An open source project scheduling tool for Windows, Macintosh, and Linux.

Measuring productivity and expenses

Install measurements feature

In order to use the measurements feature:
  1. Run the "Install Measurement Tracking" Script
  2. Create a report to display the measurement ID's.
    • Add Measurement report to "All Projects".
    • Insert the desired columns (at least MeasurementID and Label).
  3. Create a report to enter project start dates
    • Add a Projects report to "All Projects"
    • Insert desired columns (must include Start Date and Target End Date)
    • Enter Start Date and Target End Date for each project (except for the "All Projects" project)

Monitor productivity

To monitor actual team productivity w/ expected productivity:
  1. Measurement shows whether the team is as productive as expected.
    • Requires capturing the estimated effort for each task and
    • the weekly project effort per person.
  2. Change Task (Gantt) report so that it captures estimated effort and task completion dates
    • Add new Effort and Actual End Date columns to Task (Gantt) Report.
    • Enter estimated effort for each task. (In the future this will default to the duration, but for now it defaults to zero.)
  3. Create a report to display the desired measurements.
    • Add ProjectMeasurement report to target project (if you haven't already done so).
    • Insert the desired columns.
    • Insert six blank rows.
    • Under the column MeasurementID enter the ID of each of the six earned value measurements. (Usually 1-6)
  4. Add the names of the people who will work on the project to either the projects resource report or the all projects resource report.
    • Insert a row for each person that hasn't already been added
  5. Create a report where the actual project effort can be entered.
    • Add ProjectResource Report to the project.
    • Insert desired columns (use Week/ActualEffortHours, not Day/ActualEffortHours -- the Day version hasn't been tested)
    • Insert one blank row for each person who will be working on the project.
    • Under the column ResourceID enter the ID of each person who will work on the project.
  6. Record actual effort and compare with planned effort.
    • Enter the effort hours for each person each week into the ProjectResouce report.
    • Enter the actual completion date of any tasks that have been completed.
    • Run the "Update Measurements" script.
    • Compare actual effort with earned value effort.
    • (Note that actuals are only calculated for weeks that are completed.)
For more information on earned value, what it means and what the calculation is, see "Simple Project Management: What everyone needs to know about project management."

Monitor Expenses

To monitor planned vs. actual expenses:
  1. Measurement shows planned non-labor expenses and compares them with the actual expenses.
    • Requires entering each expected expense and
    • updating each with the actual amount of the expense.
  2. Create a report to display the desired measurements.
    • Add ProjectMeasurement report to target project (if you haven't already done so).
    • Insert the desired columns.
    • Insert six blank rows.
    • Under the column MeasurementID enter the ID of each of the six expense measurements. (Usually 7-12)
  3. Create a Expense report to enter planned and actual non-labor expenses.
    • Add Expense report to the project
    • Insert desired columns
    • Insert one blank row for each expected expense.
  4. Record actual expenses and compare with planned expenses.
    • Enter the actual expense into the Expense report.
    • Run the "Update Measurements" script.
    • Compare planned and actual expenses. The outlook combines the actual expenses with the remaining planned expenses.
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