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Engineering Dashboard:
Billable Percentage of Required Hours
Background Tour
Purpose/Background
• Measures how many Billable hours each engineer has entered compared to their Required hours
• Percentage displays is their “Percentage of Required Hours that are Billable Hours”
• Designed for display on LCD display on the wall in the engineering area
• Drill-down into time entries for this Engineer– Click %’s to see THOSE time entries
Before we get into the details, here’s what it looks like…
Notes and Notices• Broken down by:– Today– Last 7 days– Last 28 days
– With additional display available via click:• Previous month* (no overlap)• 2 months prior* (no overlap)• 3 months prior* to today (no overlap)
* Note: “Months” are actually calculated as 28-day periods for consistency between periods
Notes and Notices
• Multiple engineers can be selected via the “Paramaters” link.
• Top portion of display shows a summary of all selected engineers combined
• Dashboard update frequency is denoted on the top of the dashboard panel next to “last update”.
Color Coding
• Percent of Required Hours that are Billable are “color coded” as follows:– Less than 80% of Required Hours: – 80%-100% of Required Hours:
RED
YELLOW
Where to Find the ReportDashboards > Eng_Dashboard
First Time:
Select “Tickets By Board”
Click “Add Now” for Tickets by Engineer
Click
DONE
Summary and Overview by Engineer
Today, Last 7 Days and Last 28 days
for each Engineer
Click to Rename or Remove this Panel
Automatically Updates
Click Engineer to see prior periods
Select Engineers to display via
“Parameters”
Engineer Prior Periods
Revenue (Billable) hours during the
period
PTO (Paid Time Off) hours during the
period
Hours Required during the period
Click Engineer to show prior periods
Click “+” to show details on initial 28 days
Details for past 28 daysfor this Engineer
Hours Required for this Engineer
each day
How many hours are required NOW (based on time of day) for this Engineer?
Click Billable %’s to see Time Entry Details
Drill-DownTime Entries for this Engineer in the Selected Time Range
Drill to
Time
Entries
Export to Excel
Summary for Prior Periods
Click Billable %’s in the Summary Section to see
“Billable %’s” for the Prior Periods
Click “+” in the Summary Section to see calculation
details for the Prior Periods for the Summary
calculation
Calculation Details of the Summary Section for Prior Periods
ParametersSelect Engineers to display and “PTO Charge Codes”
“Check” Engineersto Display
Click “Update”, then “Close” when you are finished
Select “Paid Time Off” Charge Codes(Details on Next Slide)
What’s up with
“PTO Charge Codes”?• We are measuring “how billable” an engineer is• When they are out of the office on vacation,
sick or other PTO time, they will obviously NOT be billable
• For legitimate PTO time, they should NOT be penalized for not being billable
• You can select which Charge Codes are “legitimate PTO” time
What is
The Calculation?• For each time period, we calculate
“Billable Hours” compared to “Required Hours”…and express that as a percentage…which is “Billable % of Required Hours”.
i.e.:
“Billable Hours / Required # Hours”
What about the PTO adjustment?
What is
The PTO Adjustment?When an engineer takes “legitimate PTO”, we don’t expect him/her to record billable time while they are away.
So we SUBTRACT any legitimate PTO time FROM the “Required Hours” for that time period.
Here’s an example…
Example of
The PTO AdjustmentRyan is required to enter 40 hours a week (8 hours a day). He took a sick day this week, and had 26 billable hours the rest of the week.
Hours Required
Billable Hours
Sick Day Hours Calculation Billable % of
Required
Standard Calculation 40 26 8 26 / 40 65%
Calculation WITH PTO Adjustment 40 26 8 26 / (40-8) 81%
Executive Briefing ServiceOther Resources
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