
Total - The total hours of Client, New Business, Agency and Indirect hours.
Variance - The difference between Required Hours and Total Hours.
Direct % - Direct Hours divided by Total Hours.
New Business % - Client Hours divided by Total Hours.
Agency % - Agency Hours divided by Total Hours.
Indirect % - Indirect Hours divided by Total Hours.
Billable % - Billable Hours divided by Total Hours.
Required % - Total Hours divided by Required Hours.
Filters available:
From / Year - Use the dropdown to select the From Month and Year.
To / Year - Use the dropdown to select the To Month and Year.
Department - Use the dropdown to limit the results to a specific Department.
Grouping Options - Select how to group the results. Options available are: Office, Department or Employee.
Display Field - Use the dropdown to select the field type to display. Options available are: Direct Hours, Direct Percent, Client Hours or Client Percent.
When all filter options are selected, click the Apply Filter button. The results will be displayed below the Filter. Additional filter options are:
Column Preference - Options to customize the columns is available using the Column Preference icon on the column heading, or right click on the column name to access the Column Preference. Check the columns to display or Uncheck the columns to not display.
Sort Columns - The option to sort columns by ascending or descending is available by clicking on the column heading to sort the results in ascending order. Click on the column heading again to sort the results by descending order. Click on the column heading again to remove the sort.
Filter Columns - To filter the search results further, use the Filter option located in the Office, Department and Employee columns.
The following columns are displayed:
Office - The office associated to the record.
Department - The department associated to the record.
Employee - The employee associated to the record.
Month - Displays each month's hours.
Filters available:
From / Year - Use the dropdown to select the From Month and Year.
To / Year - Use the dropdown to select the To Month and Year.
Include Alternate Employees - Select to include alternate employees.
Include Only Forecasted Jobs - Select this option to only include Forecasted Jobs.
Summarize - Select this option to summarize the results.
Department - Use the dropdown to limit the results to a specific Department.
Grouping Options - Select how to group the results. Options available are: Client, Department or Employee.
When all filter options are selected, click the Apply Filter button. The results will be displayed below the Filter. Additional filter options are:
Column Preference - Options to customize the columns is available using the Column Preference icon on the column heading, or right click on the column name to access the Column Preference. Check the columns to display or Uncheck the columns to not display.
Sort Columns - The option to sort columns by ascending or descending is available by clicking on the column heading to sort the results in ascending order. Click on the column heading again to sort the results by descending order. Click on the column heading again to remove the sort.
Filter Columns - To filter the search results further, use the Filter option located in the Client, Department and Employee columns.
The following columns are displayed:
Client - The Client associated to the record.
Department - The department associated to the record.
Employee - The employee associated to the record.
Forecasted Hours - The Forecasted Hours by employee/client.
Actual Hours - The Actual Hours by employee/client.
Variance Hours - The difference between the Forecasted Hours and Actual Hours.
Forecasted Amount - The Forecasted Amount by employee/client.
Actual Amount - The Actual Amount by employee/client.
Variance Amount - The difference between the Forecasted Amount and Actual Amount.
Filters available:
From / Year - Use the dropdown to select the From Month and Year.
To / Year - Use the dropdown to select the To Month and Year.
Summarize - Select this option to summarize the results.
Department - Use the dropdown to limit the results to a specific Department.
Grouping Options - Select how to group the results. Options available are: Client, Department or Employee.
Display Field - Use the dropdown to select the field type to display. Options available are: Direct Hours, Direct Percent, Client Hours or Client Percent.
When all filter options are selected, click the Apply Filter button. The results will be displayed below the Filter. Additional filter options are:
Column Preference - Options to customize the columns is available using the Column Preference icon on the column heading, or right click on the column name to access the Column Preference. Check the columns to display or Uncheck the columns to not display.
Sort Columns - The option to sort columns by ascending or descending is available by clicking on the column heading to sort the results in ascending order. Click on the column heading again to sort the results by descending order. Click on the column heading again to remove the sort.
Filter Columns - To filter the search results further, use the Filter option located in the Client, Department, Employee and Client columns.
The following columns are displayed:
Client - The Client associated to the record.
Department - The department associated to the record.
Employee - The employee associated to the record.
Utilization Current - Is based on selected field displayed: Current Direct Hours, Current Percent, Current Client Hours or Current Client Percent.
Utilization Total - Is based on the selected field displayed: Total Direct Hours, Total Percent, Total Client Hours or Total Client Percent.
FTE Current (Full Time Equivalent) - Calculation: Utilization Current / [FTE Basis/12)].
FTE Total (Full Time Equivalent) - Calculation: Utlization Total / [FTE Basis/12)x the # of months selected in the Period Range].
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