Calculation, Log and Change History of the Schedule Indicator

• Calculation Details
  • Monthly View
  • Accumulated view
• Indicator Change Log
• Change History

Calculation Details 

 

A Schedule Indicator can have only one delivery date or several delivery dates (which are called milestones). Regardless of how many dates the Schedule Indicator has, the result is calculated in the same way.

 

Monthly View

 

The Schedule Indicator's result is generated from your milestone scores.

Every milestone has an expected end date and a weight, this data is essential when calculating its grade. In addition, the milestone must have an Execution Date that is entered by the user.

To obtain the milestone's score, the system calculates the deviation in days between the Execution Date and the Planned End Date, compares this deviation with the points defined in the Indicator's Score Range, and finds the score for this deviation.

 

This score is then multiplied by the weight for that milestone. If there are more milestones completed in the same month, the procedure is the same; however, you add the score multiplied by the weight of the milestones for that month and divide it by the sum of the weights of the milestones delivered that month. 

 

For example: 

 

The Indicator "Structure HR area by 07/30" has a milestone "Hire software for area" with an expected end of 05/10 and a weight of 20%.

 

 

This milestone has Execution Date 05/25. The first step is to find the deviation of days between the Execution Date and the Planned End Date (05/25- 05/10), totaling a difference of 15 days between the dates.

This value is then applied to the indicator's Score range. Thus, the score corresponding to the 15 day deviation is 90. 

 

As a last step, you must multiply the score obtained in the Score Range by the weight of the Milestone, that is 90 x 20, totaling 1800. Finally, we divide this value obtained by the weight of all the milestones in the month of May. As in May we have only one milestone of weight 20, the calculation is 1800/20 = 90.

 

So in the month of May, analyzing the monthly view, we will have a value of Real of 90. 

 

 

Note: The target for a Schedule Indicator is the Range score for 0 days of deviation. 

The system always calculates the monthly value from the end date of your milestones. 

 

Late milestone with actual end for following months

 

Looking at the monthly view, if a milestone is met late and this delivery occurred in some month after the planned end date, the system will count its score in the month in which the milestone was met, that is, on the end date. 

For example, the milestone Perform Selective Process has a Planned End date of 06/08 but was delivered only on 07/10. In the monthly view, the calculation of this milestone will be in July. 

 

 

Early milestone with actual end for previous month

 

Looking at the monthly view, if a milestone is met early and this delivery occurred in a month prior to the planned end date, the system will count the monthly score in the month in which the milestone was met, that is, on the end date. 

For example, the milestone Hire 2 people in October has as its Predicted End date 10/13 but was delivered on 07/15, in the monthly view, the calculation of this milestone will appear in July. 

 

 

Accumulated View

 

The YTD view, like the monthly view, considers the actual end of milestones for calculation in the system. What differentiates this view is that its calculation accumulates over the months that deliveries are made, and that this result is impacted by the setting "Consider Milestones not completed?". 

 

If the indicator has this property marked as "No", when calculating the accumulated data for a month, all milestones completed up to that month will be considered.

If the indicator has this property marked as "Yes", in the calculation of the accumulated for a month, all milestones registered for the indicator will be considered, regardless of whether they were completed or not. In this case, the unfinished milestones contribute with zero weight to the indicator's score.

 

For example, the indicator "Hire 5 employees by 10/30", has two milestones: "Carry out a selection process" with a Planned End for 06/08 and weight 50% and another milestone to "Hire 2 people in October" with weight 50% and Predicted End 10/13.  The indicator is configured to disregard unfinished milestones in the calculation.

 

When we analyze the KPI, we see that the actual cumulative July is 105. To arrive at this value, we follow the following steps:

1) Find the deviation in days between the Planned Date and the End Date of the "Perform selection process" milestone.

We note that the Planned Completion was 06/08 and the realized one was 06/23. That is, the deviation is 15 days:

 

 

2) Compare this deviation with the Indicator Score Range and find the corresponding score:

We note that in this scenario, the score is 90:

 

 

3) Next, we must multiply the score by the weight of the indicator.

In this account, 90 (score) x 50 (weight), we find the value of 6000.

 

4) Do the same procedure for the milestone "Hire 2 people in October".

• The deviation between planned and actual finish which totals -93 days
• In the Score Range there is an upper limit, i.e. the maximum deviation for early deliveries is -30 days), so the score is 120.
• Multiplying the milestone's score by its weight we get 120 x 50, totaling 4500.

5) Finally, we add the score x weight of all the milestones of the nominee and divide it by the sum of all the weights of all the milestones:

(4500+6000)/(50+50) = 10500/100 = 105

That is, the accumulated score for the indicator Hire 10 employees by 10/30 in the month of July is 105. 

 

 

Indicator Change Log

 

The Value Change Log for an indicator helps to create a complete and assertive record of all the values that have been posted to the indicator's Spreadsheet.

 

Go to the Corporate Performance module and click on Spreadsheet or KPIs. Then, go to the indicator you want, hover the mouse over its name and click on the icon "..."

 

After that, click on the Change Log option.

 

A tab will open. There, at the top, you can select the month you want to see the change.

NOTE: Deactivated milestones are disregarded from the calculation.

 

Change History

 

Go to the "KPIs Tab" of your Business Unit and find the indicator you want to see the change history. Then click the icon next to the name of that indicator and select Properties. After that, click the clock icon in the upper left corner above the indicator name. This will open the entire change history for that indicator since its creation, giving you a complete overview of its changes.