Compares staff budget to actual and realization amounts. This report shows hours or amounts for each staff based on the firm settings in Firm > Practice > Other Practice Settings > Productivity goals.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Employee Budget. In Practice Advantage, the comparable report is Employee Budget.
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings | ||
|---|---|---|
| Option | Setting | Description |
|
Hide Details |
Yes/ No |
Includes or excludes details of each transaction. If hidden, select to subtotal your groups to view the amounts for each selected grouping. |
|
Show Billable Hours Only |
Yes/No |
Determines if only billable WIP will be displayed on the report. |
|
Hide Comma |
Yes/No |
Includes or excludes commas in numbers. |
|
Hide Penny |
Yes/No |
Includes or excludes pennies in amounts. |
|
Include Deleted Staff |
Yes/No |
Includes or excludes deleted staff information. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
| Transaction Date | Between | First Day Of Current Month, Today |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Account Period Date |
Staff |
Staff Region |
|
Area of Expertise |
Staff Business Unit |
Staff Reporting Manager |
|
Department |
Staff ID |
Staff Status |
|
Posted Date |
Staff Name |
Transaction Date |
|
Report Name |
Staff Office |
|
|
Skill Level |
Staff Position |
|
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Department |
Staff ID |
Staff Region |
|
Report Name |
Staff Name |
Staff Reporting Manager |
|
Staff |
Staff Office |
|
|
Staff Business Unit |
Staff Position |
|
| Sorting |
|---|
| Available Field |
| Date |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
| Report Fields | |
|---|---|
| Field | Description |
|
Staff |
The name and ID in Last Name, First Name (Staff ID) format. |
|
Billable (Hours or Amounts) |
|
|
Budget |
The total budget billable hours or amounts for the period. |
|
Actual |
The total actual billable hours or amounts for the period. |
|
Variance |
The budget minus the actual hours or amounts for the period. |
|
Billing Realization |
|
|
Budget |
The realization figured for the budget hours or amounts for the period. The calculation is billed WIP + write up/down divided by billed WIP. |
|
Actual |
The realization figured for the actual hours or amounts for the period. The calculation is billed WIP + write up/down divided by billed WIP. Note: WIP written off or written down and prorated to the firm in not included in this calculation. |
|
Nonbillable (Hours or Amounts) |
|
|
Budget |
The total budget nonbillable hours or amounts for the period. |
|
Actual |
The total actual nonbillable hours or amounts for the period. |
|
Variance |
The budget minus the actual hours or amounts for the period. |
|
Total (Hours or Amounts) |
|
|
Budget |
The total budget hours or amounts for the period. |
|
Actual |
The total actual hours or amounts for the period. |
|
Variance |
The budget minus the actual hours or amounts for the period. |
|
Productivity Ratio (Hours or Amounts %) |
|
|
Budget |
The budget billable hours or amounts divided by total budget hours or amounts for the period. |
|
Actual |
The actual billable hours or amounts divided by total actual hours or amounts for the period. Note: WIP written off or written down and prorated to the firm in not included in this calculation. |
|
Variance |
The budget minus the actual. |
Staff Productivity Budget Sample Report
