Financial Projections: Staffing Projections Tab

The Staffing Projections tab lets project managers track labor utilization to determine if resources are assigned efficiently. The Staffing Projections tab includes named resource information and breaks out resource assignments by week across all projects (regular, overhead and promotional) as well as any opportunities that have been planned. Colors provide quick visual indicators as to whether a resource is over or under assigned in a given week. For example, over assigned resources are highlighted in red, while under assigned resources are highlighted in green.

Over and under assignment thresholds and highlight colors are configured on the General Settings tab in System Configuration.

Data grid

Following is a list of fields available in the data grid. All fields are read-only. Assignment values can be modified on the Team tab.

Data can be grouped, filtered and sorted using the column headers. This allows project managers to quickly view the available information from different perspectives.

Employee

The employee name. Values are imported from the accounting system. The grid also includes a row for hours not yet assigned to a named resource. Not Yet Assigned appears in the Employee column as the top row in the grid.

Office

The office to which the employee is assigned. Values are imported from the accounting system.

Discipline

The discipline associated with the employee's role.

Available

The number of hours available per employee for a typical one-week period

Available Hours are configured on the General Settings tab in System Configuration and can come from the accounting system's record for the employee or be a flat number for all employees.

Total Available Hours are shown as FTEs. FTE values are shown to two decimal points.

Target

The amount of time that an employee should be actively engaged in a project. Expressed as a percentage of the available hours.

The Target value comes from the Expected Hours value set on the General Settings tab in System Configurationand can come from the accounting system's record for the employee or be a flat number for all employees.

Supervisor

The employee's supervisor. Values are imported from the accounting system.

Weekly Columns

Weekly columns display resource assignments per named resource per week going forward 24 weeks.

Totals for each weekly column are shown as FTEs. FTE values are shown to two decimal points.

Additional Fields

The field chooser contains additional columns which may be added to the grid. For the Staffing Projections tab these columns are:

View Assignment Details

Each employee row in the main data grid represents the total assigned hours per employee across all projects. Project managers can view detailed assignments for any employee listed by clicking the plus sign to the left of their name. The following information is available when viewing assignment details:

Active / Opportunity

Indicates whether the assignment is part of an active project or an opportunity. The checkbox is selected for active projects.

Office

The office to which the project belongs.

Project Number

The project number for the assignment.

Project Name

The project name for the assignment.

Phase Name

The phase for the assignment.

Team Role

The team role required on the project for the selected phase as assigned on the Team tab of that project plan.

Or Similar

When selected, this column indicates that the specific employee selected is not required and that an alternate person with similar skills to the person identified is acceptable. This can be helpful when resolving assignment conflicts.

Start Date

The start date of the assignment.

End Date

The end date of the assignment.

Probability

The probability that the project will occur. Regular, promotional and overhead projects have a probability of 100%. Project managers assign a probability to opportunities on the Contract / Fees tab.

Additional Fields

The field chooser contains additional columns which may be added to the grid. For the assignment details, these columns are:

Toolbar

For information on the options available in the toolbar, please refer to Financial Projections: Toolbar.

To access this tab

Click Projections from the Reporting section of the ribbon bar Home tab, then click the Staffing Projections tab.