| Topic | Presenter | Summary | Duration |
| -------- | ----------------- | ------------------------------------------------------------------- | -------- |
| Power BI | Chris R. Kevin K. | This video gives an overview of what Power BI is and how to use it. | 18:10 |00:00:06.950 --> 00:00:10.198 We have a special special starting feature.00:00:10.200 --> 00:00:11.900 Today we're going to be00:00:11.900 --> 00:00:13.260 going over power BI,00:00:13.260 --> 00:00:15.780 which I think will be very helpful.00:00:15.780 --> 00:00:18.908 I don't think that most people on the00:00:18.908 --> 00:00:22.018 team know that these resources exist,00:00:22.020 --> 00:00:24.620 so I'm excited for this group to hear00:00:24.620 --> 00:00:27.260 about it and spread the good word00:00:27.260 --> 00:00:31.019 to the rest of the team and to use00:00:31.019 --> 00:00:34.898 the power BI reports to help us be00:00:34.898 --> 00:00:37.658 looking in the mirror accurately.00:00:37.660 --> 00:00:40.355 It's just I think, is very helpful.00:00:40.360 --> 00:00:42.898 What power BI is is just a reporting tool.00:00:42.900 --> 00:00:45.154 It allows me to query data in00:00:45.154 --> 00:00:47.508 real time from both EP and CRM,00:00:47.508 --> 00:00:50.824 and from those we've built out a series of00:00:50.824 --> 00:00:53.512 different reports that can kind of help.00:00:53.520 --> 00:00:55.782 Understand how a team members performing00:00:55.782 --> 00:00:57.900 understand how our projects performing00:00:57.900 --> 00:00:59.846 and ultimately allow you to do some00:00:59.846 --> 00:01:01.868 analysis as you're kind of going through.00:01:01.870 --> 00:01:04.187 So to kind of set things up,00:01:04.190 --> 00:01:05.382 there's different reports in00:01:05.382 --> 00:01:07.550 these tabs over here and then this00:01:07.550 --> 00:01:08.826 filter dashboard actually controls00:01:08.826 --> 00:01:10.890 filters on a number of reports,00:01:10.890 --> 00:01:12.610 but not all of them.00:01:12.610 --> 00:01:13.942 So let's just say,00:01:13.942 --> 00:01:14.608 for instance,00:01:14.610 --> 00:01:16.474 I was wanting to do an analysis on00:01:16.474 --> 00:01:18.192 a project and I'm going to use the00:01:18.192 --> 00:01:21.660 one I had a escalation call with.00:01:21.660 --> 00:01:24.603 Is there which was a BS which if I00:01:24.603 --> 00:01:27.388 could remember their customer name?00:01:27.390 --> 00:01:30.000 Behavior solution for this particular one?00:01:30.000 --> 00:01:31.024 I'm not going to use a date range,00:01:31.030 --> 00:01:32.773 so on each of the filters there's00:01:32.773 --> 00:01:34.460 this eraser up here which will00:01:34.460 --> 00:01:36.224 clear and reset everything back to.00:01:36.230 --> 00:01:38.442 All and then that should set up00:01:38.442 --> 00:01:40.659 most of these other dashboards.00:01:40.660 --> 00:01:41.350 In this case,00:01:41.350 --> 00:01:42.960 this one looks at a project specifically,00:01:42.960 --> 00:01:44.992 so it's going to use the EPA acronym00:01:44.992 --> 00:01:47.389 so it has to be filtered separately.00:01:47.390 --> 00:01:48.150 If you get this error,00:01:48.150 --> 00:01:50.022 it just means it can't render00:01:50.022 --> 00:01:52.220 all of that data in real time.00:01:52.220 --> 00:01:54.560 So I click on a BS from a project00:01:54.560 --> 00:01:56.299 audit dashboard standpoint.00:01:56.300 --> 00:01:57.980 It'll kind of break things down so00:01:57.980 --> 00:02:00.038 I can look at where the project is.00:02:00.040 --> 00:02:02.806 It's got the EP task breakdown.00:02:02.810 --> 00:02:04.676 It's got a breakdown based on00:02:04.676 --> 00:02:06.938 who's done the work on the project,00:02:06.940 --> 00:02:08.459 and it will also show me their00:02:08.459 --> 00:02:09.110 time log specifically,00:02:09.110 --> 00:02:11.046 so this makes it a little quicker to00:02:11.046 --> 00:02:12.340 navigate if you're trying to figure00:02:12.340 --> 00:02:13.780 out what happened on a project.00:02:13.780 --> 00:02:16.060 So if I wanted to pick on Jim,00:02:16.060 --> 00:02:17.876 all I would need to do is click00:02:17.876 --> 00:02:19.615 this value here next to Jim and00:02:19.615 --> 00:02:22.100 it's going to re filter this report00:02:22.100 --> 00:02:23.869 in real time for you.00:02:23.870 --> 00:02:24.600 Effectively saying,00:02:24.600 --> 00:02:25.330 you know,00:02:25.330 --> 00:02:27.520 Jim logged 44 hours to discovery00:02:27.585 --> 00:02:29.255 18 hours to project management00:02:29.255 --> 00:02:31.046 and 13.5 hours to meetings.00:02:31.046 --> 00:02:33.230 So this comes in really helpful,00:02:33.230 --> 00:02:34.740 especially if you're working on00:02:34.740 --> 00:02:36.250 an escalation trying to figure00:02:36.300 --> 00:02:37.806 out what happened on a project,00:02:37.810 --> 00:02:40.114 or even if you're on the development side00:02:40.114 --> 00:02:42.439 trying to figure out like, OK, well how?00:02:42.439 --> 00:02:44.280 What did Craig Bower work on so00:02:44.347 --> 00:02:46.339 he's logged some time to meetings,00:02:46.340 --> 00:02:47.716 discovery and project management?00:02:47.716 --> 00:02:49.780 And then a whole bunch of00:02:49.847 --> 00:02:52.052 fun development and you can kind of00:02:52.052 --> 00:02:54.229 scroll through the time logs down here.00:02:54.230 --> 00:02:56.396 So just one of the reports00:02:56.400 --> 00:02:57.495 this particular report,00:02:57.495 --> 00:02:59.685 the project log time audit was00:02:59.685 --> 00:03:01.327 designed for the PM team specifically,00:03:01.327 --> 00:03:04.816 if they needed to kind of go through and do00:03:04.816 --> 00:03:07.480 a full audit of tasks and things like that.00:03:07.480 --> 00:03:09.504 If you click inside the stable, for instance,00:03:09.504 --> 00:03:11.106 once you have your filters selected,00:03:11.110 --> 00:03:14.670 it will allow you to export this data.00:03:14.670 --> 00:03:17.281 Really quickly versus going through EP and00:03:17.281 --> 00:03:20.532 trying to get all the fields necessary and00:03:20.532 --> 00:03:23.766 actually allows me to take this report.00:03:23.770 --> 00:03:25.564 That is generated and then all00:03:25.564 --> 00:03:27.804 the PM would have to do is specify00:03:27.804 --> 00:03:30.402 the new task ID and DP and lets us00:03:30.402 --> 00:03:31.830 more quickly rearrange time.00:03:31.830 --> 00:03:33.958 The next one that I find particularly00:03:33.958 --> 00:03:36.220 helpful is the visual representation.00:03:36.220 --> 00:03:37.420 So whatever filters you have00:03:37.420 --> 00:03:38.380 will display different data,00:03:38.380 --> 00:03:39.838 so you have multiple projects selected.00:03:39.840 --> 00:03:41.856 You're just looking at a team member.00:03:41.860 --> 00:03:42.646 For instance, David,00:03:42.646 --> 00:03:44.695 if you were kind of wanting to take00:03:44.695 --> 00:03:46.386 a take a look and see how Hans was00:03:46.386 --> 00:03:48.108 doing and what he was working on over.00:03:48.110 --> 00:03:50.710 You know his career here.00:03:50.710 --> 00:03:52.796 We could select Hans from the strap00:03:52.796 --> 00:03:54.889 down and clear the project filter.00:03:54.890 --> 00:03:56.753 And we can see all of the time he's00:03:56.753 --> 00:03:58.686 spent on all of the different projects.00:03:58.690 --> 00:04:01.732 So we can see that he spent 391 hours00:04:01.732 --> 00:04:03.740 on the key source project so we can00:04:03.805 --> 00:04:05.851 click that specifically and it's going00:04:05.851 --> 00:04:08.447 to highlight where his time has been logged.00:04:08.450 --> 00:04:08.931 Uhm,00:04:08.931 --> 00:04:13.812 so for instance the UI and UX is 273 hours00:04:13.812 --> 00:04:16.668 which would just from A at a glance to me.00:04:16.670 --> 00:04:17.726 Would would you know,00:04:17.726 --> 00:04:19.310 Alert me to say there's probably00:04:19.360 --> 00:04:20.630 something wrong here and saying00:04:20.630 --> 00:04:22.489 and then we can kind of look at,00:04:22.490 --> 00:04:23.318 you know SCI.00:04:23.318 --> 00:04:25.250 So when he first got started we00:04:25.320 --> 00:04:27.344 put him on a couple of Sci tasks.00:04:27.350 --> 00:04:28.670 Then you can see there wasn't,00:04:28.670 --> 00:04:30.028 you know a whole lot done there00:04:30.028 --> 00:04:31.526 which is kind of all spread out00:04:31.526 --> 00:04:32.606 on some smaller line items.00:04:32.610 --> 00:04:34.162 It also can give you a view of00:04:34.162 --> 00:04:36.222 like if I wanted to click on the00:04:36.222 --> 00:04:37.498 internal meetings you can look00:04:37.498 --> 00:04:38.728 down here in this duration.00:04:38.730 --> 00:04:40.431 By time log date range you can00:04:40.431 --> 00:04:42.469 kind of see where he's logging a00:04:42.469 --> 00:04:44.341 ton of time to internal meetings.00:04:44.350 --> 00:04:46.162 So for instance there was a00:04:46.162 --> 00:04:48.055 Wednesday over here that he logged00:04:48.055 --> 00:04:49.927 5 1/2 hours to internal meetings.00:04:49.930 --> 00:04:51.309 And four and a half hours here,00:04:51.310 --> 00:04:53.302 which is excessive because almost all00:04:53.302 --> 00:04:55.011 meetings developers are in outside00:04:55.011 --> 00:04:56.967 of the trainings should be billable.00:04:56.970 --> 00:05:00.282 So kind of lets us call out at a00:05:00.282 --> 00:05:02.062 glance kind of historical trends00:05:02.062 --> 00:05:03.670 to where people are at.00:05:03.670 --> 00:05:05.566 So anything in here is clickable.00:05:05.570 --> 00:05:07.712 So if I wanted to see kind of what00:05:07.712 --> 00:05:09.637 he's saying is non billable time00:05:09.637 --> 00:05:11.764 he's logging this kind of highlights00:05:11.764 --> 00:05:13.979 everything that's non billable so00:05:13.979 --> 00:05:15.905 he's actually building some internal00:05:15.905 --> 00:05:17.630 meetings as billable which doesn't00:05:17.630 --> 00:05:19.340 count towards their billable goal.00:05:19.340 --> 00:05:20.552 And same to general.00:05:20.552 --> 00:05:22.067 Admin and seemed to training00:05:22.070 --> 00:05:23.750 none of these line items should00:05:23.750 --> 00:05:25.000 ever be billable, so Caroline,00:05:25.000 --> 00:05:26.435 this would be an indicator that something00:05:26.435 --> 00:05:28.083 is not getting caught in the time log out.00:05:28.090 --> 00:05:29.494 It's just a couple of different00:05:29.494 --> 00:05:31.489 uses for that one. What about some00:05:31.489 --> 00:05:33.607 of the top performing team members?00:05:33.610 --> 00:05:35.914 Can we look at a few of those folks,00:05:35.920 --> 00:05:37.620 for example? So here's what00:05:37.620 --> 00:05:39.640 Jonathan looks like and we can.00:05:39.640 --> 00:05:41.680 We can narrow this range.00:05:41.680 --> 00:05:44.075 Let's just look at last two months, right?00:05:44.075 --> 00:05:48.290 This will do 4/1/2021.00:05:48.290 --> 00:05:51.290 OK, it's gonna re slice all the data.00:05:51.290 --> 00:05:54.278 I can click this again to clear the filter.00:05:54.280 --> 00:05:58.640 So you can see that on CBI connect00:05:58.640 --> 00:06:00.910 right 180 available hours since00:06:00.910 --> 00:06:03.060 April have been on connect.00:06:03.060 --> 00:06:04.362 You can kind of see the00:06:04.362 --> 00:06:05.230 daily trend down here.00:06:09.890 --> 00:06:10.694 Which that is approvable.00:06:10.694 --> 00:06:12.090 But you could also look and see,00:06:12.090 --> 00:06:13.570 kind of like. West,00:06:13.570 --> 00:06:16.889 so you can break out his time frames.00:06:16.890 --> 00:06:18.320 What he's looking at there.00:06:18.320 --> 00:06:20.588 You can also see that Jonathan frequently00:06:20.588 --> 00:06:22.789 puts in near 10 hours a day, yeah?00:06:22.789 --> 00:06:24.343 So you can see that extra00:06:24.343 --> 00:06:25.669 effort being put in there.00:06:28.210 --> 00:06:29.060 And then.00:06:31.820 --> 00:06:34.830 So. You can see you know the00:06:34.830 --> 00:06:36.990 different splits you know if I look00:06:36.990 --> 00:06:38.583 at his general admin time right?00:06:38.583 --> 00:06:40.341 It's I know he's logging some00:06:40.341 --> 00:06:41.660 when he's helping people,00:06:41.660 --> 00:06:43.860 but you can click and look at where00:06:43.860 --> 00:06:45.849 his time is being spent on ATI,00:06:45.850 --> 00:06:47.402 which you can see if he can have00:06:47.402 --> 00:06:48.818 a large portion of his time.00:06:48.820 --> 00:06:51.620 Art has its little peaks and spikes.00:06:54.430 --> 00:06:55.949 And then you just started on accurate,00:06:55.950 --> 00:06:58.446 so you can kind of see.00:06:58.450 --> 00:06:59.520 This over here where he's00:06:59.520 --> 00:07:00.492 you know, started crying.00:07:00.492 --> 00:07:01.847 You know, just crushing that00:07:01.847 --> 00:07:03.339 project as soon as he gets it.00:07:06.840 --> 00:07:08.264 Yeah, and then on the the PM side00:07:08.264 --> 00:07:09.879 of the house you could take a00:07:09.879 --> 00:07:11.084 look at someone like Stephanie.00:07:13.890 --> 00:07:15.408 And it just felt these filters00:07:15.408 --> 00:07:17.526 here for a second so you can see00:07:17.526 --> 00:07:19.104 where her time is getting consumed.00:07:19.110 --> 00:07:20.478 You know, see if it has a ton00:07:20.478 --> 00:07:21.549 of project management time.00:07:21.550 --> 00:07:23.550 PM's do go to a lot more internal00:07:23.550 --> 00:07:25.550 meetings that may not always be billable.00:07:25.550 --> 00:07:27.071 You can also kind of see if you know00:07:27.071 --> 00:07:28.668 people are putting in their training time.00:07:28.670 --> 00:07:30.926 Just a reminder, everyone has two00:07:30.926 --> 00:07:33.080 hours allocated in their standard.00:07:33.080 --> 00:07:34.550 Playing everyone is, you know.00:07:34.550 --> 00:07:36.097 Granted, 2 hours of training time so00:07:36.097 --> 00:07:37.920 you can see people putting in extra,00:07:37.920 --> 00:07:40.771 and if that kind of correlate's so00:07:40.771 --> 00:07:42.577 just a couple of quick examples.00:07:48.770 --> 00:07:50.090 This report is interesting.00:07:50.090 --> 00:07:52.430 It's a little bit harder to read,00:07:52.430 --> 00:07:53.970 but you can kind of mouse over.00:07:53.970 --> 00:07:55.750 So if you look at.00:07:55.750 --> 00:07:56.878 The different week numbers00:07:56.878 --> 00:07:58.288 and I would need to.00:07:58.290 --> 00:08:00.390 I apparently need to add a filter00:08:00.390 --> 00:08:02.320 here for only this past year.00:08:02.320 --> 00:08:04.880 But this counts week number of the year,00:08:04.880 --> 00:08:06.518 so you can see we're about here00:08:06.518 --> 00:08:08.206 in the year because it's counting00:08:08.206 --> 00:08:10.060 both this year and last year.00:08:10.060 --> 00:08:12.068 So this will tell you like you can00:08:12.068 --> 00:08:14.040 see this green block here is ATI.00:08:14.040 --> 00:08:15.328 As you can see the effort that's00:08:15.328 --> 00:08:16.834 been put in when it kind of tapers00:08:16.834 --> 00:08:19.156 off and then when it comes back.00:08:19.160 --> 00:08:20.791 And builds so and then kind of00:08:20.791 --> 00:08:22.578 up here this slider green block.00:08:22.580 --> 00:08:23.645 This is FIFA.00:08:23.645 --> 00:08:26.130 So you can see last year at00:08:26.222 --> 00:08:28.646 this time you see this here.00:08:28.650 --> 00:08:29.470 And then this of course,00:08:29.470 --> 00:08:31.830 is double counting last year and this year.00:08:31.830 --> 00:08:33.880 But you can kind of see the the size of00:08:33.940 --> 00:08:36.046 the bar and you can really add a glance.00:08:36.050 --> 00:08:39.468 See where the effort is being put in.00:08:39.470 --> 00:08:43.358 Another interesting report is the HR.00:08:43.360 --> 00:08:43.903 Now,00:08:43.903 --> 00:08:47.704 EHR is intended to be an indicator00:08:47.710 --> 00:08:49.564 and kind of give us an idea of how00:08:49.564 --> 00:08:51.446 we were performing as a company.00:08:51.450 --> 00:08:54.258 So the most relevant number is this EHR.00:08:54.260 --> 00:08:58.100 Excluding positive hours balance so.00:08:58.100 --> 00:08:59.156 We have some accounts that have00:08:59.156 --> 00:09:00.530 lots of hours on hand and it00:09:00.530 --> 00:09:01.370 really inflates this number.00:09:01.370 --> 00:09:03.250 We represent it so we kind of know,00:09:03.250 --> 00:09:05.800 but as these hours are consumed00:09:05.800 --> 00:09:08.600 each ours equivalent hourly rate.00:09:08.600 --> 00:09:09.434 Thanks Chris,00:09:09.434 --> 00:09:11.936 so the calculation for that is00:09:11.940 --> 00:09:14.004 the amount of hours a person00:09:14.004 --> 00:09:16.509 has worked on the project times.00:09:16.510 --> 00:09:18.568 The hourly rate that we have achieved00:09:18.568 --> 00:09:20.386 on the project, which is the.00:09:20.386 --> 00:09:22.570 Total amount they pay divided by the00:09:22.639 --> 00:09:24.886 amount of hours that have been used.00:09:24.890 --> 00:09:26.997 And so you can sort these reports,00:09:27.000 --> 00:09:30.906 so I sorting it by the time or the00:09:30.906 --> 00:09:34.466 HR without positive hours balance.00:09:34.470 --> 00:09:37.626 So. You can see.00:09:37.626 --> 00:09:38.210 I mean,00:09:38.210 --> 00:09:39.680 Clint's is going to be adjusted as00:09:39.680 --> 00:09:41.350 we kind of move sometime around.00:09:41.350 --> 00:09:43.285 He's currently hyperinflated due to00:09:43.285 --> 00:09:45.220 the connect Stephene logged internally,00:09:45.220 --> 00:09:47.572 but you can see Jonathan Lots doing00:09:47.572 --> 00:09:49.322 really well and because that's been00:09:49.322 --> 00:09:51.390 working on key source and key sources.00:09:51.390 --> 00:09:53.115 Really healthy 'cause they have00:09:53.115 --> 00:09:54.840 a real nice hours balance.00:09:54.840 --> 00:09:56.045 They're looking really well as00:09:56.045 --> 00:09:58.214 well and kind of taper it down here00:09:58.214 --> 00:10:00.359 where you can see like Taylor is00:10:00.359 --> 00:10:02.228 on ATI and you can expand this.00:10:02.230 --> 00:10:04.516 So while we know Taylor is00:10:04.516 --> 00:10:06.649 doing everything we ask him to.00:10:06.650 --> 00:10:09.450 We can see where his big impacts are,00:10:09.450 --> 00:10:12.324 so ATI has a really low EHR for00:10:12.324 --> 00:10:14.473 their project and so that pulls him00:10:14.473 --> 00:10:16.128 down because the large percentage00:10:16.128 --> 00:10:18.048 of his time is on it.00:10:18.050 --> 00:10:21.109 Whereas you know art still performing well.00:10:21.110 --> 00:10:23.738 Co serves performing well but it's00:10:23.738 --> 00:10:25.840 just outweighed by this value here.00:10:28.720 --> 00:10:30.190 And then from a project management00:10:30.190 --> 00:10:31.112 standpoint, it's also pretty good00:10:31.112 --> 00:10:32.410 indicator if I take a look at Jim.00:10:38.800 --> 00:10:41.160 You can kind of see.00:10:41.160 --> 00:10:44.340 Argos is really low,00:10:44.340 --> 00:10:46.370 so we we must be pretty substantially00:10:46.435 --> 00:10:48.547 negative on that project or the00:10:48.547 --> 00:10:49.955 something hasn't been invoiced.00:10:49.960 --> 00:10:52.480 CMG which was really healthy at one00:10:52.480 --> 00:10:54.785 point is negative and that negative00:10:54.785 --> 00:10:57.241 balance kind of lowers this abss00:10:57.241 --> 00:11:00.182 negative and that's affecting it so00:11:00.182 --> 00:11:01.574 it's supposed to be an indicator00:11:01.574 --> 00:11:03.471 like we know some people are getting00:11:03.471 --> 00:11:05.187 put on projects that are escalated.00:11:05.190 --> 00:11:07.010 And that's going to have an effect.00:11:07.010 --> 00:11:08.242 We can also look at it just00:11:08.242 --> 00:11:09.080 at a project level.00:11:13.530 --> 00:11:14.380 So.00:11:18.280 --> 00:11:20.146 Some of these connections you can00:11:20.146 --> 00:11:21.752 see where clients getting inflated00:11:21.752 --> 00:11:23.915 because they're all kind of like this,00:11:23.920 --> 00:11:25.610 but we kind of Scroll down here and look at00:11:25.654 --> 00:11:27.264 what I would consider a problem projects.00:11:29.390 --> 00:11:31.330 Like IOM is that ideal?00:11:31.330 --> 00:11:33.262 Yeah it's ideal so I know they're00:11:33.262 --> 00:11:35.470 going to pay their change requests.00:11:35.470 --> 00:11:37.520 This number should bounce up.00:11:37.520 --> 00:11:38.760 But we can see that this is just,00:11:38.760 --> 00:11:40.840 you know, not performing well.00:11:40.840 --> 00:11:43.312 Monarch is super negative,00:11:43.312 --> 00:11:46.909 JJT is super negative.00:11:46.910 --> 00:11:48.751 You know eighty beauty we had a00:11:48.751 --> 00:11:50.518 lot of credits on that account,00:11:50.520 --> 00:11:51.810 so even though they're you00:11:51.810 --> 00:11:52.842 know positive right now,00:11:52.850 --> 00:11:55.738 we took a huge hit on those projects.00:11:55.740 --> 00:11:59.660 There's another ideal up here that's at 90.00:11:59.660 --> 00:12:01.580 So we can even see we've got cut,00:12:01.580 --> 00:12:04.280 which is gonna get.00:12:04.280 --> 00:12:05.630 Some adjustments.00:12:05.630 --> 00:12:07.223 Yeah, been masters.00:12:07.223 --> 00:12:09.347 You know currently negative,00:12:09.350 --> 00:12:11.510 it just lets you kind of see where00:12:11.510 --> 00:12:12.689 we're performing at overall.00:12:12.690 --> 00:12:13.526 I mean, even Atlas,00:12:13.526 --> 00:12:15.269 which is a client we've had for years,00:12:15.270 --> 00:12:18.699 is still in the greater than 100 hour mark.00:12:18.700 --> 00:12:19.324 And really,00:12:19.324 --> 00:12:20.884 the profitability line here is00:12:20.884 --> 00:12:22.945 this 135 with a blended front00:12:22.945 --> 00:12:25.748 end back end and the cost if we00:12:25.748 --> 00:12:27.449 are below this 135 we're most00:12:27.449 --> 00:12:29.150 likely not going to see a profit.00:12:32.830 --> 00:12:35.777 'cause we're spending lots of time on.00:12:35.780 --> 00:12:39.290 Projects that are. Vampires00:12:43.260 --> 00:12:44.538 and there's some other views here.00:12:44.540 --> 00:12:45.720 This one is particularly helpful.00:12:45.720 --> 00:12:48.132 This is one that we put in the board00:12:48.132 --> 00:12:49.548 presentation that Chris presents.00:12:49.550 --> 00:12:51.980 So what this does is it orders the projects00:12:51.980 --> 00:12:54.789 by the amount of time we're spending on them.00:12:54.790 --> 00:12:56.650 And then it shows us what00:12:56.650 --> 00:12:59.130 their HR is so safe is at 138.00:12:59.130 --> 00:13:02.884 But we spent 874 hours in this timeframe,00:13:02.884 --> 00:13:05.010 RX one and 128.00:13:05.010 --> 00:13:07.680 We spent 670 hours on it.00:13:07.680 --> 00:13:09.570 And you can just kind of see,00:13:09.570 --> 00:13:11.075 you know we really should be spending00:13:11.075 --> 00:13:12.670 time on these projects that are really00:13:12.670 --> 00:13:14.460 healthy and that are that are positive.00:13:14.460 --> 00:13:16.660 But sometimes we spend a lot of time00:13:16.660 --> 00:13:18.690 on ideal we spent in this range.00:13:18.690 --> 00:13:21.258 We spent 400 hours and they00:13:21.258 --> 00:13:23.629 have a need charge of 52.00:13:23.630 --> 00:13:26.806 So just some different views to look at.00:13:26.810 --> 00:13:27.490 So you come in here.00:13:27.490 --> 00:13:29.355 You can also kind of click00:13:29.355 --> 00:13:31.545 in here to to filter him.00:13:31.550 --> 00:13:33.867 And this will create a waterfall chart.00:13:33.870 --> 00:13:36.042 A waterfall chart just shows the00:13:36.042 --> 00:13:37.635 change and individually stacks up to00:13:37.635 --> 00:13:39.450 the total change in this time period,00:13:39.450 --> 00:13:41.214 so this will break it down by00:13:41.214 --> 00:13:42.848 what days the time was used.00:13:42.850 --> 00:13:44.994 So if I look at West is good.00:13:48.010 --> 00:13:49.851 So once you can see that we've00:13:49.851 --> 00:13:51.445 had some pretty consistent work00:13:51.445 --> 00:13:53.270 across it, you know. Last month00:13:56.940 --> 00:14:00.174 this will show a slightly different view,00:14:00.180 --> 00:14:02.910 so if I look at keysource.00:14:02.910 --> 00:14:05.214 This will show everybody's00:14:05.214 --> 00:14:07.518 contribution to the project.00:14:07.520 --> 00:14:09.280 And what it's totaled over this time frame?00:14:11.560 --> 00:14:14.328 So over the course of April to now,00:14:14.330 --> 00:14:17.756 Hans is put in 288 hours.00:14:17.760 --> 00:14:19.632 And the next highest is set at 19500:14:19.632 --> 00:14:23.120 and then it, you know. Really dips.00:14:26.810 --> 00:14:30.634 So my favorite slide in here when I'm.00:14:30.640 --> 00:14:33.220 Focusing on projects.00:14:33.220 --> 00:14:35.254 Is this you 'cause it's kind of put a00:14:35.254 --> 00:14:37.468 lot of those different things together?00:14:37.470 --> 00:14:40.520 So I can see what line items have used all00:14:40.598 --> 00:14:43.210 the time in a time range which people have,00:14:43.210 --> 00:14:44.605 and then I can kind of drill into it.00:14:44.610 --> 00:14:46.926 So if I wanted to say project00:14:46.926 --> 00:14:49.706 management well, I can see,00:14:49.710 --> 00:14:51.173 you know Chris has a little bit00:14:51.173 --> 00:14:52.918 of time log to project management.00:14:52.920 --> 00:14:55.408 I can see Craig has time logged and00:14:55.408 --> 00:14:57.624 it kind of stacks up in the bubble00:14:57.624 --> 00:14:59.546 chart and I can also see where the00:14:59.546 --> 00:15:01.526 project management time was logged.00:15:01.530 --> 00:15:04.170 So for a single project, 6 hours in a day,00:15:04.170 --> 00:15:05.568 that's kind of alarming to me,00:15:05.570 --> 00:15:07.538 so I could click on that.00:15:07.540 --> 00:15:09.620 And see that OK, this is Eric ramping,00:15:09.620 --> 00:15:11.505 so there's probably some credit00:15:11.505 --> 00:15:14.109 time that needs to go in there.00:15:14.110 --> 00:15:16.224 And it will also show just the,00:15:16.230 --> 00:15:19.290 uh, the HR view.00:15:19.290 --> 00:15:21.264 Over here for where this projects00:15:21.264 --> 00:15:23.170 at which is currently at 111.27.00:15:26.350 --> 00:15:30.550 This one, uh, is a work in progress.00:15:30.550 --> 00:15:31.798 'cause it doesn't have any other00:15:31.798 --> 00:15:33.029 project filters and stuff like that,00:15:33.030 --> 00:15:34.770 but this will be a burndown00:15:34.770 --> 00:15:36.670 chart for a particular line item.00:15:38.680 --> 00:15:40.600 This report is kind of interesting,00:15:40.600 --> 00:15:42.990 so if I pick on Daniel, give me one of yours.00:15:46.450 --> 00:15:48.305 For burn down, I think art is00:15:48.305 --> 00:15:50.229 kind of an interesting one.00:15:50.230 --> 00:15:53.107 That's so they're going to be wyndover.00:15:53.110 --> 00:15:55.468 Yeah, they're so like comment or00:15:55.468 --> 00:15:57.510 like what's our consistent right?00:15:57.510 --> 00:15:58.410 And they kind of pay up,00:15:58.410 --> 00:16:01.728 but then they the that the.00:16:01.730 --> 00:16:02.930 So I use Wendover.00:16:05.500 --> 00:16:08.220 So what this does is it tracks all00:16:08.220 --> 00:16:11.000 the time that's used in a week, UM,00:16:11.000 --> 00:16:13.160 and it also tracks any credits that are00:16:13.160 --> 00:16:15.079 applied or any invoices that are paid.00:16:15.080 --> 00:16:17.456 So right now I can see their first00:16:17.456 --> 00:16:19.509 invoice 60 hours we burned down.00:16:19.510 --> 00:16:21.645 We actually got pretty negative and they00:16:21.645 --> 00:16:23.490 paid an invoice and we had some time00:16:23.490 --> 00:16:25.356 burn and I paid an invoice, time burn,00:16:25.356 --> 00:16:27.690 paid an invoice and you can see we have00:16:27.690 --> 00:16:29.556 some change request in here and there00:16:29.556 --> 00:16:31.766 was a long time where we had a lot of00:16:31.766 --> 00:16:33.476 stuff happening where we didn't really.00:16:33.480 --> 00:16:35.808 Invoice for anything and then we get here.00:16:35.810 --> 00:16:37.532 We can see that they should have00:16:37.532 --> 00:16:39.258 an hours balance of about 15 now.00:16:39.258 --> 00:16:41.028 This report isn't 100% accurate.00:16:41.028 --> 00:16:42.576 Sometimes this will be slightly off.00:16:42.580 --> 00:16:44.236 I haven't had a chance to troubleshoot why,00:16:44.240 --> 00:16:46.040 but it's still a pretty good00:16:46.040 --> 00:16:47.240 indicator how project runs.00:16:47.240 --> 00:16:49.718 See for I believe is another really00:16:49.718 --> 00:16:52.372 good example of this where we can00:16:52.372 --> 00:16:54.442 see an unhealthy project that00:16:54.442 --> 00:16:56.620 became healthy overtime, yeah.00:16:58.800 --> 00:17:01.070 So we can start way back here and we can00:17:01.133 --> 00:17:03.572 see that we we had a pretty decent cadence.00:17:03.580 --> 00:17:07.360 But at some reason here we stopped.00:17:07.360 --> 00:17:08.336 Harping on the invoice.00:17:08.336 --> 00:17:09.556 So we just work negative,00:17:09.560 --> 00:17:10.460 which we never should have done.00:17:10.460 --> 00:17:12.640 It sets a bad precedent.00:17:12.640 --> 00:17:14.592 And you kind of see we're just trying00:17:14.592 --> 00:17:16.479 to get back to zero for awhile.00:17:16.480 --> 00:17:18.240 And they start with that00:17:18.240 --> 00:17:19.786 weekly invoice session, right?00:17:19.786 --> 00:17:22.712 Yep, now you can see the invoices00:17:22.712 --> 00:17:25.189 are paid pretty consistently.00:17:25.190 --> 00:17:27.326 Yeah, and we kind of shore things up00:17:27.326 --> 00:17:29.503 just a couple of different interesting00:17:29.503 --> 00:17:32.305 ways to view things IT folks want to go00:17:32.305 --> 00:17:34.374 to this from their outlook online, etc.00:17:34.374 --> 00:17:38.790 There's a little 9 dot menu at the top left.00:17:38.790 --> 00:17:41.480 If you just go to office.com and log00:17:41.480 --> 00:17:44.291 in with your clarity email account.00:17:44.291 --> 00:17:48.556 And you'll see in that set of menu00:17:48.556 --> 00:17:51.839 items you can click on all apps.00:17:51.840 --> 00:17:55.109 And then click on power BI.00:17:55.110 --> 00:17:56.520 And then that'll take you to00:17:56.520 --> 00:17:57.460 the tool as well.