Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Resource managers, principals, project managers
Dashboard Explained
Resourced vs. actual hours by slice and by month, viewable as hours, FTE, or charge value, with Resourced/Actual/Variance selectable in the table. Resource Plan vs Actuals closes the loop on resourcing at a slice level — it shows whether planned work happened as expected and quantifies the gap in hours or dollars.
Updated in Insights Pro: This dashboard existed in Analytics Plus under the old Forecasting module (Forecast/Resourced/Actual/Variance by office and month) and has been substantially redesigned for Insights Pro.
How to use it
Use the Variance Table Metric to quickly spot slices where actual hours are running consistently ahead of or behind plan — a sign the resource plan needs updating or that a fee variation conversation is due. Drill from Slice into Project, then Rate Name, then individual Staff Name in the table to trace a variance right down to the person and project responsible. Switch to the Charge basis to see the dollar impact of that variance rather than just hours.
Understanding your data
Key Fields | How it's Calculated |
Resourced & Actual Hours by Slice | Resourced (planned) vs. Actual hours, in the selected basis, broken out by the selected Slice By dimension |
Resourced & Actual Hours by Month | Same measure, trended monthly |
Slice × Month table | Shows Resourced, Actual, or Variance (per Table Metric), in Hours, FTE, or Charge basis (per the toggle), drillable by Slice → Project → Rate Name → Staff Name |
Visuals
Resourced & Actual Hours by Slice (bar)
Resourced & Actual Hours by Month (trend)
Slice × Month table, with Total row (Slice → Project → Rate Name → Staff Name drill down)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Table Metric: choose which value the table shows — Resourced, Actual, or Variance
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Inc Non Billable / No: whether non-billable stages are included
Chargeable — Yes/No: independent inclusion filter for chargeable staff
Hours / FTE / Charge: switches the displayed value basis across the whole page