PAY Report: Hours Budget Comparison

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access.

• If the User has permission to only one company, then just that one company will display in the list.
• If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company.

When the Group By Company option is selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. When the Group By Company option is NOT selected, the default company prints on every page of the report.

For more information see Learning about WinTeam Reports.

Select at least one of these Report Options.

Select Budget Comparison to compare actual vs. budgeted hours. If you select Budget Comparisons, you also have the option to apply Budget Filters.

Select Hours by Job to display timekeeping detail showing employees and hours worked for each Job).

Budget Percent Filters are available when Budget Comparison is selected under Report Options.

Select the Budget Percent Filters option to filter records that are a percentage over and/or under budget. This allows you to print an exception report instead of printing every job.

% Over Budget - Select this option to enter a percentage over the budget amount. Only jobs that are over this budget amount will list on the report.

% Under Budget - Select this option to enter a percentage under the budget amount. Only jobs that are under this budget amount will list on the report.

Note:  This option will work in conjunction with any Budget Hours Filters selected.

Budget Percent Filters are available when Budget Comparison is selected under Report Options.

Select the Budget Hours Filter option to filter records that are a number of hours over and/or under budget.

Hours Over Budget - Select this option to enter an amount over the budget amount. Only jobs that are over this budget amount will list on the report.

Hours Under Budget - Select this option to enter an amount under the budget amount. Only jobs that are under this budget amount will list on the report.

Note:  This option works in conjunction with any Budget Percent Filters selected.

You can run the report to include work tickets in an Open or Pending status in addition to those in a Closed or Waived status. This helps you see when hours have been posted to job cost even if the work ticket hasn't been closed. The Pending, Waived, and Closed statuses are based on the Completion Date. The Open status is based on the Scheduled Date.

Note:  Only Closed and Waived are selected by default. You must select Open or Pending if you want to see those work tickets.

Dates

Select the Date Range for the records to include. The date range cannot exceed 16 days.

Hours Types

Use the Hours Types category to select the Hours Types to include on the report.

Select All to include all Hours Types.

Select Pick to define specific Hours Types for the report. When you select Pick, the Hours Type list displays. Select the check box next to each Hours Type to include on the report.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

This option is available to users who have more than one company, but is not selected by default. If selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. If not selected, the default company prints on every page of the report.

Select this check box to group the jobs by the parent job. This check box is only available when Budget Comparison is selected in the Report Options.

The Print Enterprise Totals check box is available to users who have more than one company, and may be selected to print enterprise totals on the report. This check box is selected by default.

If this is not selected, the report prints only the tiered reports that are marked for printing.

The Print Company Totals check box is available to users who have only one company, and may be selected to print company totals on the report.

Select the Figure Labor Dollars check box to calculate the amount of actual and budgeted Labor Dollars. WinTeam calculates overtime and labor dollar information, and calculates the average labor rate for each Job. This figure enables companies to get a quick look at the amounts spent on labor prior to processing payroll.

Note:  If you are including Salary Hours Budgets on this report and are also selecting to “Figure Labor Dollars”, WinTeam adds the labor dollars associated with the salaried budget line(s) to the Budgeted Labor $ amount on this report. It also adds this amount to the Actual Labor $ amount on this report.

If there are two different Alternate Pay Rates set up (in the Hours Categories screen), WinTeam will compute labor dollars based on the Work Date and the Date Rate Effective. Any hours worked prior to the effective date rate will use the Previous Pay Rates. Any hours worked on or after the effective date rate will use the new rates.

Note:  A similar Hours Budget Comparison report is available in eHub. In addition to the default options selected for the WinTeam Hours Budget Comparison report, WinTeam users also need to include the Figure Labor Dollars option to have output similar to the eHub HBC report.

Leave this option cleared to display only Jobs with actual hours.

Select the Include Jobs with Budgets Only check box to also include Jobs that have budgeted hours set up, but have no actual hours. This option includes all Jobs with actual hours for the time period specified regardless of whether those Job have budgets.

Select the Include Project Hours Budget check box to include the total amount of project hours completed for the dates specified.

Select the Include Recap by Job check box to include a Recap by Job section on the report. It will include Job Number, Job Name, Hours Type, Total Hours (by Hours Type), Budgeted Hours, Overtime (OT) Hours, Double-time (DT) Hours, and Job Totals.

Select the Include Salary Hours Budgets check box to include any budgeted hours that are indicated for salaried employees in the Job Master File (Budgets tab).

Select the Page Break by Job check box to total the hours for each Job and create a page break between Jobs.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).