Labor Resource Forecast

The Labor Resource Forecast report displays the forecasted hours, costs, and billing amounts by project plan, employee, and generic labor categories. If a resource or a task in a plan does not have planned hours scheduled during the reporting period, Vision does not include that resource or task on the report.

You can use this report to do the following:

• Review daily, weekly, monthly, quarterly, or yearly assignments with your project team.

• Check individual employee utilization for potential adjustments.

• Balance staffing requirements across project plans.

• Verify reasonable resource utilization.

Non-Work Days

When it calculates a plan's hours, cost amounts, or billing amounts, Vision takes into consideration the company's non-work days specified on the Holiday Configuration form (Configuration > General > Holiday Calendar).

If hours or amounts are posted to a span of non-work days or holidays and those non-work days fall completely within the start and end dates of a period column on the report, they are included on the report for that period. If the non-work days do not completely fall within a period column on the report (for example, if they fall within more than one report period), the proration process may exclude them from the report.

Access to Labor Cost Information

The Labor Cost Rates/Amounts option on the Accounting tab of the Roles form (Configuration > Security > Roles) determines your access to actual labor cost rates and amounts when you preview or print Planning reports. In some cases, it also determines your access to planned labor costs.

Utilization Alerts

To use the report to identify deviations from the expected working hours for employees, select Alerts in Format on the General tab of the Options dialog box 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. It displays UNDER for a period for employees whose hours are less than the expected hours by more than the percentage in Standard Utility Percentage.

Resource Sort Sequence

Use the Resource Sort Sequence option on the Sorting/Grouping tab when you create resource assignments for employees or generic resources in a specific order, and you want the report to display them in that order.

For example, suppose you create the following resource assignments in the sequence shown:

Task A

Engineer

William Apple

Draftsperson

Task B

William Apple

Draftsperson

Engineer

To duplicate this resource assignment sequence when you generate the report, select both the Resource Sort Sequence sorting option and the Task Number sorting option on the Sorting/Grouping tab.

Sort and Group by Custom Fields

You can sort and group information on this report by custom fields for the top project of a plan.

Multicompany

If your firm uses the Multicompany feature and you select the Employee in Use Company from option on the General tab of the Options dialog box, Vision prorates values and calculates standard hours based on the holidays and non-working days set up for the company associated with the organization to which the employee is assigned. If you select Project in Use Company from, Vision prorates values and calculates standard hours based on the holidays and non-working days set up for the company associated with the organization to which the project is assigned.

If the resource is not assigned to a plan, Vision uses the company associated with the organization to which the employee is assigned in the Employee Info Center.

If the resource is a generic resource rather than a named employee, Vision uses the company associated with the organization to which the plan is assigned on the Project Planning form.