Ideal Online Documentation

14340 T/B LISTINGS, REPORTS AND FORMS
TB5-29 Staff Hourly Utilization Productivity Report

 

PURPOSE

 

The staff hourly utilization productivity report program prints the number of hours, fee billed, client amounts, adjustments and unbilled time. You may include month to date, year to date and/or project to date totals for any or all lawyers.

 

Staff Hourly Utilization Productivity Report is accessed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Staff Hourly Utilization Productivity Report from the Time Billing Reports menu. The following prompts display.

 

** INCLUDE MONTH TO DATE TOTALS ? (Y/N):  Y

 

[Enter] to accept default value "Y".

 

"Y" to include month to date totals.

 

"N" to not include month to date totals.

 

[F4] to exit to menu.

 

** INCLUDE YEAR TO DATE TOTALS ? (Y/N):  Y

 

[Enter] to accept default value "Y".

 

"Y" to include year to date totals.

 

"N" to not include year to date totals.

 

[F3] to return to the previous field.

 

** INCLUDE PROJECT TO DATE TOTALS ? (Y/N):  N

 

[Enter] to accept default value "N".

 

"Y" to include project to date totals.

 

"N" to not include project to date totals.

 

[F3] to return to the previous field.

 

** STARTING LAWYER (ENTER=FIRST):

 

Enter lawyer/timekeeper code to start list.

 

[Enter] for first lawyer on file.

 

[F3] to return to the previous field.

 

[F5] to display list of lawyer/timekeepers for selection.

 

** ENDING LAWYER (ENTER=LAST):

 

Enter lawyer/timekeeper code to end list.

 

[Enter] for last lawyer on file.

 

[F3] to return to the previous field.

 

[F5] to display list of lawyer/timekeepers for selection.

 

** NUMBER OF COPIES ? (ENTER=ONE):

 

Enter number of copies to print.

 

[Enter] to print one copy.

 

[F3] to return to the previous field.

 

** PRESS ENTER TO CONTINUE:

 

[Enter] to continue to print selection menu.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Staff Hourly Utilization Productivity Report printout follows.

  



02/11/07  15:44:51                                           IdeaLaw Ltd.                                                 PAGE: 1
                                    WORKING LAWYER/STAFF UTILIZATION REPORT FROM: FIRST TO: LAST
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
-----------------------------------------------------------------------------------------------------------------------------------
   --------- RECORDED HOURS --------- ----------------------- FEES BILLED ----------------------
    CHGBL  ADMIN/ PROF.  OTHER          ASSIGNED       OTHER        A/R                 LYR/SECR.    BILLING     A/R WO'S  UNBILLED
    HOURS  COMM.  ACTIV.  N.B.  TOTAL    CLIENTS     CLIENTS       ADJ'S       TOTAL     SUPPORT    ADJUST'S   BD'S & DR'S     TIME
-----------------------------------------------------------------------------------------------------------------------------------

MICHAEL WATKINS
M    10                          10                                                                                             100
Y    10                          10                                                                                             100

DISBURSEMENT BILLINGS
M
Y                                                                                                        247-      3,500

DAVID P. BARTLETT
M    37                          37       20,000     176,735                 196,735       2,800      22,253                    750
Y    64                    5     69       20,000     183,718                 203,718       2,800      25,723       6,833-       750

IRVING M. WORF
M    22                          22                  163,448                 163,448                     253
Y    92                    5     97                  177,668                 177,668                   4,585      10,026-

JASON MACLEOD
M    20                    8     28        1,782       1,613                   3,395     570,548     497,147      20,102-       100
Y   258                   18    276    1,086,201      18,239      33,036   1,137,476     695,303   1,576,747     301,745-       100

PAUL PARALEGAL
M    38                          38                   23,824                  23,824                   1,095
Y    62                    3     65                   25,873                  25,873                   1,342       1,135-

STEVEN L. ROSEVELT
M    35                          35       17,013       3,814                  20,827       9,599      16,597
Y   205                   10    215      629,025      15,282          89     644,397     118,202     620,368       4,524-

Mary Anne Smith
M     7                           7                                                                                             500
Y     7                           7                                                                                             500

SALLY SECRETARY
M    14                          14                      731                     731                      21
Y    30                    4     34                    2,145                   2,145                     715       1,194-

WALTER P. LIGHTFOOT
M    88                          88                  154,548                 154,548       2,448          62-               148,244
Y   129                    3    132                  164,547                 164,547       2,448       4,102       7,164-   148,244

TERMINATED LAWYERS
M
Y

LAWYER TOTALS
_____________
M   272                    8    280       38,795     524,712                 563,507     585,395     537,303      20,102-   149,694
Y   857                   48    905    1,735,226     587,472      33,126   2,355,824     818,754   2,233,335     329,121-   149,694





02/11/07  15:44:54                                       IdeaLaw+ 5.2 Demo                                                PAGE: 2
                                    WORKING LAWYER/STAFF UTILIZATION REPORT FROM: FIRST TO: LAST
                                               REPORT PRINTED AS AT Tue, Dec 31 2006
-----------------------------------------------------------------------------------------------------------------------------------
   --------- RECORDED HOURS --------- ----------------------- FEES BILLED ----------------------
    CHGBL  ADMIN/ PROF.  OTHER          ASSIGNED       OTHER        A/R                 LYR/SECR.    BILLING     A/R WO'S  UNBILLED
    HOURS  COMM.  ACTIV.  N.B.  TOTAL    CLIENTS     CLIENTS       ADJ'S       TOTAL     SUPPORT    ADJUST'S   BD'S & DR'S     TIME
-----------------------------------------------------------------------------------------------------------------------------------

GOODS & SERVICES TAX
M                                                     39,092                  39,092
Y                                                    161,206                 161,206                              23,078-

PROVINCIAL SALES TAX
M                                                     21,592                  21,592
Y                                                     70,076                  70,076                               2,671-

COMPANY TOTALS
______________
M   272                    8    280       38,795     585,395                 624,190     585,395     537,303      20,102-   149,694
Y   857                   48    905    1,735,226     818,754      33,126   2,587,105     818,754   2,233,335     354,870-   149,694