Contents of the Employee Realization Form

Use these fields and options to modify employee realization information.

Contents

Field	Description
<Company Name>	This field displays the name of the active company that you selected.
Calculate	Click this button to display projects with realization, based on your settings for the options on this form.
Run	Click this button to allocate employee realization amounts. The calculations then display on the Employee Realization Allocation dialog box. You can adjust realization amounts on this dialog box. After you allocate employee realization, the amounts display on the following reports: Employee Labor Detail (under the Employee report type) Time Analysis (under the Employee report type) Invoice Transaction Detail Report (under the Accounts Receivable report type)
Cancel	Click this button to hide the projects with realization displayed in the form to enter a new set of options.
Projects to Include	Click to open the Project lookup. Select the project or projects for which to calculate employee realization. Projects with a project status of dormant or inactive can have realization amounts because they can have invoices charged to them. If you use multiple companies, the Project lookup includes only projects that belong to the active company.
Saved Options	Select a saved set of the options that you previously created for this form. You can also select one of the following options: + Save Current Options: Click this option to create a saved set from the current options of this form. Restore Defaults: Click this option if you modified the settings on this form and you want to return to the original, default settings. : Hover over a saved set and click this icon to delete the entry from the list. For more information, go to Create Saved Options.

Options

Field	Description
Range of Accounting Periods	Select this check box to determine the range of accounting periods to use for the realization allocation. Then select the beginning period and the ending period from the drop-down lists in the fields below the check box. The range of accounting periods determines the following to include in the realization calculation: Invoices: This includes both invoices and credit memos. Timesheets: This includes timesheets, billing transfers, and billing inserts. Employee-specific units: This includes units from timesheets and units that are transferred or inserted in Billing. Labor adjustments: Labor adjustments are included only when you select the Include Labor Adjustments check box on this screen. If you clear this check box, when you run the Employee Realization Allocation process, the time records and units for the selected projects for all periods in your database will be processed for employee realization. This means that any time records that do not have realization amounts (because they were posted before the Employee Realization Reporting feature was turned on) will get updated with realization amounts and then allocated to employees. The billing rates from Billing Terms are used to calculate the realization amounts.
Include Labor Adjustments	Select this check box if you want labor adjustments that were entered in the Transaction Center to be included in the realization allocation. The realization amount entered on the Transaction Center Labor Adjustments form is not reset to equal the billing extension when the record is posted as it would be on a regular time record. After you select this option, whether or not a labor adjustment is actually processed in Employee Realization also depends on the Suppress Bill check box setting that you entered for the labor adjustment on the Transaction Center Labor Adjustments form. If you select the Suppress Bill check box for a labor adjustment, the labor adjustment is not processed in Billing > Employee Realization. If you clear the Suppress Bill check box for a labor adjustment, the labor adjustment is processed in Billing > Employee Realization if it has been billed.
Include Interactive Billing Modifications	Select this option if you want the realization calculation to include billing edits (the modifications, inserts, and deletions that are entered in Interactive Billing). Write-offs and holds are not included in the calculation. When you do not select this option, the realization calculation includes only posted timesheets and excludes any billing edits made in Interactive Billing.

Projects with Realization Grid

This grid appears only when you click Calculate. Vantagepoint displays projects with realization based on the selected set of options on this form.

Field	Description
Project Name	This field displays the project name for which employees have realization.
Project Number	This field displays the project number for which the employees have realization.
Hours	This field displays an employees' hours for a project, for time and employee-specific units from posted invoices for the projects and periods that you selected on the Employee Realization Allocation form that initially displayed.
Billing Value	This monetary amount includes all the billable time record transactions associated with an employee within a project. This includes inserted, modified, and billed records. This column does not include hours that are written off or on hold. This column displays only if you set Calculation Method to Billing on the Labor Options settings form in Settings > Accounting > Labor Options. If you use multiple currencies, the billing value is in the billing currency.
Employee Specific Unit Realization	This is the monetary amount of realization from unit postings for which the unit is designated as employee-specific. The Employee-specific Revenue check box must be selected in the Units grid on the Unit Tables settings form in Settings > Accounting > Units. The revenue account specified for the unit must be an allocation account designated for the Employee Realization Reporting feature in Settings > Accounting > Labor Options. This amount includes only units that are billable, including billing modifications to the unit. The amount does not include units that are on hold or to be written off. A cost-only unit (non-billable) is not included. If an employee is associated with only an employee-specific unit and does not have labor transactions associated with an invoice, the unit will be allocated to the specific employee. You can edit this field when all of a project's WBS levels are displayed in the grid. You can move realization amounts (Employee Specific Unit Realization and Labor Realization) between different WBS levels as long as the Total Realization matches the total invoice at the project level.
Labor Realization	This is the monetary amount of realization that is associated with a employees' hours within a project. The amount is calculated using the calculation method (Billing, Cost, or Hours) that is specified in Settings > Accounting > Labor Options. The total labor revenue amounts (as defined by the accounts on the Reporting tab that are specified for the Employee Realization Reporting feature) is prorated among the employees who work on the project. You can edit this field. For example, you can edit the labor realization amount for an employee to give more credit based on the employee's effort rather than raw hours, cost, or billing value. When all of a project's WBS levels are displayed in the grid, you can move realization amounts (Employee Specific Unit Realization and Labor Realization) between different WBS levels as long as the Total Realization matches the total invoice at the project level. If the fee method for an invoice is Percent Complete by Phase and you enabled posting by billing phase (on the Fees tab in Billing Terms), the full amount of the phase billing is allocated to the specified WBS2 or WBS2/WBS3. You can switch the Employee Realization Allocation grid to the project view and assign the allocation to labor on other phases as needed. If you use multiple currencies, the labor realization value is in the project's billing currency.
Total Realization	This field displays the sum of the employee-specific realization monetary amount and the labor realization monetary amount. The total realization amount for all employees matches the invoice amount for the allocation accounts specified in Settings > Accounting > Labor Options.