Labor Resource Forecast 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.
Format

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

  • Hours
  • Cost Amount
  • Billing Amount
  • Revenue
  • 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 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 Alerts, also enter a percentage in Standard Utility Percentage.

If you select Percentage or Alerts, Deltek takes into consideration the holidays and non-working days in Resource Planning Settings when it calculates expected hours.

Your access to labor cost rates and amounts may be restricted by role security.

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.
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.
Decimal Setting

Select the number of decimal digits to display for hours or amounts.

If you set Format to Hours, select one of the following settings:

  • No Decimal: The report displays the number of hours without decimal digits.
  • 1 Digit: The report displays the number of hours with one digit to the right of the decimal point.
  • 2 Digits: The report displays the number of hours with two digits to the right of the decimal point.

If you set Format to Cost Amount, Billing Amount, or Revenue, select one of the following settings:

  • No Decimal: The report displays amounts without decimal digits.
  • Currency: The report displays amounts with the number of decimal digits specified for the currency on the Currency Configuration form (Settings > General > Currency).
Column Width Enter the width of each of the period columns in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab.
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.
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.
Apply Plan Probability to All Amounts Select this check box if you want Deltek to include plan probabilities when it calculates plan amounts. For example, if the plan probability is 50%, the amounts that the report displays for the plan are 50% of the original amounts.
Only Include Plans Marked for Utilization and Project Reports If you select this option, the report includes only those plans that you select on the Plan lookup for which the Include in Utilization and Project Reports option is selected on the General tab of the Project Planning form.

If you do not select this option, the report includes all plans that you select on the Plan lookup.

Only Include Mapped Plans Select this option to only include plans that are mapped to projects. To map a plan to a project, you connect a plan's elements to existing or to-be-created projects, phases, and tasks. As you charge actual time and expenses to the project, Deltek automatically updates your plan with those hours and amounts.
Parent Topic: Labor Resource Forecast