Employee Workload report

Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field.

The report contains information for all projects, unless you select a specific project in this field.

You can change the title of the report.

Sorts the report by employee, employee type, supervisor, or department. If you use multi-company, you can also sort by company.

Prints the report for the next consecutive six periods, either weeks or months, from the View As Of date.

Prints either spent, hours, or cost amounts.

Prints all phases or phases of a specific status. If no phases exist for the status you select, the project does not appear on the report.

Only prints information associated with the department, employee, or supervisor who is producing the report. You can print all employees by selecting No limit. If you use multi-company, you can also limit by company.

If selected, it includes employees with an inactive status on the report.

Includes your open Business Development efforts. To calculate amounts for this potential work, Ajera multiplies the contract amount entered on linked production phases by the percent chance of winning the work.

If selected, it includes direct personnel expenses and overhead in the cost amount.

If selected, it includes overhead projects in the report.

If selected, a graph of the information appears on the report.

If selected, you can expand the employee information, and then drill down on a project and then a phase.

If cleared, the employee and project are expanded, and you can drill down to the phase.

The name of the employee assigned to the project

A - Active

P - Preliminary

M - Marketing

W - Work hold

H - Hold

B - Billing hold

C - Closed

The resource start date. When the phase has a resource, the report displays start and end dates, using the hierarchy in your work breakdown structure (resource, subphase, phase, and project).

The resource end date. When the phase has a resource, the report displays start and end dates, using the hierarchy in your work breakdown structure (resource, subphase, phase, and project).

The amount budgeted for labor resources on the project or phase

The amount of budgeted labor currently remaining as of the date you produce the report. The amount remaining is calculated based on spent.

The amount of budgeted labor for each of the next six weeks or months starting with the current date or the date you entered in the View As Of field on the report window. Depending on the starting date of the reporting period, these columns can contain historical, current, and projected amounts, which are displayed as follows:

Red - Prior historical amounts

Purple - Current amounts

Blue - Future projected amounts

Drilldown - Phase:

When you drill down on a phase which has resource budget amounts, these columns appear. A Notes row also appears if you entered any notes for the resource.

For the project row, it lists the project ID.

For a resource row, it is the resource activity type (Labor, Expense, or Consultant).

The name of the item on the row

The employee's name

The short description which helps further identify the item on the row

The number of hours budgeted

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. for the item on the row

You do not see this column unless your role has the View employee cost check box selected.

The amount contracted to bill the client

The actual start date entered. If no actual date was entered, it is the estimated date.

Amounts that are actually spent

Forecasted amounts based on project manager estimates rolled up from resources

A mix of actual spent and forecasted spent

For example, if you produce the report to show months and run it on the 15th of the month, the report shows the amount spent for that month through the 15th and the projected amount you will spend from the 16th until the end of the month.