For Budget the Table would be Project, FY, PD, Labor Category, hours
For Actual the table would be the same but the source data would come from a
data dump. A query summing Hours by Project and Labor Category. Then a join
on Project number comparing Budget hours for FY PD to Actual Hours by labor
category. And then Budget Amount to Actual Amounts.
"KARL DEWEY" wrote:
> What is your table structure for employees, projects, hours collection, etc?
> What will the data sheets look like that will be presented to the data entry
> person?
>
> --
> KARL DEWEY
> Build a little - Test a little
>
>
> "eeyore" wrote:
>
> > Karl,
> >
> > In simple terms I would like to have it for budget and forecasting by labor
> > rate category.
> >
> > However, when I want to compare budget/Forecast to Actual I'll need to
> > create actual average summary data by Labor category since the source data is
> > by employee id or name.
> >
> > Ideally for the Forecast Labor rates I can choose between multiple scenarios
> > for example a base labor rate, a base labor rate escalated by 5%, and a base
> > labor rate escalated by 10%. etc.... However, this might be a pipe dream
> > since I don't know how to create the input screen for the hours.
> >
> >
> >
> > "KARL DEWEY" wrote:
> >
> > > >>I'd like to create a form (input screen) where Year and Month (Fiscal Year
> > > & Fiscal Period) represent Column headers ...
> > > >>The user would input data in the intersection of the row and column.
> > > You are speaking spreadsheet. You should enter a date and then the Year
> > > and Month (Fiscal Year & Fiscal Period) would be calculate when needed for
> > > display and reporting.
> > >
> > > >>For example a user would enter hours on the row for a particular labor rate
> > > You need a labor rate table. Will the labor rate ever change or will there
> > > be a new category added? If it changes the you need a field for effective
> > > date.
> > > Will you only collect at the labor rate level or at employee level? Project
> > > level?
> > >
> > > --
> > > KARL DEWEY
> > > Build a little - Test a little
> > >
> > >
> > > "eeyore" wrote:
> > >
> > > > I'd like to create a form (input screen) where Year and Month (Fiscal Year &
> > > > Fiscal Period) represent Column headers, and various codes would represent
> > > > rows. The user would input data in the intersection of the row and column.
> > > > The input data would then pull other data and calculate.
> > > >
> > > > For example a user would enter hours on the row for a particular labor rate
> > > > and the form would self populate the matematical result for hours multiplied
> > > > by the labor rate to come up with an amount for the Fiscal Year and Fiscal
> > > > period)
> > > >
> > > > Later I'd like to generate reports by different criteria such as FY,
> > > > Quarter, etc.
> > > >
> > > > I know how to create simple tables, forms, queries, and reports, I don't
> > > > know how to create the input screen I want.
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