Analysis documents on the Document Manager
Time Analysis
| Document Name | Description |
|---|---|
| Time Analysis Firm Detail | Details the firm's billable and non-billable time entries and total cost and profit per staff for the period in one of several groupings (e.g., staff ID). Work code, hours, amounts, billing rate also included. |
| Time Analysis Firm Summary | Summarizes the firm's billable and non-billable time entries and total cost and profit for the period in one of several groupings (e.g., staff ID). Work code, hours, amounts, billing rate also included. |
| Time Analysis Client Project Detail | Provides a detailed listing of all time entries and total cost for each client during the period and in one of several groupings (e.g., client name). |
| Time Analysis Client Project Summaries | Provides a summarized listing of all time entries and total cost for each client during the period and in one of several groupings (e.g., client name). |
| Time Analysis Project Detail | Provides a detailed listing of all time entries and total cost per project and subproject for the period in one of several groupings (e.g., the name of the person in charge). |
| Time Analysis Project Summaries | Provides a summarized listing of all time entries and total cost per project and subproject for the period in one of several groupings. |
| Time Analysis Productivity | Calculates the average and effective charge rate per staff member in one of several groupings (e.g., staff ID). |
| Time analysis by staff - current and ytd | Provides a detailed listing of all billable and non-billable time entries and total cost and profit per staff for both the current period and the year-to-date. |
| Time analysis - work code | Provides a detailed listing of all billable and non-billable time entries per staff ordered by work code. |
Expense Analysis
| Document Name | Description |
|---|---|
| Expense Analysis Firm Detail | Details the firm's billable and non-billable expense entries per staff for the period in one of several groupings (e.g., staff ID). Work code, hours, amounts, billing rate also included. |
| Expense Analysis Firm Summary | Summarizes the firm's billable and non-billable expense entries for the period in one of several groupings . Work code, hours, amounts, billing rate also included. |
| Expense Analysis Client Project Detail | Provides a detailed listing of all expense entries for each client during the period in one of several groupings (e.g., client name). |
| Expense Analysis Client Project Summaries | Provides a summarized listing of all expense entries for each client during the period in one of several groupings. |
| Expense Analysis Project Detail | Provides a detailed listing of all expense entries per project and subproject for the period in one of several groupings (e.g., the name of the person in charge). |
| Expense Analysis Project Summaries | Provides a summarized listing of all expense entries per project and subproject for the period in one of several groupings. |
| Expense analysis by staff - current and ytd | Provides a detailed listing of all billable and non-billable expense entries per staff for both the current period and the year-to-date. |
| Expense analysis - work code | Provides a detailed listing of all billable and non-billable expense entries per staff ordered by work code. |
Billing Analysis
| Document Name | Description |
|---|---|
| Billing analysis - firm detail | Provides a detailed listing of billed time and expenses by work code per staff member, including the cost, profit, and total write-up/down in one of several groupings (e.g., staff ID). Client numbers are not included on this report. |
| Billing analysis - firm summary | Provides a summary analysis of the total billed time and expenses for the firm by work code, including the total write-up/down, the billing rate and the effective rate for the firm. |
| Billing Analysis Client Detail | Provides a detailed listing of the total billed time and expenses for each client for the period specified, including the cost, profit, total write-up/down, and effective rate for the period. The report is in one of several groupings (e.g., client name). |
| Billing Analysis Client Project | Provides a detailed listing of billed time and expenses for each client for the period specified project including the work code, cost, profit, total write-up/down, billing rate, and effective rate in one of several groupings. |
| Billing Analysis Client Staff | Provides a detailed listing of billed time and expenses for each client for the period specified, including all staff members that contributed to the billed time or expenses, the cost, profit, total write-up/down for the period in one of several groupings. Work codes do not display on this report. |
| Billing Analysis Client Work Code | Provides a detailed listing of billed time and expenses for each client for the period specified including the work code, cost, profit, total write-up/down, billing rate, and effective rate. The report is in one of several groupings. |
| Billing Analysis Client Summaries | Provides a summary listing of the total billed time and expenses for each client for the period specified, including the cost, profit, total write-up/down, and effective rate for the period in one of several groupings. Staff numbers and work codes are not included in this report. |
| Billing Analysis Project Detail | Provides a detailed listing of all billed time and expenses per project and subproject for the period in one of several groupings (e.g., the name of the person in charge). |
| Billing Analysis Project Summaries | Provides a summarized listing of all billed time and expenses per project and subproject for the period in one of several groupings. |
Invoice Analysis
| Document Name | Description |
|---|---|
| Invoice Analysis Client Detail | Provides a detailed listing of all invoices for the client for the period in one of several groupings (e.g., client name). The date, amount, and write-up/down amount are also included. |
| Invoice Analysis Client Summaries | Provides a summary listing of total amount of invoices for clients for the period in one of several groupings. |
| Invoice Analysis Project Detail | Lists details of invoice amounts per project and sub project for the period in one of several groupings (e.g., client number). |
| Invoice Analysis Project Summaries | Lists invoice amounts summarized per project and sub project for the period in one of several groupings. |
| Invoice analysis summary partner totals | Provides a summary listing of total amount of invoices for the period for each partner. |
Work In Process Analysis
| Document Name | Description |
|---|---|
| WIP Analysis Client Detail | Provides a detailed listing of all work in process, and the applicable write-up/down amounts for the period specified in one of several groupings (e.g., client name). |
| WIP Analysis Client Project Subtotal | Provides a detailed listing of all work in process, and the applicable write-up/down amounts, grouped and subtotalled by project, for the period specified in one of several groupings. |
| WIP Analysis Staff Subtotal | Provides a detailed listing of all work in process, and the applicable write-up/down amounts, grouped and subtotalled by staff member, for the period specified in one of several groupings. |
| WIP Analysis Client Work Code Subtotal | Provides a detailed listing of all work in process, and the applicable write-up/down amounts, grouped and subtotalled by work code, for the period specified in one of several groupings. |
| WIP Analysis Project Detail | Provides details of all work in process, and the applicable write-up/down amounts, subtotalled by project, for the period specified in one of several groupings (e.g., the name of the person in charge). |
| WIP Analysis Client Summaries | Provides a summarized listing of all work in process, and the applicable write-up/down amounts for the period specified in one of several groupings (e.g., client name). |
| WIP Analysis Project Summaries | Provides summaries of all work in process, and the applicable write-up/down amounts for the period specified in one of several groupings (e.g., the name of the person in charge). |
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Budget Analysis
| Document Name | Description |
|---|---|
| Budget Analysis Client Detail | Provides a detailed listing of budgeted time and expenses for each client in one of several groupings (e.g., client name). |
| Budget Analysis Client Summary Amount | Provides a summary listing of budgeted time and expenses for each client in one of several groupings. |
| Budget Analysis Client Summary Hours | Provides a summary listing of budgeted time and expenses for each client in one of several groupings. |
| Budget Analysis Projects Detail | Provides a detailed listing of budgeted time and expenses for each project in one of several groupings (e.g., the name of the person in charge). |
| Budget Analysis Projects Summary | Provides a summary listing of budgeted time and expenses for each project in one of several groupings. |
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