These reports have been created using the .CSV export from 10,000ft and the PivotTable functionality in Excel. The 10,000ft report filter settings for each export are shown below.
Client & Project Budget Overview
View: Budget: Amounts
Time Frame: Last and Next 90 Days
First Group By: Client
Then Group By: Project
Show: Project Type: Confirmed
Last Month’s Billable Utilization
View: Time & Fees: Hours & Amounts
Time Frame: Last Month
First Group By: Discipline
Then Group By: Team Member
Show: Project Type: Confirmed
For this report, we have added two columns using the 10,000ft data. The total available hours is generated by calculating the total working days for that duration of time and multiplying those days by the work day for each person. In this example, there are 23 working days in October and 8 hours available in each day = 184 hours available. Utilization is measured by determining what percentage of those hours were spent on billable work.
Individual Project Budget Report
View: Time & Fees
Time Frame: Project Duration
First Group By: Phase
Then Group By: Team Member
Show: Project’s Name and Client
