Having been a user of Saviom ERM, you must be well-acquainted with the different reports that you can access on the software. Monitoring utilization, availability or forecasting your financials are probably integral parts of your management processes.
However, the extent of the tool’s business intelligence functionalities do not end with the reports you might be currently using. Designed to help you constantly achieve more with fewer resources and lesser time, each of our reports provides unique tracking functionalities that cater to the little details that go on to make the larger picture successful.
Here’s looking at few ‘other’ reports that you may not have configured within your system yet –
1. People on the bench Report
Use – When you know the last set of bookings you have made for your resources on the bench, it is a great starting point to see how to go about this additional bandwidth that you have within your workforce. This report is designed to help you do just that!
Functions – It lets you accurately see the last booking status of individual employees in terms of department, location, with respect to the duration and types of bookings. The additional information about the bookings and the projects may also be found by drilling it down further with the filter detail (that is a standard feature of all Saviom reports). In addition, other default functionalities include restructuring this information to suit different purposes – project-centric bookings, departmental booking and primary role based bookings.
2. Project portfolio Report
Use – The report gives you an overview of your project portfolio in terms of your different projects and their statuses. Since it shows your budget as well as financial statuses at one go, it comes as a great platform to track some of your important KPIs.
Functions – Your projects themselves or the bifurcations you may have for them can be tracked all at once through this report. This includes both forecasts made for the projects as well as the actual execution undertaken. In addition, the project manager assigned, the difference or the variance between the forecast and actuals are other crucial details that you can choose to forecast. You may choose to configure this one to suit your key goals for the month. Further, timesheet integration also gives the report a very strong data-centric perspective.
3. Resource training Report
Use – Wanting to upskill staff but having to stay within payroll budget is one of the many ongoing battles program managers fight. This can very well change when you can track the status of your different training programmes at one go. With this report, you can quickly drill down into your training module to differentiate crucial ones from those that are not so. Besides, this also helps make availability statuses clear enough.
Features – Based on the from and to dates, you can drill down to find the actual list of employees in different locations and departments who are slated to go on training programmes. In addition, you could potentially integrate it with the alerts that you have on the resource detail screen so your training initiatives are in tandem with certifications that may expire.
4. Time detail analysis Report
Use – Where did time go….? Be a project manager who can successfully answer this question with a report that helps deconstruct timesheets and puts information into different buckets. When you know exactly where your team’s time is spent, it helps create healthier schedules that take into account price and time efficiency scales.
Features – Hours spent on different tasks, the cost rate of the employees on the tasks and the status of the timesheets are just some of the information you can track through this report. You can choose to restructure and procure information from different viewpoints and get a bird’s eye view or a worm’s eye view based on your planning principles.
5. Baseline Report
Use – If you think that the only thing certain about your projects is uncertainty, measuring variances with baseline reports can help track your projects and minimize the differences you see in your plans and their execution timelines. Also, you can set goals and track them at a later date to see whether or not they were successful.
Features – Besides the baseline comparison for the selected project, you can also extract graphs and excel sheet outputs for this report. In addition, it is possible to also have a separate baseline list that tracks resource bookings for the project all at one go. This comprehensive assessments helps sustain accuracy.
All these reports can be easily configured through the system administration portal. For further information, reach out to your account manager right away!
The Definitive Guide for Resource Planning and ForecastingDownload