Project Statistics Dashboard Users Guide

Transcription

1 Project Statistics Dashboard Users Guide Page 1 of 5

2 Project Statistics Dashboard Analyzing Projects The Project Statistics Dashboard provides an interactive view of projects at various stages of development. It is designed to help you measure the volume of jobs created, completed, in progress, or in any particular status for levels such as client, division, product, account executive, sales class, department and job type. Select the Production button on the Main Menu. Hover over the Dashboards button to access the Project Statistics application. The dashboard is designed to display data for the current year and/or the previous year. Before data can be displayed, and to view the most recent information, click the Refresh Data button. Data only needs to be refreshed when the data has changed. Refreshing the data may be done at any time from by clicking on the Selection button from within the dashboard. Once data is refreshed, make selections to determine the timeframe and other criteria. Selection Month and Year Buttons The current year and prior year will be displayed. Year 1 Select the current year to view only that year. Year 2 Select both current year and prior year to see a rolling total that crosses years. Only one year of data will be displayed at once, but it may cross over years. Example: If today is 1/15/11, choose both 2011 and 2010 to see data for 1/15/10 to 1/15/11. To see only data for the current year (1/1/11 to 1/15/11), select Month and Year to Date Buttons To view one year to date based on selections, select Year to Date. To view a single month based on selections, select Month. You can toggle between year to date and a single month from within the Dashboard as well. Select Month Ending and Week Ending Selections Select the Month to view. If the Month button is selected, you will see a single month of data. If the Year to Date button is selected, you will see data for the year to date ending with the month selected. Select the Week Ending cutoff. If the Month button is selected, you will see a single month of data ending with the week selected. If the Year to Date button is selected, you will see data for the year to date ending with the month and week selected. Criteria to Narrow the Results Office The Office selection displays all offices available and initially defaults to All Offices. To view information for a specific office, select an Office from the list. Use the 'ctrl' key to select multiple Offices. The Offices available for selection may be limited based on Employee Office Security. Page 2 of 5

3 Account Executive The Account Executive selection displays all employees established as Account Executives who could possibly be assigned to Jobs, and initially defaults to All Account Executives. To view information for a specific AE, select an AE from the list. Use the 'ctrl' key to select multiple AE's. Client The Client selection displays all clients available, and initially defaults to All Clients. To view information for a specific Client, select a Client from the list. Use the 'ctrl' key to select multiple Clients. The Clients available for selection may be limited based on Client/Division/Product Security. Department The Department selection displays all departments available and initially defaults to All Departments. To view information for a specific department, select a Department from the list. Use the 'ctrl' key to select multiple Departments. Department data is based on the Department assigned to the Job. Sales Class The Sales Class selection displays all sales classes available, and initially defaults to All Sales Classes. To view information for a specific Sales Class, select a Sales Class from the list. Use the 'ctrl' key to select multiple Sales Classes. Job Type The Job Type selection displays all job types available, and initially defaults to All Job Types. To view information for a specific Job Type, select a Job Type from the list. Use the 'ctrl' key to select multiple Job Types. Display Options Once all filters have been selected, a Display Option may be selected to begin viewing the Dashboard data. Projects Created Displays jobs created based on the Job Component Date. Projects Completed Displays the number of jobs completed based on the Completed Date entered on the Project Schedule. Projects Due Displays the number of jobs due based on the Due Date entered on the Job Component. Projects Pending Displays the number of jobs that are considered open (Process Control and Completed Date considered) and also have a project schedule assigned to them. The job/component creation date and due date are NOT considered. Not available for Month, Year and Week views. Projects Cancelled (or other Status) Displays the number jobs that fall into the Cancelled or other Status. If Cancelled, the status is counted only if the Completed Date of the job falls within the range. (Counts number of jobs cancelled in the range based on the completed date). If other status, the status is counted if the job is pending (see definition above for Projects Pending) and is in the status selected. This allows you to see pending projects in cancelled or any other status. Page 3 of 5

4 Summary Levels After selecting a Display Option, the Summary view is displayed and a number of other options become available, including Summary Levels. Summary Levels represent different categories for which jobs statistics may be measured. For example, view how many jobs are created, completed, due, pending or cancelled for any of the following levels for any period of time. Client Client/Division Client/Division/Product Account Executive Department Sales Class Job Type Views Various dashboard views are available to analyze the information fitting the selection criteria for the summary level selected. Summary Year Month Week Details (from some pages) Summary that fall into the criteria. Click on a chart segment to drill down to the jobs and details that make up the summary data displayed. Job details include (for all job detail drill downs noted): o Job and Component Number o Component Description o Sales Class o Job Type o Department o Status (Project Schedule) o Opened Date o Due Date o Completed Date o Difference (difference between due date and completed date) Grid Below the summary chart is a list view of the same information represented in the chart. Click on a row to drill down to the jobs and details that make up the summary data displayed. Print Prints the chart and grid onto a basic report. Export Exports the grid (only) to Excel. Page 4 of 5

5 Year that fall into the criteria. All years selected are displayed for each category in a separate chart. Detail After selecting the Year button, a Detail button becomes available. This option displays a chart listing the projects by year, and categories in the summary level listed across the page. Month that fall into the criteria. All months selected are displayed for each category in a separate chart. Detail After selecting the Month button, a Detail button becomes available. This option displays a chart listing the projects by month, and categories in the summary level listed across the page. Week that fall into the criteria. All weeks selected are displayed for each category in a separate chart. The 4 week average is displayed for each week (indicated on graph). Detail After selecting the Week button, a Detail button becomes available. This option displays a chart listing the projects by week, and categories in the summary level listed across the page. This chart includes the 4 week average. Security The following Security standards apply to the Project Statistics Dashboard: Employee Office (Advantage Maintenance Security Setup Employee Office) Limit User Clients/Products (Advantage Maintenance Security Setup Security) Group Application Security (Webvantage Security Group Application Security) Page 5 of 5