How to use the Resource planned hours report

The Resource Planned Hours report provides a centralized overview of all planned work in VOGSY. It helps organizations improve resource planning, workload distribution, forecasting, and project delivery by offering a detailed breakdown of planned hours across projects, opportunities, and employees.

This report includes all planned hours and can be filtered by week, year, and employee, making it a valuable tool for generating custom planning reports and visualizations based on VOGSY’s planning data.

• Year

  The year in which the planned hours were recorded.

• Week

  The week in which the planned hours were recorded.

• Date

  The date on which the planned hours were recorded.

• Employee

  The person assigned to the planned hours.

• E-mail

  The email address of the employee.

• Employee Department

  The department the employee belongs to.

• Employee Skill Level

  The skill level of the employee.

• Customer

  The name of the customer for whom the work is being performed.

• Opportunity

  The name of the opportunity linked to the planned work.

• Opportunity Stage

  The opportunity stage of the opportunity for which the employee’s work was planned.

• Sales probability %

  The win probability of the opportunity for which the employee’s work was planned.

• Project

  The name of the project associated with the planned hours.

• Project number

  The ID number of the project.

• Project Status

  The status of the project

• Project manager(s)

  The manager(s) overseeing the project.

• Department of the project

  The department responsible for the project.

• Deliverable

  The deliverable for which the hours are planned.

• Activity

  The activity for which the hours are planned.

• Planned Hours

  The number of hours scheduled for the activity.

• Cost rate

  The cost rate for the activity for which the hours are planned.

• Sales rate

  The sales rate for the activity for which the hours are planned.

• Invoicing method

  Indicates whether the work is billed as Fixed Price or Time & Materials (T&M).

• Revenue type

  The category of revenue that will be generated from the deliverables.

• Labels employee

• Labels customer

• Labels project

• Sales rate employee

  The sales rate set in the employee’s profile.