The Staff Workstep Estimates Worksheet report details staff project budget dates and hours. Managers can use this report to review project planned vs. actual for staff dates and hours.
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 Project Estimates Worksheet by Employee. In Practice Advantage, the comparable report is Task Scheduling.
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings | ||
|---|---|---|
| Option | Setting | Description |
|
Show Start Dates |
List |
Includes or excludes the start dates for the project or workstep. The options are Actual Only, Planned Only, Both, or None. |
|
Show Finish Dates |
List |
Includes or excludes the finish dates for the project or workstep. The options are Actual Only, Planned Only, Both, or None. |
|
Show Milestone Date |
List |
Includes or excludes the selected milestone date. The options are No Selection or any milestone date set in Workstream. |
|
Include Deleted Clients |
Yes/No |
Includes or excludes the deleted client information. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
|
Actual Hours (Workstep) |
> = |
0.00 |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Actual Finish (Project) |
Project Actual Hours |
Project Prospective |
|
Actual Finish (Workstep) |
Project Bill Manager |
Project Region |
|
Actual Hours (Project) |
Project Budget Hours |
Project Status |
|
Actual Hours (Workstep) |
Project Business Unit |
Project Team |
|
Actual Start (Project) |
Project Complexity |
Project Template |
|
Actual Start (Workstep) |
Project Delivery Method |
Project Type |
| Budget Hours (Workstep) |
Project Extension 1 Date |
Report Name |
| Client ID.Sub ID |
Project Extension 2 Date |
Staff Business Unit |
| Client Name |
Project Fileholder |
Staff ID |
| Client ID |
Project Frequency |
Staff Name |
| Client Office |
Project ID |
Staff Office |
| Department |
Project Missed Dates |
Staff Position |
|
Last Entry Date (Workstep) |
Project Name |
Staff Region |
|
Milestone Date |
Project Office |
Staff Reporting Manager |
|
Planned Finish (Project) |
Project On Hold |
Works from the Pool |
|
Planned Finish (Workstep) |
Project On Hold as of Date |
Workstep ID |
| Planned Start (Project) |
Project Original Due Date |
Workstep Status |
| Planned Start (Workstep) | Project Priorities | |
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Client ID.Sub-ID |
Project Frequency |
Report Name |
| Client Name | Project ID |
Staff Business Unit |
| Client ID |
Project Name |
Staff ID |
| Client Office |
Project Office |
Staff Name |
|
Department |
Project Region |
Staff Office |
|
Milestone Date |
Project Team |
Staff Position |
|
Project Business Unit |
Project Template |
Staff Region |
|
Project File Holder |
Project Type |
Staff Reporting Manager |
| Sorting | ||
|---|---|---|
| Available Fields | ||
|
Client ID.Sub ID |
Budget Hours (Workstep) |
Workstep ID |
|
Client ID |
Last Entry Date (Workstep) |
Workstep Name |
| Client Name |
Project ID |
Workstep Order |
| Actual Hours (Workstep) |
Project Name |
|
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 associated to the project or workstep in Last Name, First Name (Staff ID) format. |
|
Client |
The client that is associated to the project or workstep in Client Name (Client ID.Sub ID) format. |
|
Project |
The project name. |
|
Workstep |
The workstep that is assigned to the project in Workstep Name (Workstep ID) format. |
|
Actual Start |
The date the project or workstep actually started. |
|
Planned Start |
The date the project or workstep was planned to start. |
|
Actual Finish |
The date the project or workstep actually finished. |
|
Planned Finish |
The date the project or workstep was planned to finish. |
| Actual Amounts | The WIP amount worked on the project or workstep. |
|
Actual Hours |
The number of hours actually worked on the project or workstep. |
|
Last Entry Date |
The date the last entry was made to the project or workstep, such as WIP. |
| Budget Amounts | The WIP amount budgeted for the project or workstep. |
|
Budget Hours |
The number of hours budgeted for the project or workstep. |
|
% Compl Per Budget |
The actual hours divided by the budget hours. |
Staff Workstep Estimates Worksheet Sample Report
