Hours Breakdown Overview

The Hours Breakdown view in the Estimate Builder enables you to do the following:

  • Specify the hours for each role request per week, and view them per month
  • Edit the total hours for role requests
  • Edit the name of individual line items
  • Edit the start and end dates of line items
  • Edit the Hours Multiplier

These edits are saved to the role request's schedule record, which is automatically created when the Builder loads. When a resource request is created from a role request, the schedule created in the Hours Breakdown view is the preferred schedule of the new resource request. For more information, see Schedule Fields.

Notes:
  • The Hours Breakdown view assumes a Monday to Friday working week, unless a role request is associated with a work calendar.
  • Role requests with calculated hours can't be edited in the Hours Breakdown view. For more information about calculated hours, see Calculating Hours by Percentage.

Work Calendars

You can choose whether individual estimates should respect work calendars. If the Use Work Calendars for Scheduling field is selected on an estimate, hours are not allocated on non-working days specified in a role request's associated work calendar. For more information about work calendars, see About Time Periods, Work Calendars, and Holidays.

When non-working days exist on a resource's work calendar, schedule exceptions are created to account for these. For more information, see Schedule Exceptions Overview.

Default Spread of Hours

By default, the hours for a role request are equally spread over the working days in whole numbers. As a result, the days of the week that the role request starts and ends on are also taken into account. For example, if a role request starts on a Wednesday, the hours for that week will be less than the following full week. Similarly, if a role request starts mid-way through September, the hours for that month will be less than the following month.

Week View

Example:

This table shows how three different role requests' hours are spread by default in the Week view.

Sample Role Requests in the Hours Breakdown View
  Start Date End Date

Hours

Jan 2

Jan 9

Jan 16
Role Request 1 01/02/2023 (Monday) 01/20/2023 (Friday) 90 30 30 30
Role Request 2 01/04/2023 (Wednesday) 01/22/2023 (Sunday) 90 21 35 34
Role Request 3 01/02/2023 (Monday) 01/20/2023 (Friday) 112.5 38 37.5 37

Icons

When work calendars are respected, the following icons are displayed in the Hours Breakdown:

  • Red up arrow indicates that the role request is over allocated within the week.
  • Palm tree indicates the role request's work calendar has holidays within the week.
  • Red palm tree indicates the role request has holidays and is over allocated within the week.
Example:

This table shows how four different role requests' hours are spread by default with Monday to Friday work calendars and different holidays. The role requests have the following holidays according to their work calendars:

  • Role Request 1: No holidays
  • Role Request 2: January 12
  • Role Request 3: January 9-15
  • Role Request 4: Half day on January 12
Sample Role Requests in the Hours Breakdown View
  Start Date End Date

Hours

Jan 2

Jan 9

Jan 16
Role Request 1 01/02/2023 (Monday) 01/20/2023 (Friday) 140 47 47 46
Role Request 2 01/02/2023 (Monday) 01/20/2023 (Friday) 140 50 40 Palm tree 50
Role Request 3 01/02/2023 (Monday) 01/20/2023 (Friday) 140 70 0 Palm tree 70
Role Request 4 01/02/2023 (Monday) 01/20/2023 (Friday) 140 48 44 Palm tree 48

Month View

Example:

This table shows how three different role requests' hours are spread by default in the Month view. These hours are calculated using a work calendar of 40 hours per week.

Sample Role Requests in the Hours Breakdown View

 

Start Date

End Date

Hours

September

October

November

December
Role Request 1 09/2/2024 11/29/2024 400 131 142 127 0
Role Request 2 09/16/2024 12/6/2024 400 75 154 138 33
Role Request 3 09/2/2014 11/29/2024 450 147 161 142 0

Icons

When work calendars are respected, the following icons are displayed in the Hours Breakdown:

  • Red up arrow indicates that the role request is over allocated for the whole month.
  • Palm tree indicates the role request's work calendar includes one or more holidays during the month.
  • Red palm tree indicates the role request has holidays and is over allocated for the whole month.
Example:

Over-allocation is only displayed in the Month view when the working hours have been exceeded for the entire month.

In this table, only the first week of July is over-allocated, meaning the over-allocation icon displays in the Week view but not in the Month view.

Role Request over-allocation for one week in the Hours Breakdown, Week view
  Start Date End Date

Hours

8 Jul

15 Jul

22 Jul
Role Request 07/08/2024 (Monday) 07/26/2024 (Friday) 140 50 Red up arrow 43 47
Role Request over-allocation for one week in the Hours Breakdown, Month view
  Start Date End Date

Hours

Jul

Aug

Sept
Role Request 07/08/2024 (Monday) 07/26/2024 (Friday) 140 140 0 0

Maintaining the Hours Breakdown of a Role Request

The hours breakdown of a role request is maintained when using the following actions:

  • Add from Template
  • Create Estimate from Template
  • Create Template from Estimate
  • Manage Products
  • Move Estimate Dates

If work calendars are enabled on the estimate, the spread of hours is adjusted as required. This adjustment accommodates the work calendars within the dates of the estimate to which the role request is copied.