The Full-Time Equivalent Report - available via Site|Build / Build Overview / Full-Time Equivalent Report.  It’s similar to the Resource Allocation report but allows for a customised timeframe and a more condensed layout.  This report also relies on your tasks being assigned out to staff and contractors – and once done, allows you to see task progress, and how busy your team and trades are via a month, fortnight, or week view.

 

As you can see, this report displays:

  • Your Staff Members and Trades in first name alphabetical order with a summary of the start date and duration for a given block of work – displayed in green on the chart to the right
  • Clicking on the plus to the left of a person's name will expand their specific tasks, each displaying
    1. The task description
    2. Start date and duration
  • The expanded chart to right displays the individual tasks across their date range columns – each task displaying it’s:
    1. Task description
  • Hovering over a task will pop up a display of it's: 
    1. Job number
    2. Task description
    3. Start and Finish dates
  • Each task block is clickable – taking you to the Task List view of that project for quick editing
  • This report includes today’s date line (assuming today’s date falls into the range of the report), allowing you to instantly view tasks falling behind – via our gantt colour coding (displayed to the top right) i.e. any tasks in an open (grey) or ordered (purple) state to the left of the dateline may be something for the project manager to chase up.
  • To the top left, we have the ‘View By’ selector allowing you to zoom in/out by day, week, fortnight, month and year. 
  • And the ‘Today’ button, which snaps the gantt chart back so the dateline is positioned on screen


Running a Full-Time Equivalent (FTE) Build Overview Report using the Build Overview Filters


At the top of the ‘Full-Time Equivalent Report’ page, are a number of reporting filter options – these are available for most of the Build Overview reports, and allow you to create your own customised reports – these are:   

  • Task Name - to search a specific task name/s
  • Project Manager – project managers can view just their projects, a selection of project managers projects, or ALL projects 
  • Site Managers – allows you to view jobs managed by specific Site Manager(s)
  • Assigned to - Search all tasks assigned to a particular person
  • Date Range – allows you to view tasks due in a specific date range 
  • Project – allows you to view tasks across a selection of specific jobs 
  • Project Status - Active, Pending, Closed or Maintenance
  • Trade - Search multiple people across a particular Trade 
  • Tasks Status - Open, Ordered, Working or C

 

Once you have set your filter options, click ‘Apply’ to the bottom right of the filters, to apply your selections to the report.

 

Printing (and Exporting) Full-Time Equivalent (FTE) Report


Once you have applied your filters, you have the ability to export your Full-Time Equivalent (FTE) report for printing.  This is via the printer icon to the right of the job number – above the FTE Report filters, to the left.

 To print your Full-Time Equivalent (FTE) Report:

  1. Click the printer icon (to the right of your job number) – this will open the ‘Print Schedule Gantt Chart’ pop-up
  2. From here you just select
    • The ‘print by’ scale setting you want your printout to display as
    • Select the start and finish dates of the range you want to display
  3. And then click ‘Print’ – this will open a new web page tab previewing the FTE report
  4. From here we ‘right click’ on the web page, and select ‘Save Image As’ 
  5. This will open your file browser pop-up giving you the chance to save this as a picture file and where to save it to
  6. Click ‘Save’ to save it
  7. Then open your saved image file of the FTE report, and click on your printer icon to print it.


    From here you will be able to print to whatever paper size, and scale you want i.e. fit to a page, or your own scale option. If your printer supports 'poster' or 'tile’ printing, you can blow the Gantt chart image file up over 2 or more pages (x pages wide by y pages high), allowing you to print an enlarged version of your gantt charts without the need for a larger printer.