SOW Planning Report Overview
Enji's SOW report provides an overall view of employee workload that indicates who is underloaded, overloaded, or expected to be available soon.
The report also reveals the cost of the bench for the company and details how much the company spends when employees are not engaged in commercial projects or when clients pay only for a portion of their hours.
Accessible to these roles: PM, DM, HR, and CTO.
Bench costs terms
- 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.
Bench does not equal free because even if a person is not fully or partially paid for in a project, it does not 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.
Bench costs calculations
Bench Cost is accessible to users with the HR, DM, and Stakeholder roles.
Shows how much the bench costs 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 Finances -> Employee Costs.
- If there is no Net Cost for an employee, a dash ("-") is displayed in the respective cell.
Bench cost filters
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.