Labor Resource Planned and Actuals

Use the Labor Resource Planned and Actuals report to review both planned and actual labor hours for projects.

This report can help you determine if the project is on schedule, to understand the reasons why or why not, and to improve performance on similar projects in the future. If a resource or a task in a plan does not have planned hours scheduled during the reporting period and does not have actual hours reported for that period, Vision does not include that resource or task on the report.

Match JTD Option

This report is affected by the Match JTD option, which you set from the Project Planning form.

For any plan that is mapped to a project, use the Match JTD option on the Default WBS Mapping dialog box in Planning to specify the level of matching between job-to-date information and work breakdown structure (WBS) levels. (To display that dialog box, click Default WBS Mapping on the Options menu on the Project Planning form.) When you select that option for a level, all subsequent levels are automatically selected. When a level is not selected, Vision calculates the job-to-date value as the sum of values from lower levels.

For example, suppose you have two plans, both of which are mapped to the same project. However, plan 1 is mapped to phase A of that project and plan 2 is mapped to phase B. If you select Match JTD for the phase level, Vision accumulates actual values at the phase level, rather than at the project level. As a result, the job-to-date values are accurate for each of the plans. If you do not select Match JTD for the phase level, Vision accumulates job-to-date values at the project level. In that case, job-to-date values for plan 1 could incorrectly include actual activity for phase B, and those for plan 2 could incorrectly include actual activity for phase A.

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.

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).

When it prorates values and calculates standard hours, Vision takes into consideration the non-work days specified on the Holiday Configuration form for the company that was active when the plan was created.

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.

Multicompany

If your firm uses the Multicompany feature and you select Employee in Use Company from on the Options 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 you select Plan 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 plan is assigned.

If a named resource is not assigned to a plan, Vision uses the company associated with the organization to which the employee is assigned.

For a generic resource, rather than a named employee, Vision uses the company associated with the organization to which the plan is assigned.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.