Staff Project Budget To Actual

The Staff Project Budget to Actual report shows budget versus actual project hours and amounts for staff. Managers can use this report to review project budgets vs. actual and the difference (variance) by staff member .

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 > <report name>
• Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Reports in Foundation that are Comparable

In Practice Management, the comparable report is Employee Budget to Actual.

Report Specifications

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

Options and Settings
Option	Setting	Description
Show Hours	Yes/No	Includes or excludes the Actual Hours, Budget Hours, and Hours Variance fields.
Show Amounts	Yes/No	Includes or excludes the Actual Amount, Budget Amount, and Amount Variance fields.
Show Workstep	Yes/No	Includes or excludes workstep information.
Include Deleted Clients	Yes/No	Includes or excludes deleted client information.

Default Filters
Field Name	Operator	Value
Project Status	=	All

Optional Filters
Available Fields
Actual Amount	Project Actual Finish	Project Name
Actual Hours	Project Actual Start	Project Office
Amount Variance	Project Bill Manager	Project On Hold
Area of Expertise	Project Business Unit	Project On Hold as of Date
Budget Amount	Project Complexity	Project Original Due Date
Budget Hours	Project Delivery Method	Project Original Planned Finish
Client	Project Extension 1 Date	Project Planned Finish
Department	Project Extension 2 Date	Project Planned Start
Est Percentage Complete Per Est Hours	Project File Holder	Project Priorities
Estimate Percentage Complete Per Budget	Project Frequency	Project Prospective
Hours Variance	Project ID	Project Region
Project	Project Missed Dates	Project Status
Project Team	Staff	Staff Region
Project Template	Staff Business Unit	Staff Reporting Manager
Project Type	Staff ID	Works from the Pool
Report Name	Staff Name	Workstep
Roles	Staff Office
Skill Level	Staff Position

 

Grouping
Available Fields
Client	Project Office	Staff Business Unit
Department	Project Region	Staff ID
Project	Project Status	Staff Name
Project Business Unit	Project Team	Staff Office
Project File Holder	Project Template	Staff Position
Project Frequency	Project Type	Staff Region
Project ID	Report Name	Staff Reporting Manager
Project Name	Staff

Sorting
Available Fields
Actual Amount	Budget Hours	Staff
Actual Hours	Client	Workstep
Amount Variance	Hours Variance
Budget Amount	Project

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 that is assigned to the workstep. The format is Last Name, First Name (Staff ID).
Client	The client that the project is assigned to. The format is Client Sort Name (Client ID.Sub ID).
Project	The project name in Project Name (Project ID) format.
Workstep	The name of the workstep. The format is Workstep Name (Workstep ID). Note: An asterisk next to a workstep indicates that the staff member who entered the actual hours was not assigned to the workstep.
Actual Hours	The number of hours that were actually worked on the project or workstep.
Budget Hours	The number of hours that were budgeted for the project or workstep. Note: If the staff member who entered the actual hours was not assigned to the workstep, the budget hours will display as 0.00 hours.
Hours Variance	The budgeted hours minus the actual hours. Note: The variance will be a negative number if the staff member who entered the actual hours was not assigned to the workstep, and thus no hours were budgeted for that staff member to perform this work.
Actual Amount	The amount actually spent on the project or workstep.
Budget Amount	The budgeted amount for the project or workstep.
Amount Variance	The budgeted amount minus the actual amount.

Note: The Unassigned section captures the budgeted time for worksteps that were not assigned to staff members. You can compare the budgeted hours here against the actual hours spent on the worksteps by staff members.

Staff Project Budget To Actual Sample Report