Operations Insights Report: By Template Tab

Created by Niharika Pandey, Modified on Tue, 1 Nov, 2022 at 1:31 PM by Niharika Pandey

  • Plan Availability
  • Essential
  • Standard
  • Premium
  • Enterprise

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 By Template Tab


This tab gives you an overview of the planned vs actual completion time, starting delays and ending delays of the projects that have been created using a certain template 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. 




Projects

Projects tab: Operations Insights Cards



  • No. of Projects
    Number of Projects completed in the selected time period.

  • Avg. Duration 
    Average project duration in the selected period compared to the previous period.

  • % Projects Started on time
    Percentage of projects that have been stated on the planned start date or earlier than that.

  • Avg. Starting Delay
    Average difference between planned and actual start dates of projects.

  • % Projects completed on time
    Percentage of projects that have been completed on the planned end date or earlier than that.

  • Avg. Completion Delay
    Average difference between planned and actual end dates of projects.



Note: The up and down arrows with the cards indicate an increase/ decrease in the statistics compared to the previous time period that has been selected.



Project performance: Graph


This graph displays an overview for the trends of actual project duration compared to the planned duration.


The y-axis represents the average deviation from the planned duration (in days) and the x-axis represents the project creation date


Depending on the view you select, you can hover over the data points for each month/ week and get the number of projects created during that month/ week and the average deviation from the planned duration in number of days.


Monthly and Weekly views


You can switch between a month wise and week wise view for the distribution according to project creation dates.



Project Performance: Table


  • Project Name
    Name of the projects created using the template


  • Start date (Planned)
    The start date mentioned while creating the project


  • Start Date (Actual)
    The start date on which the project is marked as 'In progress'


  • Starting delay
    Difference between planned and actual start dates


  • End date (Planned)
    The end date mentioned while creating the project


  • End Date (Actual)
    The end date on which the project is marked as 'Completed'


  • Completion delay
    Difference between planned and actual end dates


  • Duration- Planned
    Difference between planned end and start dates


  • Duration- Actual
    Difference between actual end and start dates


  • Duration difference
    Difference between planned and actual durations


  • Budgeted Hours
    Number of budgeted hours allocated for the project


  • Total Tracked Hours
    The total number of hours that have been tracked for the project


  • Hours difference
    Difference between budgeted and tracked hours


  • Customer Name
    The Name of the customer for the project


  • Status
    Indicates the current status of the project


  • Project Owner
    Indicates the team member that has been assigned as the Project Owner


  • Template
    Indicates the template used to create the project


  • Last 5 Updates
    Shows the last 5 Status Updates made from the project.




Phases

Phases tab: Operations Insights Cards




  • % Phases Started on time
    Percentage of phases that have been stated on the planned start date or earlier than that


  • Avg. Starting Delay
    Average difference between planned and actual start dates of phases


  • % Phases completed on time
    Percentage of phases that have been completed on the planned end date or earlier than that


  • Avg. Completion Delay
    Average difference between planned and actual end dates of phases



Phase performance: Graph


This graph displays an overview for the trends of actual phase duration compared to the planned duration.


The y-axis represents the average deviation from the planned duration (in days) and the x-axis represents the phase creation date


Depending on the view you select, you can hover over the data points for each month/ week and get the number of phases created during that month/ week and the average deviation from the planned duration in number of days.


Monthly and Weekly views


You can switch between a month wise and week wise view for the distribution according to phase creation dates.






Phase Performance: Table

  • Phases
    Name of the phases created using the template


  • Planned Duration
    The duration of each phase planned during template creation


  • Avg. Completion time
    The average of the actual duration of the phase in projects


  • 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
    Indicates the % of phases that have been completed later than the planned duration


  • CSAT
    The average CSAT ratings received on tasks in the respective phase




Tasks



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


  • Planned Duration
    The duration of the task as planned 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 across all projects 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Contact our support team

Have more questions? Paid users can log in and email or chat with us.

Start your free trial