Reports Overview

Reports Overview: 

Navigating to Reports from the main navigation bar has improved. Reports are now organized into 5 main folders in the drop-down menu:

1. Forecasting

   1. Labor Forecast

   2. Net Resources

   3. Utilization

   4. Labor Type Break-Even

   5. Jobs Missing Labor Forecasts

2. Scheduling

   1. Daily Assignment

   2. Daily Assignment by Crew

   3. Daily Resource Job Schedule Report

   4. Low Boy Routes

3. Availability

   1. Daily

   2. Weekly

   3. Job Weekly Assigned

4. Compliance

   1. Missing Certifications

5. Financial

   1. Revenue Balance Audit

   2. Budget Balance Audit

   3. Global Cash Flow

   4. Work In Progress

   5. Revenue By Month Export

   6. Budget By Month Export

Find the corresponding article links to articles about Report Types below:

Forecasting

• Labor Forecasts 

  • Compare total employees to job demands

  • Use filters to analyze jobs by business groups

  • Users can filter to view specific opportunities so they can do scenario planning to review the needs for any projects that are soon to be awarded.

  • Labor Forecast Report
    
    

• Net Resources

  • Identify over/under staffed positions

  • Net Resources Report
    
    

• Utilization

  • Shows the average percent utilized per position.

  • Utilization Report
    
    

• Labor Type Break-Even

  • View how and where employees are allocated by Labor Type per day and per week.

  • Labor Type Break-Even Report
    
    

• Jobs Missing Labor Forecasts

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Scheduling

• Daily Assignment

  • View daily total assigned jobs and corresponding project managers

  • Only displays short-term scheduling assignments

  • Daily Assignment Report
    
    

• Daily Assignment By Crew

  • View crew assignments for any specific day.

  • Only displays short-term scheduling assignments

  • Daily Assignment by Crew Report
    
    

• Daily Resource Job Schedule

  • View each resource and the jobs they’re assigned for each day

  • Daily Resource Job Schedule Report
    
    

• Weekly Schedule Report

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• Low Boy Routes

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Availability

• Daily Availability

  • View the amount of hours each resource is available each day

  • Daily Availability Report
    
    

• Weekly Availability

  • View the amount of hours each resource is available each week

  • Weekly Availability Report
    
    

• Job Weekly Assigned

  • View jobs and which resources are assigned and how many hours they are assigned each day

  • Job Weekly Assigned Report
    
    

Compliance

• Missing Certifications

  • View required missing certifications for job scheduling, training, assigning and availability.  

  • Missing Certifications
    
    

Financial

• Revenue Balance Audit

  • Tenant Admins Only

  • Revenue Balance Audit
    
    

• Budget Balance Audit

  • Tenant Admins Only

  • Budget Balance Audit
    
    

• Global Cash Flow

  • ‘Can View Sensitive' Permissions

  • Global Cash Flow
    
    

• Work In Progress

  • ‘Can View Sensitive’ Permissions

  • Work In Progress
    
    

• Revenue By Month Export

  • Tenant Admins Only

  • Revenue By Month
    
    

• Budget By Month Export

  • Tenant Admins Only

  • Budget By Month