Power BI Full Service Package - Project Controlling and Work Time Evaluation
Bundleprodukt aus sechs Berichten über die Verknüpfung von Power BI mit Odoo , welches die beiden Produkte Bericht über Projektstundenverteilung & -entwicklung, Bericht über effektive Arbeitszeiten sowie einen Zusatzbericht als Bonus umfasst.
Die Berichte dienen der Auswertung der effektiven Arbeitszeit unter der Berücksichtigung von Urlaubs-, Ausfall- und Feiertagen und gewähren Einblicke in die geleisteten Projektstunden nach Verrechnungsart (intern/extern), die Entwicklung der Projektstundenverteilung und ein mitarbeiterspezifisches Monats- sowie Wochenranking auf Projektstundenbasis.
Umfang des Produktes
- Power BI-Projektdatei (.pbix), welche alle notwendigen ETL-Konfigurationen zur Anbindung von Odoo, die Modellierung der resultierenden Tabellen und drei Berichte umfasst
- Kurzbeschreibung zur Anbindung ihrer Odoo-Umgebung in Power BI
Voraussetzungen
- Vollständige Datenpflege in Odoo (insb. Anwesenheitszeiten, Personal und Urlaubsanträge, Zeiterfassung, Projekt und Kontakte)
- Installation von Power BI Desktop in einer Windows-Umgebung zur Einbindung und Anpassung der Power BI-Projektdatei
Our Odoo-based working time and project hour evaluation for your consulting company
The full service package includes the products Power BI - Project Hours Distribution & Development Reports, Power BI - Effective Working Hours Report and Power BI - Reporting by Allocation Rate as well as an additional report as a bonus, which includes the development of effective working hours and project time of all employees on a monthly basis.
The Power BI project file prepared for you here (incl. brief instructions) enables you to connect your Odoo system to Power BI with a minimum of configuration effort and to receive monthly and weekly evaluations of project hour distribution and development via preconfigured reports. The evaluations of the effective working time and project time per employee per month as well as for efficient project controlling via the billing rate complete the package.
The product* is addressed to consulting companies that rely on Odoo to record project hours, employee work, vacation and lost days, and project accounting.
On the one hand, you receive a compact employee evaluation of the effective attendance, project as well as vacation and absence times, taking into account holidays and the contractually agreed working hours. On the other hand, reports are included that show the weekly as well as monthly development of the project hour shares of the employees in the departments. A weekly and monthly report is also included that shows the general development of project hours compared to previous periods, the distribution of project hours among customers, and a compact ranking of employees with the highest share of external project hours in the corresponding period. Financial project metrics are covered with three additional reports around the billing rate. As a result, the package is a useful tool for establishing efficient project controlling in consulting companies.
For a smooth connection, at least the following Odoo modules must be installed and used by you: Employees, Timesheets, Project, Contacts, Attendances, Time Off, Calendar, Accounting. In addition, it is necessary to provide Microsoft Power BI as a tool for evaluation. The free desktop version is sufficient at this point and is installed immediately in Windows environments.
* Plus annual software maintenance fee in the amount of 350.00 €, notice period: three months before the end of the contract year.
Contact us at any time for extended support in addition to configuration in the area of Power BI - we will be happy to advise you on the introduction or optimization of your reporting, even away from Odoo.