BI turnover forecast from Resource Planning

This application is an Additional Feature . The corresponding config set can be found here .

Application

The config set implements the two Bi kpis Planungsdifferenz and Umsatzprognose aus Ressourcenplanung. In the system settings in the Resource Planning section, the option Planning Level should be set to project and the Planning Interval should be set to month.

The planning difference represents the difference between the planned values in the resource planning and the services actually entered. Thus, it provides information on how accurately the planning reflected reality and how well the planning was adhered to on projects.

The revenue forecast does not represent planned hours as revenue, but creates a forecast of expected revenue based on budgets and phase start and end times, taking into account the hourly rates of users as follows:

1. Rate set externally on the Editor Assignment to the project.
2. Fixed rate set externally on the project (Settings page).
3. Rate externally according to Rates Table from project and user level.

As an example, the following hours are scheduled for two projects:

The planning is displayed in the BI view as follows:

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The modules business intelligence and resource planning and must be licensed.

Important information before importing the config set can be found in the article What to Interesting facts about the additional features . Config sets change data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: