Planned x Actual (Plans in Hours Only)

Planned x Actual


The Planned x Actual Report is a report for Time & Materials (hours) plans and allows managers to understand how delivery plans are being consumed and how teams are spending the planned x actual hours/issues. It has the following options to select:

  • Customer: select the customer you want to see the plans for. You can select a single customer to generate the report. Only customers with active, expired, or closed plans will be displayed on the list.
  • Accounts: shows the list of accounts for all delivery plans for the customer selected. 
  • Start/End Dates: Date range you want to verify the information to to be displayed.


Delivery Plans that are listed as DRAFT or INACTIVE will not have data displayed on the report.

MindPro Deliver considers the time a user was added to a team to count his worklogs. For example, if you add a person to a team AFTER a worklog is entered, this worklog may not appear on the report. This is because a person can switch from a team to another and this is necessary to keep the historical information for better management.

The Planned x Actual report can be exported to .PDF format or printed to be shared with other people inside the company.




Charts & Tables


Hours Consumption Donut Chart: shows the hours executed given the worklogs entered and also the remaining ones, based on the planned data entered on the delivery plan creation. This chart enables users to understand the progress of the delivery plans and how much effort is needed to complete the related services or activities. With this information, managers or team leaders can take actions to improve the team's productivity or to measure its success.

  • If the delivery plan has no recurrence the "Planned Hours" will be displayed fixed since the value is the same from the start to the end dates. The "Executed Hours" will vary according to the dates selected since the worklogs are entered on different dates.
  • If the delivery plan has monthly recurrence the both "Planned Hours" and "Executed Hours" will be displayed according to the dates selected since they will progress monthly.

 




Hours Consumption Bar Chart: whenever the executed hours amount exceeds the planned ones, the donut chart turns into a bar chart and changes its colors to alert the users. The executed amount is shown in red and the planned amount is shown in grey. This chart allows identifying when the team worked overtime to complete the services or when customers are demanding more hours than the planned ones.

  • If the delivery plan has no recurrence the "Planned Hours" will be displayed fixed since the value is the same from the start to the end dates. The "Executed Hours" will vary according to the dates selected since the worklogs are entered on different dates.
  • If the delivery plan has monthly recurrence the both "Planned Hours" and "Executed Hours" will be displayed according to the dates selected since they will progress monthly.





Team Distribution Bar Chart: shows each team involved in the plan/account data and related executed x hours for that team. With this chart, you have the same information from the Pie chart but at a team level so it is possible to see how is the team participation in the total hours executed for that particular delivery plan.

Whenever the executed hours amount exceeds the planned ones, the bar chart changes its colors to alert the users. The executed amount is shown in red and the planned amount is shown in grey. 




Planned x Executed Line Chart: displays the progress of executed hours across the time using the planned hours as a baseline. This chart allows you to monitor the performance of your services over the months and to help in taking decisions related to the team's productivity or consumption. You drill down the data when passing the mouse over the related period you want. The chart presents 3 lines:

  • Planned Hours (Grey): Total planned hours for the delivery plan
  • Executed Hours (Blue): Hours consumed per month, based on the worklogs
  • Cumulative Executed Hours (Green): The sum of the hours entered for all months. Used to compare the progress with the planned hours.


Whenever the executed hours amount exceeds the planned ones for the given period, the executed hours line (blue) turns into a red color in order to alert the users.

Recurring plans are tracked monthly so the cumulative line (green) will not be displayed in this case.




Top  Issues Table: shows the top issues involved on the select plan/account where the worklogs were entered. It displays also the number of hours logged on the issues. This list informs each issue and its total hours logged so the managers can easily click on the issue link to check its worklogs in case of any discrepancy is noticed. 

Whenever you have worklogs for that customer/account but which are logged outside of the delivery plan limits (start/and dates), the system will display this message under the list:




Billing Summary: shows the totals for billable and non-billable accounts and the progress of each one, based on the planned x executed hours.