Available Out-Of-The-Box Booking/Request Filter options

When setting up a Work Plan View, you can choose to set filters from the Booking/Request Filter tab, based on the out-of-the-box Filter options listed in the table below.

Note: The Filter options are not limited to these out-of-the-box Filters. User Defined Fields associated at the Project, Task and User level as well as an associated Booking Attributes will also be available as Filters.

Out-Of-The-Box Filters

Filter Name Description
Active Site: This is the user’s active site.

Actual Billing in Base Curr.:

This is the actual billing amount (in base currency) of billable time entries entered against the booking task/project within the booking start and end dates.

Actual Billing in Client Curr.:

This is the actual billing amount (in client currency) of billable time entries entered against the booking task/project within the booking start and end dates.

Alternate Role:

This is the alternate role of the user.
Approval Group Id: This is the identification number of the user's Approval Group.
Approval Group Manager: This is the name of the Manager of the user's Approval Group.
Approval Group Name: This is the Name of the user's Approval Group.

Billable Hard Booked FTE:

This is the sum of billable Hard Booked allocation of the resource (user or role) in FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Billable Hard Booked FTE is specific to the Project.

Billable Hard Booked Hours:

This is the sum of billable Hard Booked allocation of the resource (user or role) in hours within the date range of the scheduling view.

Note: When in Project Work Plan, the Billable Hard Booked Hours is specific to the Project.

Billable Soft Booked FTE:

This is the sum of billable Soft Booked allocation of the resource (user or role) in FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Billable Soft Booked FTE is specific to the Project.

Billable Soft Booked Hours:

This is the sum of billable Soft Booked allocation of the resource (user or role) in hours within the date range of the scheduling view.

Note: When in Project Work Plan, the Billable Soft Booked Hours is specific to the Project.

Booking / Request Rows:

This option allows displaying / hiding Bookings and Resource Requests.

Booking Allocation FTE:

This is the sum of allocated time on the booking in FTE.

Booking Allocation Hours:

This is the sum of allocated time on the booking in hours.

Booking End:

This is the end date (latest allocation entry date) of the booking.

Booking Is Billable:

 This is the billable attribute of the booking.

Booking Role:

This is the role of a resource on the booking.

Booking Role Id:

This is the Id of the role of a resource on the booking.

Booking Role Type:

This is the type of the role of a resource on the booking.

Booking Start:

This is the start date (earliest allocation entry date) of the booking.

Booking Type:

This is the type of the booking (Hard Booked or Soft Booked) .

Browser:

This is the Browser user defined field associated to the user.

Client Id:

 This is the Id of the client.

Client Name:

This is the name of the client.

Estimated cost:

This is the Estimated cost: user defined field associated to the client.

Forecasted Billing in Base Curr.:

This is the forecasted billing of the booking in the base currency, calculated as the sum of billable Hard Booked hours multiplied by the resource’s forecasted billing rate.

Note: When in Project Work Plan, the Forecasted Billing in Base Curr is specific to the Project.

Functional Group Id:

This is the Id of the functional group.

Functional Group Manager:

This is the name of the functional group manager.

Functional Group Name:

This is the name of the functional group.

Hard Booked FTE:

This is the sum of Hard Booked allocation of the resource (user or role) in FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Hard Booked FTE is specific to the Project.

Hard Booked Hours:

This is the sum of Hard Booked allocation of the resource (user or role) in hours within the date range of the scheduling view.

Note: When in Project Work Plan, the Hard Booked Hours is specific to the Project.

Master Site:

This is the user’s master site.

Non-billable Hard Booked FTE:

This is the sum of non-billable Hard Booked allocation of the resource (user or role) in FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Non-billable Hard Booked FTE is specific to the Project.

Non-billable Hard Booked Hours:

This is the sum of non-billable Hard Booked allocation of the resource (user or role) in hours within the date range of the scheduling view.

Note: When in Project Work Plan, the Non-billable Hard Booked Hours is specific to the Project.

Non-billable Soft Booked FTE:

This is the sum of non-billable Soft Booked allocation of the resource (user or role) in FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Non-billable Soft Booked FTE is specific to the Project.

Non-billable Soft Booked Hours:

This is the sum of non-billable Soft Booked allocation of the resource (user or role) in hours within the date range of the scheduling view.

Portfolio Code:

This is the code of the portfolio.

Portfolio Id:

This is the Id of the portfolio.

Portfolio Manager:

This is the name of the portfolio manager.

Portfolio Name:

This is the name of the portfolio.

Primary Role:

This is the primary role of the user.

Project End:

This is the end date of the project.

Project Code:

This is the code of the project.

Project Health:

This is the health of the project.

Project Id:

This is the Id of the project.

Project Is Active:

This is the active status (suspended or not) of the project.

Project Manager:

This is the name of the project manager.

Project Name:

This is the name of the project.

Project Parent:

This is the name of the direct parent of the project within the project hierarchy.

Project Priority:

This is the priority of the project.

Project Start:

This is the start date of the project.

Project State Attribute:

This is the attribute of the current project workflow state.

Project State Name:

This is the name of the current project workflow state.

Project Tracking #:

This is the tracking # of the project.

Request Assigned To:

This is the user that is currently assigned to the resource request

Request End Date:

 This is the end date for the resource request

Request Originator:

 This is the user that created the resource request

Request Start Date:

This is the start date for the resource request

Request State Attribute:

This is the attribute associated with the workflow state of the resource request

Request State Name:

This is the name of the current request workflow state.

Role Assignment Billable Utilization:

This is the billable utilization percentage of the role based on the bookings of users with that role. This is calculated as the sum of billable Hard Booked and billable Soft Booked hours against users booked with that role divided by the role’s available hours.

Role Assignment Utilization:

This is the utilization percentage of the role based on the bookings of users with that role. This is calculated as the sum of Hard Booked and Soft Booked hours against users booked with that role divided by the role’s available hours.

Role Billable Utilization:

This is the billable utilization percentage of the role. This is calculated as the sum of billable Hard Booked and billable Soft Booked hours against the specific role divided by the role’s available hours.

Role Id:

This is the Id of the role.

Role Name:

This is the name of the role.

Role Total Billable Utilization:

This is the total billable utilization percentage of the role based on the role bookings and the bookings of users with that role. This is calculated as the sum of billable Hard Booked and billable Soft Booked hours against the specific role and against users booked with that role divided by the role’s available hours.

Role Total Utilization:

This is the total utilization percentage of the role based on the role bookings and the bookings of users with that role. This is calculated as the sum of Hard Booked and Soft Booked hours against the specific role and against users booked with that role divided by the role’s available hours.

Role Type:

This is the type of the role.

Role Utilization:

This is the utilization percentage of the role. This is calculated as the sum of Hard Booked and Soft Booked hours against the specific role divided by the role’s available hours.

Soft Booked FTE:

This is the sum of Soft Booked allocation of the resource (user or role) in FTE within the date range of the scheduling view.

Soft Booked Hours:

 This is the sum of Soft Booked allocation of the resource (user or role) in hours within the date range of the scheduling view.

Task End:

This is the end date of the task.

Task Id:

This is the Id of the task.

Task Is Active:

This is the active status (suspended or not, decommissioned or not) of the task.

Task Name:

This is the name of the task.

Task Start:

This is the start date of the task.

Total Allocated FTE:

This is the total allocated time of the resource (user or role) in FTE. This is calculated as the sum of Hard Booked FTE and Soft Booked FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Total Allocated FTE is specific to the Project.

Total Allocated Hours:

This is the total allocated time of the resource (user or role) in hours. This is calculated as the sum of Hard Booked hours and Soft Booked hours within the date range of the scheduling view.

Note: When in Project Work Plan, the Total Allocated Hours is specific to the Project.

Total Billable Allocated FTE:

This is the total billable allocated time of the resource (user or role) in FTE. This is calculated as the sum of billable Hard Booked FTE and billable Soft Booked FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Total Billable Allocated FTE is specific to the Project.

Total Billable Allocated Hours:

This is the total billable allocated time of the resource (user or role) in hours. This is calculated as the sum of billable Hard Booked hours and billable Soft Booked hours within the date range of the scheduling view.

Note: When in Project Work Plan, the Total Billable Allocated Hours is specific to the Project.

Total Non-billable Allocated FTE:

This is the total non-billable allocated time of the resource (user or role) in FTE. This is calculated as the sum of non-billable Hard Booked FTE and non-billable Soft Booked FTE within the date range of the scheduling view.

Note: When in Project Work Plan, the Total Non-billable Allocated FTE is specific to the Project.

Total Non-billable Allocated Hours:

This is the total non-billable allocated time of the resource (user or role) in hours. This is calculated as the sum of non-billable Hard Booked hours and non-billable Soft Booked hours within the date range of the scheduling view.

Note: When in Project Work Plan, the Total Non-billable Allocated Hours is specific to the Project.

User Available FTE:

This is the available time of the user in FTE.

User Available Hours:

This is the available time of the user in hours.

User Billable Utilization:

This is the billable utilization percentage of the user. This is calculated as the sum of billable Hard Booked and billable Soft Booked hours divided by the user’s available hours.

User ID:

This is the Id of the user.

User Is Active:

This is the active status (suspended or not) of the user.

User Name:

This is the name of the user.

User Total Utilization:

This is the total utilization percentage of the user. This is calculated as the sum of Hard Booked and Soft Booked hours divided by the user’s available hours.