How to view the Resource Tracker

Run various reports and analysis for the entire business using the Resource Tracker

Steps: 

1. Navigate to JOBS > Resource Tracker.
2. Set the filters to define the range of dates that needs to be viewed.
3. Click DISPLAY to view other options.
4. Opt whether to view the total estimated hours/FTEs or see these values. ‘weighted’ by selecting the ESTIMATE PROBABILITY WEIGHTED? box. 
5. Filter the data to view a specific DEPARTMENT or TITLE.
6. The Search Resource Tracker page will display the client totals for each month and the variance between actual and estimated.
7. Select the Job No to drill into the summary of the client resourcing by department,  you can drill further into each department to see the values by TITLE (role). 
8.  Select the Resource Tracker Reports  to view the following reports 
   
   • Client Utilisation Reports 
   • Client Servicing & Cost Summary 
   • Resource Tracker Allocation & Capacity by Employee
   • Resource Tracker Allocation by Capacity & Employee
   • Resource Tracker Allocation by Job & Employee