PRINT LABOR UTILIZATION REPORT

Use this report to analyze employees' utilization: direct vs. indirect. Because the definition of "direct" can vary from company to company, numerous options are provided for inclusion/exclusion of various types of projects.

Primary Sort

Use the options in this group box to select the primary sort.

Home Organization

Select this radio button to sort by the employee's home organization.

Employee Name

Select this radio button to sort by the employee's displayed name, which appears on the report that was originally set up in the Basic Employee Info screen in Costpoint Employee.

Employee ID

Select this radio button to sort by the employee's ID. Both the employee's name and ID will appear on the report.

Secondary Sort

Use items in this group box to select the report's secondary sort.

Employee Name

Select this radio button to sort by the employee's displayed name, which will also appear on the report. This is one of two options available when the primary sort is by Home Organization.

Employee ID

Select this radio button to sort by the employee ID. Both the employee's name and ID appear on the report. This is one of two options available when the primary sort is by Home Organization.

None

Select this radio button to disallow any secondary sort. This is the default when the primary sort chosen is either Employee Name or Employee ID.

Include

Non-Billable Projects

To include other types of projects in the direct columns of the report, select the appropriate checkbox. Projects that are flagged as Billable Project (in the Basic Info screen in Costpoint Project Setup) are always included in the direct columns. The types listed are the project classifications, which are system-defined.

Bid and Proposal

Select this check box to include bid and proposals in direct totals.

IR and D

Select this checkbox to include independent research and development in direct totals.

Indirect

Select this checkbox to include indirect projects in direct totals.

Inter-Co Multi

Select this checkbox to include intercompany multiple projects in direct totals.

Intercompany

Select this checkbox to include intercompany projects in direct totals.

Common Inv

Select this checkbox to include common inventory in direct totals.

Direct Project

Select this checkbox to include direct projects in direct totals.

Work in Process

Select this checkbox to include work in process in direct totals.

Others

Leave Accts

Select this checkbox to include leave accounts in the report. If included, they are represented in the indirect columns.

Part-Time Employees

Select this checkbox to include employees designated as part-time in the report.

Temp Empl

Select this checkbox to include employees designated as temporary in the report.

Select

Accounting Period

Choose the accounting period, and optional subperiod if desired, that will appear in the Accounting Period columns. This period also determines which posted timesheets are included in the Accounting Period To Date columns and which unposted timesheets are included in the Open Timesheet columns. The Year-To-Date columns display current year-to-date data, regardless of the accounting period values you enter in this group box.

Fiscal Year

Use the drop-down box to select the fiscal year for which the report should be printed.

Period

Use the drop-down box to select the period for which the report should be printed.

Sub-period

Use the fields in this group box to select the General Ledger subperiod From/To range to be reported. You must enter both the From and To fields when using this option. This group box is optional.

From

Enter, or use Lookup to select, the beginning General Ledger subperiod to be included on the report.

To

Enter, or use Lookup to select, the ending General Ledger subperiod to be included on the report.

Compute Option

Percent of Actual

Select this radio button to compute the labor percentage using actual hours.

Percent of Standard

Select this radio button to compute the labor percentage using standard hours.

Standard Hours

If you select the Percent of Standard radio button, you must provide the number of standard hours in these three fields. Standard hours are defined as the number of "normal" hours in a period.

Open Timesheets

Enter open timesheet standard hours in this field. You must select the Percent of Standard option to enable this field.

Acct Period

Enter accounting period to date hours in this field. You must select the Percent of Standard option to enable this field.

Fiscal YTD

Enter fiscal year-to-date standard hours in this field. You must select the Percent of Standard option to enable this field.

Home Organization Range

Range Option

Use this drop-down box to select the range option to include on this report. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."

From

Enter, or use Lookup to select, the first home organization to be included in the report. This field is required if "One," "Range," or "To End" is selected in the Range Option field.

To

Enter, or use Lookup to select, the last home organization range to be included in the report. This field is required if "Range" or "From Beginning" is selected in the Range Option drop-down box.

GLC Option

Use these radio buttons to determine the labor category printed next to the employee's name. This does not affect the direct labor utilization percentage.

Employee Home GLC

The home GLC is the labor category currently in the employee's labor history.

Timesheet GLC

The timesheet GLC is the GLC that was charged on each transaction.

Table Information

This screen uses the following tables:

Accounting Periods - ACCTING_PD

Basic Employee Info - EMPL

Salary Info & History - EMPL_LAB_INFO

Fiscal Years - FY

General Labor Categories - GENL_LAB_CAT

Labor History - LAB_HS

Leave Types - LV_TYPE

Organizations - ORG

Projects - PROJ

Sub Periods - SUB_PD

Timesheet Header - TS_HDR

Timesheet Line - TS_LN

Report Columns