BI measures

Designation

The designation is shown in the BI view and should therefore be as unique and meaningful as possible so that it is clear what is shown. It is an MLstring field.

Active

Only active measures are pre-saved. If there is a default measure you never need to use, you can deactivate it.

If you want to calculate a measure and hide it (for example, because you only need it for a calculation – see derived measure below), you can uncheck the Visible checkbox below.

Internal name

Color

You can save a color for each measure. In the BI view, this color is then always shown for this measure, which makes recognition easier. 

All the default measures supplied have already been assigned a color:

When shown in the BI view, measures that do not have a predefined color are randomly assigned one of the colors not yet used in the current view.

Derived measure

If a measure is set as derived, the calculation is not done by the generator, but rather via other measures. In this case, instead of the generator field, there is a field for the calculation:

The calculation is defined by the internal name of the relevant measures.

You can use division, addition (+) and subtraction (-) to calculate measures. Only simple operations (calculation with only one operation) are allowed.

As of Vertec 6.8, it is possible to cumulate values and thus form running totals. You can do this with the new function
sum(<measure>). The measure is given the internal name of the measure to be cumulated.

Generator

Unit

You can choose from the following units:

• Amount: Numerical values, displayed according to regional settings.
• Hours: Minute values, displayed according to System Settings Display Minutes.
• Percentage: Percentages, represented as %. Values are interpreted as 1 based quotients. Therefore, a value of 1 is represented as 100%.
• Quantity: with two decimal places.
• Hourly rate, displayed according to regional settings.

Visible

Controls whether a measure can be shown in the BI view. This is especially useful if you need a measure to calculate another measure (see calculated measure above) but do not want to show it.

You can also deactivate default measures that you do not need (via the Active checkbox above).

Key date value

Measures marked as key date value are shown in views for a single month or in a time series, and show the value valid per end of the month (this month).    

If the running total is to be shown instead, a derived measure can be created and the measure can be cumulated.

Dimensions

Classes 1 – 5,
Role

Specifies on which classes (dimensions) the measures are available. These must be calculated in the specified generator.

In addition, a role label can be specified for each dimension. This can be used to specify the context of the measure for that dimension.

For example, when calculating the incoming order, the project manager of the project is also returned. If we now see the “incoming order” on a list of users, the context is not clear: Is this the salesperson, are these the salesperson's own services? Here, for example, the role can be specified:

 The role is then shown next to the measure in the BI view:

Help text

You can enter a help text, for example, to explain to the user how the measure is calculated. This is shown as a tooltip in the Bi view:

The display is truncated after 19 rows. Care must be taken to ensure that the text fits in the space available. This is an MLString field.

Script

Generator

BI measure

FeesCommenced

if not leistsum.rechnung or leistsum.rechnung.valutadatum > enddate:
    leistsum.wertExtOffen + leistsum.wertExtVerrechnet

• Project

WorkingTime

Working hours

->getArbeitszeit(Startdatum, Enddatum)

• User

FeesOrderbacklog

Budget Fees – Cumulative fee externally. Only awarded and not yet completed phases.

bdgvalue('planWertExt', Enddatum, -1) -
leistSum.wertExtOffen + leistSum.wertExtVerrechnet

• Project
• User
• Phase

FeesOrderintake

Budget Fee of newly awarded phases or changes of this budget value during that month.

bdgvalue('planWertExt', Enddatum, -1) -
bdgvalue('planWertExt', (Startdatum-1 Tag), -1)

• Project
• User
• Phase

MinutesBudgetRest

Calculated Measure. Expense Hours Budget Total (MinutesBudgetTotal) – Expense Hours Is (MinutesCumulatedPhases).

MinutesBudgetTotal - MinutesCumulatedPhases

• Project
• User
• Phase

MinutesBudgetTotal

Budget hours of granted and not yet completed phases.

bdgvalue('planMinutenInt', Enddatum, -1)

• Project
• User
• Phase

MinutesExt

External hours

leistsum.minutenExtOffen + leistsum.minutenExtVerrechnet

• Project
• User
• Phase
• Servicetype

MinutesInt

Internal hours

leistsum.minutenIntOffen + leistsum.minutenIntVerrechnet

• Project
• User
• Phase
• Servicetype

MinutesCumulatedPhases

Cumulative internal hours of granted and not yet completed phases.

leistSum.minutenIntOffen + leistSum.minutenIntVerrechnet

• Project
• User
• Phase

Downpayments

Net amount of all downpayments – advance paid on invoices cleared by the end of the month (value date).

vorschuesse += vorschuesse.nettobetrag
if rechnung.verrechnet and rechnung.valutadatum <= enddate:
    vorschuesse -= invoice.vorschussEffektiv

• Project

MarginContributed

Fees charged externally – costs charged

leistsum.wertExtVerrechnet - leistsum.wertKostenVerrechnet

• Project
• User
• Phase
• Servicetype

External fee at the end of the month of awarded and not yet completed phases.

if not ((phase.abgeschlossen and phase.abschlussdatum < startdate) or phase.erteiltdatum > enddate):
    leistSum.wertExtOffen + leistSum.wertExtVerrechnet

• Project
• User
• Phase

VacationBalance

Vacation balance at the end of the month

->getFerienSaldo(Enddatum)

• User

VacationBalanceAccrued

Deferred vacation balance at the end of the month

->getFerienSaldoAbgegrenzt(Enddatum)

• User

PercentageOfCompletion

Calculated Measure. Effort Hours Be (MinutesCumulatedPhases) / Effort Hours Budget Total (MinutesBudgetTotal).

MinutesCumulatedPhases / MinutesBudgetTotal

• Project
• User
• Phase

Quantity of employees at this time (entry date before the end of the month, no exit date or exit date after the end of the month). The workload does not Role for this value.

if not (enddate < user.eintrittper or (user.austrittper and startdate > user.austrittper)):
            headcount = 0 if user.austrittper and user.austrittper < enddate else 1

• User

FeesExt

External fee

leistsum.wertExtOffen + leistsum.wertExtVerrechnet

• Project
• User
• Phase
• Servicetype

FeesExtWrittenoff

Fee charged internally – Fee charged externally

leistsum.wertIntVerrechnet - leistsum.wertExtVerrechnet

• Project
• User
• Phase
• Servicetype

FeesExtOpen

Fee externally open

leistsum.wertExtOffen

• Project
• User
• Phase
• Servicetype

FeesExtCharged

Fee charged externally

leistsum.wertExtVerrechnet

• Project
• User
• Phase
• Servicetype

FeesInt

Internal fees

leistsum.wertIntOffen + leistsum.wertIntVerrechnet

• Project
• User
• Phase
• Servicetype

Internal hours at the end of the month of granted and not yet completed phases.

if not ((phase.abgeschlossen and phase.abschlussdatum < startdate) or phase.erteiltdatum > enddate):
    leistSum.minutenIntOffen + leistSum.minutenIntVerrechnet

• Project
• User
• Phase
• Servicetype

Costs

Costs

leistsum.wertKostenOffen + leistsum.wertKostenVerrechnet

• Project
• User
• Phase
• Servicetype

Calculated Measure, cumulative measure External fee (FeesExt).

sum(FeesExt)

• Project
• User
• Phase
• Servicetype

Percentage of recorded hours on productive projects compared to total effort. Maximum value = 1.

minutenInt = leistsum.minutenIntOffen + leistsum.minutenIntVerrechnet
minutenIntUnprod = leistsum.minutenIntOffenUnprod + leistsum.minutenIntVerrechnetUnprod
productivity = (minutenInt - minutenIntUnprod) / minutenInt

• User

SetTime

standard hours

->getSollzeit(Startdatum, Enddatum)

• User

RateChargeable

Calculated Measure. External fee (FeesExt) / Internal hoursMinutesInt).

FeesExt / MinutesInt

• User

OvertimeBalance

Overtime balance at the end of the month

->getUeberzeitsaldo(Enddatum)

• User

TurnoverOutlays

Outlays charged (value date of invoice)

rechnung.auslagenExt

• Project
• User

Only available if Purchases module is licensed.

TurnoverServices

Total charged after discount (value date of invoice)

rechnung.leistWertExtNachRabatt

• Project
• User

TurnoverExpenses

Expenses charged (value date of invoice)

rechnung.spesenExt

• Project
• User

Fte

Employment level

->getBeschaeftigungsgrad(Enddatum)

• User