Document number: 16807

 

Business Purpose:
For Consulting Managers and others to be able to predict hours used to determine the Optimization component of Consulting Compensation. Time details can be used to analyze time broken down into main categories. It will show the breakdown between Billable, Nonbillable, Internal, etc.

This report should not be confused with the Utilization/Optimization eReport, as this report is not directly revenue based. While this is not the official Optimization % used to calculate the compensation amount, this tool will help you to validate the Timesheet details that are used to arrive at total Optimized hours. This report will be based off of when the time was worked, not when the timesheet was submitted. This is the major difference between this report and the Utilization/Optimization eReport.

For a better understanding of when to use this report and when to use the Utilization/Optimization eReport, please consult the grid below:

Optimization/Billed Hours Report

Utilization/Optimization eReport

Based on Week Worked/Submitted	Worked	Submitted
Official Optimization %	The Optimization % in this report is used to assist the manager in predicting actual Optimization %.	This is the official Optimization % used by Services Finance each quarter.
Revenue Based /Hours Based	Hours Based	Revenue Based

For additional report information, click one of the following links as appropriate - Report Dimensions, Report Measures, or Additional Notes.

How to run the summary report

How to run the detail report

 

 

 

 

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The chart below outlines the report Dimensions:

Dimensions	Dimension Description
Project ID/ Description	Project ID for each project row, with associated Project Description. 'Policy Time' in this column indicates that these hours are not associated with a project id
Activity ID	Activity ID for Project Time or Type of Policy Time
Transaction Date	Individual dates that make up a time reporting period
Period End Date	Saturday of the week for which time is being reported
Time Quantity	Hours reported for each transaction date
Billing Action	Billing Action for each project row
Optimized	Y or N indicates if Optimizable checkbox has been checked upon project setup

The chart below outlines the report Measures:

Measures	Description	Calculations (if applicable)
Billable External	Customer Billable Hours	All Time charged to Customer Billable Project Types (CONSL, CUPGL) and marked billable on the timesheet.
Billable Internal	Internal Billable Hours	All time charged to PeopleSoft Internal projects (i.e. CBCST, CINTR) and Optimizable checkbox has been checked upon project setup.
Non Bill Hrs	Non-Billable Hours	All time charged to Non-Billable projects (i.e. Bench), Time charged to Billable Project Types and time marked nonbillable on the timesheet, all Policy Time (i.e. PTO)
Optimized Hrs	Optimized Hours	All time from Billable Projects, designated Internal Projects (Internal Project is marked Optimizable during project set up)
Optimized %	Optimization Percent	Optimized Hour divided by Available Hours (40 hours per week)

Additional Notes:

• Prior Period Adjustments (PPAs) for time that has already been shown in the report will restate the report for the week in which the time was originally shown. These adjustments will show in Red so they can be easily identified.
• Project Manager Workbench adjustments will restate the report for the week in which the time was originally shown. These adjustments will show in Red like Prior Period Adjustments. While PMWB adjustments have a period end date of 01/01/1900 on the actual timesheet, they will assume a period end date equal to the week in which the time was originally shown.
• Every Billable Consultant is assigned 40 available hours (based on a 2,080 year) regardless of holiday schedule, PTO, or Training Hours. The hours reported against Policy Time are included in the Non-Billable category.
• If an Internal Project is marked as Optimizable, all employees assigned to the project that charge time will be included in Optimization.
• LOA: If an employee is on LOA and does not submit a timesheet, then the employee will receive 0 Available Hours and 0 Optimized Hours. However, if that employee submits a timesheet, say for Time Off Without Pay, then those hours will be included with all other Policy Time as Non-Billable Hours, and the employee will also receive 40 Available Hours. If you do not want the employee to understate the Optimization calculation in this report, then the employee should NOT submit a timesheet while he is on LOA.
• New Hires: This report does not adjust Available Hours for New Hires if the beginning week is not a full week. All weeks in which there is a timesheet submitted for these employees will be assigned 40 Available Hours. Also, the 90-day rule that is used in the Utilization/Optimization eReport is not used in this report.
• Bootcamp Activities: Hours recorded as this category of Policy Time is classified as Nonbillable. Coming soon is a filter so the manager can remove all employees who record time against Bootcamp. As a result, managers will be able to filter out most new employees, and these employees will not understate the Optimization calculation.
• Terminated Employees: This report does not adjust Available Hours for Terminated Employees if the ending week is not a full week. All weeks in which there is a timesheet submitted for these employees will be assigned 40 Available Hours.
• Late Time Reports: The employee will not show in this report for a week in which the timesheet was submitted late. The timesheet will, however, go back and update history for that week, when the report is regenerated the following week. Unlike the Utilization Cube, it does not matter if the timesheet is submitted late.
  

Click here to return to the beginning of this document.

 

 

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To run the summary report, you must first log into the consulting area of eReports to select optimization/billed hours.

To log into the optimization/billed hours area of eReports:

1. Log in to Planet PeopleSoft.
   
   
2. Click on Applications to expand that section in PlanetNavigator on the left side of the screen.
   
   
3. Click the eReports link.
   
   
4. Click the Login to eReports link on the top right hand side of the screen.
   
   
5. Click the eReports link and then click the Consulting Reports link.
   
   
6. Click the Optimization/Billed Hours link.

You are now ready to run the summary report.

To run the summary report:

1. Click the Optimization/Billed Hours Summary link.
   
   
2. Select a region from the list provided by single clicking on that region. More than one region can be selected by holding down the {Ctrl} button and clicking on additional regions.
   
   
3. Click the Next button.
   
   
4. Select a department ID from the list provided. More than one department ID can be selected by holding down the {Ctrl} button and clicking on additional department IDs.
   
   
5. Enter a From Period End Date using the YYYY-MM-DD format. This date must be a Sunday.
   
   
6. Enter a To Period End Date using the YYYY-MM-DD format. This date must be a Saturday.
   
   
7. Click the Finish button.
   
   
8. Click the Inbox link. The report to appear in a few moments. The {F5} key can be used to refresh the page.
   
   
9. Click on the Optimization/Billed Hours Summary link to the report and your values will be returned.
   
   If the Adobe Acrobat error message "Error reading linearized hint data" appears when attempting to view the report summary, a few steps need to be taken to resolve it. For information on how to resolve the error, see Eureka! document 28351 — ERROR: Error reading linearized hint data.
   
   
10. At the bottom of the page is a dropdown list. The report can be saved to and viewed in Excel.
    To do this, click the down arrow to the left of the Go button, select the desired value and click Go.
    
    
11. To drill down into the detail for an employee, click on the link for the employee's Emplid. You will be prompted to re-enter the dates using the YYYY-MM-DD format. Click the Finish button.
    
    
12. Click the Report Ready button a few times. The results are returned in Excel.
    Note: It is only possible to drill down through the emplid in PDF format. This is not possible while in Excel.
    
    
13. When you are finished viewing the detail, simply exit Excel.
    
    
14. Use the Back button at the top of the page to navigate back to your Inbox.
    

Click here to return to the beginning of this document.

 

 

 

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To run the detail report, you must first log into the consulting area of eReports to select optimization/billed hours.

To log into the optimization/billed hours area of eReports:

1. Log in to Planet PeopleSoft.
   
   
2. Click on Applications to expand that section in PlanetNavigator on the left side of the screen.
   
   
3. Click the eReports link.
   
   
4. Click the Login to eReports link on the top right hand side of the screen.
   
   
5. Click the eReports link and then click the Consulting Reports link.
   
   
6. Click the Optimization/Billed Hours link.

You are now ready to run the detail report.

To run the detail report:

1. Click on the Optimization/Billed Hours Detail link.
   
   
2. Select a region from the list provided by single clicking on that region. More than one region can be selected by holding down the {Ctrl} button and clicking on additional regions.
   
   
3. Click the Next button.
   
   
4. Select a department ID from the list provided. More than one department ID can be selected by holding down the {Ctrl} button and clicking on additional department IDs.
   
   
5. Enter a From Period End Date using the YYYY-MM-DD format. This date must be a Sunday.
   
   
6. Enter a To Period End Date using the YYYY-MM-DD format. This date must be a Saturday.
   
   
7. Click the Finish button.
   
   
8. The results will be returned in PDF format. This format of the report is difficult to read.
   
   
9. At the bottom of the page is a dropdown list. Click the down arrow to the left of the Go button, and select View in Excel and click the Go button.

The results are now in Excel.

Click here to return to the beginning of this document.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: dcb 07/10/2003
Reviewed: 07/14/2003