Operations Insights Report: The Overview Tab

Created by Niharika Pandey, Modified on Tue, 01 Nov 2022 at 01:32 PM by Niharika Pandey

The Operations Insights Report lets you have an insight into the nitty-gritty of how projects, phases and tasks are being executed in your account. You can take a deep dive into each project, phase and task and view trends and charts that help you analyse what works for you and what needs improvement.

This report also draws comparisons between planned versus actual timelines to help you get a better idea of what is being completed ahead of time and what is lagging behind. View trends for specific time periods by applying relevant filters, compare data that has been statistically presented to you and find areas of excellence as well as improvement, all through the Operations Insights Report.




Operations Insights Report: The Overview Tab


This tab gives you an overview of the planned vs actual completion time of the projects that have been created using templates and also for their respective phases and tasks. You can quickly identify both on-time completions and completion delays by glancing at the charts, graphs and tables in this tab. 



Filter


Lets you filter projects or tasks or phases based on project fields




Projects Created Filter


This filter lets you analyse the people performance based on time frames so that you can specifically monitor performances for specific time periods.



The 'Custom' option lets you add custom 'Start date' and 'Due date' so that you can analyse people performance for specific dates.


Templates 


On-time completion performance: Graph


This graph displays an overview of projects completed on time vs delayed for each template for the selected time period. 


The x-axis represents the templates that have been used for creating projects during the selected time period and the y-axis represents the completion performance in percentage.

The bars in green indicate on-time completion and the bars in red indicate a delay in project completion. 



All Template Durations: Table


This table lets you compare project completion time on the basis of templates used to create the projects.



  • Template
    Name of the templates used for project creation

  • Number of Projects
    Number of projects created using that template

  • Planned Duration 
    The duration of the template used

  • Average Completion Time 
    The average of all the completion times of the projects created using the template

  • 50th %ile Completion time
    Indicates that 50% of all projects created using the template have been completed on or before this time duration

  • 90th %ile Completion time
    Indicates that 90% of all projects created using the template have been completed on or before this time duration

  • % projects Completed late
    The percentage of projects that have been completed later than the planned duration

  • CSAT
    The average CSAT ratings from the projects created using the template






Phases




Most delayed phases: Graph


This graph displays the top five phases that have been delayed the most vs the average deviation (in days) from the planned duration of the phase.

The x-axis represents the phases from templates that have been used for creating projects during the selected time period and the y-axis represents the average deviation from the planned duration.







Phases Completed Early: Graph


Top five phases that have been completed earlier than the planned duration vs the average deviation from the planned duration of the phase

The x-axis represents the phases from templates that have been used for creating projects during the selected time period and the y-axis represents the average deviation from the planned duration.






Phases Durations Table


This table lets you compare phase durations on the basis of templates used to create the projects.



  • Phases
    Name of the phase

  • Template
    Name of the templates which the phase belongs to

  • Planned Duration 
    The duration of the phase

  • Average Completion Time
    The average of all the completion times of the phase for all the projects where the template is used

  • 50th %ile Completion time
    Indicates that 50% of all phases have been completed on or before this time duration

  • 90th %ile Completion time
    Indicates that 90% of all phases have been completed on or before this time duration

  • % phases Completed late 
    The percentage of phases that have been completed later than the planned duration

  • CSAT
    The average CSAT ratings from the projects created using the template




Tasks


The Tasks section gives an insight about tasks that have been frequently completed early, late as well as tasks marked as blocked.



Tasks most frequently completed early: Table

This table gives an overview of the tasks that have been completed earlier than the planned time in the template.





  • Task
    Name of the task

  • Responsible
    Mentions if its your team or Customer's team or both teams which are responsible for the task

  • Template
    Name of the templates which the task belongs to

  • Planned Duration
    The duration of the task in the template

  • Average Completion Time
    The average of all the completion times of the task in projects created using the template

  • 50th %ile Completion time
    Indicates that 50% of all tasks have been completed on or before this time duration

  • 90th %ile Completion time
    Indicates that 90% of all tasks have been completed on or before this time duration

  • % tasks Completed early
    The percentage of tasks that have been completed earlier than the planned duration.




Tasks most frequently completed late: Table

This table gives an overview of the tasks that have been completed later than the planned time in the template.



  • Task
    Name of the task

  • Responsible
    Mentions if its your team or Customer's team or both teams which are responsible for the task

  • Template
    Name of the templates which the task belongs to

  • Planned Duration
    The duration of the task in the template

  • Average Completion Time 
    The average of all the completion times of the task in projects created using the template

  • 50th %ile Completion time 
    Indicates that 50% of all tasks have been completed on or before this time duration

  • 90th %ile Completion time
    Indicates that 90% of all tasks have been completed on or before this time duration

  • % tasks Completed late 
    The percentage of tasks that have been completed later than the planned duration




Tasks marked as blocked most frequently: Table


This table gives an overview of the tasks that have been marked as blocked.




  • Task
    Name of the task marked as Blocked

  • Responsible
    Mentions if its your team or Customer's team or both teams which are responsible for the task

  • Template
    Name of the templates which the task belongs to

  • Planned Duration
    The duration of the task in the template

  • Average Completion Time
    The average of all the completion times of the task in projects created using the template

  • % times marked
    The percentage of times the task has been marked as blocked in a project

  • Number of times marked
    The number of times the task has been marked as blocked




Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.

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