BI Consultant KPIs

When you import this config set, the Controlling and BI root folder is created (unless it already exists via the config set Controlling and BI root folder). This contains the Consultant KPIs subfolder. The measures provide an overview of the fees and expenses from the perspective of the team and the customer at any time. Furthermore, comparisons between planned and actual fees and costs as well as planned and cumulated expenditure in hours from the resource planning are drawn up for the projects or cases.

Note: The config set can also be used without resource planning. In this case, the values of the sales forecast are zero (see below Budget and forecast (active projects).

To access the folder, the users must be assigned to the Folder access Controlling and BI user group.

This application is an additional feature. You can find the corresponding config set here.

Application

The config set creates the subfolder Consultant KPIs in the Controlling and BI root folder with the following three subfolders: Teams by teamleader, customers, budget and forecast (active projects).

Teams by teamleader

This folder contains the measures  internal cost, charged external fee and the resulting contribution margin (CM) shown under the team leader. The figures are shown as a total from the perspective of the team members, whereas the share of the team leader is not taken into account. The view is also available on individual team members, i.e. the user.

Customers

In this folder, the charged services, expenses, outlays, the contribution margin and the cost of the projects are grouped by customers. The BI view is also available on the individual projects.

Budget and Forecast (active projects)

In this folder, you can create comparative analyses between the planned and actual values from the budget.

1. Project budget

This view shows the measures of budgeted and cumulated fees and outlays from resource planning. Fee and outlays are calculated as follows:

• Via the project:
  If fees and outlays are budgeted via the project, then only the current entered values are taken into account.  
• Via the phase:
  If fees and outlays are budgeted via the project phases, it is possible to track changes on the budget. To do so, you must first select the option in the settings under project  Track budget value changes on phase. The measure is only taken into account in the evaluation when the start and end date are entered and the status is set to Quote or Completed.

Note: For the turnover forecast, the hourly rates of the employees are taken into account according the user assignment, according to the fixed rate on the project and according to the rate system.

2. Project budget services

This view shows the measures of actual hours worked and planned hours. Whereat, the planned hours taken from resource planning are shown in the following month.

3. Project budget outlays costs

This view shows only the internal outlays cost that have been entered.

4. Project PoC

This view shows the previous measures combined as a Percentage of Completion (PoC). The percentage of completion indicates the ratio of actual and planned values on the phase.

Requirements and download

• The module Controlling & BI must be licensed.

Before importing the config set, we recommend you read the article Key information about the additional features. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process is described in config sets.

You can download the additional feature with the following link: