Delivery Report (Hours Contracts Only)

Delivery Report


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

  • Organization: select the organization (customer) you want to see the contracts. You can select a single organization to generate the report. Only organizations with active, expired, or closed contracts will be displayed on the list.
  • Accounts: shows the list of accounts for all contracts for the organizations selected. 

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

ContractsPro 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.




Charts & Tables


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

  • If the contract has no recurrence the "Contracted 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 contract has monthly recurrence the both "Contracted 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 contracted ones, the pie chart turns into a bar chart and changes its colors to alert the users. The executed amount is shown in red and the contracted amount is shown in black. This chart allows identifying when the team worked overtime to complete the services or when customers are demanding more hours than the contracted ones.

  • If the contract has no recurrence the "Contracted 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 contract has monthly recurrence the both "Contracted 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 contract/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 contract.

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






Contracted x Executed Line Chart: displays the progress of executed hours across the time using the contracted 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:

  • Contracted Hours (Orange): Total contracted hours for the contract
  • 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 contracted hours.


Whenever the executed hours amount exceeds the contracted ones, the executed hours line (blue) turns into a red color and the contracted hours line turns into a black color in order to alert the users.

Recurring contracts 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 contract/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 organization/account but which are logged outside of the contract 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 contracted x executed hours.