Resource Amount Analysis

Insights into resource efficiency, productivity and allocation.

  3 minute read  

Resource Amount Analysis refers to the process of examining and evaluating how cost is allocated and utilized by various resources within an organization. It involves analyzing the cost incurred on tasks, activities, or projects by individuals to gain insights into resource efficiency, productivity, and allocation. The goal of resource amount analysis is to optimize resource utilization, improve productivity, and make data-driven decisions to better allocate resources for achieving specific goals or objectives.

Resource Amount Analysis fetches resource data, filtered by the criteria specified on the page. This data includes the cost incurred, associated with each resource relative to their capacity. The specific filters used for data retrieval are outlined below, and are divided into list filters and total filters.

List Filters

  1. Resource/Resource Group - specifies the filter on the resource/resource group, the number of the retrieved records is limited only to the specified filters. If empty, all records are retrieved.
  2. Agreement Group - sets a filter to retrieve only the resources belonging to a certain agreement group.
  3. Department - sets a filter to retrieve only the resources belonging to a certain department.
  4. Show Blocked - if selected, both blocked and unblocked resources will be shown

Totals filter

  1. Period Date Filter - specifies a filter on a certain period, within the fiscal year.
  2. Year-to-date Filter (YTD) - specifies the filter until a certain date, within the fiscal year.
  3. Agreement Group Filter - specifies the filter on agreement group on the data such as project ledger entries etc.

Resource Amount Analysis

Once the data is retrieved, you can view and drill down on the data for each resource. All the fields show the data in local currency. Some of the most important information that the amount analysis shows are:

  • Resource - the resource for which all the below data are for.
  • Exp. Invoice Amount Period (LCY) - shows the expected amount to be invoiced, for the specified period. Resource Expected Achievements needs to be updated first.
  • Actual Invoice Amount Period (LCY) - shows the actual invoiced amount for this resource, for the specified period.
  • Exp. Invoice Amount YTD (LCY) - shows the expected amount to be invoiced on customer-related projects for the YTD filter.
  • Actual Invoice Amount YTD (LCY) - shows the actual amount invoiced on customer-related projects for the YTD filter.
  • Actual Usage Sales Amount Period (LCY) - shows the amount to be invoiced on customer projects for the period filter.
  • Actual Usage Sales Amount YTD (LCY) - shows the amount to be invoiced on customer projects for the YTD filter.
  • Usage Amt. not Inv. Year Start - shows the usage amount not invoiced at the start of the year.
  • Usage Amt. not Inv. Period End - shows the usage amount not invoiced at the end of the period.
  • Net Change YTD (LCY) - specifies the calculated Net Change for the YTD filter.
  • Average Invoiced Price Period (LCY) - the period average price invoiced, for the related resource.
  • Average Invoiced Price YTD (LCY) - the YTD average price invoiced, for the related resource.