Staff Time Analysis

The Staff Time Analysis report assists with the management of staff effectiveness by including the amount of time staff works with each client, project, and service code.

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, there is no comparable report. In Practice Advantage, the comparable report is Employee Time Analysis.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option	Setting	Description
Include Deleted Staff	Yes/No	Includes or excludes deleted staff information.
Show Productivity	Yes/No	Includes or excludes the staff productivity section of the report.
Show Cost	Yes/No	Includes or excludes the cost analysis section of the report.
Select to Include Transactions Using….	List	Determines the type of transaction date to include for PTD or RTD results. The options are Transaction date or Accounting period date.
Hide Comma	Yes/No	Includes or excludes commas in numbers.
Hide Penny	Yes/No	Includes or excludes pennies in amounts.

Default Filters
Field Name	Operator	Value
PTD	Between	First Day Of Current Month, Last Day Of Current Month
RTD	Between	First Day of Current Fiscal Year, Last Day of Current Fiscal Year
Staff Status	=	All

Notes:

The PTD (period to date) fields may display values for a more limited period, such as a month or a quarter. The RTD (range to date) fields display values for a longer time span, such as a fiscal or calendar year. The date values entered for PTD must be within the RTD date values.
If you remove the PTD and RTD fields and later decide they should be selected, use Reset Defaults to add these fields. If you manually add these fields, the logic statement used between the fields is AND instead of OR, causing inaccurate reporting data.

Optional Filters
Available Fields
Area of Expertise	Project Actual Finish	Project Planned Start
Billable Type	Project Actual Start	Project Status
Category ID	Project Business Unit	Project Team
Category Name	Project ID	PTD
Client	Project Name	Report Name
Client Name	Project Office	RTD
Department	Project Original Planned Finish	Service Code ID
Project	Project Planned Finish	Service Code Name
Staff	Staff Office	Staff Status
Staff Business Unit	Staff Position	Subcategory ID
Staff ID	Staff Region	Subcategory Name
Staff Name	Staff Reporting Manager

Grouping
Available Fields
Billable Type	Project ID	Staff Name
Category ID	Project Name	Staff Office
Category Name	Project Office	Staff Position
Client ID	Project Status	Staff Region
Client ID.Sub ID	Report Name	Staff Reporting Manager
Client Name	Service Code ID	Staff Status
Client Sort Name	Service Code Name	Subcategory ID
Department	Staff	Subcategory Name
Project	Staff Business Unit
Project Business Unit	Staff ID

Note: If you set Show Productivity or Show Cost to Yes in Options and Settings, the productivity or cost sections will display only if you group the report by Staff, Staff ID, Staff Name, or Report Name. Productivity and cost are reflected only in these groupings and in the grand total.

Sorting
There are no sorting options for this report.

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 staff name in Last Name, First Name (Staff ID) format.
PTD Hours	The total of all hours posted for the date range selected.
%	The percentage of detail total hours to group option total hours, calculated by dividing each line item total hours by the grand total hours for the group method.
PTD Amount	The total of all amounts posted for the date range selected.
%	The percentage of detail total amounts to group option total amounts, calculated by dividing each line item total amounts by the grand total amounts for the group method.
RTD Hours	The total of all hours posted for the date range selected.
%	The percentage of detail total hours to group option total hours, calculated by dividing each line item total hours by the grand total hours for the group method.
RTD Amount	The total of all amounts posted for the date range selected.
%	The percentage of detail total amounts to group option total amounts, calculated by dividing each line item total amounts by the grand total amounts for the group method.
Productivity
Billable Time	The total of all billable hours and amounts posted for the date range selected.
Write Up/Down	The net of write up/down on billed time amounts during the range selected.
Effective Rate	The calculation of billed amount + write up/down divided by billed hours. Note: The Effective Rate calculation does not include WIP amounts that are written off or write down amounts that are prorated to the firm.
Billable Productivity Rate	The calculation of billed amount + write up/down divided by billable production hours for the period.
Productivity Rate	The calculation of billed amount + write up/down divided by total production hours for the period including nonbillable.
Cost Analysis
Cost Amount	The sum of cost for all transactions entered for the staff during the date range selected.
Cost Rate	The cost divided by total production hours.
Return Amount	The calculation of invoice amounts (billed amount+ write up/down)- cost amount from this report.
Return Rate	The return amount divided by the total bill and non-bill hours entered for the period

Staff Time Analysis

Permissions Required for this Report

Reports in Foundation that are Comparable

Report Specifications

Report Fields

Staff Time Analysis Sample Report