BI measures

Designation

This is an MLString field.

Active

Only active measures are pre-calculated, so if you never need a standard measure, you can deactivate it.

If, on the other hand, you want to calculate a measure but not display it (for example, because you only need it for a calculation – see Calculated measure below – but not for display), uncheck the Visible checkbox below.

Internal name

The internal name must be unique, as the measure is identified by the generator by this name.

Calculated measure

Here the calculation is defined by the internal name of the corresponding measures. In the example an hourly rate chargeable (Honorar extern / Minuten intern).

The dimensions result from the underlying measures and cannot be defined separately here.

Up to date only divisions are supported.

Generator

The measures are pre-calculated using generators, unless it is a calculated measure (see attribute Berechnete Kennzahl).

Unit

• Amount: numerical values, displayed according to country settings
• Hours: Minute values, displayed according to system settings Anzeige Minuten
• Percent: Percentages, represented by %. The values are interpreted as 1 based quotients, so a value of 1 is represented as 100%.
• Quantity: Quantity, with two decimal places
• Hourly rate, displayed according to country settings

Visible

Controls whether a measure can be shown in the BI. This is especially useful if you need a measure to calculate another measure (see Calculated measure above) but do not want to show it yourself.

You can also deactivate standard measures that you do not need at all (see checkbox Active above).

Record date value

Each measure has a temporal characteristic: it refers either to the selected period or is a reference date value. These are always valid at the end of the month.

Due date values cannot be summed, therefore measures marked as due date values are only displayed in the following BI views:

• Evaluation for 1 month (date range in BI)
• Display as a time series (grouped by month in the BI view)

Dimensions

Classes 1 – 5,

Roles

Specifies on which classes (dimensions) the measures are available. These must be calculated in the specified generator.

In addition, a role label can be specified for each dimension. The role label can be used to specify the context of the measure for that dimension.

When calculating the incoming order, for example, the project leader of the project is also returned. Now, if we simply see the “incoming order” on a list of users, the context is not clear: is it the sales person, is it their own services? Here, for example, the role can be specified:

The role is then shown with the measure in the BI view:

Help text

Here a help text can be entered, for example to explain to the user how the measure is calculated.

If a measure has a help text, a small i symbol appears in the view. If you place the mouse pointer on it, the help text appears as a tooltip:

The text is truncated after 19 characters. When entering, take care that the text fits.

This is an MLString field.

FeesCommenced

if not leistsum.rechnung or leistsum.rechnung.valutadatum > enddate:
    leistsum.wertExtOffen + leistsum.wertExtVerrechnet

• project

WorkingTime

Working hours

->getArbeitszeit(Startdatum, Enddatum)

• user

MinutesExt

external hours

leistsum.minutenExtOffen + leistsum.minutenExtVerrechnet

• project
• user
• phase
• service type

MinutesInt

internal hours

leistsum.minutenIntOffen + leistsum.minutenIntVerrechnet

• project
• user
• phase
• service type

Advances

Net amount of all downpayments – Downpayments made on invoices settled up to the end of the month (value date).

advances += advance.nettobetrag
if invoice.verrechnet and invoice.valutadatum <= enddate:
    advances -= invoice.vorschussEffektiv

• project

MarginContributed

Fee charged externally – Costs charged

leistsum.wertExtVerrechnet - leistsum.wertKostenVerrechnet

• project
• user
• phase
• service type

VacationBalance

Vacation balance at the end of the month

->getFerienSaldo(Enddatum)

• user

VacationBalanceDelimited

Deferred vacation balance at the end of the month

->getFerienSaldoAbgegrenzt(Enddatum)

• user

FeesExt

External fee

leistsum.wertExtOffen + leistsum.wertExtVerrechnet

• project
• Project user (as project leader)
• user
• phase
• service type

FeesExtWrittenoff

Fee charged internally – Fee charged externally

leistsum.wertIntVerrechnet - leistsum.wertExtVerrechnet

• project
• Project user (as project leader)
• user
• phase
• service type

FeesExtOpen

Fee externally open

leistsum.wertExtOffen

• project
• Project user (as project leader)
• user
• phase
• service type

FeesExtCharged

Fee charged externally

leistsum.wertExtVerrechnet

• project
• Project user (as project leader)
• user
• phase
• service type

FeesInt

Internal fee

leistsum.wertIntOffen + leistsum.wertIntVerrechnet

• project
• Project user (as project leader)
• user
• phase
• service type

Costs

Costs

leistsum.wertKostenOffen + leistsum.wertKostenVerrechnet

• project
• Project user (as project leader)
• user
• phase
• service type

SetTime

standard hours

->getSollzeit(Startdatum, Enddatum)

• user

RateChargeable

External fee / internal hours

(Calculation see under the measures of this name)

• user

OvertimeBalance

Overtime balance at end of month

->getUeberzeitsaldo(Enddatum)

• user

TurnoverOutlays

Outlays charged (value date of invoice)

Rechnung.auslagenExt

• project
• user

Only available if module is purchased externally.

TurnoverServices

Total charged after discount (invoice value date)

Rechnung.leistWertExtNachRabatt

• project
• user

TurnoverExpenses

Expenses charged (value date of invoice)

Rechnung.spesenExt

• project
• user

Fte

employment level

->getBeschaeftigungsgrad(Enddatum)

• user

FeesOrderbacklog

Budget Fees – cumulative fee externally. Only accepted and not yet completed phases.

bdgvalue('planWertExt', Enddatum, -1) -
leistSum.wertExtOffen + leistSum.wertExtVerrechnet

• project
• user
• phase

FeesOrderintake

Budget Fees of the newly issued phases or changes to this budget value during that month.

bdgvalue('planWertExt', Enddatum, -1) -
bdgvalue('planWertExt', (Startdatum-1 Tag), -1)

• project
• user
• phase

MinutesBudgetRest

Hours Budget Total – Hours Actual

(Calculation see under the measures of this name)

• project
• user
• phase

MinutesBudgetTotal

Budgeted hours of granted and not yet completed phases.

bdgvalue('planMinutenInt', Enddatum, -1)

• project
• user
• phase

MinutesCumulated

Cumulative internal hours of granted and not yet completed phases.

leistSum.minutenIntOffen + leistSum.minutenIntVerrechnet

• project
• user
• phase

PercentageOfCompletion

Hours Actual / hours Budget Total

(Calculation see under the measures of this name)

• project
• user
• phase