Author Performance - Full Time Resource

Modified on Wed, 21 Feb at 9:08 PM

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). The figure is also affected: By when you roll your End of Month, so if you roll your end of month of 4/9/19 then the days worked is calculated from this day. It is suggested you go and update the Maintain Budget Parameter and amend the Start Date. When a user takes any leave as determined by the Activity Code where the GST Exempt/Leave = LEAVE.	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