1. OTL – Oracle Time & Labour STFC Effort Stephen Haywood 2 nd External-users SSC Jamboree

2. STFC Effort STFC Staff Effort and Costs to Projects are monitored through Oracle OTL. (In the past, we used Staff-to-Project, which was better.) The amount of Staff Years and Costs are allocated by the PPGP and PPRP – we try to stick to these allocations. Some PPD effort on projects is unfunded – this is not booked to projects, but “unfunded” tasks. While we recognise that Project Managers have a right to understand how STFC effort is used, we hope that they will also respect the role of PPD Group Leaders in managing the effort. (RG University effort is not scrutinised in the same way.)

3. Cost of STFC Effort Effort is costed by Band-average... not an individual’s actual salary, ie all Band-4’s (= Band E) cost the same. Unfortunately, the allocations made by the PPGP were based on average staff costs in PPD – PPD salaries are less than some other departments (no “Recruitment and Retention” allowances). Across STFC, this should average out. Tony Medland has agreed to respect allocated SY’s and will not penalise Projects for increased staff costs, provided the SY’s are not exceeded. (SPO was compensated for this last year, but not in this current FY.) It is assumed (full-time) staff only book 7.4 hours per day – PPD staff are instructed to do this so that Projects do not pay for PPD “overtime”. However, PPD staff typically do not consume all their leave and are rarely sick, and so book more days than STFC expected. This means a PPD person may be more expensive that had been expected by a few percent. STFC are monitoring this and may compensate for discrepancies across departments.

4. Staff Costs in Oracle STFC Staff record (typically at the end of each week) the number of hours spent on each Project, including public holidays, leave and sick. Individuals can readily correct their entries for last 4 weeks. Otherwise, corrections can only be made in-year and have to be done by the Time- Keepers. Pay Costs appear in the OTL system. Pay Costs for individuals also appear under the Projects – for some Projects, separate tasks are used for Effort and for Requisitions. For SPO funded projects, effort is “Burdened”, meaning that Overheads are charged. These are shown separately for Departmental and Organisation Overheads, but appear summed across all staff for each day. Pay = Salary + NI + Pension. Overheads are on top of Pay: PPD = 67%, TD = 73%.

5. OTL in OBIEE OTL allows individuals to enter, view and manage their booked hours. Managers can get a big picture from OBIEE: – Summary by Person – Summary for Project – Effort costs are incorporated into Finances – see Ian’s talk Questions: – How is Haywood booking his time ? – Who is booking to ATLAS ?

6. OTL in OBIEE Home page: – Select MI STFC PA Projects (Read only) (= OBIEE) OBIEE page: – Select STFC Projects

7. OTL Timesheets tab Select STFC-ATLAS

8. OTL Timesheets tab Colour code: Green = booked 37 hours for week Purple = booked less than 37 hours per week (some people part-time) Orange = booked more than 37 hours per week Red = no booking Be aware: people are labelled by their (historical) primary project. Selecting “STFC-ATLAS” will not identify all effort booked to ATLAS! See later. Click on week to get dates of that week. Click on name to find details for that person. It is most useful to select “Fiscal year”. Remember to use “return” links wherever they exist... Else 

9. OTL Timesheets - individual Broken ? Don’t seem to be able to get to this again 

10. OTL Timesheets - individual This is not great ! (Not as good as Staff-to-Project.) Would like %FTE because that is a number which is easy to understand and correlates to STFC allocations. Show by month so can see trends. The best one can do is obtain %FTE integrated so far through year by dividing “People effort” (= hours) by a canonical year = 1591 hours. 1591 is number of workable hours in a year (for a full-time person). 1924 is number of bookable hours – includes leave & sick. “Non-productive” time (leave, sick, maternity) appears under STRA00002. 1591 is prime

11. OTL Efforts and Cost tab Select STAK0001*

12. ATLAS postscript ATLAS effort appears under STAK00001B not STAK00001... to allow for Burdening, which was forgotten when STAK00001 was setup  On next slide, I choose “Burdened”, since we want Overheads shown. Leave one option “Unburdened” just for illustration.

13. OTL Efforts and Cost tab – Part II × ~1.67 for Overheads Select Burdened or select Chart

14. OTL Efforts and Cost tab – charts

15. Look at Project

16. Look at People in Project

17. “Return” takes you back to top tab  Effort in hours – often would prefer %FTE.

18. %FTE Put in a name, eg Haywood, then select May May 2011 includes 5 weeks, but normalise by 18 work days, allowing for a fraction of holiday/sick. Taking all holiday & sick-leave, average worked FTE will be 1, giving 12 months.

19. Questions ?