Effort Variance Report (GM465)

Run Effort Variance Report (GM465) to print a list of employees and variance amounts for effort. Use the report to see variances which may require labor cost transfers.

Note: You can also use Labor Transfer Template Creation (GM466) to automatically generate labor transfer templates for employees that exceed a specified tolerance.

The report calculates two variance amounts: the difference between the actual effort percentage and the planned effort percentage, and the difference between the actual effort percentage and the committed salary percentage.

Committed salary percentage is entered on Award Personnel (GM03.1) and applies to the entire grant. Planned salary percentage can vary by period.

You can also type a variance tolerance that can be applied to the planned salary, the actual salary, the committed salary, or all three.

  • On the Main tab, select the employees to include in the report. At the minimum, you must select an HR company and a reporting period. The begin and end dates for the reporting period must match the begin and end dates on the effort records you want to include in the report.

    You can limit the report to a process level or processing group and to an employee group or employee range (which can consist of a single employee). If you have more than one effort report for an employee and reporting period, you can also type the sequence number you want to include in the report.

  • On the Other options tab:

    • Select the effort report statuses to include in the report. (All are included by default.)

    • Select whether the variance report should display the actual versus planned salary variances (the default), or the actual versus committed salary variances

    • Type a variance tolerance value to include only those employees who have variances that exceed the tolerance.

      If you type a tolerance value, indicate what variance the tolerance should appy to - actual to planned (1), actual to salary (2), actual to committed (3), or all (4). All is the default.

    • Select a sort option for the report. The default is by Department/Employee. You can also sort by Primary Certifier or Secondary Certifier.

    • Select whether you use Infor Process Automation for email notification for effort. This requires your organization to have Infor Process Automation installed and the Effort Variance service enabled. The default is No.

    • Select whether you want to print line comments (2), header comments (3), both header and line comments (4), or no comments at all (1) on the report. The default is No (1).

      Caution: 
      Avoid printing comments if you create CSV files. Comments tend to cause problems for CSV files.