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What’s New?Executive Briefing Service
25-July-2017
PLANNING & ANALYSIS > PROJECTS > PROJECT RESOURCE PLANNING
• Shows Project Hours scheduled for each:
– Project
– Engineer
• Allows you to fully utilize your project engineers and allocate scheduled hours across all projects as appropriate.
Overview
Engineer Schedule by Week
Engineer Schedule by Week
• Top portion shows hours scheduled for each engineer for each week.
• Click the “hours” hyperlinks to see detail
Engineer Schedule DETAIL
• Clicking the hours for this engineer this week shows the detail schedule entries
Project Schedule by Week(Lower portion of report)
Project Schedule DETAIL
• Clicking the hours for this project this week shows the detail schedule entries
Time Delay on Invoicing Tickets
Speeding up Cash Flow
Purpose/Background
• Shows:
– How long does it take from the last time entry until:
• Ticket is closed
• Invoice is created
• Invoice is closed & sent to client
• Client pays the invoice
• Can filter on:TimeFrame Invoiced and/or Not yet invoiced
Ticket Status New vs. “Covered” Revenue
Service Board Agreements/Projects/Other
OverviewPart 1 of 2
OverviewPart 2 of 2
White Space Analysis - PRODUCTS
• Shows:
– What products you are selling to each client
– Which clients you are NOT selling a given product to
• i.e. “White space”: An opportunity for incremental sales
• Can filter on:
Location Agreement Type
Sales Rep Product Category
Line of Business Product SubCategory
OverviewSALES MANAGEMENT > WHITESPACE - PRODUCTS
Co
mp
anie
ssLa
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st t
o S
mal
lest
Products Largest to Smallest
Sales Opportunities
Gross Margin by Client by MonthPLANNING & ANALYSIS > CLIENTS
Gross Margin by Client by MonthDrill down by Month, Invoice and Line Items
Gross Margin by Client by MonthDrill down by Month, Invoice and Related Time Entries
“Include/Exclude Companies”Now available on “Profitability by Client”
Click “Include” button to select companies to include
on the report
“Hover” to see the companies currently being
“included”
Will be added to other reports in the near future
NOW AVAILABLE ON: Profitability by Client
(BRIEFING BOOK > PROFITABILITY BY CLIENT)
Labor-Loaded GM by Agreement(PLANNING & ANALYSIS > AGREEMENTS > LABOR-LOADED GM BY AGREEMENT)
Filter Engineers on X-Ray ReportUse “Show Eng Hrs for” filter then hit REFRESH
Schedule Reports to E-Mail
• Reports can be scheduled for e-mail delivery on any schedule of your choosing.
• SAVE the report settings as a Bookmark.
• REFRESH, select the bookmark, and click the Calendar icon to schedule.
Seehttp://www.slideshare.net/NewHavenTech/scheduling-email-report-delivery
for details.
Time Entry SievePLANNING & ANALYSIS > TIME > TIME ENTRY SIEVE (AG)
• FIX Time Entry errors BEFORE Time Sheet Review
• Notify engineers of bad entries automatically
• YOU define what is a “time entry ERROR”
Some REAL WORLDTime Entry Sieve
Examples
Some ideas to get you started
“Work Role” entry is missingExample
“After Hours” mis-recordedExample
Notes mention “Server” but work role is not “Server”
Example
No NOTES on the Time EntryExample
Dashboard “How To” SlidesAvailable from “Presentation Screen” icon on Dashboards
Click “Presentation Screen”
icon on Dashboards (upper-right) for detailed
instructions of how to work with Dashboards
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTech
www.linkedin.com/company/new-haven-technologies-llc
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
https://marketplace.connectwise.com/p/177/executive-briefing-service-for-connectwise
