Client Time Analysis Dashboard Users Guide

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1 Client Time Analysis Dashboard Users Guide Updated 3/5/11 Page 1 of 5

2 Client Time Analysis Dashboard The Client Time Analysis Dashboards provide an interactive view of client hours and dollars posted for levels such as client, division, product, account executive, sales class, department and job type. Measure quantity and trends for actual client time posted. Select the Finance button on the Main Menu. Hover over the Dashboards button to access the Client Time Analysis application. The dashboard is designed to display data for the current year and/or the previous year. Before data can be displayed, and to view the most recent information, click the Refresh Data button. Data only needs to be refreshed when the data has changed. Refreshing the data may be done at any time from by clicking on the Selection button from within the dashboard. Once data is refreshed, make selections to determine the timeframe and other criteria. Selection Month and Year Buttons The current year and prior year will be displayed. Year 1 Select the current year to view only that year. Year 2 Select both current year and prior year to see a rolling total that crosses years. Only one year of data will be displayed at once, but it may cross over years. Example: If today is 1/15/11, choose both 2011 and 2010 to see data for 1/15/10 to 1/15/11. To see only data for the current year (1/1/11 to 1/15/11), select Month and Year to Date Buttons To view one year to date based on selections, select Year to Date. To view a single month based on selections, select Month. You can toggle between year to date and a single month from within the Dashboard as well. Select Month Ending and Week Ending Selections Select the Month to view. If the Month button is selected, you will see a single month of data. If the Year to Date button is selected, you will see data for the year to date ending with the month selected. Select the Week Ending cutoff. If the Month button is selected, you will see a single month of data ending with the week selected. If the Year to Date button is selected, you will see data for the year to date ending with the month and week selected. Criteria to Narrow the Results Office The Office selection displays all offices available and initially defaults to All Offices. To view information for a specific office, select an Office from the list. Use the 'ctrl' key to select multiple Offices. The Offices available for selection may be limited based on Employee Office Security. Updated 3/5/11 Page 2 of 5

3 Account Executive The Account Executive selection displays all employees established as Account Executives who could possibly be assigned to Jobs, and initially defaults to All Account Executives. To view information for a specific AE, select an AE from the list. Use the 'ctrl' key to select multiple AE's. Client The Client selection displays all clients available, and initially defaults to All Clients. To view information for a specific Client, select a Client from the list. Use the 'ctrl' key to select multiple Clients. The Clients available for selection may be limited based on Client/Division/Product Security. Department The Department selection displays all departments available and initially defaults to All Departments. To view information for a specific department, select a Department from the list. Use the 'ctrl' key to select multiple Departments. Department data is based on the Department assigned to the Job. Sales Class The Sales Class selection displays all sales classes available, and initially defaults to All Sales Classes. To view information for a specific Sales Class, select a Sales Class from the list. Use the 'ctrl' key to select multiple Sales Classes. Job Type The Job Type selection displays all job types available, and initially defaults to All Job Types. To view information for a specific Job Type, select a Job Type from the list. Use the 'ctrl' key to select multiple Job Types. Display Options Once filters have been selected, a Display Option may be selected to begin viewing the Dashboard data. SUMMARY Displays the actual hours and dollars based on the selections made. Additional options are being added to a future version. That final version will include: o Estimated o Actual o Billable o Fee o Non Billable Export All As an alternative to displaying data in the Dashboard style, all data selected may be exported to Excel by clicking on the Export All button on the toolbar. This allows you to create your own reports in Excel based on the raw data available. All key detail fields related to client time are available in this export. Updated 3/5/11 Page 3 of 5

4 Summary Levels After selecting the Summary display option, the Summary view is displayed and a number of other options become available, including Summary Levels. Summary Levels represent different categories for which client time may be analyzed. Client Client/Division Client/Division/Product Account Executive Department Sales Class Job Type Views Various dashboard views are available to analyze the information fitting the selection criteria for the summary level selected. Summary Displays a chart both Hours and Dollars for the Display Option selected. Year Month Week Details (from some pages) Summary Chart A chart is displayed for the summary level selected, displaying the number of hours and dollars that meet the criteria. Drill downs are not yet available in this Dashboard but will be available in a future version. Print Prints the chart and grid onto a basic report. Check Print All to print all information onto one report. Updated 3/5/11 Page 4 of 5

5 Year Use the Hours and Dollars buttons to toggle between the two different sets of information. dollars that meet the criteria. All years selected are displayed for each category in a separate Detail After selecting the Year button, a Detail button becomes available. This option displays a chart listing the hours or dollars by year, for each category. Month dollars that meet the criteria. All months selected are displayed for each category in a separate Detail After selecting the Month button, a Detail button becomes available. This option displays a chart listing the hours or dollars by month, for each category. Week dollars that meet the criteria. All weeks selected are displayed for each category in a separate Detail After selecting the Week button, a Detail button becomes available. This option displays a chart listing the hours or dollars by week, for each category. Security The following Security standards apply to the Project Statistics Dashboard: Employee Office (Advantage Maintenance Security Setup Employee Office) Limit User Clients/Products (Advantage Maintenance Security Setup Security) Group Application Security (Webvantage Security Group Application Security) Updated 3/5/11 Page 5 of 5