Time management for pso

File Mode Service Directory Documents Reports Info

Staff planning Timesheets Engagements Staff schedules Overheads WIP Budgets

File View Service Directory Documents Reports: Utilization per Positions

PROGRAM WINDOWS


Year

Office

Department

Group

2012

St.Pete.

Audit

Food

Month January

Carry forward over 11 months

AssistantPosition

Budgets

Position Heads Charge Rate Standard Time Standard Revenue Benefits Other Expenses Expenses Total

Partner 2 120 240 28800 1500 1000 5000

Manager 4 80 480 38400 1000 8000 36000

Assistant 10 50 1200 60000 5000 3000 8000

16 1920 127200 49000


File View Service Directory Documents Reports


Year

Office

Department

Group

2012

St. Pete.

Audit

Food

Month January

AssistantPosition



Heads Standard Time Standard Revenue Expenses Total

16 1920 127200 49000

Combined BusinessStandard Time 1920 1920Chargeable TimeStandard Revenue 127200 127200Net RevenueInvoices

DiscountExpenditures 49000 49000Margin -49000 -49000UtilizationRealizationAggregatedHeads 16 16Standard Rate 66 66

Actual Rate

Net Revenue Per Head


Year

Office

Department

Group

2012

St.Pete.

Audit

Food

Month January

Carry over 11 months

AssistantPosition



Heads Standard Time Standard Revenue Expenses Total

16 1920 127200 49000

Combined BusinessStandard Time 1920 1920Chargeable Time 1440Standard Revenue 127200 127200Net Revenue 83952Invoices 78000

Discount 5952Expenditures 49000 49000Margin -49000 29000Utilization 0,75Realization 0,66Aggregated 1,41Heads 16 16Standard Rate 66 44

Actual Rate 58

Net Revenue Per Head 5247


Client

Office

Department

Group

CBA Holding

St.Pete.

Audit

Food

08/15/2012Start



Engagement Meet LLC

Finish 02/10/2013

Partner John Pubb

Manager

Service

Status

Code

Martin Dubble

Stat. Audit 2012

New

1017046 12

Comments

Net Revenue

Invoices

Discount

10380 Invoices “All Inclusive”

Overheads Total

Office Department Group Position Charge Rate Hours Net Revenue Hours Actual NR Actual

Moscow Audit Oil & Gas Partner 120 4 480

St.Petersburg Audit Finance Manager 80 30 2400

Samara Tax Oil & Gas Assisant 50 150 7500

Staff Planning

184 10380

Budget Overheads Invoices

Realization


Client

Office

Department

Group

CBA Holding

St.Pete.

Audit

Food

08/15/2012Start



Engagement Meet LLC

Finish 02/10/2013

Partner John Pubb

Manager

Service

Status

Code

Martin Dubble

Stat. Audit 2012

New

1017046 12

Comments

Net Revenue

Invoices

Discount

10380 Invoices “All Inclusive”

Overheads 2100 Total

Type Quantity Cost Total Actual

Trip 8 100 800

Accommodations 20 50 1000

Per diem 20 15 300

Staff Planning

2100


Realization


Client

Office

Department

Group

CBA Holding

St.Pete.

Audit

Food

08/15/2012Start



Engagement Meet LLC

Finish 02/10/2013

Partner John Pubb

Manager

Service

Status

Code

Martin Dubble

Stat. Audit 2012

New

1017046 12

Comments

Net Revenue

Invoices

Discount

10380

9500

880

Invoices “All Inclusive”

Overheads 2100 Total 11600

Date Amount Actual

08/15/2012 2000

12/20/2012 5000

02/10/2013 2500

Staff Planning

9500


Realization 0,92


Office

Department

St.Pete.

Audit



Engagement Meet LLC Year 2012

Month

Staff’s Profile

Engaged

December Reserve

Put on the List

Staff Position 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Food

Wilhelm Conrad Partner 4 2

Frederic Passy Manager

Hendrix A. Lorentz Manager 8

Pieter Zeeman Assistant 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8

Albert Gobat Assistant

Henri Becquerel Assistant

Pierre Curie Assistant

José Echegaray Assistant 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4

Finance

Louis Renault Partner

Paul Ehrlich Manager

Fredrik Bajer Assistant

Guglielmo Marconi Assistant

Paul Sabatier Assistant

Gustav Hertz Assistant

Charles G. Dawes Assistant

Ludwig Quidde Assistant


Office

Department

St.Pete.

Audit




Month

Staff’s Profile

Engaged

December Reserve

Put on the List

Staff Position 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Food









Finance









Engagement Partner

Color mat Rod Stanford

Red soft Steve Tad


Office

Department

St.Pete.

Audit




Month

Staff’s Profile

Engaged

December Reserve

Put on the List

Staff Position 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Food









Finance









Engagements Services

Colormat Stat.Audit

Redsoft US GAAP

Blackpool Compil.

Redfish AUP


Office

Department

St.Pete.

Audit




Month

Staff’s Profile

Engaged

December Reserve

Put on the List

Staff Position 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Food

Wilhelm Conrad Partner 8 8 8 8 2

Hendrix A. Lorentz Manager 8 8 8 8 8 8 8 8 8 8 8 8

Henri Becquerel Assistant 8 8 8 8 8 8 8 8 8 8 8

Pierre Curie Assistant 8 8 8 8 8 8 8 8 8 8 8

Finance

Fredrik Bajer Assistant 8 8 8 8 8 8 8 8 8 8 8 8

Paul Sabatier Assistant 8 8 8 8 8 8 8 8 8 8 8 8


Year

Office

Department

Group

2012

St.Pete.

Audit

Food

Month January

AssistantPosition



Combined BusinessStandard Time 1920 1920Chargeable Time 1210 1440Standard Revenue 127200 127200Net Revenue 81520 83952Invoices 78000 78000

Discount 3520 5952Expenditures 53000 49000Margin 25000 29000Utilization 0,63 0,75Realization 0,96 0,66Aggregated 1,59 1,41Heads 16 16Standard Rate 66 44

Actual Rate 67 58

Net Revenue Per Head 5095 5247


Year

Office

Department

Group

2012

St.Pete.

Audit

Food



January February YTD March 1st Quarter

BB CB A BB CB A BB CB A BB CB A BB CB A

Standard Time 1280 1280 1590 1590 2870 2870 1670 1670 4540 4086

Chargeable Time 1088 896 1352 1272 2440 2153 1420 1086 3859 2942

Standard Revenue 51200 51200 63600 63600 114800 114800 66800 66800 181600 163440

Net Revenue 45696 37632 56763 53424 102459 90405 59619 45591 162078 123561

Invoices 34272 28224 42572 40068 76844 67804 44714 34193 121559 92670

Discount 11424 9408 14191 13356 25615 22601 14905 11398 40520 30890

Expenditures 29702 29702 36896 36896 66598 66598 38752 38752 105351 105351

Margin 4570 -1478 5676 3172 10246 1205 5962 -4559 16208 16115

Utilization 0,85 0,70 0,85 0,80 0,85 0,75 0,85 0,65 0,85 0,72

Realization 0,75 0,75 0,75 0,75 0,75 0,75 0,75 0,75 0,75 0,75

Aggregated 1,60 1,45 1,60 1,55 1,60 1,50 1,60 1,40 1,60 1,47

Heads 10 10 10 10 10 10 10 10 10 9

Standard Rate 40 40 40 40 40 40 40 40 40 40

Actual Rate 42 42 42 42 42 42 42 42 42 42

Net Revenue Per Head 4570 3763 5676 5342 10246 9040,5 5962 4559 16208 13729


Department

Group

Name

Position

Audit

Food

Paul Smith

Manager

2012Year



Office St.Pete.

Period December, 1-15

Comments

CompletedStatus

Chargeable Time

Engagement Code Dates 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Total

Work Code

Colomat 1234567 4 8 8 8 10 10 8 52

6 8 8 8 8 32

Subtotal 8 8 8 10 10 8 8 8 8 8 0 0 0 0 0 84

Blackpool 1234569 3 4 4 4 12

Redfish 1234510 2 2 2 2 6

Subtotal 4 4 4 0 0 0 0 2 2 2 0 0 0 0 0 18

Total 12 12 12 10 10 8 8 10 10 10 0 0 0 0 0 102

Nonchargable Time

Administration 0

Sick 0

Training 4 4 4 4 4 20

Vacation 0

Other 0

Total 0 0 0 0 0 0 0 0 0 0 4 4 4 4 4 20

Grand Total 12 12 12 10 10 8 8 10 10 10 4 4 4 4 4

Overtime 4 4 4 2 2 0 0 2 2 2 -4 -4 -4 -4 -4 114




Engagements

Budgets

Individual utilization

Utilization by Positions

Individual Nonchargable time

Timesheets Undue

Type of work

WIP


Status

Office

Department

Group

In Progress

Moscow

Audit

Oil & Gas

2012Year


File View Service Directory Documents Reports: Engagements

Net Revenue Invoices Overheads Realization

Engagement Service Partner Manager Budget Actual Budget Actual WIP Budget Actual Budget Actual

Colormat Stat.Audit Wilhelm Conrad Pierre Curie 25130 12300 22000 10000 2300 0,88 0,81

Redsoft US GAAP Frederic Passy José Echegaray 56000 24300 4000 22000 2300 3500 1230 0,07 0,91

Blackpool Compil. Hendrix A. Lorentz Pall Hendry 17800 5000 15000 6000 -1000 0,84 1,20

Redfish AUP Pieter Zeeman Louis Renault 35000 4000 35000 3000 1000 1,00 0,75

133930 45600 76000 41000 4600 3500 1230 0,57 0,90


Year

Office

Department

Group

2012

Moscow

Audit

Oil & Gas


File View Service Directory Documents Reports: Budgets

January February YTD March 1st Quarter

BB CB A BB CB A BB CB A BB CB A BB CB A

Standard Time 1280 1280 1024 1590 1590 1272 2870 2870 2296 1670 1670 1503 4540 4086 4086

Chargeable Time 1088 896 922 1352 1272 954 2440 2153 1837 1420 1086 1232 3859 2942 3269

Standard Revenue 51200 51200 40960 63600 63600 50880 114800 114800 91840 66800 66800 60120 181600 163440 163440

Net Revenue 45696 37632 38707 56763 53424 40068 102459 90405 77146 59619 45591 51763 162078 123561 137290

Invoices 34272 28224 29030 42572 40068 24041 76844 67804 50145 44714 34193 41411 121559 92670 105713

Discount 11424 9408 9677 14191 13356 16027 25615 22601 27001 14905 11398 10353 40520 30890 31577

Expenditures 29702 29702 25160 36896 36896 26044 66598 66598 50145 38752 38752 33646 105351 105351 89238

Margin 4570 -1478 3871 5676 3172 -2003 10246 1205 0 5962 -4559 7764 16208 16115 16475

Utilization 0,85 0,70 0,90 0,85 0,80 0,75 0,85 0,75 0,80 0,85 0,65 0,82 0,85 0,72 0,80

Realization 0,75 0,75 0,75 0,75 0,75 0,60 0,75 0,75 0,65 0,75 0,75 0,80 0,75 0,75 0,77

Aggregated 1,60 1,45 1,65 1,60 1,55 1,35 1,60 1,50 1,45 1,60 1,40 1,62 1,60 1,47 1,57

Heads 10 10 8 10 10 8 10 10 8 10 10 9 10 9 9

Standard Rate 40 40 40 40 40 40 40 40 40 40 40 40 40 40 40

Actual Rate 42 42 42 42 42 42 42 42 42 42 42 42 42 42 42

Net Revenue Per Head 4570 3763 4838 5676 5342 5009 10246 9040,5 9643 5962 4559 5751 16208 13729 15254


Department

Group

Audit

Finance

2012Year


File View Service Directory Documents Reports: Individual Utilization

Office Moscow


Name Position Utilization

Louis Renault Partner 0,38

Paul Ehrlich Manager 0,50

Fredrik Bajer Assistant 0,75

Guglielmo Marconi Assistant 0,81

Paul Sabatier Assistant 1,00

Gustav Hertz Assistant 0,50

Charles G. Dawes Assistant 0,47

Ludwig Quidde Assistant 0,78


Department

Group

Audit

Finance

2012Year


File View Service Directory Documents Reports: Utilization by Positions

Office Moscow


Position Utilization

Partner 0,38

Manager 0,50

Assistant 0,75


Department

Group

Audit

Oil & Gas

2012Year


File View Service Directory Documents Reports: Individual Nonchargable Time

Office Moscow


Administration Sick Training Vacation Other Total

Louis Renault 4 4

Paul Ehrlich 34 34

Fredrik Bajer

Guglielmo Marconi 80 80

Paul Sabatier

Gustav Hertz 5 5

Charles G. Dawes

Ludwig Quidde


Department

Group

Audit

Oil & Gas

2012Year


File View Service Directory Documents Reports: Timesheets Undue

Office Moscow


Days in delay

Louis Renault 4

Paul Ehrlich 2

Fredrik Bajer 1

Guglielmo Marconi 3

Paul Sabatier 5

Gustav Hertz 1

Charles G. Dawes 2

Ludwig Quidde 4


Status

Office

Department

Group

In Progress

Moscow

Audit

Oil & Gas

2012Year


File View Service Directory Documents Reports: Types of Work

Engagements Actual Hours

Strategic Memo

Engagement Plan

AnalyticalProcedures

Consulta-tions

Drafting the Report

Presentations & Discussions Wrap up

Colormat 8 3 2 2 1 1 1

Redsoft 12 11 3 3 2 2 1

Blackpool 2 6 2 1 1 3 6

Redfish 4 25 4 15 5 1 5


Office

Department

Group

Moscow

Audit

Oil & Gas

December, 1-15Period


File View Service Directory Documents Reports: WIP

Engagement ABC Refinery

Net Revenue

Opening Balance 24300

Charged in the Period 10520

Invoiced 11300

Reserved 3000

Written off 3820

Closing Balance 16700

Request for the Invoice

Engagement: Red Papers

Engagement Code: 1498704

Fee 11300Overheads 5VAT 2035

Total 13340

RequisitesPost Address: Moscow - 3 - 21/17

INT: 25432298678765

Contact Person: Mr. White, CFOTel.: 123-4576E-mail: [email protected]

Technology

Time management for pso