Live Status Dashboard

Balance Available Work Location Service Position --> Productivity / UtilisationProgress Against Plan Daily Capacity Overview The Balance section of the Dashboard gives you a view of capacity and what is required to meet your plan based on your planned productivity for the day. Events such as unplanned Downtime or changes to Productivity and Utilisation can drive shortfalls or surplus in capacity on the day prompting ‘now required planning’ decisions to be made. The Balance section will display as either Red, Amber or Green depending on how far from balanced (0 hours) you now are. Red – Shortfall or Surplus capacity is 15 hours or more. Amber – Shortfall or Surplus capacity is between 6 and 14 hours. Green – Shortfall or Surplus capacity is 5 hours or less. Remaining Time Available = Planned Time Available – Time already recorded in Manage Data Remaining Work Required = ( ∑ standard time ( planned Work Out – Actual Work Out ) / planned productivity ) + ( planned diverted – actual diverted ) Available   The available section details how many team members are linked to your team and out of those how many are currently available to complete work. The numerator displays the number of team members with a status of Core or Diverted Time (i.e. this number excludes those team members who have a status of Break, Logged Out, Unavailable, Downtime, Non-RTM or Loaned). It only counts the borrowed staff while they are physically loaned to a team, whereas the denominator will count these staff members for the rest of the day.   Example: Team 1 have 10 staff members linked to them but they have 2 people off sick. At the beginning of the dashboard would display 8/10. Team 2 loans 1 staff member to Team 1, during the time when this staff member is loaned, the dashboard would show 9/11. When the staff member returns to Team 2 after lunch the dashboard would display 8/11.   Hover over segments Clicking on any of the status headings in this section will take you to the Team Insight table and filter the team members displayed to show only the ones currently set as the status you selected. Work Location If the Work Location feature is enabled, this section will provide insight into where your team members are working from for the current day. The work location is set by the team member when they login to RTM at the start of their shift. In this section you will see team members displayed as Office, Remote or Not Set if they haven’t selected a location on login or are logged as Downtime for the day. Clicking on any of the Work Location headings in this section will take you to the Team Insight table and filter the team members displayed to show only the ones set as the Work Location you selected. Hover over the segments to view list of team members within the segment Clicking on any of the status headings in this section will take you to the Team Insight table and filter the team members displayed to show only the ones currently set as the status you selected. Service Position If Service Indicators are enabled for the Workgroup you will also see your estimated service position for the end of the current day. This position is based on the actual Start WIP and Age Profile pulled from Manage Data and the planned Work Out for the day. Clicking the Details button: will prompt a pop-up box to open providing further insight into the service position of each task. For each task that has Service Indicators enabled you will be able to review:   Plan, the planned Service position from the committed or now required plan being used to view the dashboard. End of Day Estimate, Based on Start WIP from Manage Data and planned Work Out. Completed Today, Based on the items of Work Out captured by the team members so far for the current day.   Clicking the > icon next to each task will expand the data further allowing you to view:   Start WIP, including items already out of service. Work In Work Out End WIP, including items estimated to be out of service by the end of the day.   If the Age Profile of tasks has not been reviewed in Manage data (the + icon is still visible next to the task) for the current day a warning message will appear Productivity / Utilisation   This section details the current Productivity and Utilisation based on the data captured by team members for the current day so far as well as view a few to how these values compare to plan and the previous day. There is also a chart displaying the Productivity and Utilisation for a 5-day rolling period. It will display your current day and the 2 days before and after. This provides a view of previous days performance in relation to today, and also an outlook of how you have planned in the upcoming period, allowing you to “keep plans in sight and mind”. If there is a Committed plan in place for each of the 5 days being displayed as a grey bar, you will be able to view the planned values for the period and compare to actuals displayed as a light blue bar up to the current day. If you have a “Now Required Plan” in place the new target will appear as a dark blue bar allowing you to see any changes you have made between the initial plan and now required plan and compare these to the current day's performance.   Placing your cursor over a specific day will allow you to view the date and planned and actual productivity values. Progress Against Plan The Progress Against Plan section gives you an overview of how your workload is tracking to plan. For each of the 6 metrics you can see the actual value in hours compared to the plan value. Beneath this there is a progress bar that shows how you are tracking to plan. The bar will change colour depending on the team’s position at that point in the day. The light blue element of the progress bar indicates progress towards plan so far for the current day, with grey indicating how much more is required to achieve planned values. A portion of the progress bar showing as dark blue indicates the actual value for this metric is now above what was planned with the dark blue indicating by how much.

 

Now Required Planning is a key step in your daily control process. Now Required Plans allow you to re-assess the current day based on your team’s performance week to date as well as any changes for the current day. A Now Required Plan allows you to review your new capacity position based on your current situation and re-prioritise work and resource to get back on track with your weekly plan or deliver the next best possible outcome.

The Now Required Plan function can be accessed via the Live Status Dashboard or the Buzz board:

Live Status Dashboard

Buzz Board

 

Now Required Planning Productivity

Clicking on the Create Now Required Plan option will prompt a pop-up box to appear asking you to confirm the approach you would like to take to planning Productivity for the remainder of the day.

There are 3 options:

• Working at planned for the rest of the day, this option assumes the team will work at the originally planned productivity level for the rest of the day.

• Maintain Actual productivity for the rest of the day, this option assumes that the team will continue to work at the same productivity levels for the rest of the day that they have achieved so far today.

• Adjust to meet plan productivity for the day, this option assumes that the team will end the day achieving the originally planned productivity levels. The productivity assumed for the rest of the day will be a calculated weighted average taking into account the productivity levels achieved so far today and the overall productivity for the day meeting the originally planned productivity level.

Each option displays an end of day position detailing the Productivity and Capacity position that will be achieved based on the current plan and the selected option.

End of Day Productivity:

• Work at Planned
  When this option is selected, whilst the productivity level for the rest of the day will be based on your originally planned productivity, the Overall productivity achieved for the whole day will be a calculated weighted average taking into account the actual productivity achieved so far today and the remaining work being completed at the originally planned productivity level.

• Maintain Actual
  This option assumes the rest of the day productivity will be the same as the actual productivity, and therefore the overall productivity achieved for the whole day will be the same as the actual achieved so far.

• Adjust to Meet Plan
  This option assumes that the productivity for the whole day will meet the originally planned productivity for the day.

End Of Day Balance:

The Balance displayed under each of the 3 options indicates the adjustment to resources required to complete your remaining planned work, this will vary depending on what option you choose for the productivity assumption for the rest of the day. The balance is calculated from:

1. The remaining time available for the day.

2. The remaining Planned Diverted activities

3. The remaining core work effort

4. The selected Productivity value for the rest of the day

	Productivity for rest of the day	Productivity by end of day
Work at Planned (for the rest of the day)	Committed plan productivity	Calculated
Maintain Actual	Actual productivity for now	Actual productivity for now
Adjust to Meet Plan	Calculated	Committed plan productivity

 

Work at planned (for the rest of the day):

This option generates a calculated end of day productivity value. The blended Productivity combines the Productivity achieved so far with the Planned Productivity for the remaining work. It uses the proportions of completed and remaining work to calculate a weighted average.

1. Proportion of Completed Work: The formula calculates what proportion of the total planned work has been completed.

2. Proportion of Remaining Work: It also calculates what proportion of the planned work is still left to do.

3. Blended Productivity: The formula takes into account the actual productivity on the proportion of planned work completed so far and the assumption of the planned productivity being applied to proportion of the remaining work.
   

Worked Example calculation productivity for End Of Day productivity

1. Proportion of Completed Work: The planned Work Out for the day is 49.7 hours. 20.5 hours have already been completed (41.24% of the planned work is completed). Which was completed at 79% productivity.

2. Proportion of Remaining Work: There are 29.2 hours of Work Out left to complete to achieve the plan (58.76% of the work is remaining). The remaining work will be completed at the planned 74% productivity.

3. Weighted Productivity: The completed work, 41.24% was completed at 79% Productivity. So the weighted productivity will be 0.4124 * 79% ≈ 32.48%)
   The remaining work 58.76% will be completed at 74% productivity. So the weighted productivity will be 0.5876 * 74 ≈ 43.48%)

4. Blended Productivity: Completed work weighted Productivity (32.48%) + Remaining work weighted Productivity (43.48%) = Blended Productivity ≈ 76%
   As the team achieved 79% productivity for the first part of the day and then are assumed to work to the planned 74% for the rest of the day, the assumed end of day productivity achieved will be higher than planned at 76%.

Adjust to meet plan:

This option generates a calculated rest of day Productivity. The productivity assumed for the rest of the day will be a calculated weighted average taking into account the productivity levels achieved so far today and the assumption that the overall productivity for the day will meet the originally planned productivity level.

The formula tc

• The Planned Work Out is 49.7 hours

• 20.5 hours of work have already been completed

• There are 29.2 hours of remaining Work Out

• Actual Productivity So Far is 79%

As the team achieved higher than planned productivity in the first part of the day, the productivity for the rest of the day will reduce to achieve the planned level of productivity for the whole day.

The balancing value will be based on an assumed 71% Productivity for the remainder of the day.

 

Once you have selected your plan Productivity option select Create Plan to open your Now Required Plan.

 

Your Now Required Plan will open for the current day. The plan will display the resource, diverted and performance data from the week by day committed plan that you have in place for the week. Your core work will be based on:

Start WIP – Most recently verified values from Manage Data.

Work In – This will match the Work Out value as no Work In data will have been verified for the current day.

Work Out – The week by day committed plan.

End WIP – This will default to the same value as the Start WIP representing maintaining the current WIP position.

The above values will reflect your capacity and end WIP position based on planned resource, diverted, work out and current WIP. To get a true capacity position for the current day the plan values need to be updated to reflect the current position.

 

 

 

 

 

 

You can add notes for your workgroup for the current day or the whole working week on the Live Status Dashboard by selecting the Notes icon. These notes are then visible in the Control Report to assist with Variance Analysis.

The Team Insights table gives you an overview of current day for each team member linked to or working for your team.

Timeline View

Table Controls

Name Productivity Utilisation Start Time Status Time Worked Timeline Name Details the team member and their work location. indicates they are in the office indicates they are working remotely Productivity Details each team members Productivity for the day so far, based on the minutes worth of core work captured in the core time logged. Utilisation Details each team members Utilisation for the day so far based on the working time they have logged and the amount of that time that was available to complete Core work. Start Time Details the time each team member logged into ControliQ. This should be the start time of the individual’s shift. Status Details the current status of each team member Core Work Diverted Work Break Downtime Loaned Unavailable Time Worked Details how long each team member has spent working in your team for the current day. Timeline The timeline view updates as the day progresses to illustrate how team members have been spending their time. Core Work Diverted Work Break Downtime Loaned Unavailable Borrowed team member Non-RTM Data has been captures for the team member but not via RTM Working Remotely Working in the office Team member has a different time zone setting than this team

 

Detail View

Table Controls

 

Name Productivity Utilisation Status Work Out Core Time Diverted Downtime Break Loaned Borrowed Time Worked Name Details the team member and their work location. indicates they are in the office indicates they are working remotely Productivity Details each team members Productivity for the day so far, based on the minutes worth of core work captured in the core time logged. Utilisation Details each team members Utilisation for the day so far based on the working time they have logged and the amount of that time that was available to complete Core work. Status Displays the team members current Status. Team members showing as NON-RTM have had data captured in Manage Data for the day that has not come via RTM. Team members showing as Unavailable have not logged into RTM and have no data captured in Manage Data for them for the current day. Work Out Details the minutes or hours' worth of work each team member has completed based on standard time for each task they have marked as completed Core Time Details how many minutes or hours each team member has had available to work on Core work so far today. Diverted Details how many minutes or hours each team member has invested in Diverted activities so far today. Downtime Details how many minutes or hours each team member has lost to Downtime so far today. Break Details how many minutes or hours have been logged using the Break button so far today. Loaned Details how many minutes or hours the team member has spent working for another team so far today. Borrowed Details how many minutes or hours the team member has spent supporting this team so far today. Time Worked Details how many minutes or hours the team member has captured as available to complete work for this team so far today.

 

The Live Status Dashboard can also be viewed for higher levels of the hierarchy such as Business Units, Departments or even the Organisation. When run at a department level the Dashboard View provides the same information provided when run at team level but the Team Insight table is replaced with a Workgroup Insight table.