Confirmed delivery (CD) represents the actual delivery revenue of the project. This value is automatically calculated based on the contributions of each associate with a billable assignment to the project.
Where: Delivery budget page
Calculation formula
CD = SUM (External rate * planned hours) of each assigned person within the project
If there are different rates for different periods (P1 … Pn hours):
CD = ((External rate of P1 * Planned hours of P1) + (External rate of P2 * Planned hours of P2) + {…})
Below is an explanation of how each metric is calculated.
External rate
The External rate is a rate used for the assignment period for billable projects.
There are 2 rate types: Project Rate and Custom Rate
Project rate — rate for the service that was set for the project. Usually, it is a rate that was agreed on the start of the project with a client.
You can view it on ERP → ERP Projects → Rate
or
ERP → Planner → Update assignment
Custom rate — special rate for the associate per project for the assignment period.
You can manage it on ERP → Planner → Update assignment
Planned hours
| 📓Planned hours are the expected amount of time allocated to the project over the assignment period for the Associate. |
Planned hours per period = (Working days in assigned on Project period * Assigned hours per day on Project).
Excluded from the Planned hours per period:
- Approved vacations
- Approved unpaid vacation
- Approved additional days off
- Public holidays in the workday
- Weekends
- Approved sick leaves
- Approved documented sick leaves
Not affect the Planned hours:
- not approved/declined/cancelled days off
| 📓If weekends become a Workday, these hours automatically will be included in Planned hours. |
CD column is calculated correctly if:
- ERP project rate is filled in
- Assignment external rate is filled in
- Assignment hours correspond to the Planned hours
- All day-offs are approved/declined/cancelled on time
- All billable projects have “billable” status