This article explains the MTD calculations for the Author Performance tab on the Lawyers Workbench where a budget is set as fixed for a full time resource (where the FTE field is set to 1 on the user security record).
Author Performance Figures
These figures show where no leave has been entered i.e. unavailable time.
These figures show where leave has been entered (showing 1 day as unavailable).
See below for further information regarding the setup information for the Resource that is referred to in this table.
| Category | Description | Actual - MTD | Target - MTD |
| Days Worked |
The Days Worked figure is calculated based on the number of work days during a period less any public holidays that fall within the period (as defined in the HO parameter).
|
No. of Days in Period to date less any unavailability time entered | Target Days as per Budget |
| Legal Work (Hours/Day) | Time entered which is chargeable including non-chargeable productive work entered. This is averaged throughout the month. | Work Units (converted to hours) / Days Worked. i.e. (34/10) = 3.4 / 10 days = 0.34 | Target MTD Days Worked x Chargeable Legal Hours / Actual MTD Days Worked (averaged). i.e. 21 x 6 / 10 = 12.60 |
| Non-Legal (Hours/Day) | Time entered which is non-chargeable non-productive work excluding the unavailable time (entered as Leave). This is averaged throughout the month. | N/C Units converted to hours / Days Worked. i.e. (40/10) 4.0 / 10 days = 0.40 | Target MTD Days Work x NonChargeable Hours / Actual MTD Days Worked (averaged). i.e. 21 x 2 / 10 = 4.20 |
| Work Done ($) (All) | Value of Legal work done. Taken from charge rates on resource or scale set for the matter. | Chargeable Units x Charge Rate i.e. $10,325.00 | Budget figure for period i.e. $37,800.00 |
| Write On /Off Fees ($) | Value of fees written on or off for period | - | Budget figure for period |
| Profitability | Difference between Actual Cost and Work Done including any fees written on/off for period . Actual Cost $ = No. of Units x Actual Cost (as defined on the resource record). | Work Done including write on/off less Actual Cost. i.e. Actual Cost = 74 units x $6.50 = $481.00 Profitability = $10,325.00 - 0.39 - $481.00 = $9,8,43.61 | |
| Fees Billed | Fees billed for period for the resource. | Total Bill Allocated i.e. $10,324.61 | Budget figure for period i.e. $37,800.00 |
| Fees Recovered | Fees received for period for the resource. | Total Cash Allocated i. e. -$4,456.33 |
Setup information for Resource:
Firm Setup
| If you have made changes to Budget figures and they are not updating, you will need to Rebuild Performance Data. See Resource Performance Targets are not Updating. |
Updated