Staff Utilization (Inquiry)

Additional Information

The Staff Utilization Inquiry allows you to view a summary of posted staff utilization transactions. This includes a summary of hours, cost, and effort posted to employees for direct and indirect activities over a selected period of time. This inquiry provides three levels of information, which include staff utilization information, an employee's hours, cost, and effort by project and task, and associated detailed transactions. Staff capacity is based on total utilization percentage rather than any stored capacity values.

Note: For an employee's staff capacity to be calculated and included, a Work Calendar and Employment Period must be defined in their employee record. Lack of staff capacity may affect what is shown in the inquiry.

Restrictions

The inquiry includes the following default restrictions:

Restriction		Description
	From Posting Date	Enter or select a posting date. This is the first date in the date range to include open items. This field defaults to the current posting period. Note: When the From Posting Date is set to the first date in a new month, Net Capacity values may not reflect the full timesheet week. This typically occurs when Distributed Timesheet Posting is not in use and a non-timesheet, month-end Posting Date exists in the previous month for accounting purposes. In this case, selecting that month-end date as the From Posting Date displays full capacity for the first week in the new month.
	To Posting Date	Enter or select a posting date. This is the last date in the date range to include open items. This field defaults to the current posting period.
	Currency Type	Enter or select the type of currency to display on the inquiry. his field defaults to Company Currency, but available options include Base Currency, Company Currency, and Document Currency.
	Employee Status	Select a status. This limits the inquiry results to employees with the selected status. This field defaults to Active.

For a list of the optional restrictions, see Staff Utilization Inquiry Optional Restrictions.

The following optional restrictions are available:

Billable
Chargeable
Currency
Discipline
Employee
Employee Category
Employee Map
Employee Map Level
Employee Time Type
Employee Type
Fee Type Map
Fee Type Map Level
Historical Home Company
Historical Home Organization
Home Company

Home Organization
Labor Bill Class
Labor Resource Class
Location
Net Utilization %
Net Utilization Cost %
Non-chargeable Fee Type
Organization Map
Organization Map Level
Organization Source
Total Utilization %
Total Utilization Cost %
Working Utilization %
Working Utilization Cost %

Results

The inquiry results include the following three levels of information as shown below. For an explanation of each of the results columns see Staff Utilization Inquiry Results.

Staff Utilization: The first level of the inquiry provides a summary of staff utilization, which includes Employee Code, Employee Name, Hours, Effort, Chargeable Hours, Net Capacity Hours, Net Utilization %, Goal Utilization %, and Goal Hours. Staff Utilization Optional Columns.

The following optional columns of information are available:

Chargeable Cost
Chargeable Effort
Cost
Currency Code
Employee Category
Employee Discipline Code
Employee Discipline Name
Employee Home Company Code
Employee Home Company Name
Employee Home Organization Code
Employee Home Organization Name
Employee Map Name - Levels 2 - 6
Employee Status
Employee Time Type
Employee Type
Fee Type Map Name - Levels 2 - 6
Historical Home Company Code
Historical Home Company Name
Historical Home Organization Code
Historical Home Organization Name
Labor Bill Class Code
Labor Bill Class Name
Location Code

Location Name
Net Capacity Cost
Net Goal Cost
Net Goal Hours
Net Utilization Cost %
Non-chargeable Cost
Non-chargeable Effort
Non-chargeable Hours
Non-chargeable Non-working Cost
Non-chargeable Non-working Effort
Non-chargeable Non-working Hours
Organization Map Name - Levels 2 - 6
Resource Class Code
Resource Class Name
Total Utilization %
Total Utilization Cost %
Working Utilization %
Working Utilization Cost %
Write-off Cost
Write-off Effort
Write-off Hours

Project Task: The second level of the inquiry provides an employee summary by project and task, which includes Project Code, Project Name, Task Hierarchy Code, Task Name, Hours, and Effort. Project Task Optional Columns.

The following optional columns of information are available:

Chargeable Cost
Chargeable Effort
Chargeable Hours
Cost
Currency Code
Currency Name
Non-chargeable Cost
Non-chargeable Effort
Non-chargeable Hours
Project Company Code
Project Company Name
Project Director Code
Project Director Name
Project Manager Code
Project Manager Name

Project Organization Code
Project Organization Name
Project Status
Task Code
Task Company Code
Task Company Name
Task Manager Code
Task Manager Name
Task Organization Code
Task Organization Name
Task Status
Write-off Cost
Write-off Effort
Write-off Hours

Transaction: The third level of the inquiry provides detail transactions, which includes Posting Date, Transaction Date, Hours, Effort, Working Organization Code, Working Organization Name, and Billable. Transaction Optional Columns.

The following optional columns of information are available:

Chargeable Cost
Chargeable Effort
Chargeable Hours
Cost
Cost Basis
Cost Rate
Currency Code
Currency Name
Document Date
Document Number
Document Type
Effort Basis
Effort Multiplier
Effort Rate
Fee Type Code

Fee Type Name
Fee Type Working
Hours Type Code
Hours Type Name
Non-chargeable Cost
Non-chargeable Effort
Non-chargeable Hours
Overtime
Transaction Labor Bill Class Code
Transaction Labor Bill Class Name
Working Company Code
Working Company Name
Write-off Cost
Write-off Effort
Write-off Hours