• Booked vs Actual
• Project Analysis (Analysis)
• Project/WorkPackage Analysis
• Task Analysis
• Charts
• Project Completion Report
• Report
• other BI Reports

Booked Vs Actual

With Booked Vs Actual Report, Project Managers can monitor Personnel’s effort and productivity on the Project. This Project Work Report helps check the difference between what has been booked and what has been actually worked.

1. Go to Left sidebar Menu > Reports & Analytics > Project Management > Booked Vs Actual.
2. In Booked vs Actual report you may see the booked hours in Projects versus the actual hours worked per project for a specific period of time.
3. Select the Project you wish or/and the Account, then choose the Mode you wish to see results on (Day, Week, Month). Group results by Personnel, Services or Work-Packages and select the Date Zoom-in a specific Personnel or Division. Press Fetch Report to see results. Then, it is displayed the difference between booked and actual workload.

You can view this Project Work report based on the Personnel or the Services used or the Work-Packages by selecting one of those choices in the filter area.

Projects Analysis

Go to Modules Menu Icon > Reports & Analytics > PM Reports > Projects Analysis.

Otherwise, on Modules Menu Icon > Project Management > Projects and then select the Analysis from Actions button.

Alternatively, navigate to Modules Menu Icon > Reports and Analytics > Dashboard and in the Projects tab click on Projects Analysis from the Actions button.

Select the User Report you wish. All of the available Reports are Project Work Reports and some refer also to financial project expenses driven by Project Work.

Projects’ Timesheet

• Search for a specific User and the Range (Weekly, Monthly, 3-Month) and specify the Date time range. Fetch Report to see the results and Print them or Export them in a .xls file.

In the Weekly Timesheet Report, you may check the Scheduled vs Actual Employee Workload. You may Print or Export it, so as an employee to sign it.

In the Monthly Timesheet Report, you may check the Scheduled vs Approved vs Actual Employee Workload. You may Print or Export it.

In the 3-Month Timesheet Report, you may check the Scheduled vs Approved vs Actual Employee Workload in a 3-month Mode. You may Print or Export it.

Projects’ Analytical Workload

• In the Analytical Workload Report is displayed the Actual Project Work of Personnel, coming with the calculated Cost (which comes either from their Booking’s Service). Search for a specific User and the Project.  Fetch Report to see the results and Print them or Export them in a .xls file.

Projects’ Workload (Sums)

• In the Workload Report is displayed the Actual Project Work Report for Personnel for all Projects. Specify the Date time range and Fetch Report to see the results and Print them or Export them in a .xls file.

Projects’ Cost (Sums)

• In the Cost (Sums) Report is displayed the Calculated Cost (which comes from their Chargeable Project Work). Specify the Date time range and Fetch Report to see the results and Print them or Export them in a .xls file.

Project/WorkPackage Analysis

1. Go to Modules Menu Icon > Reports & Analytics > PM Reports > Projects/WorkPackage Analysis. Alternatively, navigate to Modules Menu Icon > Reports and Analytics > Dashboard and in the Projects tab click on Projects/WorkPackage Analysis from the Actions button.
2. Select a Division/Company,  the Project and/or Account. Zoom-in a specific Personnel, Date Range. Select the Mode (Week, Month, Quarter) and Order results (by Name, Work, Expenses).
3. Press Fetch to get Results. You may click on Print or Export .xls to print and export in excel file your results, respectively.

Task Analysis

1. Go to Modules Menu Icon > Reports & Analytics > PM Reports > Task Analysis. Alternatively, navigate to Modules Menu Icon > Reports and Analytics > Dashboard and in the Projects tab click on Task Analysis from the Actions button.
2. Select a Project and press Fetch to get Results, which refer to the Project Work that has been performed per Personnel in the selected Project. You may click on Print to print your results.

Charts (Yearly Projects Review)

1. Go to Modules Menu Icon > Reports & Analytics > PM Reports > Yearly Projects Review. Alternatively, navigate to Modules Menu Icon > Project Management > Projects and then select the Charts from Actions button.
2. Easily, get a Projects Review comparing years/months that you had run multiple projects and check how many of them have already completed or are delayed based on the Project Work.
   

Project Completion Report

1. Go to Modules Menu Icon > Project Management > Projects.
2. You may get a Project Completion Report that refers to each Project and its Work Packages’ completion. Multi-check Projects or select a Project from the list and then, either press Actions button and select Project Completion Report, or select it from the options that are displayed automatically with multi-checking.                            
3. Completion % of overall Project and its Work Packages are displayed in a graph. You may press Return to go back on Projects list or Print it in the new tab that opens. Press Ctrl+P or follow your browser’s procedure.

Project Report

1. Go to Modules Menu Icon > Project Management > Projects.
2. Select a specific Project or multi-check Projects from the list below and select Report, so as to get a full overview of a specific Project’s Work-Packages, Tasks, Risks, Deliverables, Issues, Actions, Lessons Learned and Customer Complaints.
3. In the pop-up that opens, you may select specific criteria of the Project, Work Packages, Tasks, Deliverables, Issues, Risks, Actions, Lessons Learned and Customer Complaints and then Export the result to CSV or View the Report in a new tab that opens.

You can combine Project and Work Packages criteria, with its Tasks, Issues, Risks, Deliverables, Actions, Lessons Learned and Customer Complaints criteria, so as to get a Report customized to your needs. At each case, you may find useful Select all and Deselect All buttons in each section, but also in overall Report. Otherwise, use  to select and de-select fields.

4. Click on Export to .csv to take a .csv file for your Project(s), or Print to print the Report

The post Projects Reports and Analytics (Booked vs Actual, Project – WorkPackage – Task Analysis and more) appeared first on Comidor Low-code Automation Platform.

The available Views in each Unit vary.

Graph

In most Units, you will see that except the list, records can also be displayed in Graph View.

1. Change Folder Categorization, apply Filters and Tags, periods and states or search for specific name and criteria records.
2. Select between Time-based (with options) and Data-based Analysis. 
3. Focus, Print, and Export Pie Charts, Stack Charts for Data Analysis, and Column and Line Charts for Time Analysis.
4. Select different Graph Types such as Pie, Stack, Column chart.

Reports

Comidor Business Intelligence tools offer plenty of predefined reports as well as a report builder tool for customized reports. Comidor Reports unit doesn’t come as a separate Comidor package; to the contrary, the Reports are embedded in each of the modules (Enterprise Collaboration, BPM, Project Management, CRM, Business Administration).

Comidor Analysis with Query Builder

With the analysis function, each user can literally find, filter, format, and classify any kind of information from a single or multiple interconnected unit. Almost all Comidor Units come with this powerful Business Intelligence mechanism which allows users to create any kind of View on-demand. Views are SQL queries and can be simple or as complex as the case orders. Views in Comidor are simple to create through the Analytics option on top of the page. The user can create a new view simply by selecting the desired Unit’s table fields and drag-and-drop these to the Views Build window. Doing so, the SQL query is automatically built for the user.

Users can execute, save, modify or delete views. The true power of Views lies in the Analytics mechanism which is capable of linking information from different units and thus creating complex SQL queries which upon execution, offer results of unprecedented value and clarity. For example, a user can create a view that combines information from the Tasks, Projects, Opportunities, Accounts, and Contacts units just by selecting the associated units and their fields!

For Report View:

1. Utilize Data Management options, using Tags, Filters and Search and View drop-down lists to find the data you want to act upon.
2. Sort and Group data by specific criteria. See results updated below. You can see even the Sums only.
3. Click on Print View or Export View buttons to print and export these data.
   

   

4. You can edit this Query builder’s report and adjust SQL queries upon your criteria.
   • Click on Edit Query and a pop-up window opens. Click on Reset to erase all SQL queries or Drag-and-drop queries from the Query builder list on the left.
   • Execute to see the updated results.
5. On top of that, you can click on Custom View, to create a New View and have it saved in order to re-use it.
   • Click on Custom Views. Select New View from the list.
     

     

   • Click on the “+” sign to expand the tree-list, drag-and-drop SQL queries from the list on the left to the text box on the right. Click on Execute the Query.
   • Save the Query.
     • A new pop-up window appears. Give a name on the new view. Click OK to save it.

Print/Export an Analysis:

Comidor provides you the flexibility of Printing and Exporting reports.

1. Click on the Print View or Export View button on a Comidor unit.
2. If you selected Export View, a box will appear that will ask whether you want to print All pages or the Current page.
   
3. By pressing OK, the file will be immediately downloaded to your computer.

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