Performance tags
complete
S
Stahl, Friedemann
There is, after all, the Performance Tags function, which we use to specify our areas of expertise. This allows us to assign the created positions in the contract structure individually to one of the specialist areas.
It would be useful if you could assign a performance group — including all positions in it — to a performance tag with one click. Clicking on each individual position is annoying. You can also adjust the status for all positions in the performance group at the same time. That should also be possible here.
In addition, these performance tags must also be evaluable. We need these evaluations in order to be able to understand what turnover the specialist areas generate (including branch-related sales).
Benedikt Voigt
Performance tag can now be entered per performance group. In addition, the “HOAI Performance Profile” performance tag dimension has already been created automatically.
For the other ideas in this Canny point, it would be great if new Canny Points could be created!
Benedikt Voigt
complete
Benedikt Voigt
in progress
R
Ruben Hauser
@projo: The question from OP “It would be useful if you could assign a performance group — including all positions in it — to a performance tag with one click. Clicking on each individual position is annoying. You can also adjust the status for all positions in the performance group at the same time. That should also be possible here.” - that would be very helpful!
L
Ludzuweit, Janine
It's about sales per day of performance. TGA example: Cost groups 410 to 430 are assigned to the “HLS” service tag. The cost groups 440 and 450 to “ELT”. Although this is billed together, it should then be possible to evaluate how much the HLS has of the bill in total and how much the ELT. In the contract structure, the performance day has already been assigned to the position. So the program already “knows” the order amount behind it. In our other program, it is possible to filter the RE list by RE date - location - performance date - project number - RE number - invoice title - RE amount (you can also create the lists yourself there). We need that here too.
Benedikt Voigt
Quick entry is a very good idea and we will definitely do it!
Arne Semmler: You've had the idea before. That's when we have someone who could test it;)
The costs per service day can already be evaluated, under Evaluations -> Services. But you're probably also interested in sales and time-related evaluations? Is the change in performance enough when it comes to turnover? After all, we are not currently breaking down the bill for services.