Reporting & Analytics
Reporting & Analytics - 3 items delivered in v0.33
What Was Delivered
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Add Columns to the Forecast Energy + Engineering + DA reports It's good we have ‘day’ differences between SLA’s HOWEVER Can we have a column for each of these that tells us the number of days since ordering was commenced. For eg in the attached image ‘Energy ordering’ for 20 Seymour commenced on the 6/6/24 so it would be 11 calendar days since that took place and that is a disaster for us! I need to see when the SLA is being exceeded live of at least when I run the report. Technical Implementation:
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For forecast reports, add a column called Days Since Order to the report.
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If there is a value in Received Date, then Days Since Order should display the difference between Ordered Date and Received Date.
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If there is NO value in Received Date, then Days Since Order should display the difference between Ordered Date and the CURRENT Date.
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The calculation should be on Business days and not counting Weekends.
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New Report required called - Project Detail Summary Please review Image. Need a new report that focuses on the attached.
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When A BP Expected date expires At the moment I export an expected BP report and review job x job and in many cases add an internal project note like the one below which directs the team to take action. I need this to be improved so: Can we have a better way of flagging for the Internal FTS user only that their BP expected date has expired and they need to review the forecast (BP expected date) Technical Implementation
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Create a new boolean attribute for Project called isBPExpectedExpired
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Create an API that is hit on a daily basis that updates the isBPExpectedExpired attribute to true when the BP Expected Date has lapsed.
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On the Dasbhard, update the conidtions for a RED BP to include isBPExpectedExpired
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Create a new Crud Controller which displays Projects that have isBPExpectedExpired set to True**.**
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Create a new Submenu item under Manage Projects called BP Expected Expired
Impact
Improved reporting accuracy and expanded analytical capabilities, supporting better data-driven decision-making.