SOW Planning Report Overview

This report provides an overall view of employee workload, indicating who is underloaded, overloaded, or expected to be available soon.

Additionally, the report reveals the cost of the bench for the company, detailing how much the company spends when employees are not engaged in commercial projects or when clients pay only for a portion of their hours.

The report is located in the Admin Panel -> Management tools and is accessible to PM, DM, HR, and CTO roles.

Glossary

Bench costs. Shows how much the bench costs for the company. Bench costs are calculated in two scenarios:

Net Cost / Total hours worked * Bench Hours, where Net Cost is taken for the last available month. Total hours worked are the hours worked by the person in the selected Net Cost month.
Net Cost / 140, used when there are no worklogs for that month (0 or empty) with the last available Net Cost record. 140 is the average number of hours worked per month in the company.

Additional Calculation Context:

Net Cost is taken from the nearest available employee data, set in Admin Panel -> Margin -> Employee Costs.
If there is no Net Cost for an employee, a dash (“-“) is displayed in the respective cell.

Bench Cost is accessible to HR, DM, and Stakeholder roles.

Bench (hours). These are the hours for which nobody pays. Calculated across all projects: internal and commercial. Calculated as (160h - sum(Paid Hours)). A person is on the bench if the Bench (hours)> 0.

Free hours. These are the hours the person is currently available and not loaded. Calculated as (160h - sum(Expected Hours)). A person is underloaded if Free hours > 0.

Allocated hours. The sum of all hours in all SoW projects where the employee is specified.

Current SoW. Information about allocated SoW hours paid in various projects.

Why bench is not equal to free? Because, even if a person is not fully or partially paid for in a project, it doesn’t mean they can be instantly engaged – negotiations with the project are needed, and they might start paying for the person or release them within reasonable time frames.

Filters work based on the “Bench Hours” and “Allocated hours” columns.

Underloaded: Retrieves those with values in the Bench (hours) column > 0.
Overloaded: Retrieves those with values in the Allocated Hours column > 160.
Free: Employees not added to SoW (0 allocated hours). Filters based on the Allocated Hours column.
Free in < 30 days: Employees with SoW End Date approaching.
Busy: Employees with Allocated Hours = 160h.