Evaluation per service type (“tags”)
complete
T
Tobias Hein
Tags can be defined and assigned per project phase (this was the following Canny point
These tags should also be evaluable:
1) In the project (i.e. across all contracts, e.g. under Project Controlling), the following should be visible per day:
- total order amount
- cumulative direct costs
- cumulative (own) costs
- cumulative third-party service costs
- Outcome
Question: If you want to evaluate ongoing projects, how should the result be calculated? By level of performance?
2) per day (e.g. LP5) you want to see a list of all projects with this tag and exactly the same columns as under 1).
3) Performance period—dependent evaluations: You want to see the following evaluations across projects:
Overview of the result per performance day, e.g. in 2021 (i.e. how did LP1 go in 2021?) , with drill-down option.
Requirement 3) is much more complex because projo must first set up an internal warehouse.
Therefore, this Canny point refers to 1) and 2) for now.
Benedikt Voigt
complete
Performance tags can now be evaluated under Office -> Evaluations -> Projects by period:
Benedikt Voigt
in progress
Arne Semmler
planned
Arne Semmler
Merged in a post:
Performance tag evaluations
T
Thorsten Gustav Chalupa
The evaluation options of performance tags (Office->Evalues->Services) should be customizable, e.g. by adding the fields “Sales by Invoice Status” and “Result Is”
David Wurth
The ability to filter time here as well would then make this feature completely smooth. The way it works with office evaluations. Self-defined period or year, quarter or month based evaluations.
L
Ludzuweit, Janine
We need a turnover analysis by department, as we offer several specialist areas. For the acquisition, I often need information about which department made how much turnover in a year. So far, I have been making these evaluations using the invoice list, which I can create, divided by department. In projo, I have now created the departments as performance tags. The question is how they can now be evaluated. When assigning the performance tags to the individual items, I wish that you can immediately assign an entire service group (e.g. a cost group according to HOAI) to a performance tag, so you do not have to click on and assign all service phases individually below them. I find that quite cumbersome.