Workforce Spend

Workforce Spend provides detailed reporting on the resources required to staff your projects, quantified by labor hours, cost, or number of roles. This reporting exists at two levels: an account-level Workforce Spend Summary on the Forecasting page and a project-level Spend Report within individual project profiles.

These reports help you understand staffing demands across all projects or dive into the specific resource requirements of a single project. You can analyze data by time intervals (weekly or monthly), filter by role type, and view breakdowns by role filled versus unfilled roles.

Key capabilities:

• View planned hours, cost, or roles required to staff projects

• Analyze data month-over-month or week-over-week up to 5 years in the future

• Filter by role type (hourly, salaried operations, or precon)

• Compare filled versus unfilled role requirements

• Track both current and historical project spend data

Eligibility/Prerequisites

Permissions required:

• All users can view Workforce Spend reports

• View Financials permission required to view cost data

• Profile type permissions (salaried-only or hourly-only) limit visible data to that profile type

Module requirements:

• Salaried profiles module enables salaried data in reports

• Hourly profiles module enables hourly data in reports

• Precon module enables precon task role data in reports

How to Use

Accessing Workforce Spend Reports

Account-level Workforce Spend Summary:

1. Navigate to Dashboard in the main navigation

2. Select Forecasting

3. The Workforce Spend Summary appears as a chart on the page

Project-level Spend Report:

1. Navigate to Projects in the main navigation

2. Click into a specific project

3. Select the Spend tab in the project profile

Understanding the Workforce Spend Summary

The Workforce Spend Summary displays all projects that exist during the displayed timeline and match your applied filters. For each project, the report shows:

• Hours required to staff the project

• Cost of staffing

• Number of roles on the project

Data displays both as monthly or weekly intervals and as project totals (from project start to end, regardless of the displayed timeframe). Monthly and weekly intervals show an account-level rollup of hours, cost, or roles across all visible projects.

Understanding the Project Spend Report

The Project Spend Report provides a detailed breakdown of resources required for a specific project across its entire timeline, including past data for ongoing and completed projects.

Customizing Your View

Select your unit of measurement:

• Hours: Total planned labor hours required to staff the project

• Cost: Cost of hourly wages and salaries required to pay staff (requires View Financials permission)

• People: Number of individuals required to fill all roles

Apply filters:

• Profile Type: Switch between salaried and hourly (if both modules are enabled)

• Role Type: Filter by hourly, salaried operations, or precon roles

• Role Name: Filter on specific role names

• Groups: Filter by specific groups (if groups are configured in your account)

• Status Breakdown: View filled roles, unfilled roles, or totals regardless of status

Adjust time intervals:

• Monthly: View data aggregated by month (available for all timeline lengths)

• Weekly: View data aggregated by week (available for timelines of 6 months to 2 years)

Set timeline length (Workforce Spend Summary only):

• Choose between 6 months and 5 years into the future

• Note: Weekly intervals only available for 6 months to 2 years

Viewing Cost Data

Cost data is hidden by default for privacy. To view cost information:

1. Select the View Confidential Fields button (eye icon) in the top navigation bar

2. Cost data will populate in the report

Cost calculations use the cost rate or role cost rate configured for each person or role. If cost rates are not configured, cost data will not populate.

Expanding and Collapsing Reports

On the Project Spend Report, you can expand the report to show greater detail across the project details view, or collapse it to view the right sidebar and its widgets simultaneously.

Common Workflows

Understanding total staffing costs across all projects: Access the Workforce Spend Summary on the Forecasting page, select "Cost" as the unit, and review the monthly rollup to understand your total planned workforce expenditure over time.

Analyzing a specific project's resource demands: Open a project profile, navigate to the Spend tab, and review the detailed breakdown of hours, cost, or roles required over the project timeline to understand staffing needs at different phases.

Comparing filled versus unfilled roles: Apply the status breakdown filter to view which roles are filled and which remain unfilled, helping prioritize recruitment or internal allocation efforts.

Weekly staffing planning: For short-term planning (6 months to 2 years out), switch to weekly intervals to understand precise week-by-week staffing requirements.

Tracking project spend by role type: Filter the report by role type to separate precon costs from operations costs, or to understand hourly versus salaried labor demands independently.

Common Questions