This article explains the MTD calculations for the Author Performance tab on the Lawyers Workbench where a budget is set as fixed for a full time resource (where the FTE field is set to 1 on the user security record).
Author Performance Figures
These figures show where no leave has been entered i.e. unavailable time.
These figures show where leave has been entered (showing 1 day as unavailable).
See below for further information regarding the setup information for the Resource that is referred to in this table.
|Category||Description||Actual - MTD||Target - MTD|
The Days Worked figure is calculated based on the number of work days during a period less any public holidays that fall within the period (as defined in the HO parameter).
The figure is also affected:
|No. of Days in Period to date less any unavailability time entered.||Target Days as per Budget|
|Legal Work (Hours/Day)||Time entered which is chargeable including non-chargeable productive work entered. This is averaged throughout the month.|
Work Units (converted to hours) / Days Worked.
Target MTD Days Worked x Chargeable Legal Hours / Actual MTD Days Worked (averaged).
|Non-Legal (Hours/Day||Time entered which is non-chargeable non-productive work excluding the unavailable time (entered as Leave). This is averaged throughout the month.|
N/C Units converted to hours / Days Worked.
Target MTD Days Work x Non-Chargeable Hours / Actual MTD Days Worked (averaged).
|Work Done ($) (All)||Value of Legal work done. Taken from charge rates on resource or scale set for the matter.||Chargeable Units x Charge Rate i.e. $10,325.00||Budget figure for period i.e. $37,800.00|
|Write On/Off Fees ($)||Value of fees written on or off for period||Budget figure for period|
|Profitability||Difference between Actual Cost and Work Done including any fees written on/off for period . Actual Cost $ = No. of Units x Actual Cost (as defined on the resource record).|
Work Done including write on/off less Actual Cost.
|Fees Billed||Fees billed for period for the resource.||Total Bill Allocated i.e. $10,324.61||Budget figure for period i.e. $37,800.00|
|Fees Recovered||Fees received for period for the resource.||Total Cash Allocated i.e. -$4,456.33|
Setup information for Resource:
Resource Type - S: Solicitor
|Time Entered - MTD - No Leave Entered||Time Entered - MTD - Leave Entered|
|Billing & Receipts - MTD|
|Maintain Budget Parameters||Resource Type Parameter||Activity Code - Showing Leave (Unavailable Time)|
If you have made changes to Budget figures and they are not updating, you will need to Rebuild Performance Data. See Resource Performance Targets are not Updating