Personnel participation in a Project implementation can be confirmed or rejected through Personnel Booking Approvals unit by Personnel’ Resource Manager regarding booked Personnel and Divisional Resource Managers regarding booked Job Titles. Resource Managers can see who’s available based on other bookings and capacity and decide upon these requests.

Search Personnel

1. Go to Modules Menu Icon > Project Management> Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Search Personnel tab.

In the Search Personnel tab, you may search Personnel based on their name, skill, job title or other criteria combination. Search Personnel by Skills option is available through the Personnel unit, too.

4. On the left side, there is an advanced criteria panel, in which you may:
   • Search Personnel based on the Name or Job Title
   • Select Functional Group that Personnel is/are a member(s) of
   • Select Division that Personnel is/are member(s) of
   • Choose to see only Users and not to see Guest Users
   • Select a Period (From-To) to identify Not booked Personnel
   • Select a specific Job Title from the list
   • Specify the Cost Min and Max of this Personnel or Job Title and also choose whether this Cost is indicated as External or Internal. Costs are associated with the Job Title’s Service.
   • Select Personnel Status
   • Click on the + icon to add in criteria a Desired Skill. A pop-up appears, where you can fill in the already added Skill, its minimum grade and any certification with its authority (if any). Click on Save to proceed.

You can continue adding different Skills and combine them to find specific Human Resource to use. 

Results are displayed on the right side of the screen. Choose to see different the results in a different Order (by Name, Cost, Sales Rate), ascending or descending. In the results, you will see the Job Title(s) or Personnel that fulfills the selected criteria. Regarding both Personnel and Job Title, you can choose to Book work for it, inside a Project’s Work-package.

5. If you choose to Book a Personnel, a pop-up box opens:
   • You can confirm this Personnel Job Title’s Service, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually and press Save.

In the Booking details calendar, in blue are highlighted the public holidays and in orange the approved absences.

6. If you choose to Book a Job Title, a pop-up box opens:
   • Search for the Service (Work As) field,
   • You can confirm this Job Title’s Division, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually and press Save.

Personnel Booking can be made also from Personnel Booking tab of the Project.

When Personnel Booking Request is saved, a new System-Notification is sent to this Personnel’s Resource Manager (who sometimes can be also his Manager) regarding Personnel Bookings and the selected Division’s Resource Manager regarding Job Titles Bookings. Clicking on this Notification, Resource Managers and Managers will be navigated directly to Personnel Booking Approvals Unit.

Personnel Booking in a Project

1. Go to Modules Menu Icon > Project Management > Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Personnel Booking tab.

Personnel Booking for a specific Project can be performed directly from the Search Personnel tab of the Project, too. Being inside the Personnel Booking tab, you may see here Personnel Booking requests that have been added either manually or through the “Search Personnel and Book it in Work Package” functionality.

4. To add a new Personnel Booking Request based on the Personnel name, click on the + icon.
   • You can confirm this Personnel Job Title’s Service, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Booking Request will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Personnel Booking Request is saved, a new System-Notification is sent to this Personnel’s Resource Manager (who sometimes can be his Manager). Clicking on this Notification, Resource and Line Managers will be navigated directly to Personnel Booking Approvals Unit.

5. To add a new Personnel Booking Request based on the Job Title name, click on the + icon.
   • Search for the Service (Work As) field,
   • You can confirm this Job Title’s Division, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Personnel Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Language will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Job Title Booking Request is saved, a new System-Notification is sent to this Division’s Resource Manager. Clicking on this Notification, Resource Manager will be navigated directly to Personnel Booking Approvals Unit.

6. To view a Personnel Booking Request, click on it from the list. You may even add a Note to be received by the Resource Manager.
7. To edit a Personnel Booking Request, click on it from the list and press pencil button. You may adjust the booked hours and Save again the Booking request.
8. To delete or export already added Personnel Booking Requests, you may use the related tab inside the Project. Multi-check Resources (Personnel & Job Titles) Booking Requests and select Delete or Export. A confirmation message will appear.

Already approved booking requests are displayed with a green check icon.

Personnel Booking in Projects

Personnel Booking can be performed directly from Search Personnel and Personnel Booking in a Project tab of the Project, too. Being inside the Personnel Booking tab, you may see here Personnel Booking requests that have been added either manually or through the “Search Personnel and Book it in Work Package” functionality.

1. Go to Modules Menu Icon > Project Management> Personnel Booking.
2. Select the Project you wish to Book Personnel on.
3. To add a new Personnel Booking Request based on the Personnel name:
   • You can confirm this Personnel Job Title’s Service, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on,
   • Select whether the hours added will be Chargeable (when Tasks completed and approved, Expenses and Income of Project will be updated automatically)
   • Select whether the hours added will prepare Tasks for the assignee or he will be responsible to split up the work in hours during the Work-Package range.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Booking Request will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Personnel Booking Request is saved, a new System-Notification is sent to this Personnel’s Resource Manager (who sometimes can be his Manager). Clicking on this Notification, Resource and Line Managers will be navigated directly to Personnel Booking Approvals Unit.

4. To add a new Personnel Booking Request based on the Job Title name:
   • Search for the Service (Work As) field,
   • You can confirm this Job Title’s Division, select the existing Sales Rate for this Service, maybe adjust the final Rate, set the Currency and add a Memo.
   • Select the Work-Package you wish to book this Personnel on.
   • Select how these hours will be populated (Use Capacity, Use Available time, Divide hours in days with capacity) or add hours manually.
   • Click on Save to save the new Personnel Booking Request, on Save and New to save this and start creating another one. Choosing Save and Notify, Language will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

When Job Title Booking Request is saved, a new System-Notification is sent to this Division’s Resource Manager. Clicking on this Notification, Resource Manager will be navigated directly to Personnel Booking Approvals Unit.

5. Clicking on a Booking Request for a Job Title, you will be navigated to Project Booking approvals unit.
   • To view a Personnel Booking Request, click on it from the list.
   • To edit a Personnel Booking Request, click on it from the list and press pencil button.
   • To add a Note below a Booking Request, write your message and press Comment.
6. Clicking on a Booking Request for a Personnel, you may:
   • View a Personnel Booking Request
   • To edit a Personnel Booking Request, by pressing the pencil button. Adjust the information needed and press Save.
   • To add a Note below a Booking Request, write your message and press Comment.
   • To delete a Request, click on the Actions button and then, press Delete.
   • Click on Tags tab to add a new Tag on that Personnel Booking that it may be a private, group, internal or public. From this point, you can also manage old tags that have been added to that Personnel Booking. Putting Tags in Personnel Bookings may help you in grouping them, filtering and finally find them easier.
   • Click on Links tab to add a new Link between this Personnel Booking and any other Comidor entity e.g. a Project, an Event, a Job Title, etc.
7. To delete or export multiple Personnel Booking Requests, multi-check the (Personnel & Job Titles) Booking Requests and select Delete or Export, respectively. A confirmation message will appear.

Decision on Personnel Booking Approvals

Personnel Booking approvals Unit is usually available only to Resource Managers of Personnel and Resource Managers stated as Division’s responsible. These have the right to decide upon the Personnel Booking.

In case the Booking Request refers to a Job Title Booking, Resource Manager of the selected Division in the Booking Request procedure will be notified accordingly and should decide on who to assign to the Work Package.

In case the Booking Request refers to a Personnel Booking, Resource Manager of the selected Personnel will be notified accordingly and should decide to accept, reject or assign alternative Personnel on that Work Package. If he decides to reject the Booking Request he should write a reason, that led him to this decision.

1. Go to Modules Menu Icon > Project Management > Approvals > Personnel Booking Approvals.
2. Filter the Booking Requests, which are displayed below with the following options:
   • Approval: this is the approval status (pending, accepted, rejected)
   • Division: filter requests based on them
   • Account: Select the Account you wish, to see requests associated with this Account’s Projects (specific Customer’s Projects).
   • Project: select the Project you wish, to see requests associated with this Project only
   • Work Package: select the Project you wish, to see requests associated with this Work Package only
   • Personnel: select the Project you wish, to see requests associated with this Personnel
   • Dates: select the date range you wish

Press Reload to see results below, or Clear to clear up the filters.

3. Click on a Booking Request to view it. Highlighted in red are the suggested booking days and hours.
   • You may view the Capacity of Personnel Schedule, whether he is booked in other Projects for a number of hours and finally the requested booking hours.
   • You may contact Project Manager upon this Booking by adding a Note/Comment in the Notes box below. A Note-Notification will be sent.
4. Multi-check or check pending Booking Requests, to perform the following:
   • Approve: pressing this, you can approve a Personnel Booking Request. Automatically, a System-Notification will be sent to that Personnel and to the Project Manager, informing both of them that Personnel is available to be used inside that selected Work Package. Work Package has been assigned also to requested Personnel.
   • Assign/Assign alternative: pressing this, you can select a Personnel for a Job Title Booking Request or assign alternative Personnel on a Personnel Booking Request. Automatically, a System-Notification will be sent to that Personnel and to the Project Manager, informing both of them that specific Personnel is available to be used inside that selected Work Package. Work Package has been assigned also to this Personnel.
   • Reject: pressing this, you can reject a Job Title Booking Request or reject a Personnel Booking Request. A pop-up appears so as to add a Rejection Reason. Automatically, a System-Notification will be sent to the Project Manager, informing him that specific Personnel is not available to be used inside that selected Work Package.

Being inside the Personnel Booking Approvals, you will see that you can access User Timecards  (read below), where you may identify the Personnel Utilization in Tasks and Processes (any type) and make a clear decision later on the Booking Request. Also, there is a Resource Availability Report (read below) that can help with Booking Request decision.

User Timecards (User Load)

User Timecards Unit helps Line and Resource Manager(s) to be aware of their personnel workload in order to Approve or not Personnel booking requests. Especially for Team Leaders, there is an extra filter, which serves in viewing their Team’s utilization.

To access Utilization load:

• Go to Modules Menu Icon > Reports & Analytics > Timecards > User Load, or Modules Menu Icon  > Project Management > Pending Booking Approvals > (click inside in) User Load.

The Utilization to load consists of Filters area and a Weekly Calendar into which you can only view the workload of your team in:

• Tasks utilization

The left sum represents the scheduled (or booked) task duration, while the right sum represents the actual task duration value, which based on the Personnel’s Schedule changes color.

• specific Processes utilization, in Processes that have been assigned to them
• as Day % Utilization, Week % Utilization, Month % Utilization, measured by the Work that has been assigned to them daily, weekly and monthly respectively.

Filters allow you to view only the workload you want based on Business Organization criteria (Functional Groups, Divisions, Offices), User Name, User Team (available only to Team leaders), Task Type or State.

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users. Exclude Myself checkbox can be used also.

Switch to Scheduled vs Actual or keep the pre-selected Booked vs Actual in terms of Tasks.

Clear button erases all the used filters, while the Execute button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective – icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Execute.

Resource Availability Report-Analysis

Resource Availability Report helps Line Manager(s)/Resource Manager(s) to be aware of their personnel workload in order to Approve or not Personnel booking requests.

To access the Resource Availability Report:

1. Go to Modules Menu Icon > Project Management > Pending Booking Approvals > (click inside in) Resource Availability Report or Modules Menu Icon  > Reports & Analytics> Analytics > Resource Availability Analysis.

It is also available through People Dashboard.

2. Select the Mode you wish to check Available Hours (Daily, Weekly, Monthly), the Dates range, filter by Functional Group, Division, Service or Employee.
3. Click on Fetch Report to get results.

In the results displayed, you have the following information available:

• The already booked (scheduled) hours for that Date/Week/Month that have been assigned either from the Project Manager or added from the user himself.
• The available hours (capacity), inside the brackets (), for that Date/Week/Month, which takes into account the user’s Absences and Public Holidays.
• The totals of already booked and available hours per employee or per Date/Week/Month.
• In green, there is the date range, where booked hours are less than the capacity; in red, there is the date range, where booked hours are more than the capacity.

The post 3. Resource Scheduling/Booking appeared first on Comidor Low-code Automation Platform.

Dashboard (People perspective)

1. Click on Modules Menu icon> Reports and Analytics> Dashboard.
2. Select the People tab.
3. Select the Functional Group and the Division you would like to review.
4. Provided that you are a Team leader in a group, you may zoom-in a specific Team.
5. Specify the Personnel you wish to review or select results based on Personnel’s Role.
6. Zoom-in a specific time period to get the first results from the Dashboard. Press Fetch. 
   • Utilization(%): This is the sum of Chargeable hours divided by the Total capacity of hours, as in a percentage.
   • Billable(%): This is the sum of hours of booked Work tasks in Projects divided by the Total Scheduled hours, as in a percentage.
   • Chargeable(%): This is the sum of Chargeable hours divided by the Total Scheduled Chargeable refers only in tasks that exist in all Project types, except Internal.
   • Total capacity: The number of hours that this/these Personnel has/have in their Schedule on the selected period.
   • Overtime: The number of hours of Tasks that are set with Overtime type of Work and are connected with a Process/Project.
   • Scheduled Time: The number of Scheduled hours in Tasks that are connected with a Process/Project.
   • Not Productive Time: This is the Total Capacity of Hours subtracted by the sum of all Tasks’ duration of work that is connected with a Process/Project.
   • PE Value(%): This is the percentage of Billable hours divided by the Chargeable.
   • Absenteeism%: This the percentage of a sum of Personal absences divided by the sum of working days.
   • Productivity Avg: The average of personnel ‘ productivity, as calculated based on the KPIs connected to the Process/Project work.
   • Efficiency Avg. %: The average of personnel ‘ efficiency (on time-on the given duration-given on the KPIs connected to the Process/Project work).
   • Holiday: The sum of Absences with a type of Vacancy and Public Holidays.
   • Overtime: The sum of Absences that have used extra given Entitlement, which has been added due to overtime work.
   • Sick Leave: The sum of Absences with type Sickness.
   • Maternity/Paternity Leave: The sum of Absences with type Maternity/Paternity Leave.
   • Personal: The sum of Absences with a type of Vacancy.
   • Other Absences: The sum of Absences with type Long Service Leave and Short Term Leave.
   • Public Holiday: The sum of Public Holidays.

Work

Press Details tab to expand the Work Window in the Dashboard. Select the Work tab.

You may see the personnel Names and next to them some valuable information, such as:

• Capacity: number of hours that this Personnel has in their Schedule on the selected period.
• Total Scheduled: The number of Scheduled hours in Tasks that are connected with a Process/Project.
• Not Productive: This is the Total Capacity of Hours subtracted by the sum of all Tasks’ duration of work that is connected with a Process/Project.
• Invoiced: The sum of hours of booked Work tasks in Projects.
• Chargeable: This is the sum of Chargeable hours are the hours that are spent on tasks that exist in all Project types, except Internal.
• Not Chargeable: This is the sum of Tasks’ hours that are spent on tasks that exist in all Project of type Internal or other Projects with non Chargeable hours.
• Overtime: The number of hours of Tasks that are set with Overtime type of Work and are connected with a Process/Project.
• Utilization: This is the sum of Chargeable hours divided by the Total capacity of hours, as in a percentage.
• People Effectiveness: This is the number that indicates Invoiced hours divided by the Chargeable. The higher this value is, the more effective the Personnel is.

You may Print or Export to .csv the Results of the Dashboard.

Absences

Press Details tab to expand the Work Window in the Dashboard. Select Absences tab.

You may see the personnel Names and next to them some valuable information, such as:

• Public Holiday: The sum of Public Holidays for this Personnel.
• Personal: The sum of Absences with type Vacancy for this Personnel.
• Sick Leave: The sum of Absences with type Sickness for this Personnel.
• Maternity/Paternity Leave: The sum of Absences with type Maternity/Paternity Leave for this Personnel.
• Overtime: The sum of Absences that have used Entitlement, which has been added due to overtime work for this Personnel.
• Other Absences: The sum of Absences with type Long Service Leave and Short Term Leave for this Personnel.
• Absenteeism%: This the percentage of a sum of Personal absences divided by the sum of working days of the selected period.

You may Print or Export to .csv the Results of the Dashboard.

Dashboard (Project Perspective)

1. Click on Modules Menu icon> Reports and Analytics> Dashboard.
2. Select the Projects tab.
3. Select the Functional Group, Division, related Account. You may zoom-in a specific project by selecting the Project Manager, Project, Project State, Project Tags, or specific Dates range.
4. Press Fetch to get results from the Dashboard.
5. On the Project Dashboard you may view the following:
   • Total Expenses (Sum): Budget Expenses and Actual Expenses amount for all the pre-filtered Projects.
   • Total Income (Sum): Budget Income and Actual Income amount for all the pre-filtered Projects.
   • Average Margin (%): The average Margin for all the pre-filtered Projects. The margin for a Project is calculated by the difference between Budget Income and Actual Expenses, which is then divided by the Budget Income in order to give the Percentage (%).
   • Over Budget (Sum): The sum of Over Budget for all the pre-filtered Projects. This is calculated by the difference between Actual Expenses and Budget Expenses for the respective Project(s), provided that Actual Expenses are greater than then Budget Expenses for the selected Project(s).
   • Projects per Month (graph): The Opened and Closed Projects for the selected criteria (e.g. for the selected Functional Group).
   • Performance Index (graph): The Cost Performance Index (CPI) and Schedule Performance Index (SPI) for the selected criteria (e.g. for the selected Functional Group). These factors are extensively explained in Earned Value Analytics. Thus, Cost Performance Index (CPI) is the ratio between Earned Value and Actual Cost, which shows whether or not Project Manager has the expected Progress in the Project Work when compared with the actual Expenses. Schedule Performance Index (SPI) is the ratio between Earned Value and Planned Value, which shows whether or not Project Manager has the expected Progress in the Project Work when compared with the budget Expenses he has planned. CPI that is greater than 1 means that you are earning more than the amount spent; you are under budget. CPI that is less than 1 means that you are earning less than the amount spent, so you are under budget. CPI equal to one means that earning and spending are equal. SPI that is greater than 1, means that more work has been completed than the planned one and you are ahead of schedule. On the other hand, SPI that is less than 1, means that less work has been completed than the planned work; thus, you are behind schedule. If SPI is equal to one, you are on
     time.
   • RAG Status Count & RAG status Turnover (pie charts): In the 1^st pie chart, you may see the RAG status of the Projects that align with the pre-selected criteria in filters. In the 2^nd pie chart, you can see the Target Turnover (Contract Value) of these Projects combined with their RAG status.
   • Projects Turnover Per Month (graph): Here are displayed the Contract Value(s) of the Project(s) resulted in the pre-filtered criteria.

6. Press Details to view information available in-detail (for a selected Project or multiple Projects – as selected in the pre-filtered criteria). Get informed on Project’s:
   • RAG Status: The current RAG status of that Project.
   • RAG Status Note: Any note added in the latest automated RAG Status change.
   • Scheduled Start Date/Scheduled End Date: The Scheduled Start and End Dates of the Project.
   • Contract Value: The given Contact Value at the start of the Project.
   • Budget Expenses/Budget Income: The budgeted amount of Expenses and Income inside the Project that may refer to Labour Work, HW/SW or Other financials.
   • Actual Expenses/Actual Income: The actual amount of Expenses and Income inside the Project that may refer to Labour Work, HW/SW or Other financials.
   • Margin (%): The difference between the Budget Income and the Actual Expenses, when divided by the Budget Income so as to give a percentage.
   • Rating: The rating of the Project that can be edited from Project Admins inside the Project’s summary.
   • Actual Cost (AC): Also known as Actual Cost of Work Performed (ACWP) is the actual amount of money spent and is placed in the actual and approved Chargeable Tasks of the Project.
   • Planned Value (PV): Alternatively, this can be named as Budgeted Cost of Work Scheduled (BCWS). In planned value, you will have all the Budget Expenses of the Project up to today’s date or selected end range date (Workpackage-based).
   • Cost Variance (CV): The difference between the EV and AC. (Cost budget at Completion (BAC) is the budget cost that the Project Manager can track through Progress Management. This can alter based on the cost that is expected to be spent on this project from the project manager perspective. Earned Value (EV) is the amount of money earned from completed work in a given time. It is also calculated based on the % of Project Completion and BAC that is set in Progress Management feature by Project Manager. Alternatively, you may name it Budgeted Cost of Work Performed (BCWP).)
   • Schedule Variance (SV): The difference between EV and PV.
   • Cost Performance Index (CPI): The ratio between EV and AC, which shows whether or not Project Manager has the expected Progress in the Project Work when compared with the actual Expenses. CPI that is greater than 1 means that you are earning more than the amount spent; you are under budget. CPI that is less than 1 means that you are earning less than the amount spent, so you are under budget. CPI equal to one means that earning and spending are equal.
   • Schedule Performance Index (SPI): The ratio between EV and PV, which shows whether or not Project Manager has the expected Progress in the Project Work when compared with the budget Expenses he has planned. SPI that is greater than 1, means that more work has been completed than the planned one and you are ahead of schedule. On the other hand, SPI that is less than 1, means that less work has been completed than the planned work; thus, you are behind schedule. If SPI equal to one, you are on time.
   • Estimate to Completion (ETC): The expected amount of money that will be spent to complete the remaining part of the Project. This can be calculated from the difference between the Estimated at Completion (EAC) and Actual Cost (AC).
   • Estimated at Completion (EAC): This indicates the total estimated cost of the Project, which is calculated based on the ratio of the budget cost that Project Manager adds through Progress Management feature (BAC) and the Cost Performance Index (CPI).
   • Variance at Completion (VAC): This gives you an indication of how much you are under budget or over budget when the Project completes. This is the difference between the Budget at Completion (BAC) and Estimate at Completion (EAC). Positive variance means that the Project is under budget and negative variance means that the Project is over budget.
   • Status based on the Average Performance Index: This is the sum of CPI and SPI divided by 2, which actually gives an indicative number. If the number is less than 0.65 will be highlighted in black, the number from 0.65 to 0.85 is highlighted in red, a number from 0.85 to 1 is highlighted in yellow and number greater than 1 is highlighted in green.

7. Press Hide to hide the Details
8. Navigate to different pages with Next, Last and Page # buttons, or on each Column name to Sort results ascending or descending.
9. Click on Print or Export to .csv buttons to print or export information, respectively.
10. Click on Actions button of the Dashboard to navigate in extensively Project Reporting.

Dashboard (Customer Perspective)

1. Click on Modules Menu icon> Reports and Analytics> Dashboard.
2. Navigate to Customers tab.
3. Select the Functional Group, Division, related Account, and press Fetch to take results from the Dashboard.
4. On the Customers Dashboard you may View and Print the following:
   • Total Projects (Sum): Total number of Projects for all the pre-filtered criteria.
   • Total Turnover (Sum): Total of the Contract Values (Turnover) for the Projects that align with the pre-filtered criteria.
   • Average Delay/Early Days (Completed Projects) (%): For the completed Projects that align with the pre-filtered criteria, if the Actual End Date is greater than the Scheduled End Date, you will get the average of a + %. Otherwise, this will be a -%.
   • RAG Status Count (pie chart): In the pie chart, you may see the RAG status of the Projects that align with the pre-selected criteria in filters.
   • Customer Acquisition per month (chart): In the chart, it is displayed the number of new Customers that company has earned, which is basically is counted when a new Project starts with them.
5. Press Details to view an overview of results available (for a selected Customer/Account, Division or Functional Group – as selected in the pre-filtered criteria). Get informed on Account’s:
   • Customer: The Account name, where you may click on to navigate to its details.
   • Created At: Date that this Account has been added in the system.
   • Number of Projects: This is the number of Projects that are administered by you.
   • RAG Status: These are all Customer’s Projects view based on their RAG status.
   • Contract Value: This is the amount of money that is confirmed in the total of Projects for this Customer.
   • Average Margin (%): The average Margin for all the pre-filtered Projects. The margin for a Project is calculated by the difference between Budget Income and Actual Expenses, which is then divided by the Budget Income in order to give the Percentage (%).
   • Average Delay/Early Days: For the completed Projects of this Account/Customer, if the Actual End Date is greater than the Scheduled End Date, you will get the average of a + %. Otherwise, this will be a -%.
   • Average Rating: The Average Rating of all the Projects of this Account/Customer, which was added by the Project Manager in each Project’s Summary.
6. Press Hide to hide the Overview/Details
7. Navigate to different pages with Next, Last and Page # buttons, or on each Column name to Sort results ascending or descending.
8. Click on Print or Export to .csv buttons to print or export information, respectively.

The post Projects Reports and Analytics (Dashboard – People, Projects, Customers) appeared first on Comidor Low-code Automation Platform.