Plug-in: BI revenue forecast from Resource Planning

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article   Things worth knowing about the plug-ins described.

Requirements

• The Expert product line is a prerequisite for this plug-in.
• The Resource Planning and Business Intelligence modules must be licensed.

Application

The plug-in implements the two BI Kpis Planungsdifferenz and Umsatzprognose aus Ressourcenplanung . In the system settings in the Resource Planning section, the option should be Planning level on project and the Planning interval be set to month.

The planning difference represents the difference between the planned values in the Resource Planning and the actual services recorded. Thus, it provides an indication of how accurately the planning reflected reality or how well the planning was adhered to on projects.

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

1. External fee rated on the Editor assignment to the project.
2. Fixed external fee rate on the project (Default page).
3. External fee rate in accordance with 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:

Technical Information

Importing the plug-in creates the following objects: