Workforce

Dashboard, Assignments, Utilization, and Employees

Labor Tracking - Tracking your labor force alongside potential projects in the pre-construction phase is essential for efficient project management, cost control, and overall success in the construction industry. It helps ensure that the right people with the right skills are in the right place at the right time, contributing to project quality, profitability, and client satisfaction.

Dashboard

All of your Workforce data will roll up into a Dashboard that will highlight key elements and insights into the efficiency and productivity of your labor force. Some key insights include visibility into any upcoming assignments with no designated employee, any upcoming jobs that have not yet been staffed, and which employees are available to be utilized based on the selected date range.

Unfilled Assignments

This section will highlight any open positions (no employee assigned) that start within the selected date range. In the example below, we can see that we need a Project Manager and a Senior Superintendent in the Los Angeles area for our Venice Mid Rise project starting on 11/23/2023. From this section, we can click on “Assign Employee” and fill that position without navigating away from the Dashboard.

Project Breakdown

This section will show how many positions (Roles) have been created for each project and how many of those positions are filled. This section will also highlight any projects within the selected date range that do not have any assignments created. This helps to ensure that no projects will start without proper staffing.

Employee Bench

This section will show any employees with large gaps of availability within the selected date range and what dates they are available for assignments. This helps to ensure that your entire labor force is being utilized efficiently.

To learn more about the Employee Bench, refer to this article: Employee Bench

Utilization Chart

The Utilization Chart shows the total utilization of your workforce that is assigned to shifts across all projects within the selected date range. If your utilization chart data shows low utilization for any time period, you can navigate to the Workforce Utilization tab to assign shifts or reallocate any shifts from over-utilized employees to employees with availability.

Demand Chart

The Demand chart is particularly useful because it shows you the number of employees you have compared to workforce demand due to awarded and pursuit projects within the selected date range. The green bar represents the number of employees necessary to fill the shifts on awarded projects. The blue bar represents the number of employees necessary to fill the shifts on pursuit stage projects.

For more information on Utilization and Demand charts, read this article: Insights: Workforce Reports


Assignments

The Assignments tab allows you to track which Roles (PM’s, PC’s, Supers, etc.) have been filled on each Project. This ensures that each job and project has the proper allocation of resources.

Division-dependent Views

Keep track of all projects and their labor force within a specific division or workspace.

See all of your projects within a particular location and ensure that all positions are filled using the best available employee based on their location. The view below is an Assignments View showing all projects in Los Angeles with filled and unfilled positions.

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Learn more about utilizing Divisions here: Divisions

Role-dependent Views

See all assigned and available Project Management, Project Engineering, or Superintendent positions for each project.

Role - Project Managers

See all projects with an assigned or unfilled Project Manager position.

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Time-dependent Views

See all jobs that are coming to a wrap this year to keep an eye on which employees will be available shortly.

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Utilization

Tracking the utilization of each employee within your labor force is vital for optimizing workforce management. It helps identify underutilized employees, enabling efficient allocation of skills and labor to projects, increasing productivity, and reducing operational costs. Additionally, it provides insights into workload distribution, aiding in workload balancing, employee satisfaction, and overall workforce performance improvement.

The Utilization Tab provides a line of sight into the utilization and availability of each employee in your Workforce.

Role-Dependent Views

Track the utilization of all your Project Managers, Project Coordinators, Superintendents, etc.

PM's

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Division-dependent Views

Track the utilization and availability of each employee within a specific office or division.

Workspace - Los Angeles

Keep a line of sight on the efficiency of the employees in my company associated with the Los Angeles division.

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Employees

The Employees tab allows you to view and edit the details of your employees. This view shows the employee's name, profile picture, job title, current project(s), and location by default. You can filter the list by an employee’s Role and Certification Type.

You can add employees individually or import a CSV list of your employees. Learn how to import & export a CSV of your employees here: Importing and Exporting Your Employees

To learn more about the Employee View, check out this article: Employee View