DRs and KPIs project (MAIN WIKI)
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== Info == | == Info == | ||
| + | |||
| + | == Concepts and Glossary == | ||
| + | |||
| + | At this moment we see 2 families of DR/KPI reports: | ||
| + | * Action Required | ||
| + | * All others (cost per unit, etc) | ||
| + | |||
| + | They differ in visual representation as well in how they are administered. | ||
| + | |||
| + | There is another classification by access (internal vs external). | ||
== Wikis == | == Wikis == | ||
== Implem plan == | == Implem plan == | ||
| + | |||
| + | '''Tasks:''' | ||
* 1/ Develop professional look and feel for DRs interface, particularly interactive plots, bar charts, etc - 3131 | * 1/ Develop professional look and feel for DRs interface, particularly interactive plots, bar charts, etc - 3131 | ||
* 2/ Create first professionally looking and fully functional "external" KPI (Cost per pound/TMS version) - 3131 | * 2/ Create first professionally looking and fully functional "external" KPI (Cost per pound/TMS version) - 3131 | ||
| - | * 3/ Create first fully functional "internal" KPI (Past Due) | + | * 3/ |
| - | * 4/ Add Dashboard config | + | ** a/ Create first fully functional "internal" KPI (Past Due) - 2412 |
| + | ** b/ Add specific "internal" DRs/KPIs (8 more Action Required reps) - 3068 | ||
| + | * 4/ Add Dashboard config - | ||
| + | ** ''0003067: [* DR/KPI] (Dashboard) Create Dashboard framework '' | ||
| + | |||
* 5/ Add DR/KPI config | * 5/ Add DR/KPI config | ||
| + | * 9/ Add options to "Reports/DRs Scheduler" | ||
| + | |||
* 6/ Introduce Jag user profile (note: this is also under IPortal proj) | * 6/ Introduce Jag user profile (note: this is also under IPortal proj) | ||
* 7/ Create common user profile (all roles) (note: this is also under IPortal proj) | * 7/ Create common user profile (all roles) (note: this is also under IPortal proj) | ||
* 8/ Add config to make sure DR/KPIs comply with SaaS requirement (link to user/company visibility, link to proper EDI) | * 8/ Add config to make sure DR/KPIs comply with SaaS requirement (link to user/company visibility, link to proper EDI) | ||
| - | + | ||
* 10/ Improve users management panel (filters, apply action to many users at the same time) | * 10/ Improve users management panel (filters, apply action to many users at the same time) | ||
* 11/ Advance user groups concept (define operations groups, link to office and teamleads, etc) | * 11/ Advance user groups concept (define operations groups, link to office and teamleads, etc) | ||
* 12/ Clarify requirement for 2nd level for internal KPIs | * 12/ Clarify requirement for 2nd level for internal KPIs | ||
| - | * 13/ | + | * 13/ see 3b |
* 14/ Add specific "external" DRs/KPIs (generic Cost KPIs, Times KPIs, Average loads KPIs, Total cost KPIs, etc) | * 14/ Add specific "external" DRs/KPIs (generic Cost KPIs, Times KPIs, Average loads KPIs, Total cost KPIs, etc) | ||
* 15/ Misc (add more filters to some reports, etc) | * 15/ Misc (add more filters to some reports, etc) | ||
| - | Related mantis: | + | '''Related mantis:''' |
| - | * | + | * 0003131: [* DR/KPI] (Cost per pound/TMS version) Significantly improve Look and feel. Fix bugs. Add missing functionality. Part B. // Spr#8d |
| - | * | + | * 0003062: [* DR/KPI] Add remaining 9 existing internal reps to Dashboard |
| + | * 0003067: [* DR/KPI] (Dashboard) Create Dashboard framework | ||
| + | * 0003076: [* DR/KPI] Cost (per unit) KPIs | ||
| + | * 0002978: [* DR/KPI] (External KPIs) Average Time KPI (Level 1, 2, 3) | ||
Current revision as of 16:39, 29 September 2011
Contents |
[edit] Info
[edit] Concepts and Glossary
At this moment we see 2 families of DR/KPI reports:
- Action Required
- All others (cost per unit, etc)
They differ in visual representation as well in how they are administered.
There is another classification by access (internal vs external).
[edit] Wikis
[edit] Implem plan
Tasks:
- 1/ Develop professional look and feel for DRs interface, particularly interactive plots, bar charts, etc - 3131
- 2/ Create first professionally looking and fully functional "external" KPI (Cost per pound/TMS version) - 3131
- 3/
- a/ Create first fully functional "internal" KPI (Past Due) - 2412
- b/ Add specific "internal" DRs/KPIs (8 more Action Required reps) - 3068
- 4/ Add Dashboard config -
- 0003067: [* DR/KPI] (Dashboard) Create Dashboard framework
- 5/ Add DR/KPI config
- 9/ Add options to "Reports/DRs Scheduler"
- 6/ Introduce Jag user profile (note: this is also under IPortal proj)
- 7/ Create common user profile (all roles) (note: this is also under IPortal proj)
- 8/ Add config to make sure DR/KPIs comply with SaaS requirement (link to user/company visibility, link to proper EDI)
- 10/ Improve users management panel (filters, apply action to many users at the same time)
- 11/ Advance user groups concept (define operations groups, link to office and teamleads, etc)
- 12/ Clarify requirement for 2nd level for internal KPIs
- 13/ see 3b
- 14/ Add specific "external" DRs/KPIs (generic Cost KPIs, Times KPIs, Average loads KPIs, Total cost KPIs, etc)
- 15/ Misc (add more filters to some reports, etc)
Related mantis:
- 0003131: [* DR/KPI] (Cost per pound/TMS version) Significantly improve Look and feel. Fix bugs. Add missing functionality. Part B. // Spr#8d
- 0003062: [* DR/KPI] Add remaining 9 existing internal reps to Dashboard
- 0003067: [* DR/KPI] (Dashboard) Create Dashboard framework
- 0003076: [* DR/KPI] Cost (per unit) KPIs
- 0002978: [* DR/KPI] (External KPIs) Average Time KPI (Level 1, 2, 3)
