Costpoint Online Help

Contents of the Print Labor Utilization Report Screen

Use the fields and options to configure the Print Labor Utilization Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Choose the accounting period and optional subperiod that appears in the Accounting Period columns. This period also determines which posted timesheets are included in the Accounting Period To Date columns and which unposted timesheets are included in the Open Timesheet columns. The Year-To-Date columns display current year-to-date data, regardless of the accounting period values you enter in this block.

Accounting Period

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the fiscal year for which the report is printed.

Period

Enter, or click to select, the period for which the report is printed.

Subperiod

Field Description
Option

This field always displays Range.

Start

Enter, or click to select, the beginning General Ledger subperiod to be included on the report.

End

Enter, or click to select, the ending General Ledger subperiod to be included on the report.

Home Organization

Field Description
Option

From the drop-down list, select the range option to include on this report. Valid options are:

  • All: Select this option to include all home organizations on the report.
  • One: Select this option to include only one home organization on the report. Enter the home organization in the Start field.
  • Range: Select this option to include a range of home organizations on the report. The range begins with the home organization entered in the Start field and ends with the home organization entered in the End field.
  • From Beginning: Select this option to include the first home organization record up to the home organization entered in the End field.
  • To End: Select this option to include the home organization entered in the Start field up to the last home organization record.
Start

Enter, or click to select, the first home organization to be included in the report. This field is required if One, Range, or To End is selected in the Option field.

End

Enter, or click to select, the last home organization range to be included in the report. This field is required if Range or From Beginning is selected in the Option drop-down list.

Sort By

Use this group box to specify the primary and secondary sort order of the report.

Field Description
1st Sort

From the drop-down list, select the primary sort order of the report. Valid options are:

  • Home Organization: Select this option to sort by the employee's home organization.
  • Employee Name: Select this option to sort by the employee's displayed name, which appears on the report that was originally set up on the Manage Employee Information screen.
  • Employee ID: Select this option to sort by the employee's ID. Both the employee's name and ID appear on the report.

Secondary Sort

From drop-down list, select the report's secondary sort order of the report. Valid options are:

  • Employee Name: Select this option to sort by the employee's displayed name, which also appears on the report. This is one of two options available when the primary sort is by Home Organization.
  • Employee ID: Select this option to sort by the employee ID. Both the employee's name and ID appear on the report. This is one of two options available when the primary sort is by Home Organization.
  • None: Select this option to disallow any secondary sort. This is the default when the primary sort chosen is either Employee Name or Employee ID.

Include

Non-Billable Projects

To include other types of projects in the direct columns of the report, select the appropriate checkbox. Projects that are flagged as Billable Project (on the Basic Info tab of the Manage Project User Flow) are always included in the direct columns. The types listed are the project classifications, which are system-defined.

Field Description
Bid and Proposal

Select this checkbox to include bid and proposals in direct totals.

Independent R and D

Select this checkbox to include independent research and development in direct totals.

Indirect

Select this checkbox to include indirect projects in direct totals.

Intercompany Multiple

Select this checkbox to include intercompany multiple projects in direct totals.

Intercompany

Select this checkbox to include intercompany projects in direct totals.

Common Inventory

Select this checkbox to include common inventory in direct totals.

Direct Project

Select this checkbox to include direct projects in direct totals.

Work in Process

Select this checkbox to include work in process in direct totals.

Others

Field Description
Leave Accounts

Select this checkbox to include leave accounts in the report. If included, they are represented in the indirect columns.

Part-Time Employees

Select this checkbox to include employees designated as part-time in the report.

Temporary Employees

Select this checkbox to include employees designated as temporary in the report.

Compute Option

Field Description
Percent of Actual

Select this option to compute the labor percentage using actual hours.

Percent of Standard

Select this option to compute the labor percentage using standard hours.

Standard Hours

If you select the Percent of Standard option, you must provide the number of standard hours in these three fields. Standard hours are defined as the number of "normal" hours in a period.

Field Description
Open Timesheets

Enter open timesheet standard hours in this field. You must select the Percent of Standard option to enable this field.

Accounting Period

Enter accounting period to date hours in this field. You must select the Percent of Standard option to enable this field.

Fiscal YTD

Enter fiscal year-to-date standard hours in this field. You must select the Percent of Standard option to enable this field.

GLC Option

Use these options to determine the labor category printed next to the employee's name. This does not affect the direct labor utilization percentage.

Field Description
Employee Home GLC

The home GLC is the labor category currently in the employee's labor history.

Timesheet GLC

The timesheet GLC is the GLC that was charged on each transaction.