TABLE OF CONTENTS

• Access to the Dashboard
• Available BPs and Dashboard Functionality
  • Daily Status
    • Daily Completion indicators
    • Data Source 
  • Labor
  • Milestones
  • Checklists
  • Documents
  • Map
  • Work Orders and Dispatch

Access to the Dashboard

Employees of FSMFinancial user group have access to the Daily Dashboard.

Available BPs and Dashboard Functionality

The dashboard contains a summary of Build Plan daily activity. 

The list of Build Plans you see includes only active and not Overhead Build Plans.

Like in other finance dashboards, Build Plan access is determined by your relationship to it. So:

• Membership in FSMFinancial user group gives access to the dashboard itself.
• Then, if you are a BP Owner, you will see all your BPs in the dashboard.
• You are a Project Owner — access to Build Plans of your Project.
• Next, you are a member of Project Role with active checkbox "has financial access rights" — accessible Build Plans where you participate.
• You have the Employee Role "All Direct Cost BPs Financials" — so you have access to all Direct Cost BPs.
• And the last one is the "Full Financial" Employee Role that gives advanced access to all Build Plans.

User with administrator access see all BPs.

Open the collapsed list of Build Plans in the left part of the dashboard, click on the required Build Plan to open the summary. 

By default, it shows you two tabs: Daily Status on the left and Labor on the right. You can switch to other tabs to display required data: view milestone, create BP tasks, see documents, monitor Employees GPS activity on the map in live and so on.

Daily Status

Daily Completion indicators

These indicators designate Daily Completion Progress of Build Plan:

• Daily Comments Done. We consider this as done, if there is Daily Comment on the selected day and Build Plan.
• On Site Hours % are more than Target %. This becomes green, if the percentage of On Site Hrs for the current Build Plan and day is more than Goal. Usually, Goal is 50% from all daily hours.
• Estimated Completion is more than 0%.
• Recurring Checklist Done. It is regarded as completed, if dispatched Employees completed the recurring checklist for the current Build Plan and day.
• Daily Labor Actual is less than Budget. Daily Labor Actual Hrs are the sum of Hours of all Employees for the current Build Plan.

Daily Budget = Budget Hours * This Date Est. Percentage

 We use the following color coding for indicator checkboxes:

• Red checkboxes must be done. 
• Green checkboxes mark completed indicators.
• Grey checkboxes are non-applicable for the current Build Plan.

Data Source 

The Summary Hours' table shows daily clocked hours for each dispatched Crew Lead, grouped by Work Order Type. The source is Time Card's payroll allocation table. 

Est. Completion — the Build Plan Progress percentage for this (selected day) or up to present time (To Date). 

The source is Build Plan history. Each time an Employee changes the BP Progress % either in the mobile app, or through the BP card, we write in history this percentage and date of change. So when you switch to another day, it will show you the appropriate percentage of BP completion.

In the “To Date” column, data is summed over all days that have any activity (allocated hrs, tasks updates).

Overtime Hrs % — the ratio of the "Overtime" wage type hrs to total TC's hrs on the selected day.

On Site Hrs % — the ratio of the "On Site" Cost Type hrs to total TC's hrs on the selected day.

Days On Site —  the number of Time Cards grouped by day which has On Site hrs.

Labor

Read about Labor Summary here.

Milestones

Go to the article about Milestones to find more.

Tasks

There are several options how to create Build Plan Tasks in FCX system:

1. In the Daily Dashboard
2. In the Build Plan Card
3. In Task List

Build Plan Task List can include some general tasks, which are applied to all Build Plans of the certain Project Scenario. Meanwhile, you can add some specific Tasks to each Build Plan through Daily Dashboard or Build Plan Card. Read more here.

Here we will look at Build Plan Tasks in the Daily Dashboard.

Checklists

This tab presents the features of the Close Out dashboard where you can view Work Order checklist results, change the review status, add comments, download a result, upload a result and so on. Your Employee CLPM Role (Submitter, Reviewer, Customer) determines available dashboard features. More about CLPM Roles here.

Documents

Switch to the Documents tab to view documents related to the Build Plan. More about this here.

Work Orders and Dispatch

The first shows you the list of Work Orders for the selected BP with detailed information like WO stage, last published dispatch date, last day on Site, total worked hours under each Work Order and so on.

To read more about the Dispatch Calendar functionality, read this article.