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Plan Reports

  • Updated

For workspaces that utilize the Forecast and Variance Reports feature in Ruddr, the Plan report section is available and provides insight into hours, revenue, and utilization metrics that are derived from actuals and Resource Allocations in the workspace.

Plan reports provide insight into the planned performance based on resource allocations, billing schedule milestones, revenue recognition ledger entries, expenses, and other items to bill. Plan reports do not include actuals.

For more, please refer to the Help Center article on How Services Revenue is Forecasted in Ruddr.

You can access the Plan reports section of Ruddr by clicking the Reports item in the main nav bar (Figure 1) on the left of the screen. Once you have accessed the reports library, you will see the Plan category of reports listed (Figure 2).

 

Figure 1 - Clicking on Reports in the Main Nav Bar to Access the Reports Library

 

Figure 2 - Plan Reports in the Report Library

 

Viewing Data by Unit

Each report in the Plan report section can be grouped and viewed by unit:

  • Month
  • Week
  • Day

By default, each report in this section is set to group and display by Month. To change this grouping, select the desired value from the Unit dropdown (Figure 3) in the Filters drawer.

 

Figure 3 - Change the Unit by which you Choose to View the Plan Reports

 

The following reports present differing views of data in your workspace:

Hours Plan by Project and Resource

A summary of allocated hours grouped by project and the resources allocated to that project. This report will show allocated hours for members and for resource placeholders. Planned hours totals are available for each project.

Hours Plan by Resource and Project

A summary of allocated hours grouped by resource and the projects that each resource is allocated to. This includes both members and resource placeholders. Planned hours totals are available for each resource.

Performance Plan by Project

A summarized project performance plan, derived from resource allocations, billing schedule milestones, manual revenue recognition ledger entries, expense items, and other items to bill. This report includes the following planned metrics for projects in your workspace:

  • Hours
  • Revenue
  • Effective Bill Rate
  • Cost
  • Profit
  • Margin

For more on planned and forecasted revenue, please refer to this Help Center article on How Services Revenue is Forecasted in Ruddr.

Services Revenue Plan by Client and Project

Ruddr leverages billable allocations and Fixed Fee ledger entries to project services revenue. These allocations must be made to a billable project role that has an associated bill rate. That planned services revenue is available in the Services Revenue Plan by Client and Project report, which provides a view of the revenue grouped by client and project. There is a summary total of planned services revenue for each client.

Multicurrency and the Services Revenue Forecast by Client and Project Report

For workspaces that leverage Ruddr's Multicurrency feature, the Services Revenue Plan by Client and Project report provides the user with the ability to select the currency (Figure 3) that will be displayed (in addition to the project's currency) and also used for the CSV / Excel export.

 

Figure 3 - Currency Selector on the Expense Detail report

 

Note that the project's currency is displayed by default, but that the selected, alternate currency is also displayed (Figure 4) if the two currencies are different.

 

Figure 4 - Amounts are Available in a Single Currency while the Project's Currency is also Displayed

 

In the CSV / Excel export, the data will be presented in the currency specified by the Currency Selector (Figure 3).

Utilization Plan by Member

A projection of utilization based on members' future allocations. The utilization metrics available in this report are:

To switch between the various metrics, select the Metric Selector (Figure 5) above the report results.

 

Figure 5 - Alternate Between Metrics Using the Metric Selector in the Report

 

Utilization Plan by Member Practice

A projection of utilization based on members' future allocations grouped by member practice. The utilization metrics available in this report are:

To switch between the various metrics, select the Metric Selector (Figure 5) above the report results.

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