The list below contains the different metrics available in the HR, Company Groups and Projects modules. There are a number of panes available and it is entirely up to yourselves which ones you want to be displayed to users on their home page. It is about tailoring the panel to include the ones which are most relevant, and appropriate.
Project Metrics
Column
Description
Actual Labour Days
The actual number of processed timesheet days up to and including the current month
Actual vs Forecast Days
Actual days minus forecast days up to and including the current month. A positive number means more days have been worked than the budget. A negative number meansthe actual days are within budget.
Invoiced (Fee)
The amount invoiced in the current month. Includes feesonly. Please note that all amounts are NET.
Invoiced (All)
The amount invoiced in the current month (including recharged income). Please note that all amounts are NET.
Billing Plan (Fee)
The amount in the billing plan for the current month - non rechargeable.
Billing Plan (All)
The amount in the billing plan for the current month, including rechargeable amounts.
To Invoice
Shows amount to be invoiced (Total Fee - Invoiced)
Total Cost
The total cost to date (excluding rechargeable). Green = Total Cost less than target budget. Amber = Total Cost less than total fee. Red = Total Cost greater than total fee.
Cost (inc. rechargeable)
The total cost to date (including rechargeable).
P/L Current
The current Profit / Loss of the project, corresponding to the value in the Project Summary panel.
P/L Current %
The current Profit / Loss % of the project, corresponding to the value in the Project Summary panel.
Forecast Labour Days
The number of forecast days up to and including the current month
Aged Debt
Aged debt for live projects in this group
Gateway Status
Revenue – Last Month
Fee allocated to you in project billing plans in the last month
Revenue – This Month
Fee allocated to you in project billing plans in the current month
Revenue – YTD
Fee allocated to you in project billing plans so far in this financial year
Total Invoiced
The total fee invoiced to date.
Labour Progress
Shows the actual labour progress against planned based on Estimated % Complete. Calculation = (Total Budget labour days x % complete) – Actual labour days
P/L Total
Total current profit of all selected jobs in the project summary panel
P/L Current – Jobs Below Target
Total jobs below target (current profit)
P/L Forecast Total
Total forecast profit of all selected jobs in the project summary panel
P/L Current – Jobs Above Target
Total jobs above target (current profit)
P/L Current – Jobs Loss Making
Total jobs loss making (current profit)
Number of Jobs
Number of jobs matching the project summary filter
Total Fee
Total fee of all selected jobs in the project summary panel
% Complete
The estimated percentage complete of the project, based on the WIP Estimated % Complete values. A single project percentage is calculated, weighted by Workstage fee.
P/L Forecast
The forecast Profit / Loss of the project, corresponding to the value in the Project Summary panel.
P/L Forecast %
The forecast Profit / Loss % of the project, corresponding to the value in the Project Summary panel.
Project Status
The current status of the project.
Target Budget
The target budget, based on the profit margin set in the fee/ Workstage’s page.
Budget Labour Days
The total number of budget labour days for the whole life of the project.
Total Fee
The Workstage total fee (based on the Workstage filter in the Project Summary panel)
HR Metrics
Column
Description
Current Grade
Current project grade
Current Grade Cost
Current project grade cost. Applied to forecast labour costs.
Live Cost Rate
Current project base cost rate * overhead factor. Applied to actual timesheet costs.
Average Hours Worked
Average weekly hours worked in the past 3 months
Sick Days
Sick days taken this holiday year
Length of Service
Total number of years & weeks service
Bradford Score
The calculation includes all sickness with a start date within the past 12 months. Please note that sickness absence which is booked as individual days rather than in a block will increase the Bradford score. This score should be used as a guide in conjunction with the leave calendar. The Bradford score also takes no account of mitigating circumstances such as staff with a disability who may have a higher trigger point for absence.
Company Group Metrics
Column
Description
Number of Companies
Number of companies in this company group
Number of Contacts
Number of contacts in this company group
Number of bids
Number of bid / speculative projects in this company group
No of Wins
Number of ongoing / complete projects in this company group
Number of Lost
Number of lost projects in this company group
Last Project Created
The registration date of the most recent project in this company group
Last BD Note
The date of the most recent business development note for this company group
Open BD Notes
Number of open business development notes
Project Fee
Project fee for live projects in this group
Average Live Fee
Average fee for live projects
Aged Debt
The current outstanding debt for the project. Please note that all amounts are net of tax.
