MIS Mapping

Dashboard Cross Ref Metric Definition Parent page analysis Data Item (Source) Source System/File Source Table/Tab

CEO

1 Annual revenue growth Revenue Amount Oracle (Noetix_Sys) kb_margins_t

Date From Oracle (Noetix_Sys) kb_margins_t

Date To Oracle (Noetix_Sys) kb_margins_t

Target Revenue

Revenue Amount SL Summary YTD

CEO

2 Revenue Revenue current period Revenue Amount Oracle (Noetix_Sys) kb_margins_t



Budgeted Revenue PL by month <period>

Revenue Amount UK, HK, Singapore

CEO

2.1 Revenue Revenue Amount Oracle (Noetix_Sys) kb_margins_t

Industry Oracle (Noetix_Sys) kb_margins_t



Industry PL by month <period>



Revenue Amount Pivot QTD

Level 1 drill down

Level 2 drill down

Level 3 drill down

((Revenue for measurement period for current FY / Revenue for measurement period for previous FY) -1)%

Revenue growth for each quarter against target

<period> Gross Margin.xls

Trend of month on month actual revenue vs. internal budgeted revenue vs. revenue budgeted for board

P & L Summary (Incl Aus)

Board Budgeted Revenue


For the month & YTD, revenue breakup by Industry

P & L Summary (Excl Aus)


P & L Summary (Aus)


CEO

CEO

2.2 Revenue Revenue Amount Oracle (Noetix_Sys) kb_margins_t

service line Oracle (Noetix_Sys) kb_margins_t



service line PL by month <period>




CEO

3 Revenue Amount Oracle (Noetix_Sys) kb_margins_t

Customer Name Oracle (Noetix_Sys) kb_margins_t



Revenue Amount Pivot YTD summary

Customer Name Pivot YTD summary

CEO

4 Client concentration Revenue % from top 5 clients Revenue Amount Oracle (Noetix_Sys) kb_margins_t






CEO

4.1 Revenue Amount Oracle (Noetix_Sys) kb_margins_t




For the month & YTD, revenue breakup by SL



P & L Summary (Aus)



% revenue from new clients

(revenue from new clients in current measurement period / total revenue in current measurement period)%

YTD % revenue from new clients vs. YTD target

Target Revenue from client



% Revenue from top 5 clients for current month to know client concentration

Historical % Revenue from top 5 clients



For the month & YTD, comparison of revenue budgeted vs.

CEO




CEO

5 Sales (bookings) Monthly trend of sales Month Opportunites won.xls Wins

Sales Booked Opportunites won.xls Wins

CEO

5.1 Sales Booked Opportunites won.xls Wins

Month Opportunites won.xls Wins


CEO

6 Backlog Monthly trend of backlog Backlog Data reformatted

Month Data reformatted

CEO

7 Profitability Operating profit / revenue for current period % Revenue Amount Oracle (Noetix_Sys) kb_margins_t

Standard Cost Oracle (Noetix_Sys) kb_margins_t

Standard Expenses Oracle (Noetix_Sys) kb_margins_t



SGA Oracle (PA)

SGA SGA <Period>.xls Other regions

Gross Margin SL Summary QTD

CEO

8 SG&A % SG&A expenses / revenue for current period SGA Oracle (PA)

Revenue Budgeted by client



Contracted sales - Total Contract Value of opportunities that are successfully closed

Month on month sales booked against revenue forecasted for future months


Contracted sales that have not been recognized as revenue

Monthly revenue forecast <period>.xls


Monthly Operating profit vs. budgeted

pa_cost_rev_dist_lines_all

<period> Gross margin.xls

Operating profit targets

Monthly total SGA cost vs. budget as % of revenue

Current month SG&A cost by function vs budget

Historical SG&A cost by function vs budget

pa_cost_rev_dist_lines_all

CEO

Function Oracle (HR)

Revenue Oracle (Noetix_Sys) kb_margins_t

Function Oracle (Noetix_Sys) kb_margins_t


SGA SGA <Period>.xls UK, HK, Singapore

SGA Budget SGA <Period>.xls Summary

Function SGA <Period>.xls Summary

CEO

9 GSD GM% Revenue Amount Oracle (Noetix_Sys) kb_margins_t

Standard Cost Oracle (Noetix_Sys) kb_margins_t

SL Expenses Oracle (Noetix_Sys) kb_margins_t

GSD level expenses Oracle (Noetix_Sys) kb_margins_t




Gross Margin Pivot QTD

Budgeted GSD GM <period> results.ppt Slide 3

CEO

10 GSD Utilization% Billed Hours Oracle (Noetix_Sys) kC_Utilization_V

Available hours Oracle (Noetix_Sys) kC_Utilization_V

Date Oracle (Noetix_Sys) kC_Utilization_V

Billed Hours Pivot QTD

Available hours Pivot QTD

Date

Utilization targets

CEO

11 % billable ratio Billable HC

Total HCHiring Type

Billable HC

Total HC

hr_organization_units


(Total revenue – project expenses – SL expenses – GSD level expenses) for current period / Revenue for current period

Monthly actual vs. budgeted GSD GM%



Total hours billed / Total available hours for current periodTotal available hours are assumed as 2080 hrs / resource / year

Month on month utilization at GSD level vs. target



Billable headcount / Total headcount for current period

Trend of month on month billable ratio

CEO

Hiring Type

Billable ratio Target

CEO

12 Billable ratio % (cost) Monthly trend Billable Cost Oracle (Noetix_Sys) kb_margins_t

Total Cost Oracle (Noetix_Sys) kb_margins_t

Billable Cost

Total Cost Pivot QTD

CEO

16 Trend by IL Trend by SL Revenue Amount Oracle (Noetix_Sys) kb_margins_t

Date Oracle (Noetix_Sys) kb_margins_t

Billed Hours Oracle (Noetix_Sys) kb_margins_t

IL Oracle (Noetix_Sys) kb_margins_t

SL Oracle (Noetix_Sys) kb_margins_t


Date Period name

Billed Hours

IL

SL Pivot QTD

GBD

1 Revenue Revenue current period Revenue Oracle (Noetix_Sys) kb_margins_t




Revenue Pivot QTD

IL

(cost of total billable resources/cost of all resources) for the measurement period %


Billable Cost ratio target

Average billing rate realized

=total revenue/total billable hours for the period

Monthly trend of average billing rate realized




Target avg Billing rate

Monthly actual revenue vs. budgeted revenue

Current month revenue vs. budgeted revenue for each IL

Historical revenue vs. budgeted revenue for each IL



GBD

2 Sales (bookings) Monthly trend of sales Sale amount Wins

Date Wins

IL Wins

Account Wins

GBD

2.1 Sale amount Wins

Date Wins

IL Wins

Account Wins

Revenue forecasted P L <period>.xls

Date P L <period>.xls

IL In

Account

GBD

3 Backlog Monthly trend of backlog Backlog Data reformatted

Date Data reformatted

IL Data reformatted

Account Data reformatted

GBD

4 Sales per client =total sales/total no. of clients Sales per client - monthly trend Sale amount Wins

Date Wins

IL Wins

Account Wins

Contracted sales - Total Contract Value of opportunities that are successfully closed

Monthly trend of sales by IL

Monthly trend by A/C

Opportunities won <period>.xls




Month on month sales booked against revenue forecasted for future months

Month on month sales booked against revenue forecasted for future months by IL






P & L Details(Excl Aus)



Contracted sales that have not been recognized as revenue

Monthly trend of backlog by IL






Sales per client - monthly trend - for each IL






GBD

5 Revenue per client =total revenue/total no. of active clients Monthly Revenue per client Revenue Oracle (Noetix_Sys) kb_margins_t



Active Client Name Oracle (Noetix_Sys) kb_margins_t


Industry Pivot QTD

Active Client Name Pivot QTD

GBD

6 Number of new clients A/C Names Date Oracle (Noetix_Sys) kb_margins_t


Active Client Name Oracle (Noetix_Sys) kb_margins_t

Date Pivot QTD

Industry Pivot QTD


GBD

7 Detail by IL Detail by AC Revenue Oracle (Noetix_Sys) kb_margins_t



New Client Name Oracle (Noetix_Sys) kb_margins_t

Revenue Amount Pivot YTD

Industry Pivot YTD

New Client Name Pivot YTD

Monthly Revenue per client - IL





No. of new clients during the measurement period

YTD number of new clients by month against the annual target

IL Detail - YTD number of new clients month against annual target




% revenue from new clients

(revenue from new clients in current measurement period / total revenue in current measurement period)%

YTD % revenue from new clients vs. YTD target




GBD

8 % sales from new clients % sales from new clients Detail by AC Sale amount Wins

Date Wins

IL Wins

New Account Wins

Total sales Wins

GBD

9 Sales per new client Sales per new client - monthly trend Detail by AC Sale amount Wins

Date Wins

IL Wins

New Account Wins

GBD

10 Revenue per new client Monthly Revenue per new client Detail by AC Revenue Oracle (Noetix_Sys) kb_margins_t



New Client Name Oracle (Noetix_Sys) kb_margins_t


Industry Pivot YTD

New Client Name Pivot YTD

% sales from new clients, monthly trend

% sales from new clients for each IL - monthly trend






=total sales from new clients/total no. of new clients

Sales per new client - monthly trend - for each IL





=total revenue from new clients/total no. of new clients

Monthly Revenue per new client - IL




GBD

11 Sales per sales associate =Total sales/total no. of sales associates Sale amount Wins

IL Wins

Date Wins

GBD 12 Sales lost =Total sales value of lost deals Sales lost - monthly trend Reason for loss

GBD

13 Client concentration % revenue from top 5 clients Revenue Oracle (Noetix_Sys) kb_margins_t


Client Name Oracle (Noetix_Sys) kb_margins_t


Client Name Pivot YTD

GBD 13.1 Budget Revenue P L <period>.xls

GBD

18 Revenue Oracle (Noetix_Sys) kb_margins_t



Account Oracle (Noetix_Sys) kb_margins_t

Silde 6

Sales per sales associates - Monthly trend

Sales per sales associate - monthly trend - by IL




Number of sales associates

Sales lost - IL break-up - monthly trend

% Revenue from top 5 clients for current month

Historical % Revenue from top 5 clients



For the month & YTD, comparison of revenue budgeted vs. actual by client


Revenue forecasting accuracy

Deviation of actual revenues from forecasted nos. in the quarterly forecasting exercise

Monthly Forecasting accuracy - Revenue

Monthly detail by IL

Monthly detail by Core AC

Forecasted Revenue

<period> forecast binder.ppt

GBD

Month

IL Silde 6

Account Silde 6

GBD

19 Accounts receivable AR

Date

IL

Account

AR

Date

IL

Account

GBD

20 AR ageing Ageing by AC AR

Date

IL

Account

AR

Date

IL

Account

GBD

21 Sold margin % GM Summary

Date Summary

Account Summary

IL Summary

GBD 22 Cost of sales Detail by IL




Accounts receivables at the end of measurement period in DSO

Trend of monthly accounts receivable in DSO against upper limit

Current month accounts receivable in DSO against upper limit for each IL

Current month DSO by AC

Historical accounts receivable in DSO against upper limit for each IL

Ageing of accounts receivables in different age (days) slots

Break-up for current period DSO in less than 45 days, 45-60 days, 60-90 days and more than 90 days

Break-up for current period DSO in less than 45 days, 45-60 days, 60-90 days and more than 90 days for each IL

Average GM% calculated in pricing sheets during selling phase for new projects/deals closed during measurement period

Monthly trend chart for overall sold GM

Monthly trend for Sold GM by IL

Data table showing project, deal closure date, sold GM%, revenue

Project Pricing Model_KGM.xls




=GBD cost - cost of GBD resources working on delivery activities + cost of GSD resources working on Sales activities

C229

azbhargava: to get this from Vijay, he needs clarification from Ken

C238

azbhargava: to get this from Vijay, he needs clarification from Ken

GBD

23 GBD expenses Actual GBD expenses Expense Oracle (Noetix_Sys) kb_margins_t




Expense Pivot QTD

IL Pivot QTD

Account Pivot QTD

GBD 24 GSD Utilization%

GBD

27 Billing - plan vs actual Monthly billing - plan vs actual Monthly billing - plan vs actual Billing Oracle (Noetix_Sys) kb_margins_t



Planned billing

Billing Pivot QTD

Account Pivot QTD

Date Pivot QTD

GBD 29 Revenue and GM for productized services

Monthly actual vs. budgeted GBD expenses

Monthly detail by IL, Marketing, Core Acs

Cost break-up by category monthly GBD expenses




Total hours billed / Total available hours for current period

Month on month utilization at GSD level vs. target


Monthly Detail by SL

Monthly billing - plan vs actual - AC detail




Productized services performance

Monthly revenue and GM for productized services

Monthly revenue and GM for productized services - detail by IL

Monthly revenue and GM for productized services - detail by productized services

C262

azbhargava: Vijay working on this with Ken

C272

azbhargava: These have not yet been defined, Rahul to get back on this with more information

GBD 29.1

GBD

30 No. of active clients No. of active clients Monthly chart on no. of active clients AC Names Client Name Oracle (Noetix_Sys) kb_margins_t



Target

Client Name Pivot QTD

Date Pivot QTD

IL

GBD

31 Repeat business% Monthly chart on repeat biz AC Names Revenue Oracle (Noetix_Sys) kb_margins_t

Client Name Oracle (Noetix_Sys) kb_margins_t



Revenue Pivot QTD

Target

Client Name Pivot QTD

Date Pivot QTD

IL

GBD

32 Monthly trend Person ID Oracle (HRMS) per_people_f

Status Oracle (PA) pa_lookups

Start Date Oracle (HRMS) per_assignments_f

End Date Oracle (HRMS) per_assignments_f

Sales (bookings) and sold GM for productized services

Monthly sales (bookings) and sold GM for productized services

Monthly sales (bookings) and sold GM for productized services - detail by IL

Monthly sales (bookings) and sold GM for productized services - detail by productized services




% of revenues in measurement month from repeat clients





GBD timesheet compliance

No. of missing timecards for the month for the function

Timesheet compliance by GBD group/projects (missing time, Late/not approved timecards)

Associates not complying

GSD

1 Revenue & GSD GM% Detail by Projects Revenue Oracle (Noetix_Sys) kb_margins_t


Std Cost Oracle (Noetix_Sys) kb_margins_t

SL OH Oracle (Noetix_Sys) kb_margins_t

GSD OH Oracle (Noetix_Sys) kb_margins_t

Project Oracle (Noetix_Sys) kb_margins_t


Revenu Budget P L <period>.xls

GM Budget P L <period>.xls

Revenue Pivot QTD

GM Pivot QTD

Project Pivot QTD

SL Pivot QTD

date Pivot QTD

GSD Detail by Projects

GSD

Detail by Projects Revenue Oracle (Noetix_Sys) kb_margins_t


Std Costs Oracle (Noetix_Sys) kb_margins_t





Cost Budget P L <period>.xls


Revenue Pivot QTD

Monthly revenue and GSD GM % vs budget

Current month revenue and GM% by SL vs budget

Historical revenue and GM by SL

P & L Summary (Incl Aus)P & L Summary (Incl Aus)






Current month revenue and GM% by AC vs budget

Historical revenue and GM by AC

Monthly Project direct costs, SL OH and bench costs, GSD mgmt costs and GSD gross margin vs budget

Current month project direct costs, SL OH and bench costs, SL gross margin for each SL vs budget

Historical project direct costs, SL OH and bench costs, SL gross margin for each SL



GSD

SL OH

GSD OH

Project Pivot QTD

SL Pivot QTD

date Pivot QTD




GSD

GSD

GSD

Detail by Projects Cost Oracle (Noetix_Sys) kb_margins_t





Current month project direct costs, AC OH and bench costs and AC gross margin for each AC vs budget

Historical project direct costs, AC OH and bench costs and AC gross margin for each AC

Monthly volume of effort billed in FTE equivalent

Current month volume of effort billed in FTE equivalent for each SL

Historical volume of effort billed in FTE equivalent for each SL

Current month volume of effort billed in FTE equivalent for each AC

Historical volume of effort billed in FTE equivalent for each AC

Monthly leverage ratio = Offshore billable hours/Onsite billable hours

Monthly leverage ratio = Offshore billable hours/Onsite billable hours - SL detail

Monthly leverage ratio = Offshore billable hours/Onsite billable hours - Project detail

Monthly leverage ratio = Offshore billable hours/Onsite billable hours - AC detail

Monthly leverage ratio = Offshore billable hours/Onsite billable hours - Project detail

Monthly break-up of costs in categories - Salary costs, travel costs and other costs for GSD vs budget

Current month break-up of costs in categories - Salary costs, travel costs and other costs for each SL

Historical break-up of costs in categories - Salary costs, travel costs and other costs for each SL

GSD

Category Oracle (Noetix_Sys) kb_margins_t





Cost Pivot QTD

Date

Category

Project Pivot QTD

SL Pivot QTD

GSD

Detail by Projects Cost Oracle (Noetix_Sys) kb_margins_t







Cost Pivot QTD

Date

Category

Project Pivot QTD

Account Pivot QTD

GSD


GSD Cost Oracle (Noetix_Sys) kb_margins_t








Revenue Pivot QTD

GSD Cost Pivot QTD

GSD GM Pivot QTD

Date

Category

Project Pivot QTD

P & L Summary (Incl Aus)P & L Summary (Incl Aus)<period> Gross

Margin.xls

<period> Gross Margin.xls<period> Gross Margin.xls

Current month break-up of costs in categories - Salary costs, travel costs and other costs for each AC

Historical break-up of costs in categories - Salary costs, travel costs and other costs for each AC

P & L Summary (Incl Aus)P & L Summary (Incl Aus)<period> Gross

Margin.xls


Monthly variance analysis against forecast - Revenue, Total GSD cost, GSD GM

Current month, QTD and YTD variance analysis against forecast - Revenue, Total SL cost, Salary costs, Travel costs, other costs, SL GM for each SL

Historical, QTD and YTD variance analysis against forecast - Revenue, Total SL cost, Salary costs, Travel costs, other costs, SL GM for each SL

P & L Summary (Incl Aus)P & L Summary (Incl Aus)P & L Summary (Incl Aus)<period> Gross

Margin.xls<period> Gross Margin.xls<period> Gross Margin.xls


GSD SL Pivot QTD

GSD


GSD Cost Oracle (Noetix_Sys) kb_margins_t








Revenue Pivot QTD

GSD Cost Pivot QTD

GSD GM Pivot QTD

Date

Category

Project Pivot QTD

Account Pivot QTD

GSD

2 GSD GM% Covered above Revenue Oracle (Noetix_Sys) kb_margins_t


Std Costs Oracle (Noetix_Sys) kb_margins_t







Revenue Pivot QTD

SL OH

GSD OH

Project Pivot QTD

SL Pivot QTD

date Pivot QTD


Current month, QTD and YTD variance analysis against forecast - Revenue, Total AC cost, Salary costs, Travel costs, other costs, AC GM for each AC

Historical, QTD and YTD variance analysis against forecast - Revenue, Total AC cost, Salary costs, Travel costs, other costs, AC GM for each AC

P & L Summary (Incl Aus)P & L Summary (Incl Aus)P & L Summary (Incl Aus)<period> Gross

Margin.xls<period> Gross Margin.xls<period> Gross Margin.xls


(Total revenue – project expenses – SL expenses – GSD level expenses) for current period / Revenue for current period

Month on month actual vs. budgeted GSD GM%






GSD 6 GSD Utilization Detail by Projects


GSD

8 GSD Expense variance Covered in 1 above GSD expense Oracle (Noetix_Sys) kb_margins_t

GSD expense Pivot QTD


GSD

16 Sold GM% GM Summary

Date Summary

Account Summary

IL Summary

GSD

22 Client retention % C2.1 Oracle (AR) apps.ra_customers

Date From Oracle (PA)

Date To Oracle (PA)

Total hours billed / Total available hours for current periodTotal available hours are assumed as 2080 hrs / resource / year

Monthly utilization for GSD vs. target vs expected utilization

Current month utilization for each SL against target vs. expected utilization

Historical utilization for each SL against target

Current month utilization for each AC against target vs expected utilization

Historical utilization for each AC against target

(Actual GSD expenses - budgeted GSD expenses)/Budgeted GSD expenses



Average GM% calculated in pricing sheets during selling phase for new projects/deals closed during measurement period

Trend chart for sold margin against target for each deal

Data table showing project, deal closure date, sold GM%, revenue





(No. of active clients from the previous measurement period who are still with us in the current measurement period) / (Total no. of active clients we had in the previous measurement period) %

Month on month trend of client retention %

Active client in current period who were there in previous period

pa_expenditure_items_allpa_expenditure_items_all

GSD

Oracle (AR) ra_customers


Date To Oracle (PA)


Industry Pivot QTD


GSD

24 Revenue per client =total revenue/total no. of active clients Monthly Revenue per client Oracle (AR) apps.ra_customers


Date To Oracle (PA)

Oracle (AR) ra_customers


Date To Oracle (PA)


Industry Pivot QTD


GSD





SL

Project

GSD

25.1 Person ID Oracle (HRMS) per_people_f



No of active clients in current period

pa_expenditure_items_allpa_expenditure_items_all




Monthly Revenue per client - SL


pa_expenditure_items_all








GSD timesheet compliance


Timesheet compliance by SL

Timesheet compliance by Projects


Timesheet compliance by AC

Timesheet compliance by Projects


GSD


Account

Project

GPM 1

GPM 7 Budget variance Expense Oracle (Noetix_Sys) kb_margins_t


Expense Category Oracle (Noetix_Sys) kb_margins_t


Expense Pivot QTD

Expense Category

GPM





Project

GAP 1 GAP expenses Actual GAP expenses Expense Oracle (Noetix_Sys) kb_margins_t


Revenue from process consulting

Revenue from process consulting engagements

Quarterly revenue from process consulting engagements

(Actual GPM expenses – Planned GPM expenses) / Planned GPM expenses (each for the measurement period)

Month on month actual vs. budgeted GPM expenses

Monthly budgeted vs. actual expenses for GPM by expense categories



Process group timesheet compliance


Detail by Process group Projects/groups

Associate names not complying

Month on month actual vs. budgeted GAP expenses

Monthly budgeted vs. actual expenses for GAP by expense categories

C465

azbhargava: rahul to clarify process consulting definition

Expense Category Oracle (Noetix_Sys) kb_margins_t


Expense Pivot QTD

Expense Category

GAP 2 Cost per hire =Total recrutment cost/Total no. of hires Trend of cost per hire by month

GAP 9 Monthly trend Person ID Oracle (HRMS) per_people_f




Project

GIT

1 Budget variance Expenses Oracle (Noetix_Sys) kb_margins_t


expense_category Oracle (Noetix_Sys) kb_margins_t

Target expense P L <period>.xls

Expenses Pivot QTD

Expense Category

Date Pivot QTD



Cost per hire by region for the month

GAP timesheet compliance


Timesheet compliance by GAP verticals/projects


(Actual GIT expenses – Planned GIT expenses) / Planned GIT expenses (each for the measurement period)

Month on month actual vs. budgeted GIT expenses

Monthly budgeted vs. actual expenses for GIT by expense categories




C487

Anurag Bhargava: Rahul Baseem working on this

GIT

2 IT salary cost Oracle (PA)

Date Oracle (PA)

No of associates Oracle (HRMS) per_people_f

Target IT costs P L <period>.xls

IT salary cost Pivot QTD

Date Pivot QTD

GIT

3 IT link cost Oracle (PA)

Date Oracle (PA)

No of associates Oracle (HRMS) per_people_f

Target IT costs P L <period>.xls

IT link cost Pivot QTD

Date Pivot QTD

GIT

4 IT Expense Oracle (PA)

Date Oracle (PA)

Project Name Oracle (PA) pa_projects_all

IT Expense Pivot QTD

Date Pivot QTD

Project Name Pivot QTD

IT support cost per associate

Total IT salary costs / No. of associates for measurement period

Trend of IT support cost per associate by month against upper limit

pa_cost_distribution_lines_all


P & L Summary (Incl Aus)<period> Gross

Margin.xls<period> Gross Margin.xls

Link and IT internet costs / associate

Total cost of Link and internet / No. of associates for the measurement period

Trend of Link and internet costs per associate by month against upper limit

pa_cost_distribution_lines_all


P & L Summary (Incl Aus)<period> Gross

Margin.xls<period> Gross Margin.xls

Project IT expense variance

Average of variance in IT expenses on projects during the measurement period(Actual IT expenses – planned IT expenses) Expenses include H/w, s/w and link costs on projects

Trend of IT expense variance by projects supported

pa_cost_distribution_lines_allpa_expenditure_items_all

<period> Gross Margin.xls<period> Gross Margin.xls<period> Gross Margin.xls

GIT

12 Revenue from infrastructure group Revenue Oracle (Noetix_Sys) kb_margins_t


Revenue Pivot QTD

Date Pivot QTD

GIT 13 Capital expenses Capital expenditure by Global IT

GIT





Project

Core ACs

1 Revenue recognized for the period Revenue Oracle (Noetix_Sys) kb_margins_t


BU


Forecast revenue P L <period>.xls

Revenue from infrastructure group

Monthly revenue from Infrastructure group



Budget vs. actual capital expenditure by Global IT

Timesheet compliance - GIT


Timesheet compliance by GIT groups/projects


Revenue (HH and MSDW)

Monthly actual vs. forecasted revenue trend for HH and MSDW

Current month Revenue by BU (HH and MSDW) - actual vs forecast

Historical BU revenues

Revenue by projects


C529

azbhargava: Ken and Rahul to clarify where we can find this

Core ACs

1.1 Revenue Oracle (Noetix_Sys) kb_margins_t




Forecast revenue P L <period>.xls

Core ACs

2 Backlog Monthly backlog (HH and MSDW) Backlog by BU Backlog Data reformatted

Month Data reformatted

BU

Core ACs

4 Sales Pipeline Sales pipeline Monthly pipeline (HH and MSDW) Pipeline by BU Opportunity

Amount

Stage

Start Date

End Date

BU

Core ACs

5 Revenue forecast 12 month revenue forecast Revenue P L <period>.xls

Month P L <period>.xls

Account P L <period>.xls

BU

Core ACs 6 Account margin

Current month Revenue by SL - actual vs forecast

Historical revenue by SL

Revenue by Projects


Revenue backlog (Total contracted sales not yet converted as revenue)



Global Kanaby Pipeline <period>.xls Viker Global Pipeline





Revenue forecast for the next 12 months (HH and MSDW)

Revenue forecast by BU




Profit margin for the core accounts = Account revenue - all costs for the account

Monthly forecasted vs actual account margin for HH and MSDW

Current month margin by BU - forecast vs actual

Historical BU margin

Margin by projects

C565

azbhargava: Rahul to clarify on the account OH

Core ACs

Core ACs 7 AR (DSO) Accounts receivables in DSO

Core ACs 8 Receivables ageing

Core ACs 9 Account S&M expenses

Core ACs

14 Amount billed to the client Revenue Oracle (Noetix_Sys) kb_margins_t



Planned Revenue P L <period>.xls

Amount P L <period>.xls

Project

Core ACs

15 =Total revenue/Total billable hours Revenue Oracle (Noetix_Sys) kb_margins_t

Current month margin by SL - forecast vs actual

Historical SL margin

Margin by projects

Monthly trend in DSO for AR (HH and MSDW)

AR by BU (HH and MSDW)

Ageing for outstanding receivables (<45 days, 45-60 days, 60-90 days, >90 days)

Latest ageing information for HH and MSDW

Ageing information by BU (HH and MSDW)

Sales and marketing costs for the core accounts

Monthly forecasted vs actual S&M expenses (HH and MSDW)

Cost break-up by category

Planned vs actual billed amount

Monthly planned vs actual amount billed to the client (HH and MSDW)

Project-wise detail



Average billing rate realized - blended

Monthly average billing rate realized (HH and MSDW)

Monthly average billing rate realized by BU (HH and MSDW)

Core ACs



Billable hours Oracle (Noetix_Sys) kb_margins_t

Core ACs 16

Core ACs 17

Core ACs





Project

GBA

1 GBA costs GBA costs Std Cost Oracle (Noetix_sys) kb_margins_t

Expense Oracle (Noetix_sys) kb_margins_t

Date Oracle (Noetix_sys) kb_margins_t

Expense category Oracle (Noetix_sys) kb_margins_t

Forecast cost

Expense Pivot QTD

Expense Category

GBA



Average billing rate realized - onsite

=Total onsite revenue/Total onsite billable hours

Monthly average onsite billing rate realized (HH and MSDW)

Monthly average onsite billing rate realized by BU (HH and MSDW)

Average billing rate realized - offshore

=Total offshore revenue/Total offshore billable hours

Monthly average offshore billing rate realized (HH and MSDW)

Monthly average offshore billing rate realized by BU (HH and MSDW)

Core A/C's - timesheet compliance


Timesheet compliance by BU's

Timesheet compliance by projects

Names of associates not complying

Month on month actual vs. forecast GBA costs

Monthly forecasted vs. actual costs for GBA by expense categories


GBA Timesheet compliance


Names of associates not complying

GBA



Project

GF&A

1 Budget variance Expense Oracle (Noetix_sys) kb_margins_t

Std Cost Oracle (Noetix_sys) kb_margins_t


Planned Expense

Expense Pivot QTD

Expense Category

GF&A


Std Cost Oracle (Noetix_sys) kb_margins_t


Planned Expense

Expense Pivot QTD

Expense Category

GF&A




Forecast cost

Expense Pivot QTD

(Actual GFA expenses – Planned GFA expenses) / Planned GFA expenses (each for the measurement period)

Month on month actual vs. budgeted GFA expenses


1. Trend of month on month bugeted vs. actual expenses


2. YTD budgeted vs. actual expenses for GFA by expense categories


GF&A Expense Category

GF&A




Forecast cost

Expense Pivot QTD

Expense Category

GF&A

2 Write-offs / Provisions made for bad debt Oracle (GL) gl_balances

Period Oracle (GL) gl_balances

Bad Debt Oracle (GL) gl_balances

Period Oracle (GL) gl_balances

GF&A 3 DSO DSO for Viker DSO by IL DSO by AC

GF&A 4 Ageing Ageing details for Viker Ageing by IL Ageing by AC

GF&A

6 ROCE ROCE for Viker PBT P&L YTD <Period>

Interest Expense P&L YTD <Period>

Interest Income P&L YTD <Period>

3. Budgeted vs. actual expenses for the month by expense category for GFA


Bad debt – write-off/provisions

Write-offs / provisions made for bad debt during the measurement period

Provision for bad debt

AR/Sales * days (Days = 360 for the year, 90 for the quarter)

Ageing details for AR (<45 days, 45-60 days, 60-90 days and >90 days)

=PBIT/Average capital employed Captial employed = Total assets - Current liabilities

Consolidation <period>.xls



GF&A

Total Assets

Current Liabilities

Target ROCE

GF&A

7 ROE =PAT/Average equity ROE for Viker Net Income P&L YTD <Period>

Equity Period 1

Equity Period 2

Target ROE

GF&A 8

GF&A 9

GF&A

10 Std Cost Oracle (Noetix_sys) kb_margins_t


Cost Category Oracle (Noetix_sys) kb_margins_t


Expense Pivot QTD

Expense Category

GF&A 12 Performance against SLAs Performance against SLAs


<Period> balance sheet








Forecasting accuracy – Revenues and margins

Deviation of actual revenues and margins from forecasted nos. in the quarterly forecasting exercise

Forecasting accuracy - Revenue and margins (GM and EBIT)

Timeliness of book closing and reporting

Date on which books got closed and nos. got reported

Date on which books got closed and nos. got reported

Costs (budget vs. actual) for F&A dept

Budget vs. actual costs for F&A department



SLAs (e.g. Timeliness of expense reimbursement, Admin SLAs)

GF&A

13 Sold GM% Project Summary

Deal Closed Date Summary

Sold GM Summary

Revenue Summary

Month, Year Summary

GF&A

14 Tax outgo as percent of revenue Tax outgo as a % of revenue Tax P&L YTD <Period>

Region P&L YTD <Period>

Revenue

P&L YTD <Period>

P&L YTD <Period>

P&L YTD <Period>

GF&A

14 Timesheet compliance Person ID Oracle (HRMS) per_people_f




Project

GF&A

16 Timesheet compliance for Viker Person ID Oracle (HRMS) per_people_f




Project

Trend of sold GM% as captured in the approved pricing sheets

Month on month sold GM% as captured in the approved pricing sheets

Project_Pricing_model_KGM.xls





Tax management efficiency






No. of missing timecards for the month for Global F&A


Timesheet compliance by Finance Groups/projects


Organization timesheet compliance

No. of missing timecards for the month for Viker

Source Column/Field Field Attribute (DataType) Clause (Group By/ Where)

Revenue_amount Number

expenditure_item_date Date


Number Data missing

Total NumberRegion = UK, HK, Sing, Japan (How about the Aus revenue)




Total Number

NumberData missing

NumberRegion = UK, HK, Sing, Japan (How about the Aus revenue)


focus_area_service_line Varchar



Industry Varchar

Revenue Number

NumberRevenue break up by industry missing

NumberTo get the industry based on project name but only QTD data available

Metadata Information

The YTD figures in december reflect revenues for the whole year.

select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)


<Month> 2003 Total Revenue USD

select focus_area_service_line,sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)group by focus_area_service_line


AD2

azbhargava: Also contains some of the assumptions which need to get clarified bu Baseem Ken and Rahul


Service_line Varchar



Industry VarcharRevenue break up by SL missing

Revenue NumberRevenue break up by SL missing

NumberRevenue break up by SL missing

NumberRegion = UK, HK, Sing, Japan (How about the Aus revenue)

data missing


Customer Name Varchar



data missing

Sum of revenue NumberRegion = UK, HK, Sing, Japan (How about the Aus revenue)

Client VarcharNeed to check the new clients in these






Client Varchar




select service_line,sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)group by service_line


/* Sql for Revenue for new customers */ select a.customer_name,sum(a.revenue_amount) from noetix_sys.kb_margins_t awhere a.expenditure_item_date between between (From Date) and (To Date)and a.billable_flag = 'Y'and not exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (From Date-1) and b.billable_flag = 'Y') group by a.customer_name /*sql for annual revenue */ select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)

SELECT * FROM (select CUSTOMER_NAME,sum(revenue_amount) from noetix_sys.kb_margins_t where expenditure_item_date between (From Date) and (To Date) group by CUSTOMER_NAME ORDER BY 2 DESC,1) AWHERE ROWNUM < 6

/* Sql for Revenue for new customers */ select a.customer_name,'Y' New_client,sum(a.revenue_amount) from noetix_sys.kb_margins_t awhere a.expenditure_item_date between (from date) and (to date)and a.billable_flag = 'Y'and not exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between (from date - 365) and (from date - 1)



Client Varchar

Close date Date

Grand total Number

Close date Date

Grand total Number

Total Number

Amount Number

Month Closed Date


Customer Name Number

Customer Name Number



denom_raw_cost Number

Total Number Region = UK, HK, Sing, Japan (How about Aus)

NumberRegion = UK, HK, Sing, Japan (How about the Aus revenue). Monthly information missing.

NumberData missing


operating profit = GM - operating cost

/* Gross Margin */select (sum(revenue_amount)-(sum(std_cost) + sum(std_expenses))) GROSS_MARGIN from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)

/* Revenue for the period*/select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)

SELECT Sum(PC.DENOM_RAW_COST)FROM PA_COST_DISTRIBUTION_LINES_ALL PC,PA_EXPENDITURE_ITEMS_ALL PEI,PA_EXPENDITURES_ALL PE,PER_PEOPLE_F PPF,PER_ASSIGNMENTS_F PAF,

Total project gross margin

SELECT HOU.organization_id, Sum(PC.DENOM_RAW_COST)FROM PA_COST_DISTRIBUTION_LINES_ALL PC,PA_EXPENDITURE_ITEMS_ALL PEI,PA_EXPENDITURES_ALL PE,PER_PEOPLE_F PPF,PER_ASSIGNMENTS_F PAF,HR_ORGANIZATION_UNITS HOU,GL_CODE_COMBINATIONS GLC,PA_TASKS PT,

organization_id Number


Varchar2

NumberRegion = UK, HK, Sing, Japan (How about the Aus revenue). Function wise information missing.

NumberRegion = UK, HK, Sing, Japan (How about Aus)

Month Budget Number

Function Number


std_Cost Number

std_Cost Number

std_Cost Number



NumberMonthly data no there, exclude AMO, BPO, AUS

sum of gross margin NumberDoes not include AUS, AMO and BPO

Budgeted GM PercentageQTD information only, monthly missing

Number

Number


sum of standard hours Number

sum of actual hours Number

Date

Number

SELECT HOU.organization_id, Sum(PC.DENOM_RAW_COST)FROM PA_COST_DISTRIBUTION_LINES_ALL PC,PA_EXPENDITURE_ITEMS_ALL PEI,PA_EXPENDITURES_ALL PE,PER_PEOPLE_F PPF,PER_ASSIGNMENTS_F PAF,HR_ORGANIZATION_UNITS HOU,GL_CODE_COMBINATIONS GLC,PA_TASKS PT,

select expenditure_organization,sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)group by expenditure_organization

expenditure_organization



Does not include AUS, AMO and BPO

/* Total Revenue*/select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)AND project_number NOT like '%AUS%'AND SERVICE_LINE NOT IN ('AMO','BPO')

/*project expenses*/Select DISTINCT SERVICE_LINE,SUM(STD_COST)+SUM(STD_EXPENSE) from noetix_sys.kb_margins_tWhere expenditure_item_date between (From Date) and (To Date) and project_type_class_code = 'CONTRACT'AND DEPT_SERVICE_LINE = 'Delivery'AND SERVICE_LINE NOT IN ('AMO','BPO')


select sum(hours_worked)/sum(hours_available_per_proj) from kC_Utilization_V kcvwhere expenditure_date between (from date) and (to date) and expenditure_type in ('Subcontractor - Billable','Labor - Billable')AND kcv.project_number NOT like '%AUS%'<AND top_task NOT IN ('AMO','BPO')>

hours_available_per_proj

Ashish to get this done by Kristina, but how about the other regions, where can we get this information

std_Cost Number

std_Cost Number

sum of project cost NumberMonthly data no there, exclude AMO, BPO, AUS

revenue_amount Number


quantity Number

focus_area_service_line Varchar2

service_line Varchar2

Number

period name DateOnly QTD figures are available

Number

Varchar2 Based on project name the IL will be found

Varchar2

Number




Total revenue NumberAMO and BPO budgets missing

NumberMonthly data missing

Varchar2 Based on project name the IL will be found

Ashish to get this done by Kristina, but how about the other regions, where can we get this information

select sum(std_cost) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)and billable_flag ='Y'

select sum(std_cost) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)


select sum(quantity) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)and billable_flag ='Y'

select service_line,sum(revenue_amount), from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)group by service_line

select service_line,sum(quantity), from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)and billable_flag ='Y'group by service_line


Project_area_service_line


select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')

select focus_area_service_line,sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)


Amount converted Number

Close date Date

Viker Vertical Industry Varchar

Account Varchar


Close date Date


Account Varchar

Total Revenue NumberAMO, BPO details missing

Month Date

Industry Varchar

Account data missing

Amount

Month Closed

Industry

Client


Close date Date


Account Varchar








Customer_name Varchar2

Number

only QTD figures available

Varchar2To get based on client name

Client Varchar2




Dateonly QTD figures available


Client Varchar2To check this based on oracle





Number




/*Total Revenue */select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')

/* Sql for count of active clients */ select count(distinct a.customer_name) from noetix_sys.kb_margins_t awhere exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (end Date) and b.billable_flag = 'Y') and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')



/* Sql for count of active clients */ select count(distinct a.customer_name) from noetix_sys.kb_margins_t awhere b.expenditure_item_date between between (From Date) and (end Date)and b.billable_flag = 'Y'and not exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (from Date - 1) and b.billable_flag = 'Y') and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')


/* Sql for revenue from new clients */ select focus_area_service_line,customer_name,sum(a.revenue_amount) from noetix_sys.kb_margins_t awhere b.expenditure_item_date between between (From Date) and (end Date)and b.billable_flag = 'Y'and not exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (from Date - 1) and b.billable_flag = 'Y') and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')



Close date Date


Account VarcharTo check this based on oracle



Close date Date


Account VarcharTo check this based on oracle





NumberOnly QTD data.






/* Sql for Total revenue from new clients */ select focus_area_service_line,sum(a.revenue_amount) from noetix_sys.kb_margins_t awhere b.expenditure_item_date between between (From Date) and (end Date)and b.billable_flag = 'Y'and not exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (from Date - 1) and b.billable_flag = 'Y') and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')

/* Sql for count of new clients */select focus_area_service_line,count(distinct a.customer_name) from noetix_sys.kb_margins_t awhere b.expenditure_item_date between between (From Date) and (end Date)and b.billable_flag = 'Y'and not exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (from Date - 1) and b.billable_flag = 'Y') and service_line not in ('AMO','BPO')




Close date Date

Number




NumberOnly QTD data

Client Varchar2Take top 5 amounts

Total Revenue Number

AMO, BPO data missing





Grand Total Number




SELECT * FROM (select CUSTOMER_NAME,sum(revenue_amount) from noetix_sys.kb_margins_t where expenditure_item_date between (From Date) and (To Date) and service_line not in ('AMO','BPO') and project_number not like '%AUS%' AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%') group by CUSTOMER_NAME ORDER BY 2 DESC,1) AWHERE ROWNUM < 6




select customer_name, focus_area_service_line,sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')group by customer_name,focus_area_service_line

DateOnly Quarter figures

Industry Varchar2

Industry Varchar2Only Core AC data

Gross Margin Percentage

Start Month Date

Client Varchar2

Varchar2How de we get the IL information since this wont be entered into Oracle till the project start






std_expense Number




Sum of expenses NumberData for QTD

Varchar2To get this from client name from Oracle

Client Varchar2




Number

sum of revenue Number

Client Varchar2

DateOnly QTD data


/* Sql for gbd expenses*/ select focus_area_service_line,a.custommer_name, a.expenditure_category,sum(a.std_expenses) from noetix_sys.kb_margins_t awhere b.expenditure_item_date between between (From Date) and (end Date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')group by focus_area_service_line,a.custommer_name,a.expenditure_category


select FCOD.class_code Industry_line, DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, sum(hours_worked_per_proj_task)/sum(hours_available_per_proj_task) from apps.KC_Utilization_by_task kcv, pa.PA_TASKS PT, pa.PA_PROJECTS_ALL PPA, pa.PA_PROJECT_CLASSES PCOD, pa.PA_PROJECT_CLASSES FCOD,


/* Sql for billing*/ select a.customer_name,sum(a.revenue_amount) from noetix_sys.kb_margins_t awhere b.expenditure_item_date between between (From Date) and (end Date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')group by a.customer_name


customer_name Varchar2



Number

Client Varchar2

DateOnly QTD data

Varchar2 To get this from client name from Oracle






Number

Client Varchar2Have to check the client if he is repeat based on same query above from Oracle

DateOnly QTD data

Varchar2 To get this from client name from Oracle

person_id Number

meaning Varchar2

effective_start_date Date

effective_end_date Date



/* Sql for count of active clients */ select a.focus_Area_service_line,count(distinct a.customer_name) from noetix_sys.kb_margins_t awhere exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (end Date) and b.billable_flag = 'Y') and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')group by a.focus_Area_service_line


/* Revenue from Repeat client */select a.focus_Area_service_line,a.customer_name,sum(a.revenue_amount) from noetix_sys.kb_margins_t awhere exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b where a.customer_number = b.customer_number and b.expenditure_item_date between between (From Date - 365) and (end Date) and b.billable_flag = 'Y') and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GBD%' OR EXPENDITURE_ORGANIZATION LIKE '%Business Development%')group by a.focus_Area_service_line,,a.customer_name/* Revenue from New client */select a.focus_Area_service_line,a.customer_name,sum(a.revenue_amount) from noetix_sys.kb_margins_t awhere not exists (select b.expenditure_item_id from noetix_sys.kb_margins_t b


SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF, per_pay_bases PPB



std_cost Number

std_cost Number

std_cost Number

project_number Varchar2


revenue Number Missing by SL

GM% Number Missing by SL


sum of gross margin Number


project area service line Varchar2

DateOnly QTD data

Pending Discussion with rahul on GM by account



std_cost Number

std_cost Number

std_cost Number



COR Number Missing by SL




/* Total Revenue*/select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)AND project_number NOT like '%AUS%'AND SERVICE_LINE NOT IN ('AMO','BPO')

/*project expenses*/Select SERVICE_LINE,project_number,SUM(STD_COST) from noetix_sys.kb_margins_tWhere expenditure_item_date between (From Date) and (To Date) and project_type_class_code = 'CONTRACT'AND DEPT_SERVICE_LINE = 'Delivery'AND SERVICE_LINE NOT IN ('AMO','BPO') AND project_number NOT like '%AUS%'group by SERVICE_LINE,project_number

/*SL level expenses*/Select SERVICE_LINE,project_number,SUM(NVL(STD_COST,0))



/* Total Revenue by SL*/select service_line,sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)AND project_number NOT like '%AUS%'AND SERVICE_LINE NOT IN ('AMO','BPO')group by service_line

/*project expenses*/Select SERVICE_LINE,project_number,SUM(STD_COST) from noetix_sys.kb_margins_tWhere expenditure_item_date between (From Date) and (To Date) and project_type_class_code = 'CONTRACT'AND DEPT_SERVICE_LINE = 'Delivery'

Number

Number



DateOnly QTD data

Pending Discussion with rahul on account OH

std_cost Number





select DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, PARTY.PARTY_NAME Customer_Name, PPA.SEGMENT1 Project_name, sum(hours_worked_per_proj_task) hours_billed, sum(hours_available_per_proj_task) hours_available from apps.KC_Utilization_by_task kcv, pa.PA_TASKS PT, pa.PA_PROJECTS_ALL PPA,


select DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, PARTY.PARTY_NAME Customer_Name, PPA.SEGMENT1 Project_name, sum(hours_worked_per_proj_task) hours_billed, sum(hours_available_per_proj_task) hours_available from apps.KC_Utilization_by_task kcv, pa.PA_TASKS PT,


/*Offshore Billable hours */select service_line,project_number,sum(a.quantity) from noetix_sys.kb_margins_t a, pa.pa_expenditure_items_all PEI, pa.pa_projects_all PPAwhere a.expenditure_item_datebetween (from date) and (to date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GSD%' OR EXPENDITURE_ORGANIZATION LIKE '%Services Delivery%')


/*Offshore Billable hours */select customer_name,project_number,sum(a.quantity) from noetix_sys.kb_margins_t a, pa.pa_expenditure_items_all PEI, pa.pa_projects_all PPAwhere a.expenditure_item_date between (from date) and (to date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'


/*SALARY COST */ SELECT distinct PPF.EMPLOYEE_NUMBER, PPF.FULL_NAME, HOU.NAME, PC.GL_DATE, GLC.SEGMENT1, GLC.SEGMENT2, GLC.SEGMENT3, PPA.SEGMENT1, DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, PEI.EXPENDITURE_ITEM_DATE, Sum(PC.DENOM_RAW_COST), Sum(PEI.QUANTITY) FROM PA_COST_DISTRIBUTION_LINES_ALL PC,PA_EXPENDITURE_ITEMS_ALL PEI,PA_EXPENDITURES_ALL PE,PER_PEOPLE_F PPF,PER_ASSIGNMENTS_F PAF,HR_ORGANIZATION_UNITS HOU,GL_CODE_COMBINATIONS GLC,

expenditure_category Varchar2





sum of standard cost Number

Date Only QTD data

Varchar2 Missing



std_cost Number





COR Number Missing by AC

GM% Number Missing by AC


Date Only QTD data

Varchar2 Missing


client Varchar2


std_cost Number





revenue Number Missing by SL






Date Only QTD data

Varchar2 Missing



/*SALARY COST */ SELECT distinct PPF.EMPLOYEE_NUMBER, PPF.FULL_NAME, HOU.NAME, PC.GL_DATE, GLC.SEGMENT1, GLC.SEGMENT2, GLC.SEGMENT3, PPA.SEGMENT1, DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, PEI.EXPENDITURE_ITEM_DATE, Sum(PC.DENOM_RAW_COST), Sum(PEI.QUANTITY) FROM PA_COST_DISTRIBUTION_LINES_ALL PC,PA_EXPENDITURE_ITEMS_ALL PEI,PA_EXPENDITURES_ALL PE,PER_PEOPLE_F PPF,PER_ASSIGNMENTS_F PAF,HR_ORGANIZATION_UNITS HOU,GL_CODE_COMBINATIONS GLC,


SELECT distinct PPF.EMPLOYEE_NUMBER, PPF.FULL_NAME, HOU.NAME, PC.GL_DATE, GLC.SEGMENT1, GLC.SEGMENT2, GLC.SEGMENT3, PPA.SEGMENT1, DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, PARTY.PARTY_NAME Customer_name, PEI.EXPENDITURE_ITEM_DATE,


/*Total Revenue by SL */SELECT service_line,project_number,sum(revenue_amount) FROM noetix_sys.kb_margins_twhere expenditure_date between (from date) and (to date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GSD%' OR EXPENDITURE_ORGANIZATION LIKE '%Services Delivery%')group by service_line,project_number

/*project expenses*/Select SERVICE_LINE,project_number,SUM(STD_COST) from noetix_sys.kb_margins_tWhere expenditure_item_date between (From Date) and (To Date) and project_type_class_code = 'CONTRACT'AND DEPT_SERVICE_LINE = 'Delivery'AND SERVICE_LINE NOT IN ('AMO','BPO') AND project_number NOT like '%AUS%'group by SERVICE_LINE,project_number



std_cost Number





revenue Number Missing by AC

COR Number Missing by AC

GM% Number Missing by AC




Date Only QTD data

Varchar2 Missing


client Varchar2



std_cost Number

std_cost Number

std_cost Number






Number

Number



DateOnly QTD data



SELECT distinct PPF.EMPLOYEE_NUMBER, PPF.FULL_NAME, HOU.NAME, PC.GL_DATE, GLC.SEGMENT1, GLC.SEGMENT2, GLC.SEGMENT3, PPA.SEGMENT1, DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, PARTY.PARTY_NAME Customer_name, PEI.EXPENDITURE_ITEM_DATE, Sum(PC.DENOM_RAW_COST) FROM PA_COST_DISTRIBUTION_LINES_ALL PC,PA_EXPENDITURE_ITEMS_ALL PEI,PA_EXPENDITURES_ALL PE,PER_PEOPLE_F PPF,PER_ASSIGNMENTS_F PAF,HR_ORGANIZATION_UNITS HOU,GL_CODE_COMBINATIONS GLC,PA_TASKS PT,


/* Total Revenue*/select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_item_date between (From Date) and (To Date)AND project_number NOT like '%AUS%'AND SERVICE_LINE NOT IN ('AMO','BPO')AND (EXPENDITURE_ORGANIZATION LIKE '%GSD%' or EXPENDITURE_ORGANIZATION LIKE '%Services Delivery%')

/*project expenses*/Select DISTINCT SERVICE_LINE --SUM(STD_COST) from noetix_sys.kb_margins_tWhere expenditure_item_date between (From Date) and (To Date) and project_type_class_code = 'CONTRACT'AND DEPT_SERVICE_LINE = 'Delivery'AND SERVICE_LINE NOT IN ('AMO','BPO') AND project_number NOT like '%AUS%'

/*SL level expenses*/

std_expense Number

sum of expenses Varchar2

COR Number


Start Month Date

Client Varchar2

Varchar2How de we get the IL information since this wont be entered into Oracle till the project start

Customer_Name Varchar2(50)




select FCOD.class_code Industry_line, DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, sum(hours_worked_per_proj_task)/sum(hours_available_per_proj_task) from apps.KC_Utilization_by_task kcv, pa.PA_TASKS PT, pa.PA_PROJECTS_ALL PPA, pa.PA_PROJECT_CLASSES PCOD, pa.PA_PROJECT_CLASSES FCOD, ar.hz_cust_accounts CUSTA, ar.hz_parties PARTY, pa.pa_project_customers PPCUwhere expenditure_date between (from date) and (to date)and expenditure_type in ('Subcontractor - Billable','Labor - Billable')


select DECODE(PT.ATTRIBUTE8,NULL,PCOD.CLASS_CODE,PT.ATTRIBUTE8) Service_Line, PARTY.PARTY_NAME Customer_Name, PPA.SEGMENT1 Project_name, sum(hours_worked_per_proj_task) hours_billed, sum(hours_available_per_proj_task) hours_available from apps.KC_Utilization_by_task kcv, pa.PA_TASKS PT, pa.PA_PROJECTS_ALL PPA, pa.PA_PROJECT_CLASSES PCOD, ar.hz_cust_accounts CUSTA, ar.hz_parties PARTY, pa.pa_project_customers PPCUwhere expenditure_date between to_Date('02-JUN-2003','DD-MON-RRRR') and to_Date('02-JUN-2003','DD-MON-RRRR')


/* Sql for GSD expenses*/ select service_line,sum(a.std_expenses) from noetix_sys.kb_margins_t awhere b.expenditure_item_date between between (From Date) and (end Date)and service_line not in ('AMO','BPO')and project_number not like '%AUS%'AND (EXPENDITURE_ORGANIZATION LIKE '%GSD%' OR EXPENDITURE_ORGANIZATION LIKE '%Services Delivery%')group by service_line



select distinct(A.customer_name)from pa_expenditure_items_all B,pa_tasks C,pa_project_customers F,apps.ra_customers Awhere B.expenditure_item_date Between (Measurement Period date) And (Measurement Period date) And B.task_ID = C.task_id And C.Project_ID = F.Project_IDand A.customer_id = F.customer_idand F.customer_id in (select F.customer_id

Customer_ID Number



Number



Client Varchar2

Customer_Name Varchar2(50)



Customer_ID Number



Number



Client Varchar2

person_id Number

meaning Varchar2



person_id Number

meaning Varchar2



select count(distinct(F.customer_id))from pa_expenditure_items_all B,pa_tasks C,pa_project_customers Fwhere B.expenditure_item_date Between (Measurement Period date) And (Measurement Period date) And B.task_ID = C.task_id



select distinct(A.customer_name)from pa_expenditure_items_all B,pa_tasks C,pa_project_customers F,apps.ra_customers Awhere B.expenditure_item_date Between (Measurement Period date) And (Measurement Period date) And B.task_ID = C.task_id And C.Project_ID = F.Project_IDand A.customer_id = F.customer_idand F.customer_id in (select F.customer_id

select count(distinct(F.customer_id))from pa_expenditure_items_all B,pa_tasks C,pa_project_customers Fwhere B.expenditure_item_date Between (Measurement Period date) And (Measurement Period date) And B.task_ID = C.task_id And C.Project_ID = F.Project_ID





SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST,


std_expense Number



COR Number


Missing

person_id Number

meaning Varchar2



std_expense Number



per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF, per_pay_bases PPB

select expenditure_category, sum(std_expenses)from noetix_sys.kb_margins_twhere expenditure_organization like '%GIT%' or expenditure_organization like '%Information%' and expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy')group by expenditure_category

SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF, per_pay_bases PPBWHERE PAF.organization_id = :organization_id AND PAF.person_id = NVL(:P_EMPLOYEE_ID,PAF.person_id) AND PAF.person_id = PPF.person_id

select expenditure_category, sum(std_expenses)from noetix_sys.kb_margins_twhere expenditure_organization like '%GAP%' or expenditure_organization like '%Associate%' and expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy')group by expenditure_category


COR Number


Missing

person_id Number

meaning Varchar2



std_expense Number



COR Number


Number Missing

DateOnly QTD figures


select expenditure_category, sum(std_expenses)from noetix_sys.kb_margins_twhere expenditure_organization like '%GIT%' or expenditure_organization like '%Information%' and expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy')group by expenditure_category



person_id Number

COR Number


Date Only QTD figures



person_id Number

COR Number





name Varchar2

sum of expenses Number


Project Name Varchar2

select sum(pc.denom_raw_cost), glc.segment2, glc.segment3from pa_cost_distribution_lines_all pc,pa_expenditure_items_all pei,pa_expenditures_all pe,per_people_f ppf,per_assignments_f paf,hr_organization_units hou,gl_code_combinations glc,pa_tasks pt,pa_projects_all ppawhere glc.segment2 = 090and glc.segment3 = 60110and pc.dr_code_combination_id = glc.code_combination_idand pc.gl_date = to_date('31-jul-2003','dd-mon-rrrr')and pc.expenditure_item_id = pei.expenditure_item_idand pei.expenditure_id = pe.expenditure_idand pe.incurred_by_person_id = ppf.person_idand ppf.effective_start_date = (select max(ppf1.effective_start_date) from per_people_f ppf1 where ppf.person_id = ppf1.person_id)and ppf.person_id = paf.person_idand paf.effective_end_date = (select max(paf1.effective_end_date) from per_assignments_f paf1 where paf.person_id = paf1.person_id and paf1.assignment_type = 'e' and paf1.assignment_status_type_id = 1select count(distinct ppf.person_id) , substr(ppf.employee_number,7,2)

select sum(pc.denom_raw_cost), glc.segment2, glc.segment3from pa_cost_distribution_lines_all pc,pa_expenditure_items_all pei,pa_expenditures_all pe,per_people_f ppf,per_assignments_f paf,hr_organization_units hou,gl_code_combinations glc,pa_tasks pt,pa_projects_all ppawhere glc.segment2 = 090and glc.segment3 IN (63140, 63150,63160)and pc.dr_code_combination_id = glc.code_combination_idand pc.gl_date = to_date('31-jul-2003','dd-mon-rrrr')and pc.expenditure_item_id = pei.expenditure_item_idand pei.expenditure_id = pe.expenditure_idand pe.incurred_by_person_id = ppf.person_idand ppf.effective_start_date = (select max(ppf1.effective_start_date) from per_people_f ppf1 where ppf.person_id = ppf1.person_id)and ppf.person_id = paf.person_idand paf.effective_end_date = (select max(paf1.effective_end_date) from per_assignments_f paf1 where paf.person_id = paf1.person_id and paf1.assignment_type = 'e'select count(distinct ppf.person_id) , substr(ppf.employee_number,7,2)

SELECT PPA.name, Sum(PC.DENOM_RAW_COST)FROM PA_COST_DISTRIBUTION_LINES_ALL PC,PA_EXPENDITURE_ITEMS_ALL PEI,PA_EXPENDITURES_ALL PE,PER_PEOPLE_F PPF,PER_ASSIGNMENTS_F PAF,HR_ORGANIZATION_UNITS HOU,GL_CODE_COMBINATIONS GLC,PA_TASKS PT,PA_PROJECTS_ALL PPAwhere GLC.SEGMENT3 = 66100




DateOnly QTD figures

person_id Number

meaning Varchar2





Varchar2

project_name Varchar2

Revenue Number

select sum(revenue_amount) from noetix_sys.kb_margins_twhere expenditure_organization like '%Infra%'and expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('5/1/2003','dd/mm/yyyy')

SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF, per_pay_bases PPBWHERE PAF.organization_id = :organization_id AND PAF.person_id = NVL(:P_EMPLOYEE_ID,PAF.person_id) AND PAF.person_id = PPF.person_id

select customer_name, project_name,sum(revenue_amount) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('5/1/2003','dd/mm/yyyy') and upper(customer_name) like '%HOUSEHOLD%' or upper(customer_name) like '%MORGAN%' group by customer_name, project_name




project_name Varchar2

Revenue NumberNot by SL

Amount Number

Where client like HI or Morgan

Month Closed Date

Varchar2

Opportunity Varchar2

Where client like HI or Morgan

Amount Number

Stage Number

Project Start Date Date

Close Date Date

Varchar2

Revenue Number

Where industry like HI or Morgan

Month Date

Industry Varchar2

Varchar2

select service_line, customer_name, project_name,sum(revenue_amount) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('5/1/2003','dd/mm/yyyy') and upper(customer_name) like '%HOUSEHOLD%' or upper(customer_name) like '%MORGAN%' group by service_line, customer_name, project_name

select customer_name, project_name,(sum(revenue_amount)-sum(std_cost)) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('5/1/2003','dd/mm/yyyy') and upper(customer_name) like '%HOUSEHOLD%' or upper(customer_name) like '%MORGAN%' group by customer_name, project_name



Project_name Varchar2

Revenue Number

Total revenue Number

Varchar2


select service_line, customer_name, project_name,(sum(revenue_amount)-sum(std_cost)) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('5/1/2003','dd/mm/yyyy') and upper(customer_name) like '%HOUSEHOLD%' or upper(customer_name) like '%MORGAN%' group by service_line, customer_name, project_name

SELECT CUST.CUSTOMER_NAME A$Customer, CUST.CUSTOMER_NUMBER A$Customer_Number, PAYS.DUE_DATE A$Due_Date, CUST.ORIG_SYSTEM_REFERENCE A$Original_System_Reference, PAYS.TRX_DATE A$Transaction_Date, PAYS.TRX_NUMBER A$Transaction_Number, 'A$ZZ__________________________Copyright Noetix Corporation 1992-2003' A$ZZ__________________________,

SELECT CUST.CUSTOMER_NAME A$Customer, CUST.CUSTOMER_NUMBER A$Customer_Number, PAYS.DUE_DATE A$Due_Date, CUST.ORIG_SYSTEM_REFERENCE A$Original_System_Reference, PAYS.TRX_DATE A$Transaction_Date, PAYS.TRX_NUMBER A$Transaction_Number, 'A$ZZ__________________________Copyright Noetix Corporation 1992-2003' A$ZZ__________________________, PER.ADJUSTMENT_PERIOD_FLAG Adjustment_Period_Flag, NVL(PAYS.AMOUNT_ADJUSTED,0) Amount_Adjusted,

select customer_name, project_name,sum(revenue_amount) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('5/1/2003','dd/mm/yyyy') and upper(customer_name) like '%HOUSEHOLD%' or upper(customer_name) like '%MORGAN%' and upper(billable_flag) = 'Y' group by customer_name, project_name

select customer_name, project_name,sum(revenue_amount), sum(quantity) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy') and upper(customer_name) like '%HOUSEHOLD%' or upper(customer_name) like '%MORGAN%' and upper(billable_flag) = 'Y' group by customer_name, project_name


Project_name Varchar2

quantity Number

person_id Number

meaning Varchar2



std_cost Number

std_expenses Number


expenditure_category Varchar2(30)


Missing

person_id Number

meaning Varchar2

select customer_name, project_name,sum(revenue_amount), sum(quantity) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy') and upper(customer_name) like '%HOUSEHOLD%' or upper(customer_name) like '%MORGAN%' and upper(billable_flag) = 'Y' group by customer_name, project_name

SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF,

select expenditure_category,sum(std_cost),sum(std_expenses)from noetix_sys.kb_margins_twhere expenditure_organization like '%GBA%' or expenditure_organization like '%Business Architect%'and expenditure_item_date between (date 1) and (date 2)group by expenditure_category

SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM



std_expenses Number

std_cost Number



Missing

std_expenses Number

std_cost Number



Missing

std_expenses Number




FROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF, per_pay_bases PPB

select sum(std_expenses),sum(std_cost)from noetix_sys.kb_margins_twhere expenditure_organization like '%GFA%' or expenditure_organization like '%Finance%' or expenditure_organization like '%Administration%'and expenditure_item_date between (date 1) and (date 2)

select sum(std_expenses),sum(std_cost)from noetix_sys.kb_margins_twhere expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('5/1/2003','dd/mm/yyyy')

select expenditure_category,sum(std_expenses)from noetix_sys.kb_margins_twhere expenditure_organization like '%GFA%' or expenditure_organization like '%Finance%' or expenditure_organization like '%Administration%'and expenditure_item_date between (date 1) and (date 2)group by expenditure_category

Missing

std_expenses Number




Missing

period_net_cr Number

period_year Number(15)

period_net_dr Number

period_year Number(15)

Number

Interest Expense Number

Interest Income Number

select expenditure_category,sum(std_expenses)from noetix_sys.kb_margins_twhere expenditure_organization like '%GFA%' or expenditure_organization like '%Finance%' or expenditure_organization like '%Administration%'and expenditure_item_date between (date 1) and (date 2)group by expenditure_category

select sum(period_net_cr)from gl_balances A, gl_code_combinations Bwhere A.code_combination_id = B.code_combination_idand B.segment3 = 11190and A.period_year = 2002

select sum(period_net_dr)from gl_balances A, gl_code_combinations B



Profit /(Loss) before income taxes

Total Assets Number

Total Current Liabilities Number

Net Income Number

Stockholders' Equity Number

Stockholders' Equity Number

std_cost Number



COR Number


Missing

select expenditure_category,sum(std_cost)from noetix_sys.kb_margins_twhere expenditure_organization like '%GFA%' or expenditure_organization like '%Finance%' or expenditure_organization like '%Administration%'and expenditure_item_date between (date 1) and (date 2)group by expenditure_category

Project Varchar2(30)

Date


Est Cash Number

Month Date

Income Taxes Number

Viker <Region> Varchar2(30)

Net sales Services Number

Net sales Product Number

Net sales Intercompany Number

person_id Number

meaning Varchar2



person_id Number

meaning Varchar2



SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF, per_pay_bases PPBWHERE PAF.organization_id = :organization_id AND PAF.person_id = NVL(:P_EMPLOYEE_ID,PAF.person_id)

SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL, per_people_f PPF, per_person_type_usages_f PPTUF, per_pay_bases PPBWHERE PAF.organization_id = :organization_id AND PAF.person_id = NVL(:P_EMPLOYEE_ID,PAF.person_id)

Metric Definition Parent page analysis Level 1 drill down Level 2 drill down

CEO

13 Client satisfaction score Client satisfaction score for each client

CEO 1. Pareto chart for average score by attributes

CEO

CEO

14 Client retention % Month on month trend of client retention %

CEO

15 Customer complaints No. of customer complaints of severity 1&2

Dashboard

Cross Ref

Average client satisfaction score from the half yearly satisfaction surveys

2. Comparison of average score for current period vs. previous period by client


Month on month trend of no. of customer complaints

CEO

GBD 14 Client satisfaction score Client satisfaction score for each client Detail by IL Detail by AC

GBD 14.1 1. Pareto chart for average score by attributes Detail by IL Detail by AC

GBD 14.2 Detail by IL Detail by AC

GBD 15 Customer complaints No. of customer complaints of severity 1&2 Detail by IL Detail by AC

GBD 16 Client retention % Month on month trend of client retention % Detail by IL

GBD

17 Detail by IL

GSD

9 % of projects in R/Y/G status

GSD





% clients having monthly account dashboard

No. of clients having monthly account dashboard / total no. of clients at the end of the measurement period

Monthly % clients having account dashboard target of 100%

Data table listing clients that do not have the dashboard published for the month

Distribution of projects in R/Y/G

Trend of month on month distribution of project status as R/Y/G

Current month distribution of projects in R/Y/G by SL

Historical distribution of projects in R/Y/G by SL


Current month distribution of projects in R/Y/G by AC

Historical distribution of projects in R/Y/G by AC

GSD

GSD

10% projects meeting the quality goals

(No. of projects meeting the quality goals / Total no. of projects)%A project is a unit (project or a BU for an ongoing engagement) for which project plan can be created and quality goals can be defined

% projects meeting quality goals by the 5 quality metrics (Sch. Var, effort var, productivity, DD, DRE) for GSD

% projects meeting quality goals by the 5 quality metrics (Sch. Var, effort var, productivity, DD, DRE) for each SL

GSD

GSD

11 % projects at CMM L5

GSD 12 Client satisfaction score Pareto chart for client satisfaction score by clients Detail by SL

GSD 15 Customer complaints No. of customer complaints of severity 1&2 Detail by SL Detail by Projects

GSD

17 Detail by SL Detail by Projects

Trend of month on month distribution of % projects meeting the quality goal, not meeting and not measured for GSD

Trend of month on month distribution of % projects meeting the quality goal, not meeting and not measured for each SL

No. of Projects fulfilling L5 requirements / Total no. of projects

A matrix showing current month R/Y/G status for each CMM level by SL



% reduction in post delivery defect density

(PDD for current measurement period – PDD for prior measurement period) / PDD for prior measurement period %This is by life-cycle type

Quarter on quarter reduction in PDD for each LC type against target

GSD

GSD

18 Detail by SL Detail by Projects

GSD 19

% improvement in productivity

(Productivity for current measurement period – that for prior measurement period) / that for prior measurement period %This is by life-cycle type

Quarter on quarter improvement in productivity by LC type against target

% projects meeting the quality goals



% projects meeting quality goals by the 5 quality metrics (Sch. Var, effort var, productivity, DD, DRE) for each SL and AC

GSD

GSD 20 % projects at CMM L5

GPM 8

GPM

GPM 9 % projects at CMM L5

GIT 15

GIT 15.1

10 Customer satisfaction score Client satisfaction score for each client

10.1 1. Pareto chart for average score by attributes

10.2

11 Customer complaints No. of customer complaints of severity 1&2

18 Detail by BU


Trend of month on month distribution of % projects meeting the quality goal, not meeting and not measured for each SL and AC






% projects meeting quality goals by the 5 quality metrics (Sch. Var, effort var, productivity, DD, DRE) for each SL


Trend of month on month distribution of % projects meeting the quality goal, not meeting and not measured for each SL



% GA projects meeting the quality goals

(No. of projects meeting the quality goals / Total no. of projects)%

% projects meeting quality goals by the 5 quality metrics (Sch. Var, effort var, productivity, DD, DRE) for GIT

Trend of month on month distribution of % projects meeting the quality goal, not meeting and not measured for GIT

Core ACs


Core ACs

Core ACs


Core ACs


Core ACs


(No. of projects meeting the quality goals / Total no. of projects)%

% projects that meet quality goals by the 5 quality metrics (Sch. Var, effort var, productivity, DD, DRE), % projects that do not have quality metrics tracked, % projects that do not meet quality goals

19 % projects at CMM L5 Detail by BUCore ACs


A matrix showing R/Y/G status for each CMM level by SL

Level 3 Drill Down Data Items (Source) Source System/File Source Table/Tab Source Column/Field Field Attribute (DataType)

Client Name Varchar2Attribute Name Varchar2Attribute Description Varchar2Attribute Score NumberProject Name Varchar2BU Name Varchar2SL Varchar2IL Varchar2Date Date

From above data 80-20 analysis

From above data

Oracle (AR) apps.ra_customers Customer_Name Varchar2(50)

Date From Oracle (PA) expenditure_item_date Date

Date To Oracle (PA) expenditure_item_date Date

Oracle (AR) ra_customers Customer_ID Number

Date From Oracle (PA) expenditure_item_date Date

Date To Oracle (PA) expenditure_item_date Date

Number of complaints NumberSeverity Level NumberAccount Varchar2Project Varchar2BU Varchar2SL Varchar2IL Varchar2


Format has been defined. Data available for two surveys for HI. Template defined


The clients are the oracle clients, how do we cover the clients for the other regions?






Nikhil has a couple of complaint logs. Template defeined

O24

Anurag Bhargava: All Red: Data Missing

Date Date

Covered

Covered

Covered

Covered

Covered

Date

Template defined

Client NameAccounting Dashboard (Y/N)No of clients

Top Project Status No of projects in R Project Status Red Number

Template defined

No of projects in Y Project Status Yellow Number

No of projects in G Project Status Green Number

Date Project Status Status as on Date

SL Project Status SL/IL Varchar2(30)

Top Project Status No of projects in R Project Status Red Number

Template defined

Nikhil has a couple of complaint logs. Template defeined

GSD Dashboard <Date>.xls






K33

Anurag Bhargava: All Yellow: Metric already covered in another dashboard


Template defined



Account Project Status Client Varchar2(50)

Project Name Dashboard _ project Project Name Varchar2(30)

Template Defined

Client Name Dashboard _ project Account Name Varchar2(50)

BU Name Dashboard _ project Business Unit Name Varchar2(30)

From Date Dashboard _ project From Date Date

To Date Dashboard _ project To Date Date

Schedule Variance Dashboard _ project Percentage

Effort Variance Dashboard _ project Effort Variance - Mean Percentage

Productivity Dashboard _ project Productivity Percentage

DD Dashboard _ project Defect Density Number

DRE Dashboard _ project DRE ( Viker) Number

Schedule Variance Goal Upper Dashboard _ project Percentage

Effort Variance Goal Upper Dashboard _ project Effort Variance Goal PercentageProductivity Goal Missing PercentageDD Goal Missing NumberDRE Goal Missing Number

Schedule Variance Goal Lower Dashboard _ project Percentage

Effort Variance Goal Lower Dashboard _ project Effort Variance Goal PercentageSL Oracle (Noetix_Sys) kb_margins_t Service_line Varchar2(150)

IP Oracle (Noetix_Sys) kb_margins_t Focus_are_service_line Varchar2(30)





Metrics for Project (by Project Name.xls) stored in PMO-9102/Metrics/Client Name/Period

Schedule Variance - Mean

Schedule Variance Goal

Schedule Variance Goal

Project Name Varchar2

Template defined

Date DateSL Varchar2IL Varchar2Client Name Varchar2BU Varchar2CMM Level Number

Covered

Covered



Projects not meeting quality goal can be determined from above

Projects for which metrics are not measured missing


BU Dashboard _ project Business Unit Name Varchar2(30)


To Date Dashboard _ project To Date Date Delivery NameDelivery SizePDDPDD GoalLife Cycle TypeSL Oracle (Noetix_Sys) kb_margins_t Service_line Varchar2(150)






To date Dashboard _ project To Date Date Delivery NameDelivery Size

Productivity Dashboard _ project Productivity NumberProductivity GoalLife Cycle TypeSL Oracle (Noetix_Sys) kb_margins_t Service_line Varchar2(150)


Covered


Covered

Covered

Covered

Covered

Covered

Covered

Covered

Covered

Covered

Covered

Covered

Covered

Covered

Clause (Group By/ Where)

select distinct(A.customer_name)from pa_expenditure_items_all B,pa_tasks C,pa_project_customers F,apps.ra_customers Awhere B.expenditure_item_date Between (Measurement Period date) And (Measurement Period date) And B.task_ID = C.task_id And C.Project_ID = F.Project_IDand A.customer_id = F.customer_idselect count(distinct(F.customer_id))from pa_expenditure_items_all B,pa_tasks C,pa_project_customers Fwhere B.expenditure_item_date Between (Measurement Period date) And (Measurement Period date) And B.task_ID = C.task_id

select distinct(service_line),focus_area_service_line from noetix_sys.kb_margins_twhere project_name = 'Name of Project'



Metric Definition Parent page analysis Level 1 drill down Data Field (Source) Source Table/Tab

CEO

19 Headcount on a date Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_f

Resignations between two dates Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_f

Voluntary Oracle (HRMS)

GBD

25 GBD Retention Headcount on a date Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_f

Resignations between two dates Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_f


GSD

3

GSD

Dashboard

Cross Ref

Level 2 drill down

Source System/File

Organization retention %

Annualised attrition % for 3 months = A. [(Resignations for three monthsx4) x100]/ Average headcount for the three months B. 100-attrition rate = Three month retention rate Monthly retention %

against target

per_periods_of_service

Annualised attrition % for 3 months = A. [(Resignations for three monthsx4) x100]/ Average headcount for the three months B. 100-attrition rate = Three month retention rate Monthly retention for

GBD, No of employees


% billable ratio for GSD

(no. of billable resources/Total no. of resources) for the measurement period %

Monthly billable population as % of total

GSD population

Current month billable population as % of total SL population for each SL

Historical billable population as % of total SL population for each SL


GSD population

Current month billable population as % of total AC population for each AC

Historical billable population as % of total AC population for each AC

D15

Anurag Bhargava: Need to take the billable headcount at joining time

GSD

GSD

4 Std Cost kb_margins_t

Date kb_margins_t

SL kb_margins_tStd Cost kb_margins_t

SL kb_margins_t

Date kb_margins_t

GSD

Std Cost kb_margins_t

Date kb_margins_t

Account kb_margins_t

Std Cost kb_margins_tAccount kb_margins_t

Account kb_margins_t

GSD

5 Allocation ratio Project hours kb_margins_t

Date kb_margins_t

SL kb_margins_t

Total hours kb_margins_t

Date kb_margins_t

SL kb_margins_t

GSD

7 Headcount Demand Summary

% billable ratio by cost for GSD

(cost of total billable resources/cost of all GSD resources) for the measurement period %


GSD population

Current month billable population as % of total SL population for each SL

Historical billable population as % of total SL population for each SL

Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)


GSD population

Current month billable population as % of total AC population for each AC

Historical billable population as % of total AC population for each AC

Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)Oracle(noetix_sys)

Oracle(noetix_sys)

(total GSD resources allocated to projects / Total of all GSD resources) for the measurement period %

Monthly allocation ratio for GSD

Current month allocation ratio by SL

Historical allocation ratio for each SL

Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)

Oracle(noetix_sys)

Headcount forecasting accuracy

Monthly projected ramp-ups & roll-offs for GSD

Monthly projected ramp-ups & roll-offs for SL

GSD Forecasting Report

GSD

SL Demand Summary

Account Demand Summary

Date (Month) Demand Summary

Probability Demand Summary

GSD

Headcount Oracle (HRMS) per_people_fDate

SL Oracle (PA)Region Oracle (HRMS) per_people_f

GSD

14 GSD retention % Resignation Oracle (HRMS) per_people_fDate


Headcount Oracle (HRMS) per_people_fDate







Current distribution of headcount by location for GSD - US, India, UK, APR

Current distribution of headcount by location for SL - US, India, UK, APR

pa_project_classes D

Annualised attrition % for 3 months = A. [(Resignations for three monthsx4) x100]/ Average headcount for the three months B. 100-attrition rate = Three month retention rate

Monthly retention % against target for GSD, no of employees

Current month retention % against target for each SL, no of employees

Historical retention % against target for each SL




GPM 2 %QLs billable

GPM

12 Retention Headcount on a date Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_fDate Oracle (HRMS)

Resignations between two dates Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_fDate Oracle (HRMS)


GAP

2 Cost per hire =Total recrutment cost/Total no. of hires No. of hires Oracle (HRMS) per_people_fDesignation Oracle (HRMS) per_jobsDate Oracle (HRMS) per_people_f

GAP

No. of hires Oracle (HRMS) per_people_fDesignation Oracle (HRMS) per_jobsDate Oracle (HRMS) per_people_f

GAP

3 Total Headcount Oracle (HRMS) per_people_f

No. of billable QLs / Total no. of QLs during the measurement period

Trend of %QL billability by month


Monthly retention rate for Global Process group, no of employees


No. of hires by designation for the month

YTD no. of hires by designation

Viker to GAP associate ratio

Total no. of Viker associates/Total no. of GAP associates

Monthly trend against target

C81

azbhargava: Rahul and Baseem working on this to get back

GAP

GAP Headcount Oracle (HRMS) per_people_f

Date

GAP

4 Headcount on a date Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_fDate

Resignations between two dates Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_fVoluntaryTarget Retention

GAP Headcount on a date Oracle (HRMS) per_people_f

GAP Resignations Oracle (HRMS) per_people_f


GAP 9

Organization retention %


Monthly retention % against target, no of employees

Monthly retention for GAP, no of employees


% of staffing requests meeting the SLN

Staffing requests that met the SLN / total number of staffing requests

% staffing requests meeting the SLN by month against the target of 85%

GIT

11 Retention Headcount on a date Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_fDate Oracle (HRMS)



GIT 14 Need to define

12 Utilization Utilization by BU

13 Leverage ratio leverage ratio Count Oracle (HRMS) per_people_fLocation Oracle (HRMS) hr_locations_all

Account Oracle (AR) apps.ra_customersProject Oracle (PA) pa_projects_all

20 Headcount BY BU Headcount on a date Oracle (PA) per_people_fDate

Account Oracle (AR) apps.ra_customersRegion Oracle (HRMS) per_people_f

21 Bench resources No. of resources on the bench Headcount Oracle (PA)Region Oracle (HRMS) per_people_f

Account Oracle (AR) apps.ra_customersDate


Monthly retention rate for Global IT group, no of employees


Utilization of IT resources on projects

Core ACs

Monthly utilization trend (HH and MSDW)

Utilization by projects

Core ACs

Monthly leverage ratio (HH and MSDW)

Leverage ratio by BU

Leverage ration by projects

Core ACs

Monthly headcount no. (HH and MSDW)

Core ACs

Monthly no. of resources on the bench (HH and MSDW)

apps.pa_proj_members_view B

22 Associate retention rate for core accounts Headcount on a date Oracle (PA) per_people_fDate

Account Oracle (AR) apps.ra_customersRegion Oracle (HRMS) per_people_fHeadcount Oracle (HRMS) per_people_fDate

Account Oracle (AR) apps.ra_customersRegion Oracle (HRMS) per_people_f


GBA

8 GBA retention rate Headcount on a date Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_fDate Oracle (HRMS)



GF&A

17 Retention rate Headcount on a date Oracle (HRMS) per_people_fRegion Oracle (HRMS) per_people_fDate Oracle (HRMS)



Core ACs

Retention rate in core accounts

Monthly retention rate in core Acs (HH and MSDW)


Annualised attrition % for 3 months = A. [(Resignations for three monthsx4) x100]/ Average headcount for the three months B. 100-attrition rate = Three month retention rate Monthly trend, no of

employees



Retention rate for Global Finance and Admin dept, no of employees


Source Column/FieldClause (Group By/ Where)

count(person_id) Numberemployee_number Varchar2(30)


pps.leaving_reason Varchar2(10)




Field Attribute (DataType)


select count(distinct ppf.person_id), substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units Hwhere (paf.person_id = ppf.person_id) and

SELECT count(distinct ppf.person_id),substr(ppf.employee_number,7,2),substr(pps.leaving_reason,1,2) FROM per_people_f ppf, per_assignments_f paf,

select count(distinct ppf.person_id), substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units Hwhere SELECT count(distinct ppf.person_id),substr(ppf.employee_number,7,2) ,substr(pps.leaving_reason,1,2) FROM per_people_f ppf, per_assignments_f paf,

std_cost Number


service_line Varchar2(30)std_cost Number

service_line Varchar2(30)


std_cost Number


customer_name Varchar2(30)

std_cost Numbercustomer_name Varchar2(30)

customer_name Date

quantity Number



quantity Number



Count Number

Does this include other region info also?

select service_line, sum(std_Cost) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy') and upper(billable_flag) = 'Y' group by service_line

select service_line, sum(std_Cost) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy') group by service_line

Does this include other region info also?

select customer_name, sum(std_cost) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy') and upper(billable_flag) = 'Y' group by customer_name

select customer_name, sum(std_cost) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy')

Projects here refer to the client billable projects, ratio is FTE equivalent

select service_line, sum(quantity) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy') and upper(billable_flag) = 'Y' group by service_line

select service_line, sum(quantity) from noetix_sys.kb_margins_t where expenditure_item_date between to_date('1/1/2003','dd/mm/yyyy') and to_date('2/1/2003','dd/mm/yyyy')

group by service_line

Service Line/Account Varchar2(30)

Service Line/Account Varchar2(50)

Month Date

Sure/Likely/aggressive Varchar2(15)

count(person_id) NumberDate

class_code Varchar2(30)employee_number Varchar2(30)






select count(distinct ppf.person_id) ,decode(CC.attribute8,null,DD.class_code,CC.attribute8) Service_Line, substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, pa_tasks CC, pa_project_classes DD, apps.pa_proj_members_view C, hr_all_organization_units Hwhere

(paf.person_id = ppf.person_id) and

How to take care of checking against the last project he worked on?

SELECT count(distinct ppf.person_id),decode(CC.attribute8,null,DD.class_code,CC.attribute8),substr(ppf.employee_number,7,2) ,substr(pps.leaving_reason,1,2) FROM per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, pa_tasks CC, pa_project_classes DD, apps.pa_proj_members_view C,select count(distinct ppf.person_id) ,decode(CC.attribute8,null,DD.class_code,CC.attribute8) Service_Line, substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, pa_tasks CC, pa_project_classes DD, apps.pa_proj_members_view C, hr_all_organization_units Hwhere

(paf.person_id = ppf.person_id) and H.organization_id = paf.organization_id and (H.name like '%GSD%' or H.name like '%Delivery%') and


Date(7)


Date(7)


count(person_id) NumberName Varchar2(240)Original_Date_of_Hire Date(7)

count(person_id) NumberName Varchar2(240)Original_Date_of_Hire Date(7)

count(person_id) Number

No role defined in Oralce for Quality. Ashish to get this done

select count(distinct ppf.person_id) , substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units Hwhere

SELECT count(distinct ppf.person_id), substr(ppf.employee_number,7,2) ,substr(pps.leaving_reason,1,2) FROM per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt,

SELECT count(distinct ppf.person_id),pj.name FROM per_people_f ppf, per_assignments_f paf, per_jobs pjWHERE (ppf.business_group_id = 47) and (paf.person_id = ppf.person_id) and (ppf.business_group_id = paf.business_group_id) and (paf.job_id=pj.job_id(+)) and (ppf.original_date_of_hire > Date ) group by pj.name

SELECT count(distinct ppf.person_id),pj.name FROM per_people_f ppf, per_assignments_f paf,

select count(distinct ppf.person_id), substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units Hwhere (paf.person_id = ppf.person_id) and H.organization_id = paf.organization_id and







select count(distinct ppf.person_id) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units Hwhere

select count(distinct ppf.person_id), substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units Hwhere

SELECT count(distinct ppf.person_id),substr(ppf.employee_number,7,2) ,substr(pps.leaving_reason,1,2) FROM

select count(distinct ppf.person_id) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units Hwhere (paf.person_id = ppf.person_id) and

SELECT count(distinct ppf.person_id) ,substr(pps.leaving_reason,1,2) FROM per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, hr_all_organization_units HWHERE

Do we put the excel sheet as of now?


Date(7)


Date(7)


count(person_id) NumberLocation_Code Varchar2(20)

Customer_name Varchar2(50)Name Varchar2(30)

NumberDate

Customer_name Varchar2(50)employee_number Varchar2(30)

member_person_id Numberemployee_number Varchar2(30)

Customer_name Varchar2(50)Date


(paf.person_id = ppf.person_id) and H.organization_id = paf.organization_id and (H.name like '%IT%' ) and ( sysdate between paf.effective_start_date and paf.effective_end_date) andSELECT count(distinct ppf.person_id), substr(ppf.employee_number,7,2) ,substr(pps.leaving_reason,1,2) FROM per_people_f ppf,

Vijay working on this, Ken to get back

Vijay working on this, Ken to get back

Location here means offshore oronsite

count(incurred_by_person_id)

SELECT A.name, count(distinct B.member_person_id), substr(C.employee_number,7,2) FROM pa_projects_all A, apps.pa_proj_members_view B, per_people_f Cwhere A.name like '%HOUSEHOLD%' or A.name like '%MORGAN%' andA.project_id = B.project_idand sysdate between A.start_date and A.completion_dateand C.person_id = B.member_person_id group by A.name,substr(C.employee_number,7,2)

SELECT distinct substr(A.segment1,10,2) AA,count(distinct B.member_person_id), substr(C.employee_number,7,2) FROM pa_projects_all A, apps.pa_proj_members_view B, per_people_f Cwhere A.name like '%BENCH%' andA.project_id = B.project_idand sysdate between A.start_date and A.completion_dateand C.person_id = B.member_person_id group by (substr(A.segment1,10,2)), substr(C.employee_number,7,2)

NumberDate

Customer_name Varchar2(50)employee_number Varchar2(30)count(person_id) Number

Date

Customer_name Varchar2(50)employee_number Varchar2(30)



Date(7)


Date(7)



Date(7)


Date(7)


count(incurred_by_person_id)

Last project info for resignation count

select count(distinct ppf.person_id) , F.customer_name, substr(ppf.employee_number,7,2) from per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps, per_jobs pj, pa_project_customers E, apps.ra_customers F, apps.pa_proj_members_view Cwhere

(paf.person_id = ppf.person_id) andSELECT count(distinct ppf.person_id), F.customer_name, substr(ppf.employee_number,7,2) ,substr(pps.leaving_reason,1,2) FROM per_people_f ppf, per_assignments_f paf, per_person_type_usages_f pptuf, per_person_types ppt, per_periods_of_service pps,





Metric Definition Parent page analysis Level 1 drill down Level 2 drill down

CEO21

CEO

22 % of projects in R/Y/G status

GSD 13

GPM

3 KGM coverage 1. Aging of PIPs

2. Aging of TCPs

Dashboard

Cross Ref

Average learning hours per associate

Average hours expended YTD in learning per associate

Average hours expended YTD in learning per associate

Distribution of projects in R/Y/G


Functional / technical competency

Accounts / SLs / IPs meeting the pyramid for functional / technical knowledge

Comparison of functional / technical competence pyramid across by SL

(No. of offerings / engagement types / project types with adequate methodology definitions in KGM) / Total no. of offerings / engagement types / project types that need a formal methodology in KGMAdequacy will be based on sign-off from GBD & GSD on process in KGM for a specific offering / need

Aging in months of offerings / engagement types / project types for which KGM PIPs have been raised

GPM 4 Trend of $ saved from PIs by month

GPM

5

GPM

6

$ saved from Process Improvements

Savings from specific PIs during the measurement period

1. Pareto chart for $ saved through PIs for the measurement period

% reduction in post delivery defect density

(PDD for current measurement period – PDD for prior measurement period) / PDD for prior measurement period %This is by life-cycle type

Quarter on quarter reduction in PDD for each LC type against target

% improvement in productivity

(Productivity for current measurement period – that for prior measurement period) / that for prior measurement period %This is by life-cycle type

Quarter on quarter improvement in productivity by LC type against target

GPM

10 Trend of training hours by category by month

GAP

6

GAP

7 Ratio by month against target 1. Ratio per month by SL

GAP

8 New hire induction

GIT 5

GIT

6 Schedule variance for each report published

Process related training hours by type

Total no. of hours spent on process related training by category (KGM, CMM, Estimation etc.)

Average learning hours per associate per month

Average hours expended YTD in learning for a given role

Average hours expended in learning per associate by month against target

Average hours expended in learning per associate per month by SL

Ratio of classroom to e-learning hours per associate per month

Total classroom learning hours expended / Total e-learning hours for the month

New hire orientation on organizational practices and norms within the first 2 weeks of arrival

% of new hires that have undergone orientation on organizational practices within 2 weeks of hire by month against target of 100%

% requirements met through MIS

(Total no. of approved MIS requirements – Total no. of implemented MIS requirements) / Total no. of approved MIS requirements during the measurement period

Trend of % requirements met through MIS by month against target

Schedule variance in publishing MIS reports

Schedule variance for each MIS report during the measurement period

GIT

GIT

7

GIT

8 Average uptime by month against SLN

GIT

9 Uptime of GA Average uptime by month against SLN

Turn around time to provide helpdesk requests

(Help desk request completion date – Date when request was opened) for each Help desk request during the measurement period

Average turn around time by request type against SLN

Uptime of systems LAN/WAN

(Total available time – Total time LAN / WAN were down) / Total available time for each of LAN / WAN during measurement period

(Total available time – Total time one or more of the GA was down) / Total available time

GIT

GIT

10 Uptime of voice facilities Average uptime by month against SLN

GIT

16 Server and link utilization Server and link usage / server and link capacity Monthly trend on server and link utilization

GBA

2 Quarterly trend (Target > 50%)

(Total available time – Total time voice facilities were down) / Total available time during measurement period

No. of initiatives with GBA using the SI framework

REVIEW ALL COMPLETED INITIATIVES ON A QUARTERLY BASIS AND AUDIT THEY CONFORMED TO THE SI FRAMEWORK (as defined in GBA PWR Repository List of initiatives that do not have a SI

framework

GBA

GBA

4 Quarterly trend (Target > 25%)

GBA

5 Monthly trend (Target <=30%)

GBA

6 Quarterly trend List of SI with ROI details

GBA

7 GBA Timesheet compliance Monthly trend

GF&A

18 Timesheet compliance

No of strategic initiatives carried out by the organization using the SI framework

Review all global initiatives on a quarterly basis and audit if they conformed to the SI framework

List of initiatives that do not have a SI framework

% of time spent on Reactive initiatives

Reactive project are those that GBA get called into by the functional with little or no notice but have to take highest priority

List of reactive initiatives with time spent

Sis that provide an ROI of at least 4 times the cost of GBA in 2003

In the SI framework the cost / revenue impact of the initiatives should be quantified and measured through implementation. Over the year this should be equal 4 times the cost of the GBA team.



GF&A 19 Legal dept. performance Legal dept performance

GF&A

20 No. of missing timecards for the month for Viker Timesheet compliance for Viker

GBD satisfaction with legal dept's turnaround times and help

Organization timesheet compliance

Data Items (Source) Source System/File Source Table/Tab Source Column/Field Field Attribute (DataType) Clause (Group By/ Where)

Month Metrics_tracking.xls Summary Report Month DateAverage Learning Hours Metrics_tracking.xls Summary Report Average total hours Number

No of projects in R Project Status Red Number




SL Project Status SL/IL Varchar2(30)

Associate Name Varchar2

Template defined

Current function Varchar2Current SL Varchar2Current IL Varchar2Current AC Varchar2Category Varchar2Competency Name Varchar2Skill level Number

PIP/TCP Varchar2

Template defined

Name Varchar2Description Varchar2Date approved DateKGM Covered (Y/N) Varchar2Date Covered Date







PI Name Varchar2Template defined$ savings Number





To Date Dashboard _ project To Date Date Delivery NameDelivery SizePDDPDD GoalLife Cycle TypeSL Oracle (Noetix_Sys) kb_margins_t Service_line Varchar2(150)






To date Dashboard _ project To Date Date Delivery NameDelivery Size

Productivity Dashboard _ project Productivity NumberProductivity GoalLife Cycle TypeSL Oracle (Noetix_Sys) kb_margins_t Service_line Varchar2(150)





Start Date Sheet1 Start Date Date

End Date Sheet1 End Date Date

Training Name Sheet1 Training Name Varchar2

Hours for all employees Sheet1 Sum(hours) Number

Learning Hours Sheet1 Sum(hours) Number


End Date Sheet1 End Date DateSL Varchar2

To get these based on KIN and project from OracleRole Varchar2

E learning hours <period>report.xls Organization Course hours NumberSL <period>report.xls Organization Organization Varchar2Date End Date Date

Learning hours Sheet1 Sum(hours) Number


End Date Sheet1 End Date DateSL Varchar2

To get these based on KIN and project from OracleRole Varchar2Target ratio Number

KIN oimatrix.xls sheet1 KIN Varchar2(10)Date of Joining oimatrix.xls sheet1 Date of Joining DateDate of Induction oimatrix.xls sheet1 Date of Induction Date

Metric Name Varchar2

Template definedTarget Date Date

LnD_Database_<period>.xls

Need to classigy the training by name










Date published Date Template defined

Region Region Varchar2(10)

Week/Month/Quarter Date

Category Category Varchar2(10)

Average SLA time Average SLA time Number

Actual time taken Total time spent Number

Calls closed in SLA calls closed in SLA Number

Total Calls Total calls received Number

Period From Period From Date

Period To Period To Date

Host Host Varchar2(30)

Service Service Varchar2(30)

State State Varchar2(30)

Time Time Number

Uptime OK Percentage

Downtime sum(other states) PercentageSLN






Time Time Number

http://helpdesk.in.Viker.com/DKstatisticshttp://helpdesk.in.Viker.com/DKstatistics

Week/Month/Quarter Statistics

http://helpdesk.in.Viker.com/DKstatisticshttp://helpdesk.in.Viker.com/DKstatisticshttp://helpdesk.in.Viker.com/DKstatisticshttp://helpdesk.in.Viker.com/DKstatisticshttp://helpdesk.in.Viker.com/DKstatistics

http://inpunmon/cgi-bin/bb-rep.pl





















Time Time Number








Time Time Number



Initiative Name Varchar2

Template defined

where function = GBA and initiative type = SIStart Date DateEnd Date Date



















Meets SI framework flag Varchar2Template definedTarget Number


Template defined

where initiative type = SIStart Date DateEnd Date DateMeets SI framework flag Varchar2Target Number


Template defined

where initiative type = RIStart Date DateEnd Date DateTime Spent NumberTarget Number


Template defined

where initiative type = SIStart Date DateEnd Date DateTime spent NumberRole of person working Varchar2ROI NumberTarget Number

Person ID Oracle (HRMS) per_people_f person_id Number

Status Oracle (PA) pa_lookups meaning Varchar2

Start Date Oracle (HRMS) per_assignments_f effective_start_date Date

End Date Oracle (HRMS) per_assignments_f effective_end_date Date











SELECT DISTINCT '1' dummy_fld, to_date(:ending_date) week_ending_date, PPF.person_id, SUBSTR(PPF.full_name ,1,30) employee_name, PPF.employee_number, PPB.pay_basis, UPPER(TRIM(PL.meaning)) status,PPTUF.effective_start_date Hire_dateFROM per_assignments_f PAF, per_assignment_status_types PAST, apps.pa_lookups PL,

Documents

MIS Mapping