Performance Overview report

Workforce Planning provides direct labor planning and an analysis tool for direct labor performance calculations.

Overview

The Overview tab shows a high-level overview of efficiency, utilization, their trends, and the distribution of spent hours. Detailed information is available on separate tabs. You can either click in the widget or click the corresponding tab to access the detailed information.

These elements are displayed on the Overview tab:

  • Utilization

    Shows the percentage value for the weighted arithmetic mean of utilization.

  • Efficiency

    Shows the percentage value for the weighted arithmetic mean of efficiency.

  • Efficiency and Utilization

    Shows trends in the percentage of efficiency and utilization over periods that you select.

  • Losses

    Shows a doughnut chart that represents losses and their contributing factors, such as, downtime and reduced speed.

  • Decomposition Spent Hours

    Shows the spent hours and their distribution across categories and sub-categories that were defined for the Spent Hours account. The other bar charts compare the Scheduled Hours account with the calculated inefficiency.

Detail Hours

The table shows values for different accounts that contribute to the total employee hours. By default, the table shows the hours in absolute values. The values can be displayed as percentages. The value for each account is calculated as a percentage of the Total Paid Hours account. The structure for different accounts is defined in Designer and allows modifications such as the addition of new child elements. The administrator can create new sub-accounts in Designer if a more detailed tracking of employee time is required. For example, sub-accounts for non-productive time, such as, meetings, training, or sub-accounts for material-related or operations-related downtime. The administrator must ensure that a correct weight is defined for the new sub-accounts, so that the values on consolidated accounts are calculated correctly.

These formulas are used for calculating consolidated hours accounts:

Reduced Speed = Inefficiency (C) - Downtime
Inefficiency = Productive Time (C) - Scheduled Hours
Productive Time = Total Productive Time (C) - Claimed Hours
Total Productive Time = Total Paid Hours (C) - Non-Productive Time - Paid Leave
Total Paid Hours = Reported Hours (C) + Paid Leave
Reported Hours = Standard Time + Overtime + Non-Productive Time

Performance

The table shows accounts such as Productive Time and Total Paid Hours, and calculated percentage values for efficiency and utilization. You can sort the values for a selected column in ascending or descending order. You can use the Break Hierarchy option to sort a hierarchy that includes both base and consolidated elements. If you break the hierarchy, the position of elements within the hierarchy is disregarded, and only their values are used in sorting. For base elements, the base values are sorted. For consolidated elements, the aggregated values are sorted. The Break Hierarchy option is available for each table in the Performance Overview report.

The weighted arithmetic mean of efficiency is calculated using this formula:
Efficiency = Scheduled hours / Productive time
The weighted arithmetic mean of utilization is calculated using this formula:
Utilization = (Scheduled hours + Confirmed claimed hours) / Total paid hours

Losses

The table lists factors that contribute to losses. The table shows absolute or percentage values for factors that cause inefficiency for the selected context. By default, only top-level accounts are displayed. To view subcategories, click the column header and select Expand. If the selected option is percentage, the expanded sub-categories values show their effect on the parent category. To collapse the columns, click the column header of the top-level account and select Collapse.

In the demo data, two main factors that contribute to losses are defined: Downtime and Reduced Speed. The administrator can specify additional factors that contribute to losses in Designer.

Reduced Speed is a consolidated account that is calculated using this formula: 

Reduced Speed = Inefficiency - Downtime

Time Comparison

This table shows the weighted arithmetic mean for utilization and efficiency in the selected context. By default, the efficiency data for selected periods is displayed. It shows the calculated efficiency for each period that was selected in the context menu.

To view utilization data, click the Total Utilization column header and select Expand.