.Here is a description of the fields on a region, practice or group record.
| Field | Description | |
|---|---|---|
| Region/Practice/Group Name | Name of the RPG. |
|
| Region/Practice/Group Owner | Person in the RPG responsible its management. Only RPG owners can create forecasts. | |
| Include In Forecasting | Indicates that you want to include this RPG's planned and actual numbers when forecasting for an RPG above it in the hierarchy. | |
| Default Work Calendar | Default work calendar to use when working with resource schedules. |
Fields that you can use to compare against actuals:
To determine which actuals to display.
| Field | Description | |
|---|---|---|
| Action: Update Current Time Period | Indicates that you want RPG numbers to be updated within the current time period when you save the RPG. | |
| Current Time Period | Time period for which RPG numbers are calculated and displayed. | |
| Current Time Period End Date | Last day of the current time period set on the RPG. |
Calculated actual values at a given point in time, based on selected time period, for the RPG.
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Billed | R | Sum of Billed amounts. Timecards; Expenses, if billable, contribute to Billed revenue after they are billed/invoiced; Milestones contribute to Billed and Invoiced revenue after they are billed/invoiced. |
| Billings | R | Sum of Ready-to-Bill Revenue from Timecards and Milestones. |
| Bookings | R | Booked revenue for the RPG. Budgets of type Customer PO and Customer PO Change Order contribute to Bookings. |
| Expense Budget | R | Sum of expense budgets for the region, practice or group. The Expense Amount field of a budget contributes to this field if the budget is of type: Customer PO, Customer PO Change Order, Internal Budget or Internal Budget Change Request. |
| Internal Budget | R | Sum of internal budgets for the region, practice or group. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request. |
| Invoiced | R | Sum of Invoiced amounts. Expenses, if billable, contribute to Invoiced after they are billed/invoiced; Milestones contribute to Invoiced after they are billed/invoiced. |
| Pass-Through Billing | R | Sum of Pass-Through billings. Expenses, if billable, contribute to Pass-Through Billings. |
| Revenue | R | Revenue is not calculated or rolled up. Enter a Miscellaneous Adjustment of type "ready to bill revenue" to show Revenue on the RPG actuals. |
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Expense Costs | Sum of Expenses. Expenses always contribute to Expense Cost, whether they are billable or not. | |
| External Costs | Sum of External costs. External Resource cost multiplied by Timecard hours, whether billable or not; Milestones may contribute to flat External Cost if the "External Cost" field is filled in, and the "Log Cost as External" checkbox is checked (e.g., when you count subcontractor fees as a flat cost amount that helped you reach the milestone and achieve the billings). | |
| Internal Costs | Internal costs for the RPG. Internal Resource cost multiplied by Timecard hours, whether billable or not. |
|
| Other Costs | Any other RPG costs from Projects. From Miscellaneous Adjustments of transaction category "Other Cost," e.g., material costs. The Amount field of a budget also contributes to this field if the budget is of type Work Order or Work Order Change Request. | |
| Total Costs | Total costs from all Projects in the RPG (Internal, External, Expense and Other costs from all Project in the RPG hierarchy). |
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Margin |
Billings minus total costs (Internal, External, Expense and Other costs from all Project in the RPG hierarchy). |
Miscellaneous adjustments may contribute to any bucket since the category of the amount is up to the user. If category is Ready-To-Bill or Pass-through-Ready-to-Bill, then they may also contribute to Billed and Invoiced revenue after they are billed or invoiced.
These fields are calculated by the system and represent actual values at a given point in time, based on selected time period.
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Billable Hours (External) | R | Hours from RPG Project Timecards marked Billable for external Resources (e.g., contractor doing billable customer work); not included in Utilization calculation. |
| Billable Hours (Internal) | R | Hours from RPG Project Timecards marked Billable for internal Resources; counted towards numerator of Utilization calculation. |
| Credited Hours | R | Hours from RPG Timecards where Project has "Time Credited" checked, indicating hours for this Project will count towards numerator of the Utilization calculation. |
| Excluded Hours | R | Hours from RPG Timecards where Project has "Time Excluded" checked, indicating hours for this Project (optionally via Config) be subtracted from denominator of Utilization calculation. |
| Non-Billable Hours (External) | R | Hours from RPG Project Timecards marked Non-Billable for external Resources, e.g., contractor working on internal budget project; not included in Utilization calculation. |
| Non-Billable Hours (Internal) | R | Hours from RPG Project Timecards marked Non-Billable for internal Resources; not included in Utilization calculation. |
| Field | Description | ||
|---|---|---|---|
| Historical Utilization Billable Hours | R | Billable hours calculated from the resource's timecards. | |
| Historical Utilization | R | Historical utilization calculated from the resource timecards and assignment schedule information. The formula for this field is: (Billable Historical Timecard Hours + Credited Historical Timecard Hours) / (Historical Calendar Hours - Excluded Historical Timecard Hours). |
|
| Historical Utilization Calendar Hours | The number of working hours for the resource for the historical utilization period calculated. For instance, if you calculate the historical utilization for the month of December on 2nd December, the Historical Utilization Calendar Hours will be 24 if the time period starts on the last day of November and the working calendar for the resource is 8 hours per day. | ||
| Historical Utilization Target Hours | Target hours to be worked by the resource during the time period. This does not include hours in the future. | ||
| Historical Utilization Target | R | Percentage utilization target for the resource during the selected time period. The formula for this field is: Historical Utilization Target Hours / Historical Utilization Calendar Hours * 100. |
|
| Historical Utilization Target Attainment | R | Percentage indicating how much of their historical utilization target, the resource actually achieved during the time period selected. The formula for this field is: Historical Utilization / Historical Utilization Target. |
|
| Utilization | R | Percentage indicating the overall utilization including scheduled and historical utilization. The formula for this field is: (Scheduled Billable Hours + Historical Billable Hours + Scheduled Credited Hours + Historical Credited Hours) / (Scheduled Calendar Hours + Historical Calendar Hours - Scheduled Excluded Hours - Historical Excluded Hours). |
|
| Utilization Target Hours | The scheduled and historical target utilization hours. | ||
| Utilization Target | A target percentage of utilization for this resource. The formula for this field is: Utilization Target Hours / ( Historical Calendar Hours + Scheduled Calendar Hours. |
||
| Utilization Target Attainment | Overall historical and scheduled utilization percentage for the current time period divided by Utilization Target. The formula for this field is: Utilization / Utilization Target Average. |
||
| Scheduled Utilization Billable Hours | The scheduled utilization billable hours total for the current time period. | ||
| Scheduled Utilization | The scheduled utilization percentage for the current time period. The formula for this field is: (Scheduled Billable Hours + Scheduled Credited Hours) / (Scheduled Calendar Hours - Scheduled Excluded Hours). |
||
| Scheduled Utilization Calendar Hours | The scheduled utilization calendar hours total for the current time period. | ||
| Scheduled Utilization Target Hours | Target hours to be worked by the resource during the time period. This does not include hours in the past. | ||
| Scheduled Utilization Target | Percentage scheduled utilization target for the resource during the selected time period. The formula for this field is: Scheduled Utilization Target Hours / Scheduled Utilization Calendar Hours. |
||
| Scheduled Utilization Target Attainment | Percentage indicating how much of their scheduled utilization target, the resource will achieve during the time period selected. The formula for this field is: Scheduled Utilization / Scheduled Utilization Target. |
||
| Utilization: Last Calculation Date | R | Date when last Utilization calculation was run. |
| Field | Description | |
|---|---|---|
| Scheduled Time | Value of scheduled time backlog. This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last assignment. | |
| Scheduled Milestone | Value of scheduled milestone backlog.This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last future milestone. | |
| Unscheduled Backlog | Value of unscheduled hours backlog. | |
| Scheduled Backlog Calculated Date | Start date of scheduled backlog calculation (usually today). | |
| Scheduled Backlog End Date | End date of scheduled backlog calculation. | |
| Inactive Project Backlog | The amount of backlog (bookings - billings) that was made inactive when a contained project (including projects from sub-regions) became inactive. For parent regions, this is a cumulative value. |
| Field | Description |
|---|---|
| Parent Region/Practice/Group | RPG parent. The next level up in the hierarchy. |
| Region/Practice/Group Name Chain | System-generated chain for linking to the RPG. |
| Headquarters Region/Global Practice/Top Group | Highest RPG in the chain. |
| Region/Practice/Group ID Chain | System-generated chain for linking to the RPG. |
| Hierarchy Depth | Level down in the hierarchy of this RPG. |
| Custom Links | Any custom links your organization may have added. |