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Role Insights Dashboard

Understand the current and expected performance for each role in the project using the Role Insights Dashboard

Sarah Cusack avatar
Written by Sarah Cusack
Updated this week

Compare Performance Index Metrics for all roles across the project to understand team's performance and if they are completing tickets during the committed dates. This Dashboard will display a collection of data specific for the completion rate for task, milestone and constraint tickets for each role in the project.

Task PPC by Role is a reliability metric that calculates what percentage of weekly commitments were met ‘On Time’ in Touchplan over a specific period of time. Use the Start Date Accuracy to understand the percent of pinned tasks that have been marked with Start Work within one day of the planned start date divided by the total number of promised tasks.

Status Performance by Role measures the number of tickets that have statused (marked as completed early, on time or late) for each role versus the total number of tickets created.

Milestone PPC by Role tile captures the milestone metrics in projects for milestone completion . This Dashboard will display a collection of data specific to the PPC for pinned milestone tickets (diamond tickets) across the roles in the project.

Constraint Performance by Role tile displays the percent of constraint tickets that have been marked as complete for each role in the project. In this tile teams can also see the Constraint Response Time and Constraint Lead Time. The Constraint Response Time calculates the average days between a constraints planned and actual finish date to understand the accuracy of their planned start dates. The Constraint Lead Time is the average days between the constraint creation date and the need by date.

Performance Index by Role will measure each role's use of task, milestone, and constraint tickets for 1, 6 and 12 weeks. These metrics will indicate how well each role is maintaining its plans across the company's projects. The Performance Index includes the PPC, Milestone PPC, Constraint Performance and Status Performance.

Collaboration Score highlights the projects top performing roles in the project. It measures a roles ability to complete task, milestone and constraint tickets on time.

To access the Role Insight Dashboard:

  1. Select the desired project

  2. Click on Additional Dashboards at the top of the Project Insights Dashboard

  3. Select Role Insights Insights at the bottom of the Additional Dashboards page

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