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View:
Already started positions linked to Personal Employee Profiles
Not-yet-started positions with candidates
Not-yet-started positions without candidates
Manage not-started positions: create, edit, delete them
Manage already started positions: edit workload, change position termination option, change position duration (End Date)
View the Bench section
With the Finance View/Finance Edit permissions you can view the Resource plan perspective enriched with financial indicators.
With the Finance Edit you can manage Rate Card Mappings of positions and Other Costs, which affect financial indicators.
Also the Search option is available for all users.
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Column | Description |
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Role | Displays role, specified for the corresponding position |
Team Member | For started (actual) positions linked to Personal Profiles:
For not-yet-started (planned) positions with candidates:
For not-yet-started (planned) positions without candidates:
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Required Skills | Displays required skills specified for the corresponding position |
Location | For started (actual) positions linked to Personal Profiles:
For not-yet-started (planned) positions with candidates:
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All these menu options are only available for started positions linked to Personal Profiles.
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With the Finance View/Edit permissions the additional option 'Rate Card Mapping' is available for you in the quick menu. It allows you to view and manage an existing Rate Card Mapping or to add a Mapping if it has not been added yet. For more details see the Finances section below.
Positions with expired Manual termination
When End Date passes for actual (started) positions, which have Position Termination = Manual selected, the system will highlight such positions on the Resource Plan by:
displaying red info-hint icon in the Team Member column. The hint displayed on icon hover will contain a link, that will allow user to instantly open the Workloads & Dates state for this position.
coloring End date in the Workload panel with red
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Finances
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Financial indicators
When the Show Finance toggle is ON, the financial information is visible to a user.
The following financial indicators are available:
costs per position per month
costs per unit per month
other costs per month
other costs per unit per month
cumulative unit costs (including partitioning into labor and other costs)
past costs
current month costs
forecast costs
Costs per position per month are displayed above the workload value of a position. The calculation formula is the following: Cost per position per month = Hourly rate (from the mapped Rate Card for a certain month) * Workload (can vary from 0 to1) * Working hours per day (of a Vendor) * Working days per month (total sum of all Mon-Fri days within the month, regardless of public holidays, vacations, etc.).
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Costs per unit per month are displayed in a table header. This cost represents the sum of all costs per position per month. Filters do not affect the value.
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If a position does not have a Rate Card Mapping yet, then a message 'Please map with a rate card' for Finance Editors/ 'The position wasn’t mapped with the rate card' for Finance Viewers is displayed in a position's row. This message indicates that the position's costs are not calculated yet, which means that financial indicators might be not precise.
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The Other Costs sidebar is available by clicking on the Other Costs icon of a unit header and provides Other Costs information, such as money amount per Other Cost per month located in a cell of a calendar section and total Other Costs per unit per month located at a table header.
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Each unit header contains the Current Month Cost and the Cumulative Cost. These financial indicators consider both Labor (positions) costs and Other Costs of unit, including costs of their child units.
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By hovering on the "i" icon next to these costs, the user can see the summands of the costs.
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All unit costs may be partitioned into Labor Costs (positions costs) and Other Costs.
Cumulative Cost is made up by the addition of Past Cost (starting from the first cost record related to a unit), Current Month Cost, and Forecast Cost (includes 2 years forward).
Changes in values appearing in financial indicators formulas trigger their recalculation, which sometimes might take a considerable amount of time. If recalculation is in progress, a warning message is shown. It indicates that financial indicators are outdated at the moment.
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Rate Card Mappings management
If the position is not mapped to a Rate Card yet, then a Rate Card Mapping may be added via the Add Rate Card Mapping sidebar. It opens by clicking on:
Rate Card Mapping option in the quick menu of a position that is not mapped to a Rate Card yet
'Please map with a rate card' message (available only for Finance Editors)
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The sidebar contains the table of Rate Cards, which allows to do filtering and searching. Only one Rate Card may be selected and saved. The Rates of a selected Rate Card are used in the calculation of position costs.
If the position is mapped to a Rate Card, then a Rate Card Mapping option in the Quick Menu will navigate the user to the View Rate Card Mapping sidebar.
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On click of the pencil icon of the View Rate Card Mapping sidebar, the Edit Rate Card Mapping sidebar opens, where it is possible to change a Rate Card selection or unmap it by clicking the Unmap Rate Card button. Please note, that these changes affect financial indicators and trigger recalculation.
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If a position is mapped to a rate card, but this rate card does not cover some months of a position, then in the Positions table corresponding months columns of a position will contain a red calendar icon. On click of the icon, the user gets navigated to the Edit Rate Card sidebar, where rate periods might be prolonged.
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Other Costs management
What is Other Cost? Other Costs cover expenditures not related to positions. An Other Cost is always associated with some specific unit from which the cost has been created.
Other Costs sidebar
The Other Costs sidebar allows users to access Other Costs management functionality, including Other Costs view, creation, update, and deletion.
The sidebar opens on click of the other costs icon located at the unit header and contains the list of Other Costs related to the unit. All child unit other costs are also included.
The sidebar is available both for Finance Viewers and Finance Editors.
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The table contains the following columns:
Column | Description |
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Cost Type | Displays type of Other Cost. |
Comment | Displays comment. |
Unit | Displays unit to which Other Cost belongs. |
Calendar section | The calendar section contains the list of months for the period starting from 1 year ago from the current month and 2 years forward from the current month. Each month column contains the amount of money per cost per specific month. Repetition of cost is calculated based on the fields Repeat, Date/Start Date & End Date of Cost. |
The table supports column sorting, grouping, and filtering.
The quick menu of the table row contains the following options:
View - opens the View Cost sidebar. (described below)
Edit - opens the Edit Cost sidebar. (described below). Is available only for Finance Editors.
Delete - allows to delete Other Cost after confirmation. Is available only for Finance Editors.
Adding Other Cost
The Add Cost button on the Other Costs sidebar is available only for Finance Editors. It opens the Add Cost sidebar, which allows the user to add a new Other Cost and has the following fields:
Amount - the amount of cost per month (months are defined by Repeat field and Dates).
Comment - description of a cost.
Cost Type - type of other cost.
Unit - always predefined with a unit for which the Other Costs sidebar has been initially opened.
Repeat - defines repetition logic. Possible values: Never, Monthly, Quarterly, Every 6 months, Yearly. It means that a cost may be repeated during the period specified.
Date/Start Date & End Date - defines certain months for non-repeated costs or a date period for repeated costs.
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Editing Other Cost
The Edit Cost sidebar is available only for Finance Editors, shares the same set of fields with the Add Cost sidebar and allows to edit existing costs. Please note that changes in the fields Repeat, Date/Start Date & End Date affect finance indicators and trigger recalculation.
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Viewing Other Cost
The View Cost sidebarallows you to view details of a specific cost in the table.
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For the Finance Editors there are two available action controls at the sidebar:
The pencil icon navigates the user to the Edit Cost sidebar described above.
The bin icon allows to delete a cost after confirmation.
Bench section
Bench section is not a part of the organization hierarchy and is only available for users with Advanced Permissions (users with Unit Manager/Admin roles).
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*FTE is equal to 1 Full-Time Employee working with 100% workload per month.
Action controls
Action controls are displayed above the hierarchy and include:
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working with 100% workload per month.
Action controls
Action controls are displayed above the hierarchy and include:
Add Position button
Show Planned Positions toggle
Show Bench toggle
Show Finance toggle
Search for employee
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Add Position button
The button is available starting from the account level and lower.
The button is displayed only when user has Advanced access to at least 1 unit within account of the current unit (in case user is standing on the account level and lower).
Click on the button launches New Positionstate in the slide-out sidebar.
Show Planned Positions toggle
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Show Bench toggle
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Search for employee
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Add Position button
The button The toggle is available starting from the account level and lower.
The button toggle is displayed only when user has Advanced access to at least 1 unit within account of the current unit (in case user is standing on the account level and lower).Click on the button launches New Positionstate in the slide-out sidebar.
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is standing on the account level and lower).
Turning the toggle OFF will hide all planned positions (not-yet-started positions both with and without candidates) from business units where user has Unit Manager/Admin permissions.
Turning the toggle ON will display all planned positions (not-yet-started positions both with and without candidates) together with actual positions (started positions linked to Personal Profiles) on business units where user has Unit Manager/Admin permissions.
Show Bench toggle
The toggle is available starting from the account any level and lower.
The toggle is displayed only when user has Advanced access to at least 1 unit within account of the current unit (in case user is standing on the account level and lower).Turning the toggle OFF will hide all planned positions (not-yet-started positions both with and without candidates) from business units where user has Unit Manager/Admin permissionsall accounts.
Turning the toggle ON will:
Launch Auto-scroll to navigate the user down to the Bench section.
Displaythe Bench section below all the hierarchy units on the Resource Plan perspective in the expanded state.
Turning the toggle ON will display all planned positions (not-yet-started positions both with and without candidates) together with actual positions (started positions linked to Personal Profiles) on business units where user has Unit Manager/Admin permissions.
Show Bench toggle
The toggle is available starting from any level.
The toggle is displayed only when user has Advanced access to at least 1 unit within all accounts.
Turning the toggle ON will:
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Launch Auto-scroll to navigate the user down to the Bench section.
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OFF will hide the Bench section with all it's features.
Show Finance toggle
The toggle is displayed only when the user has Finance View/Finance Edit permissions.
By default, the toggle is ON.
Turning the toggle ON will:
Enrich Resource Plan perspective with financial values, including
positions costs and other costs per month
positions costs and other costs of each unit per month
positions, other and common cumulative, past, current, forecast costs of each unit
Give access to the Rate Card Mapping functionality
Give access to the Other Costs management functionality
Show terminated positions to give a full view on financials of a unit
Turning the toggle OFF will hide the Bench section with all it's features.financial information and access to the features mentioned above.
When the advanced search filter is applied the toggle turns OFF.
Search for Employee
The Search is available starting from any level in 2 variations:
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When the search is activated, the Show Bench and Show Planned Positions toggles will be automatically switched on and disabled, and the Show Finance toggle will be switched off and disabled:
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You can reset all filters by clicking on the Remove All button or by click on the X icon (and the Show Bench and Show Planned Positions toggles will become enabled).
If you select another unit in the hierarchy tree, the search will be reset as well.