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How to run client resources by department & title report

This report compares departmental actual and agreed-on FTEs highlighting variances and analyzing actual vs. agreed client FTE by department using the resource tracker.

Steps: 

  1. Navigate to JOBS > Resource Tracker > Resource Tracker Client Summary.
  2. Use the filters to set up the report content. 
  3. Click on Client Resources by Department & Title at the top of the page.
  4. Check the DATA TO INCLUDE in the report. 
    Knowledge Base Template-Jan-27-2023-04-22-42-8031-PM

    Department & Title  Description 
    RESOURCE TRACKER  Agreed Full-Time FTEs – the number of hours agreed expressed as FTEs.
    ACTUAL  Actual Full-Time Employees (FTEs) – this data comes from the Timesheet data – and is expressed as FTEs.
    VARIANCE The Variance between Actual & Agreed.
  5. Click EXCEL to view the report.