Reports - Timing Folders: MetriQ, we capture time

Timing Folder Tab with MetriQ Time Tracking Software

Use the Timing Folder tab to show timing data and costs in a variety of formats. In combination with the Selection Tab (see Report Overview) and the selection options, an almost endless number of data output permutations are possible, depending on how you wish to display your data.

Selection Tab (selectable fields):

There are a number of fields that can be viewed and exported within the details tab:

Folder Title:

The name of the folder selected in the Folder View.

Folder ID:

The ID of each Folder. Many organizations use and alphanumeric code for their Folder ID.

First/Last Name/Full Name:

The staff member who logged the time.

Est. Start/End Date:

The Estimated Start and End date for a folder. To change these settings, use the Folder Properties tool (see Folder Properties).

Estimated Duration:

The time span between the Estimated Start and End Dates (calculated in weeks).

Act. Start/End Date:

The Actual Start date is when you start an icon for the first time on a new Folder. The Actual End Date is the last time an Icon finished timing on that Folder.

Date Label/Date Value/Log Date:

Date Label and Date Value are fields primarily used by the Chart Tool. Log Date is the date the data was captured. Note: This field will only have a relevance when all of the Summarize Filters are OFF and MetriQ is showing RAW data (data that has not been logically grouped).

Billable:

This Yes/No fields shows if the data is billable or none-billable.

Note: You can FORCE MetriQ to show costs for non-billable data by using the All(Forced) option in the billable drop down filter.

Time:

The amount of time collected by all icons assigned to that User Folder.

Overtime:

The total overtime for a selected folder.

Note: MetriQ uses a proprietary A+ Proportionate Costing Algorithm to calculate the amount of time and costs a specific user will have when viewed across a number of folders and with different charge out rates.

Utilized Time:

The summation of Time+Overtime.

Time Budget:

The expected time a specific Folder will take to be completed (see also Folder Properties).

Time Ratio%:

The ratio of Utilized Time/Time budget calculated as a percentage.

Time Remaining:

The difference between Time Budget and Utilized Time.

Rate:

The Charge out rate applied to accrued time to give total costs for the Folder.

Overtime Rate:

The Overtime Charge-out rate applied to accrued time to give total overtime costs for the folder.

Utilized Rate:

The effective Charge-out rate.

Cost:

The actual costs for time accrued.

Overtime Costs:

The actual overtime costs for time accrued.

Utilized Costs:

The overall costs for time accrued.

Cost Budget:

The expected Costs for the folder (see also Folder Properties).

Cost Ratio%:

The ratio of utilized Cost/Cost Budget as a percentage.

Costs Remaining:

The difference between Cost Budget and Utilized Cost.

Disb. Cost:

Actual Disbursement Costs (see also how to add Disbursements).

Disb. Tax:

The tax on the disbursements (Disbursements can be exempt or zero rated for tax).

Disb. Total Cost:

Total cost of Disbursements.

Disb. Budget:

The total Disbursement budget (see also Folder Properties).

Disb. Ratio%:

The ratio of Disbursement Total Cost/Disbursement Budget calculated as a percentage.

Disbursements Remaining:

The difference between Disbursement Budget and Disbursement Total Costs.

Full Folder Path:

The full path of the folder. For example, Acme Inc/Design/Documentation.

Folder 1-10:

The first 10 individual folders extracted from the folder path. e.g. Folder 1 = Acme Inc. Folder 2 = Design. Folder 3 = Documentation.

Presets:

The Preset option allows you the ability to store the current filtered settings for the Timing Folder Tab, which you can return to at any time.

To use, first filter your data using any or all of the options available (billable, summarize, date range etc). Now press the

button to create a new Preset for the settings you wish to save. MetriQ will prompt you to name your selection as a new Preset.

To restore your selection settings, choose a preset name from the drop down menu.

To delete a preset, use the

button. Start and End dates are not kept by the Preset option.

Time Folder Filtering:

Over the course of a year, MetriQ can collect many thousands of data records for each member of staff. Filtering this data into meaningful reports is done with the use of numerous filtering options outlined below:

Staff:

Choose to display time and costs relevant to a single staff or to All staff (by checking the All option).

Group:

Choose to display timing data for groups of staff (see Groups). Staff and Groups are mutually exclusive.

Billable:

Select from those icons that are billable, non-billable or both. The time for Non-billable icons is shown, but with zero costs.

Note: Use the All (Forced) option if you want MetriQ to display costs (as well as time) for non-billable time on icons and disbursements on non-billable folders (see also Folder Properties).

Auto:

Choose to display time data manually collected (using the manual update tool with icon - see also manual update), or time collected from MetriQ's automated time collection methodologies.

Note: Time collected by Time Away and iTime all constitute automated timing.

This Computer Only:

Show only the collected data for the computer you are on. When unchecked, all data across the network is shown.

Start/End Date:

Select the date range for the data to be displayed.

Target Dates: Use the target date button (and its associated drop down menu) to quickly filter your time data by day, week or month (target automatically fills in the start and end dates for you, depending on which day, week or month you select). Select a folder and press the target button.

Note: MetriQ uses the ISO 8601 standard definition of a week. That is, a week is considered to start on a Monday and end on a Sunday.

Single Line Total:

Use this checked option to obtain a one line output summary for the selected Folder(s). If you require to view more than one folder, use the multi-selection option, or the Report Builder.

Summarize by Folder:

Use this option to group all records that have the same Folder Name.

Summarize by Staff:

Use this option to group all records that have the same staff.

Summarize by Date:

Use this option to group all records by Date.

Note: When Summarize by Folder,Staff and Date are all selected, the data presented is almost identical to the RAW data output (Summarize by Folder, Staff, Date and Executive options are unchecked), except that multiple records occurring on the same day for each staff are summated together.

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