Hello
In our environment we need to produce the following KPI reports :
- days and costs margin (reassessed vs validated), by project (no need for activity details), something like this :
| Project | Work validated | Work real | Work left | Work reassessed | Work progress % | Work margin %(reassessed/validated) | Cost validated | Cost real | Cost left | Cost reassessed | Cost margin %(reassessed/validated) |
Our objectives are :
- work margin < 100%
- cost margin < 75%
- Resource occupancy rate by project type (for one month and one team)
| Resource | Fixed prices % | Time & Material % | Internal % | Administrative % |
| Resource1 | ||||
| Total team |
Then we would need something a bit more complicated because our objectives are :
- (Fixed price + Time&Material) / (Total - Administrative) < 75%
Simplest way to phrase it : we want to check and monitor the intercontract rate.
So we could simplify to this (but intercontract rate is probably more ambiguous to calculate)
| Resource | Busy % | Intercontract % |
| Resource1 | ||
| Total team |
Is there a way to do this ?
There is no direct way to have all of this on one page, but all required data exist.
You have to build a specific report to have this overview in one glance.
We can do it for you if you wish : Contact us through the contact form.
NB the margin definition in ProjeQtOr is different from what you expect.
Margin = Validated - Reassessed
Margin in % = (Validated - Reassessed) / Validated
So I guess that what you expect is :
- work margin > 0%
- cost margin > 25%
OK I will investigate custom reports and let you know
Thanks for the margin, it is actually much more logical like this