Here’s the latest product news from Project.BI, available from November 12th.
New framework for Net revenue forecast
Throughout the system, Project.BI now operates with a solid, standardized framework for presenting forecasting of Net revenue. The framework consists of these fixed building blocks:
+ Actual revenue
+ Confirmed backlog
+ Pipeline
= Total Net revenue forecast
Following this new framework, the ever important “Net revenue” dashboard has been re-designed to optimally illustrate the progress towards obtaining Net revenue budget for the entire fiscal year. Including of course still very valuable drill down to Account manager and Client level. The main widget on the Net revenue is an effective way of displaying accumulated revenue against yearly budget target:
With the new design, “Net revenue by AM” is no longer needed as a separate dashboard and has hence been removed.
It is to a wide extent possible to control how WorkBook data are counted in the categories “Confirmed backlog” and “Pipeline” via these settings:
“PM overview” has been re-engineered and re-named to “Job status”
Jobs with potential overrun and billing issues needed some more love and attention. This has led to two new widgets focusing on just this and dominating the dashboard. In a supplemental grid, it is easy to look up details on the single job. Furthermore, a grid dedicated to pointing out task issues will very soon be added.
“Planned client billable time – next 3 months”
On “Time distribution” dashboard, a new widget has been added: “Planned client billable time – next 3 months” (including current month). The layout is fixed to display departments on level 1 – with drill down to staff members on level 2. Data are based on resource bookings on client, billable jobs (as well as time entries in current month).
Logo upload
Upload your company logo here:
Which will then display on the “Home” screen:
Important note: To be able to upload a logo, you need to have a role that allows for “customizing the application”:
