Use this screen to print a report that displays direct and indirect labor utilization hours.
In general, direct hours are usually associated with billable projects and non-direct hours are associated with non-billable projects; however, since the definition of "direct" may vary from company to company, numerous options are provided in this application for inclusion or exclusion of various project types.
This report is useful if you want to analyze employee utilization hours for specific projects, employees, and accounting periods. The report provides a breakdown of period and year-to-date utilization percentages. It also displays open (unposted) timesheet information.
There are several sort options available in this application, allowing you to group the report data by "Home Organization," "Employee Name," and "Employee ID." You may also choose to include part-time and temporary employees in the report population.
You can click the Preview Default Report icon to print the report output to your screen, or you can click the Print Default Report icon to send the report to a printer.
Use this screen to review employee labor utilization.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Use the checkbox (top right corner) to select/deselect the record. You might select the checkbox if you want to mark the record for deletion, for example. This option is particularly useful if you need to delete multiple records.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to specify the accounting period and home organization.
This option includes one record. This field is non-editable.
Enter, or use Lookup to select, the fiscal year for which the report should be printed.
Period *
This field displays the period for which the report should be printed.
This field populates automatically based on the data you entered in the Fiscal Year field.
This option includes a record range. This field is non-editable.
Enter, or use Lookup to select, the beginning subperiod to be included in the report.
Enter, or use Lookup to select, the ending subperiod to be included in the report.
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the first home organization to be included in the report.
Enter, or use Lookup to select, the last home organization to be included in the report.
1st Sort *
Use the drop-down box to make a selection. Your choices are "Home Organization," "Employee Name," and "Employee ID."
Home Organization - Select this option to sort the report by the employee home organization, as entered in the Employee User Flow screen (People\Maintain\Employee).
Employee Name - Select this option to sort the report by the employee name, as entered in the Employee User flow screen.
Employee ID - Select this option to sort the report by employee ID. Both the employee name and ID will display on the report.
2nd Sort *
Use the options in this drop-down box to choose the report's secondary sort.
The options in this drop-down box are enabled based on your selection in the first sort option drop-down box. For example, if you choose "Home Organization" as the first sort option, the "Employee ID" and "Employee Name" will be available for selection.
If you select the "Employee Name" or "Employee ID" options as the first sort, "None" must be the second sort option.
Your choices include the following:
Employee Name - Select this option to use the employee name, as entered in the Employee User Flow screen.
Employee ID - Select this option to use the employee ID as the secondary sort. Both the name and ID appear on the report.
None - Select this option to disallow a secondary sort. This is the default when the first sort is "Employee Name" or "Employee ID."
This block displays the Include, Non-Billable Projects, Other, Compute Option, Standard Hours, and GLC Option group boxes.
Use the fields in this group box to include non-billable projects as "direct" utilization hours in the report. If you do no select any checkboxes in the Non-Billable Projects group box, the utilization hours will still be evaluated; however, they will not appear in the report as "direct" hours.
Use the fields in this group box to associate non-billable projects with direct hours.
Select this checkbox to include bid and proposals in the direct hours utilization fields of the report.
Select this checkbox to include independent research and development in the direct hours utilization fields of the report.
Select this checkbox to include indirect projects in the direct hours utilization fields of the report.
Select this checkbox to include intercompany multiple projects in the direct hours utilization fields of the report.
Select this checkbox to include intercompany projects in the direct hours utilization fields of the report.
Select this checkbox to include common inventory in the direct hours utilization fields of the report.
Select this checkbox to include direct projects in the direct hours utilization fields of the report.
Select this checkbox to include work in process in the direct hours utilization fields of the report.
Use the fields in this group box to include or restrict additional report data.
Select this checkbox to include leave accounts in the report. If included, they are designated as indirect hours.
Select this checkbox to include part-time employees in the report.
Select this checkbox to include temporary employees in the report.
Use the fields in this group box to establish the method for computing labor costs.
Select this radio button to compute the labor percentage using actual hours.
Select this radio button to compute the labor percentage using standard hours.
For example, 2080 may be the standard number of labor hours for the fiscal YTD.
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.
Enter the standard number of hours for open timesheets in this field.
Enter the standard number of accounting period hours in this field.
Enter the standard number of hours in a fiscal year in this field.
Use these radio buttons to determine the labor category to be printed on the report.
Select this radio button to display the GLC from the Employee Salary Information screen (People\Maintain\Employee).
Select this radio button to display the GLC from the timesheet.
* A red asterisk denotes a required field.
The following are source tables whose data is evaluated after you enter your selection criteria:
ACCTING_PD (Accounting Periods)
EMPL (Basic Employee Info)
EMPL_LAB_INFO (Salary Info & History)
FY (Fiscal Years)
GENL_LAB_CAT (General Labor Categories)
LAB_HS (Labor History)
LV_TYPE (Leave Types)
ORG (Organizations)
PROJ (Projects)
SUB_PD (Sub Periods)
TS_HDR (Timesheet Header)
TS_LN (Timesheet Line)