Resource Tracker
      Back to home
      2. Jobs
      3. Resource Tracker

      Resource tracker client summary page

      Get to know the resource tracker client summary page from top to bottom.

      Steps: 

      1. Navigate to JOBS > Resource Tracker > Resource Tracker Client Summary. 
      2. The Resource Tracker: Client Summary landing page will be presented.
      3. The following filters, buttons, and hyperlinks are available on this page.

      Maria Large Knowledge Base Template -Jun-06-2023-08-30-59-6318-PM

       

      Filter  Description
      Client Enter or select a client. 
      Client Manager Enter or select the client manager.
      Job Manager Enter or select the job manager.
      Department  Enter or select a department.
      Title  Enter or select a title.
      Job Type  Enter or select a job type. 
      Entity  Choose an entity. 
      Office  Select an office.
      From Date Enter a from date or start date. 
      To Date  Enter a to date or end date.
      Display 

      Select how to view the data. 

      • Hours
      • Full-time employees
      Probability Select a probability status.
      Show Product Details Check to view product details.
      Show Sub Department Only Check to view sub-departments only. 
      Estimate Probability Weighted?  Check to view the estimate probability weight.
      Client Display 

      Select how to display the data. 

      • Client
      • Reporting Client 
      • Industry 

       

      Buttons & Hyperlinks  Description 
      Clear Filters Clears the information placed in the filters.
      Client Servicing Summary

      Select how to preview the client servicing summary. 

      • Detail -  Show department & title details
      • Summary - Show department totals only
      Resource Tracker Report  Sends you to the resource tracker reports options. 
      Client Resources by Department & Title

      Select how to preview the client resources by department & title.

      • Resource tracker 
      • Actual 
      • Variance 
      List Export  Exports the resource tracker as an Excel file. 
      Client/Product Drills down and view the client summary by the department.