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Future Topics
Eric edited this page Jan 21, 2025
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Financial View(s)
- How is the company doing overall budget vs. actual?
- How is the project doing budget vs. actual?
- Are we under-charging according to the budget/contract?
- Are we over-burning according to the budget/contract and eating into any profit?
- Utilization and efficiency metrics (per person, project, org)
- Part 1: We track budget and an hourly rate per project. We have a general hourly rate for all staff at the company level (to start) that is the default hourly rate for all projects going forward (which can be edited after project creation). We can have a view that shows the Dollars for the project: under-charging, over-burning compared to the budget/contract.
- Part 2: We can assign a specific hourly rate for each staff.
- Part 3: How good are we at charging for total workable hours in a year? What's the percentage (good/bad)?
Contractor User Type
- These people are only assigned/invited to specific projects and do not have company-wide access.
- They may generally have a finite amount of time they'll be using StaffPlan.
- Need to consider this against the placeholder person topic. Will contractors enter hours? Is it worth it to allow that? Or does the project owner enter a contractors hours into StaffPlan for them?
Ways to streamline the weekly data entry for actual hours
- How can we make it easier for the week to week data entry of actual hours?
- Integrate with Slack or Teams to ping each staff with hours for confirmation, or linking back into StaffPlan to edit
- If no actual data entry for 72 hours, all prior plan (proposed too?) hours will be copied into and saved as Actual hours.
- End of week email with the plan as a reminder
- A 1-click yes to confirm and use the plan hours for actual hours
Feedback & questions: [email protected]