Labor Resource Actuals General Tab

Use the General tab to select report options for the Labor Resource Actuals report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.

Options

Field Description
Format

Select the type of data that the report displays for each employee:

  • Hours
  • Cost Amount: This option is only available if your role security gives you full access to labor cost rates and amounts.
  • Billing Amount
  • Percentage: Select this option to display the ratio of employee actual hours to expected hours for each period, expressed as a percentage. For example, if an employee's expected number of hours for a period is 40 and she works 50 hours, the report displays 125 (125%) for that period.
  • Alerts: To identify deviations from the expected working hours for employees, select this option and enter a percentage in Standard Utility Percentage.
    • The report displays OVER for a period for employees whose hours exceed the expected hours by more than the percentage in Standard Utility Percentage.
    • The report displays UNDER for a period for employees whose hours are less than the expected hours by more than the percentage in Standard Utility Percentage.
    You specify expected hours in the Hours/Day field on the Personal tab of the Employees hub.

If you select Percentage or Alerts, Deltek takes into consideration the holidays and non-working days specified in Resource Planning Settings.

Standard Utility Percentage

If you set Format to Alerts, enter a percentage in this field to indicate how far an employee's actual hours can vary from the expected hours before it results in an alert on the report.

Example: In the Standard Utility Percentage field, you enter 10. The number of expected hours for an employee for a period is 100 hours.

  • If the employee works 85 hours, the report displays UNDER for that period. The actual hours are more than ten percent less than the expected hours.
  • If the employee works 95 hours, the report displays OK for the period. The actual hours are less than the expected hours, but the variance is only five percent.
  • If the employee works 112 hours, the report displays OVER for the period because the actual hours are over ten percent more than the expected hours.

If you do not enter a percentage, the report displays UNDER or OVER for any variance from the expected hours.

Period Scale

Select one of the following period scales for the hours or amounts on the report:

  • Daily
  • Weekly
  • Bi-Weekly: A two-week period.
  • Semi-Monthly: One semi-monthly period runs from the first to the fifteenth of the month. The second semi-monthly period runs from the sixteenth to the end of the month.
  • Monthly
  • Accounting Period
  • Quarterly
  • Yearly
Start Day of the Week If you set Period Scale to Weekly or Bi-Weekly, use this field to specify the starting day of the week.
Start Date

Select the starting date for the data on the report:

  • Today: The report displays data starting with the current date.
  • Specific Date: The report displays data starting with the date that you specify.
Range Select the number of reporting periods to display. The related Period Scale option determines the type of period. For example, if the period scale is monthly and you enter 6 here, the report displays data for six monthly periods.
Column Width Enter the width of the data columns in inches or millimeters, based on which one you selected in the Unit of Measure field on the Layout tab.
Exclude Non-working Days If you set Period Scale to Daily, select this check box if you do not want the report to display reporting period columns for the non-work days specified in the company calendars. The primary purpose of this option is to reserve space on the report for work days.
Include Unposted Labor

Select this check box to include hours from:

  • Unposted timesheet transaction entry files
  • Timesheets that are in progress or submitted, but not posted
Use Organization from Indicate if you want the report to use the employees' organizations or the projects' organizations. When you group the report by organization or by an organization level, Deltek groups by the employee organizations or project organizations, based on your selection in this field.
Include Employee Skill To restrict the employees included on the report to those with a particular skill, select the skill in this field. The report only displays employees for whom the selected skill is listed on the Experience tab of the Employees hub.
Employee Lookup To filter the report contents, use the Employee lookup to select the employees to include. If you do not, the report includes all employees unless they are excluded based on other report options.
Project Lookup To filter the report contents, use the Project lookup to select projects. If you do not, the report includes all projects unless they are excluded based on other report options.

Graph

Field Description
Show Graph

Select this check box to include a graph on the report. The data shown on the graph depends on how you set the Format option:

  • If you select Hours, the graph shows actual hours.
  • If you select Cost Amount, the graph shows actual cost amounts.
  • If you select Billing Amount, the graph shows actual billing amounts.
  • If you select Percentage or Alerts or Exclude non-Working Days, this option is not available.

Limiting the Number of Employees

If the graph is difficult to read because the report includes too many employees, use the Employee Lookup option to select a smaller group of employees.

Height (Inches) If you decide to show a graph, enter the height of the graph in inches in this field.
Parent Topic: Labor Resource Actuals