Management reports Archives

Jun 04

Assignment load ratio

By Louise Lahaie Assignment charge, Management, Management reports, Reports

Do you know your overworked employees?

Our assignment load report is THE solution. This fantastic tool allows you to see over a given period of time, the projects your employees are working on with the time they have already completed and the time remaining. In addition, it tells you if your employees will complete their tasks on time according to the project delivery date. Incredible, right?

NOTE:
To get accurate data in this report, you need to be thorough in the configuration of your projects:
– delivery date (due date)
– hours in bank per project
– time allocations by employee
ET:
– make accurate entries of hours worked in timesheets

Follow the instructions below to see at a glance if you have overworked employees.

The procedure for accessing the assignment load report is simple.

The first step is to go to the menus of the “Management” module by clicking on the icon at the top.

In the left sidebar, click on “Assignment Load” to go to thereport options page.

Once on thereport options page, you must determine the time range of the report.

By default, the report runs from the start of the year to the current day. It is IMPORTANT to select a future date for the interval. Otherwise, the report will not show you projects with a later delivery date. A good way to do this is to use a period of one week. In other words, take the current date and add a week to it. So you will have an overview of the work to be done in the coming week. This will allow you to better distribute the assignments of your employees.

Here is your report!

What if you can get your report to display, but you only see hours assigned to 0?

You may have forgotten to assign your employees to projects. This is not a big problem, follow the steps below to correct the situation:

On your project page, click on the “Assignments” tab.
You will then see the list of all your employees. All you have to do is enter the number of hours desired for each employee. They will then be assigned to the project.

Congratulations, you have successfully viewed your first Assignment Load Report!

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Jun 04

Love0

Customer and project data review

By Louise Lahaie Management reports, Reports

Do you want to obtain a data report on your customers and your projects in order to have performance indicators? The Client Assessment and the Project Assessment allow you to do this.

Here’s how to get your reports.

First, in your main menu, select the “Reports” function.

Then, in the left side menu, section “Accounting”, select CUSTOMER BALANCE SHEET

You can select a time period and you also have 3 boxes that allow you to display additional data as needed. In addition, you can do exactly the same steps to obtain the balance sheet by project.

Finally, you can then download your data report in an excel file.

The report contains basic information such as amounts billed and sold, but it can also be broken down by budget item and employees. For a more streamlined view, you can choose to exclude clients for whom no hours were worked in the period in question, or display billable contacts.