v1.42 : 2018-09-19 (19 September 2018)
The first thing you will notice in this release is the new branding! As part of applying the new branding there have been a few improvements made to the overall design which although are subtle, we believe makes a general improvement.
Building on from August's 1.41 release, another wave of graphs have been implemented. The new graphs are on the forecasting, invoicing and recoverability pages for clients and projects, the utilisation pages as well as the Bench Report. The new graphs provide a level of richness and provide a fresh perspective on some otherwise flat content.
Please contact firstname.lastname@example.org if you have any questions or feedback.
New branding and design refinement
- We introduce the new Project Works logo and colour palette
- Refinements to the design include:
- centering the top bar to the main page content
- use of different colours in the sub navigation within each section (Clients, Projects, People)
- Page heading now sits outside of the main content
Bench Report ... well it's now a dashboard
I guess you'd call this a significant upgrade. While the original version of the Bench Report was useful, if we're honest it just provided a heat map of capacity at a person level,
Helpful sure, but looking back it wasn't earth shattering.
The new Bench Report
The Bench Report has been re-imagined, propelled into orbit and is now a thing of beauty.
Graphs and a series or factoids have been added to provide a higher level (team or office) view of resourcing vs capacity vs billable target. This supplements the person centric, heat map of capacity and provides an even more powerful set of information to management.
Weekly bar graph
- For each week, a stacked bar graph shows:
- the resourcing allocated, split into billable (dark green), non-billable (light green) and leave (orange)
- the work recorded in timesheets, split into billable (dark purple) and non-billable (light purple)
- any available capacity (yellow) is shown above the resourcing, to reach the capacity line
- The pink line shows the billable target per week (reduced if there is a statutory holiday), based on the individual billing target of each person
- The grey line shows the capacity based on the individual capacity of each person
The right hand side of the report include key metrics to support the graphs. These metrics are based on the 10 week date range shown on the report to provide a high level forward view of the capacity of a team or office.
- Resourced: total hours resourced against billable and non-billable activities
- Worked: total work recorded in timesheets against billable and non-billable activites
- The billable hours target - based on each person's target
- The total capacity and total hours available (bench) - based on each person's target
- Leave that is booked as well as statutory holidays
- Overall percentage resourced for the period - calculated as... (Resourced billable + Leave) / Capacity
- The goal of the bar graph is to have the dark green (and dark purple) bars reaching the pink billable target line, and the top of each bar reaching the grey capacity line.
- If you navigate back in time, you can compare the work effort against what had been resourced
More new graphs
Graphs have been added to 8 pages to supplement the tabular data. More details of the graphs can be found in the supporting articles
Forecasting (Client & Project)
Release 1.41 included forecasting worm graphs for clients and projects, grouped by Client or Project Manager. In this release the forecasting worm graphs have been added for an individual client or project.
- Each day the cumulative value of work conducted and the financial forecast are plotted as lines. This provides a daily view of progress towards the forecast for the project or client
- Once invoices are created they are overlaid on the graph providing the complete picture for the month
- You can go backward and forward through the months to view forecast accuracy trends
- The Client Forecasting graph provides is a combination of forecasts for all projects for that client
Recoverability (Client & Project)
The recoverability page for a project and client now includes graphs. The graphs support the tabular data and provide a clear representation of the timesheet recoverability for each calendar month
- The graph is presented for a Financial Year, with data plotted monthly
- Each month has two columns, one showing the value of billed and unbilled work and the other the effective earn (the amount that was invoiced for the work covered by the invoice)
- The calculation can be toggled to include or exclude discounts
- The key metrics shown include the totals for the Financial Year for billed and unbilled work, total effective earn, discounts and margin - as well as an overall timesheet recoverability figure
- The client recoverability graph provides the same information for all projects for that client
Utilisation (People & Individuals)
Monitoring utilisation of people provides valuable insight to your workforce. All timesheet entries are automatically categorised as billable, internal or sales, and combined with leave, provide a complete picture of the high level effort for all staff. Effort can be compared to capacity (total hours available for work) as well as a billable hours target.
Refer to the Utilisation article for more information
- The graph and data is presented per month and can be filtered to an office, team or manager
- It provides an easy way to compare results between months, or similar teams
Utilisation for an Individual
- When looking at the utilisation page for an individual, the graph is presented for a Financial Year.
Invoicing (Client & Project)
The Invoicing page for a Client or Project now includes a bar graph of the total invoiced each month. It is presented per Financial Year, with a bar for each month, split into paid and unpaid amounts.
If you have a client you have worked with for multiple years you may be able to identify a pattern to spend trends, perhaps with a increase in spending at the end of their Financial Year.