Who is this article for?

Users who need more information on fields within the Audit Details screen.

No special access or permissions are required.

When filling out information on the Audit Details screen, you will come across several fields with different functionalities. This article describes their intended use.

1. 1. Understanding Field Types
      1. Budget Effort
      2. Budget Time
      3. Planned Effort
      4. Planned Time
      5. Actual Effort
      6. Actual Time

1. Understanding Field Types

1.1 Budget Effort

Budget Effort is a free-entry field that is shown on the Audit Details screen.  It is intended to capture the overall time budgeted for the Audit.

1.2 Budget Time

Budget Time is a calculated field, a sum of the times allocated to assigned staff.

In use:

• Users setting up the Audit will enter the time budgeted for that Audit in the Budget Effort field.
• When people (staff or contacts) are assigned to the Audit in the Assign Staff screen, they might have Budget Time allocated to them. These values are summed up and displayed on the Audit Details screen

When a person is assigned to an Audit, the Budget Effort is automatically inserted into their Budget Time field. This is fine where the two values are intended to match and also where only one person works on an Audit, but if either of those is not the case, then it is likely that the user will want to change the value assigned to the staff or contact person. 

In this instance, the workflow should be:

• Add the Budget Effort time to the Audit.
• Assign a staff person.
• Check that the Budget Time value is correct and change if not.
• Assign further staff and check their time as required.

When troubleshooting the Budget Time value displayed in the Audit Details screen, check the Budget Time that is allocated to contacts. as well as staff in the Assign Staff and Assign Contacts screens.

This field is hidden in systems that include the Retain resource planning application.

1.3 Planned Effort

Planned Effort is a free-entry field that allows you to enter a figure for the number of days/hours of effort planned for an Audit.

1.4 Planned Time

Planned Time is a calculated field that is a sum of time for confirmed bookings in a Retain system that is synced to Ideagen Internal Audit.

The Audit Assignment screen will show time on a per-person basis, while the Audit Details screen will show the sum for all staff assigned to the Audit.

1.5 Actual Effort

Actual Effort is a free-entry field that allows you to enter a figure for the actual number of days/hours of effort spent on an Audit.

1.6 Actual Time

Actual Time is a calculated field that sums the timesheet entries for a particular Audit.

The Assign Staff screen will show time on a per-person basis, while the Audit Details screen will show the sum for all staff assigned to the Audit.

Where RetainTime is used, the Actual Time will be calculated from RetainTime timesheets.
If you wish to stop using RetainTime and to start using Ideagen Internal Audit's own internal timesheets there are a few factors to consider.