Edit Schemas

Schemas allow you to choose what columns and data are shown within the Manage tabs.

Hide Complete

Hide Complete on the Project Staffing will hide all the phase columns that are in the past, so managers can focus on what’s remaining on the project.

Show Planned Spend

Show Planned Spend turns the future calendar values from hours to dollars so firms or managers can project the amount of future effort by weeks or months. This can be helpful when used with Export to Excel to create various projections.

Show History by Project

Show History shows planned vs actual by week on the project so managers can compare what they planned have worked on the project vs what was actually charged.

Clients

The clients' filter is an under-used tool on Project Staffing to look at all the active projects by a client to review activity and look at the project portfolio for that client with projected totals and total performance summaries at the bottom.

Export to Excel

Export to Excel in the Project Staffing can be used to export project data at any level to Excel. Choose the Level of data to export by click 1, 1&2, or 2&3 next to Export and then click the Excel icon to export that respective level of data.

Excel type Filtering

The column headers of each column within the Project Staffing grid support Excel type filtering. This allows managers to filter to just a select value by searching or checking off values, change the column sorting, or use advanced filtering such as values greater than or less than 0.

Edit Schedule

The calendar icon within the staffing grid can be used to adjust that phase’s schedule without leaving the Project Staffing tab.

Add new assignments

The flag with a plus within the staffing grid can be used to add new assignments while on the Project Staffing tab.

Filter at Phase

Filter at Phase allows you to search by Phase instead of by Project for the PM, PIC, or Supervisor. This can be helpful if an employee other than the project manager oversees all or part of the phase, or in cases where a discipline lead might be assigned one for those roles in phase. This allows that employee to find their projects easily and only the phases they are responsible will be displayed.

Match JTD

Match JTD Time and Spread Variance forward, allows a manager to take unused hours on a plan that employee has not used and re-allocate them into future weeks. For example, if an employee was scheduled to work 100 hours and only worked 60 hours, there are 40 hours unused, so if the Match JTD Time is used the 40 hours will be allocated proportionally to the future remaining weeks on the plan.

Excel type Editing & Metric Review

While making edits in the grid multiple cells can be selected at one time and then updated by typing in a new value. After a few moments the impact of those edits will be reflected in the related phase and project metrics, for example, ETC, EAC, and Labor Available values will be updated to show the impact of those changes.