Effort is a concept that allows entry of an initial estimate of the ease/difficulty of certain

Events as well as entry of the final assessed ease/difficulty of that particular job, using the

same scale for measurement. The idea is to be able to compare the ease/difficulty of the

Event as performed with that originally estimated and to enable consistency of comparison

of effort between different Events and across Clients. The choice of units of effort is down

to the user and is not specified or given a label within the system other than "Points" - an

abstract unit of effort could be used or, for example, units of time such as hours or

minutes.

 

You are able to produce two types of effort summaries report, as mentioned below. You

would have had to add effort details for the client’s events while adding a task/appointment

in the system.

Creating Effort Points

You will first need to create the effort points in the system. To do this follow the steps

below:

• Go to Administration > Data > Effort from the top toolbar

• Click on New Record on the toolbar

• Enter Description & Effort Points

• Click on Save

 

Client Effort Summary Report

The Client effort summary report produces a list of clients with effort data, for example

Estimated Fee. You are also able to drill down to view the effort details for each event for

the client. Please follow the instructions below on how to produce this report:

• From the top toolbar, go to Reports > Effort Summaries > Client Effort Summary

The report will have an overall list of clients, number of events, estimated effort &

remaining effort along with estimated fee for the effort taken.

• To view individual client’s effort data, select the client from the above list

• Click on View Client Effort Detail

The above report lists effort data for a particular client’s events in the system

 

Event Effort Summary report

The Event Effort Summary report produces a list of the type of events worked on in the

system along with effort data, for example Estimated Fee. You are also able to drill down

to be able to view the effort details for a particular type of event along with its client’s

details. Please follow the instructions below on how to produce this report:

• From the top toolbar, go to Reports > Effort Summaries > Event Effort Summary

The report will have an overall list of events, number of events, estimated effort &

remaining effort along with estimated fee for the effort taken.

 

To view a particular event type effort data, select the event from the above list and

Click on View Event Effort Detail or;

• Double right click on the event

The above report lists effort data for a particular event type along with the

associated client

• Double right clicking on an event will open the task

 

Activity Time Log Summaries

BTCSoftware automatically records time spent on a system defined task (e.g., Tax Return,

Year End Accounts, VAT Return, or any other HMRC Forms). Logging of time on the

activity of a task takes place only when the task is in edit mode. Activity on a task continues

to be logged even if there are no active key strokes/entries being made on the active task

as long as the task remains in edit mode.

Idle Time is calculated depending on the Idle Start Threshold set up on the software. To

check this:

• Go to Administration > System > Options from the top menu