With the function "BI turnover forecast from resource planning", you get a powerful tool for controlling your projects.
You can see how realistic your Resource Planning is in terms of achievable revenue. The Planning Difference measure shows you immediately where actual performance deviates from the plan. This allows you to identify plan deviations at an early stage. Thanks to the revenue forecast, you can estimate the expected revenue with current plans and budgets – including hourly rates per employee. This helps you to secure strategic decisions and take timely countermeasures.
How it works
This feature provides you with two relevant BI KPIs: Planning difference and turnover forecast from the Vertec module resource planning. The prerequisite for this is that you have licensed both the Vertec modules "Business Intelligence" and “Resource Planning”.
Scheduling Difference calculates the difference between planned hours and actually recorded services, giving you instant feedback on plan quality.
Sales forecast based on current budgets, start and end times of project phases and employee hourly rates
Once imported, the new BI KPIs automatically appear in pre-defined BI views which you can visualize and analyze.
From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.
Just how it should be: When the order situation is good, many projects are active at the same time while staff works under full load. Correct? A well-working resource planning of your team across all the projects is a prerequisite for efficient and successful project management.
Soon it will be vacation time. But, what projects are Mrs. Feller and Mr. Keller actually working on at the moment and in the coming months?
And wait, do they still have capacity left for a number of tasks that have come up with the onboarding of the recent new customers? Who would actually be available for substitution, if one of them falls ill?
Plan your resources in the best possible way
With Vertec, you get answers to important questions like these right at the touch of a button, while ensuring optimal personnel management. Plan your employees ahead on projects and have availability and overload all at a glance in Vertec.
