Shows CURRENT status of billable time entries by engineer compared to their target "required" hours. Shows summary data for the group of engineers you have chosen to display, and Includes drill-down to time entry details. Designed to be displayed on the wall in the engineering area as a dashboard of billable productivity. Automatically updates periodically throughout the day.

1. Engineering Dashboard:
Billable Percentage
of Required Hours
Background Tour

2. Purpose/Background
• Measures how many Billable hours each engineer
has entered compared to their Required hours
• Percentage displays is their “Percentage of
Required Hours that are Billable Hours”
• Designed for display on LCD display on the wall in
the engineering area
• Drill-down into time entries for this Engineer
– Click %’s to see THOSE time entries

3. Before we get into the details,
here’s what it looks like…

4. Notes and Notices
• Broken down by:
– Today
– Last 7 days
– Last 28 days
– With additional display available via click:
• Previous month*
(no overlap)
• 2 months prior*
(no overlap)
• 3 months prior*
to today (no overlap)
* Note: “Months” are actually calculated as 28-day periods for consistency between periods

5. Notes and Notices
• Multiple engineers can be selected via the
“Paramaters” link.
• Top portion of display shows a summary of all
selected engineers combined
• Dashboard update frequency is denoted on
the top of the dashboard panel next to “last
update”.

6. Color Coding
• Percent of Required Hours that are Billable are
“color coded” as follows:
– Less than 80% of Required Hours:
– 80%-100% of Required Hours:
RED
YELLOW

7. Where to Find the Report
Dashboards > Eng_Dashboard

8. First Time:
Select “Tickets By Board”
Click “Add Now” for Tickets by Engineer

9. Summary and Overview by Engineer
Today, Last 7 Days
and Last 28 days
for each Engineer
Click to Rename or
Remove this Panel
Automatically Updates
Click Engineer to
see prior periods
Select
Engineers to
display via
“Parameters”

10. Engineer Prior Periods
Revenue (Billable)
hours during the
period
PTO (Paid Time Off)
hours during the
period
Hours Required
during the period
Click Engineer to show
prior periods
Click “+” to show details on
initial 28 days

11. Details for past 28 days
for this Engineer
Hours Required
for this Engineer
each day
How many hours are required NOW
(based on time of day) for this Engineer?
Click Billable %’s to see
Time Entry Details

12. Drill-Down
Time Entries for this Engineer in the Selected Time Range
Export to Excel

13. Summary for Prior Periods
Click Billable %’s in the
Summary Section to see
“Billable %’s” for
the Prior Periods
Click “+” in the Summary
Section to see calculation
details for the Prior Periods
for the Summary
calculation

14. Calculation Details of the
Summary Section
for Prior Periods

15. Parameters
Select Engineers to display and “PTO Charge Codes”
“Check” Engineers
to Display
Click “Update”, then “Close” when you are finished
Select “Paid Time Off” Charge Codes
(Details on Next Slide)

16. What’s up with
“PTO Charge Codes”?
• We are measuring “how billable” an engineer is
• When they are out of the office on vacation,
sick or other PTO time, they will obviously NOT
be billable
• For legitimate PTO time, they should NOT be
penalized for not being billable
• You can select which Charge Codes are
“legitimate PTO” time

17. What is
The Calculation?
• For each time period, we calculate
“Billable Hours” compared to “Required Hours”
…and express that as a percentage
…which is “Billable % of Required Hours”.
i.e.:
“Billable Hours / Required # Hours”
What about the PTO adjustment?

18. What is
The PTO Adjustment?
When an engineer takes “legitimate PTO”, we
don’t expect him/her to record billable time while
they are away.
So we SUBTRACT any legitimate PTO time FROM
the “Required Hours” for that time period.
Here’s an example…

19. Example of
The PTO Adjustment
Ryan is required to enter 40 hours a week (8
hours a day). He took a sick day this week, and
had 26 billable hours the rest of the week.
Hours
Required
Billable
Hours
Sick Day
Hours
Calculation
Billable % of
Required
Standard
Calculation
40 26 8 26 / 40 65%
Calculation WITH
PTO Adjustment
40 26 8 26 / (40-8) 81%

20. Executive Briefing Service
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