time@work expense@work

Management Reporting

Up to date management information is essential for the control of a service business, enabling the right decisions about business streams, clients, projects and employees.

time@work's simple table structure, with Actuals ledgers, Budget ledgers and Invoice in Progress ledgers, as well as all transaction types (TIMESHEET, EXPENSE, INVOICE and DISCOUNT) sharing the same data structure, enables the development of unlimited multi-dimensional reports.

Typical reports might include:

  • Work in Progress by Employee Department, Project Business Stream, Account Manager, Company, etc.
  • Invoice Value by Business Stream, Account Manager, Accounting Period, etc.
  • Discounts from Standard Fee Rates by Client Business Sector, etc.
  • Achieved Consulting Rates by Employee, Company, etc.
  • Average Assignment Duration by Business Stream, Employee, etc.
  • Utilisation by Employee, etc.
  • Margin by Employee, etc.

Whilst there are no 'standard' reports in time@work, the possibilities offered by user-definable calculations, user-definable analysis and the uniform data structures of the system, are endless.

systems@work provides an inbuilt wizard for the definition of Inquiry Profiles. These prepare data for formatting using Crystal reports.

Alternatively INFOR’s renowned Vision suite or reporting tools are available for drill-down, analysis and integration with Excel.

In addition, systems@work enables the definition of Active Schedules. These are simple but powerful tables available to Employees in the Professional Services Workbench for reporting revenues, costs, work in progress, project plans, employee schedules, etc.

Inquiry Profiles

Inquiry Profiles can be defined and run both from within systems@work or can be published to individual Employees and Customers in the Professional Services Workbench and Customer Services Workbench using pre-configured and scheduled Transmission Profiles.

Crystal Reports is used for formatting reports. Unlimited numbers of templates can be associated with a report to provide different views of the same data.

All reported data can be exported to Excel using a button on the toolbar.

Management Reporting

Key features:

  • 20 analytical dimensions for each Employee
  • 20 analytical dimensions for each Client
  • 20 analytical dimensions for each Project
  • 20 analytical dimensions for each Timesheet or Expense Form
  • 20 user-definable calculations on each transaction type

Vision

Vision, Infor's database interrogation and reporting tool, provides drill down and reporting from Excel and Vision Executive, enabling dynamic reporting and grouping using all analytical dimensions in the systems@work database.

Active Schedules

Active Schedules provide you with a real-time view of key data in your systems@work database. For example:

Work in Progress by Project
Revenue by Project
Days by Project
Hours by Employee
Holidays by Employee
Sickness by Employee
Forecast by Project
Employee Diary
Discounts by Project
Expenses by Project
Travel Time by Employee
Non-Project Time by Employee

These, and as many others as you might need, are simple to define and can be allocated to individual employees, so that sensitive data are secure.

Management Reporting