This article is written for individuals who will be reporting on projects and assigned resources in the TeamDynamix system. They will need to have access to TDNext, as well as access to the Project/Workspaces application.
Overview
This report displays the workable hours, billable hours, approved hours, chargeability, and approved chargeability for the date range specified, broken down by week, month, or person. The report is driven by any time that is entered against a ticket, task, issue, or via the Time and Expense application. Time does not have to be submitted as final to be included in this report, only entered.
Where to Find This
The Chargeability Report is located within TDNext, in the Analysis application, under the Standard Reports section.
Using the Chargeability Report
If You Group By
- Week - The table will display data for each week that time was reported in the specified date range. The date in the week field will normally be the start of the week that time was reported in.
**NOTE** If a week spans across two years (ex. 12/28/XXXX - 1/3/YYYY where YYYY = (XXXX + 1)), the data will be displayed in two rows. The first row will be for 1/1/YYYY - 1/3/YYYY. The next row will be for 12/28/XXXX - 12/31/XXXX.
- Month - The table will display data for each month that time was reported in the specified date range.
- Person - The table will display data for each person who reported time in the specified date range.
There are four ways to run this report
- For everyone within your company - Leave the "Person 1" and "Person 2" fields blank
- For a single person - Select a person for the "Person 1" field, but leave the "Person 2" field blank
- To compare one person's chargeability and billable hours to the company's chargeability and billable hours - Select a person for the "Person 2" field, but leave the "Person 1" field blank
- To compare one person's chargeability and billable hours to another person's chargeability and billable hours - Select a person for both the "Person 1" and "Person 2" fields
If you run the report
- For everyone within your company - The table will display data for the entire company.
- For a single person - The table will display data for the person specified in the "Person 1" field.
Calculations
- Workable Hours = (# Of Days On Which Time Was Reported) x (Daily Workable Hours -> as specified in the user's profile)
- Chargeability = (Billable Hours) / (Workable Hours)
- Approved Chargeability = (Approved Hours) / (Workable Hours)