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Item Impact Summary and Impact Over Time

What is the impact of an Item?

The impact of an Item is measured by the sum of all of the recorded impacts on both the Item itself as well as the impacts recorded on any of the nested Items.

For example, if Project A is nested under Project B, any Items under Project A will be counted towards Project B’s impact. 

 

How do I view the Impact Summary of an Item?

Open the Item for which you want to see the impact, then: 

  • Click Report_icon.png in the top right corner of the Item.

  • In the resulting drop-down, click Impact_Summary.png.  

ItemImpactSummaryEllipse.jpg

How can I control which data is shown?

Near the top right corner of the Impact Summary are options, (similar to the system-wide Impact Summary Report), that allow you to control what workflow data is shown:

  • Clicking the “Range:” drop-down near the top of the Report will allow you to select the date range options. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking the corresponding option.

  • Clicking the “Reference Date:” drop-down near the top of the Report will allow you to select the date of the Item that is being referenced when determining if the Item is within the selected date range. Choose between “Create”, “Start”, “Due”, or “Complete” by clicking the corresponding option.

  • Beneath the drop-downs are the different types of Workflows. Choose from “Projects”, “Improvements”, “Tasks”, “Charts”, and “Incidents.” All Workflows are displayed on the Report by default, but you can click any of the Workflows to specify which Workflows you want to include on the Report.

    NOTE: Incidents will only be available for organizations using the Incident Module.

  • By default, the Report is set to only include Items that have been completed within the system, however, if you choose to include Items that are still in progress, you can do so by unchecking the “Only Complete” checkbox.

 

What can I learn from the Impact Summary?

This will bring up an Impact Summary Report for just the Item itself, including any Impact recorded on any nested Items.

ItemImpactSummary.jpg

 

The status bar 

Along the top of the screen, you can see a status bar of all the nested Items within the current Item you are viewing. Clicking on the color bars will open a list of all the Item's nested Items that are in the corresponding status.

  • New

  • Planned

  • Active

  • Overdue

  • Resolution Submitted

  • Completed

  • Deferred

 

The Quantitative impact

Below the status bar is the quantitative impact of the Project, including:

  • Cost Savings

  • Revenue Generation

  • Soft Savings - how much you've saved through time savings

  • Cost Avoidance

The Total Financial and Time Savings are listed across the top of the Report. Hover over those values or click 2018-07-01_1821.png to see the data broken down further.

 

Change / No Change breakdown

The donut chart tells you how many Items resulted in Change, No Change, or your organization's customized Third Option (if your organization has created any).

  • Clicking the green section of the donut will display all the "Change" outcomes in the bar chart.

  • Clicking the gray section of the donut will display all the "No Change" reasons in the bar chart.

  • Clicking the dark gray section of the donut will display all the "Third Option" reasons

  • Click "Total Completed" below the donut to open a list of all completed Improvements from this Project.


The bar chart tells you how many Improvements have resulted in each of the ChangeNo Change, or Third Option outcomes.

  • Clicking one of the bars will open a list of all the Improvements from this Project that resulted in that outcome.

  • Clicking "Total [outcome type]" beneath the bar chart will open a list of all the Improvements from this Project that resulted in the selected outcome type - ChangeNo Change, or Third Option.

 

How do I view the Impact Over Time of an Item?

Open the Item for which you want to see the impact, then: 

  • Click Report_icon.png in the top right corner of the Item.

  • In the resulting drop-down, click Impact_Over_Time.png.

ItemImpactOverTimeEllipse.jpg

 

How can I control which data is shown?

Near the top right corner of the report are options, (similar to the system-wide Impact Over Time Report), that allow you to control what workflow data is shown:

  • Only information about financial savings from completed items is included in “Completed Date” by default, but selecting “Realized Date” will show impact savings of items based on the date of which the impact will take effect.

    NOTE: “Realized Date” will show impacts based on their set date to be realized and therefore will include impacts of items that have not yet been completed.

    NOTE: “Realized Date” will only appear if Advanced ROI Module is enabled.


  • Clicking the “Range:” drop-down near the top of the Report will allow you to select the date range options. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking the corresponding option.

  • Clicking the “Interval:” drop-down near the top of the Report will allow you to select the interval of dates shown between the selected date range. Choose between Default, Week, Month, Quarter (Cal), or Year (Cal) by clicking the corresponding option.

    NOTE: The Default option is how the Report will automatically adjust the interval depending on the selected date range.

  • Clicking the “Reference Date:” drop-down near the top of the Report will allow you to select the date of the Item that is being referenced when determining if the Item is within the selected date range. Choose between “Create”, “Start”, “Due”, “Complete”, or “Realized” by clicking the corresponding option.

  • Beneath the drop-downs are the different types of Workflows. Choose from “Projects”, “Improvements”, “Tasks”, “Charts”, and “Incidents.” All Workflows are displayed on the Report by default, but you can click any of the Workflows to specify which Workflows you want to include on the Report.

    NOTE: Incidents will only be available for organizations using the Incident Module.

  • By default, the Report is set to only include Items that have been completed within the system, however, if you choose to include Items that are still in progress, you can do so by unchecking the “Only Complete” checkbox.

 

What can I learn from the Impact Over Time?

This will bring up an Impact Over Time Report for just the Item itself, including any Impact recorded on any nested Items.

ItemImpactOverTime.jpg

 

Resolution Types

NOTE: Forecast and Target will only be available for organizations that have the Advanced ROI module enabled.

By default, all three Resolution types - Actual, Forecast, and Target are included on this Report, but if you wanted to see just a selected type then you can click the respective names on the Report to toggle their visibility on the Report.

Clicking on the bar will pull up a list of Items within the Item that have recorded impacts contributing to that value.

 

Impact Types

You can specify which Impact Types you want to have appear on the Report by selecting them within the “Impact” drop-down. 

Checking the “Cumulative” box will show total impact, calculated by adding the impact of all preceding months over the selected time period.

 

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