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@@ -3,90 +3,79 @@
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<data noupdate="1">
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<data noupdate="1">
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<!-- ================================================== -->
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<!-- ================================================== -->
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- <!-- Indicadores de Capacidad (Capacity KPIs) -->
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+ <!-- 1. CAPACIDAD - Lo que el empleado puede hacer -->
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<!-- ================================================== -->
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<!-- ================================================== -->
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- <record id="indicator_occupancy_rate" model="hr.efficiency.indicator">
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- <field name="name">Occupancy Rate</field>
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+ <record id="indicator_planning_coverage" model="hr.efficiency.indicator">
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+ <field name="name">Planning Coverage</field>
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<field name="sequence">10</field>
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<field name="sequence">10</field>
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<field name="active">True</field>
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<field name="active">True</field>
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<field name="indicator_type">percentage</field>
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<field name="indicator_type">percentage</field>
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- <field name="formula">(total_actual_hours / available_hours) if available_hours > 0 else 0</field>
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+ <field name="formula">(planned_hours / available_hours) if available_hours > 0 else 0</field>
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<field name="target_percentage">95.0</field>
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<field name="target_percentage">95.0</field>
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<field name="weight">0.0</field>
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<field name="weight">0.0</field>
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- <field name="description">Tasa de Ocupación: Mide qué tan "ocupado" está el equipo en general, considerando horas facturables y no facturables. (Total Horas Registradas / Horas Disponibles)</field>
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+ <field name="description">Cobertura de Planificación: Mide qué porcentaje del tiempo disponible ha sido planificado, sin importar si es facturable o no. (Total Horas Planeadas / Horas Disponibles)</field>
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_yellow">75.0</field>
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- <field name="color_threshold_red">60.0</field>
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+ <field name="color_threshold_red">65.0</field>
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</record>
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</record>
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- <record id="indicator_utilization_rate" model="hr.efficiency.indicator">
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- <field name="name">Utilization Rate</field>
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+ <record id="indicator_planned_utilization" model="hr.efficiency.indicator">
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+ <field name="name">Planned Utilization</field>
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<field name="sequence">20</field>
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<field name="sequence">20</field>
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<field name="active">True</field>
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<field name="active">True</field>
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<field name="indicator_type">percentage</field>
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<field name="indicator_type">percentage</field>
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- <field name="formula">(actual_billable_hours / available_hours) if available_hours > 0 else 0</field>
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+ <field name="formula">(planned_billable_hours / available_hours) if available_hours > 0 else 0</field>
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<field name="target_percentage">80.0</field>
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<field name="target_percentage">80.0</field>
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<field name="weight">0.0</field>
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<field name="weight">0.0</field>
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- <field name="description">Tasa de Utilización: Mide qué tan "productivo" (generando ingresos) está el equipo. (Horas Facturables Registradas / Horas Disponibles)</field>
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+ <field name="description">Utilización Planeada: ¿Cuál era el objetivo de utilización para el equipo? Permite comparar meta vs. realidad. (Horas Facturables Planeadas / Horas Disponibles)</field>
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_red">60.0</field>
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<field name="color_threshold_red">60.0</field>
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</record>
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</record>
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<!-- ================================================== -->
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<!-- ================================================== -->
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- <!-- Indicadores de Eficiencia (Efficiency KPIs) -->
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+ <!-- 2. PLANIFICACIÓN - Lo que se planificó hacer -->
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<!-- ================================================== -->
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<!-- ================================================== -->
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- <record id="indicator_billability_rate" model="hr.efficiency.indicator">
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- <field name="name">Billability Rate</field>
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+ <record id="indicator_break_even_hours" model="hr.efficiency.indicator">
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+ <field name="name">Break-Even Hours Needed</field>
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<field name="sequence">30</field>
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<field name="sequence">30</field>
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<field name="active">True</field>
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<field name="active">True</field>
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- <field name="indicator_type">percentage</field>
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- <field name="formula">(actual_billable_hours / total_actual_hours) if total_actual_hours > 0 else 0</field>
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- <field name="target_percentage">85.0</field>
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+ <field name="indicator_type">hours</field>
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+ <!-- FORMULA SIMPLIFICADA: wage_overhead ya incluye el costo por hora multiplicado por las horas disponibles. -->
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+ <field name="formula">(wage_overhead * (utilization_rate / 100)) / precio_por_hora if precio_por_hora > 0 else 0</field>
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+ <field name="target_percentage">0.0</field>
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<field name="weight">0.0</field>
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<field name="weight">0.0</field>
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- <field name="description">Tasa de Facturabilidad: De todo el tiempo trabajado, ¿qué porcentaje fue facturable? (Horas Facturables Registradas / Total Horas Registradas)</field>
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+ <field name="description">Horas de Punto de Equilibrio: ¿Cuántas horas facturables se necesitan para cubrir el costo productivo (costo ponderado por utilización)? El resultado es un número de horas.</field>
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+ <!-- Note: Thresholds for 'hours' type are less direct than for percentages. -->
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_red">65.0</field>
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<field name="color_threshold_red">65.0</field>
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</record>
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</record>
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- <!-- ================================================== -->
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- <!-- Indicadores de Planificación (Planning KPIs) -->
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- <!-- ================================================== -->
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-
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- <record id="indicator_planned_utilization" model="hr.efficiency.indicator">
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- <field name="name">Planned Utilization</field>
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+ <record id="indicator_planned_profitability_coverage" model="hr.efficiency.indicator">
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+ <field name="name">Planned Profitability Coverage</field>
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<field name="sequence">40</field>
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<field name="sequence">40</field>
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<field name="active">True</field>
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<field name="active">True</field>
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<field name="indicator_type">percentage</field>
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<field name="indicator_type">percentage</field>
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- <field name="formula">(planned_billable_hours / available_hours) if available_hours > 0 else 0</field>
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- <field name="target_percentage">80.0</field>
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+ <!-- FORMULA SIMPLIFICADA: wage_overhead ya incluye el costo por hora multiplicado por las horas disponibles. -->
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+ <field name="formula">(planned_billable_hours / ((wage_overhead * (utilization_rate / 100)) / precio_por_hora)) if wage_overhead > 0 and precio_por_hora > 0 else 0</field>
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+ <field name="target_percentage">100.0</field>
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<field name="weight">0.0</field>
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<field name="weight">0.0</field>
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- <field name="description">Utilización Planeada: ¿Cuál era el objetivo de utilización para el equipo? Permite comparar meta vs. realidad. (Horas Facturables Planeadas / Horas Disponibles)</field>
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- <field name="color_threshold_green">85.0</field>
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- <field name="color_threshold_yellow">75.0</field>
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- <field name="color_threshold_red">60.0</field>
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+ <field name="description">Cobertura de Rentabilidad Planeada: Mide si las horas facturables planeadas son suficientes para alcanzar el punto de equilibrio. Más de 100% indica un plan rentable. (Horas Facturables Planeadas / Horas de Punto de Equilibrio)</field>
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+ <field name="color_threshold_green">100.0</field>
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+ <field name="color_threshold_yellow">85.0</field>
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+ <field name="color_threshold_red">70.0</field>
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</record>
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</record>
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- <record id="indicator_planning_coverage" model="hr.efficiency.indicator">
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- <field name="name">Planning Coverage</field>
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- <field name="sequence">50</field>
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- <field name="active">True</field>
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- <field name="indicator_type">percentage</field>
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- <field name="formula">(planned_hours / available_hours) if available_hours > 0 else 0</field>
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- <field name="target_percentage">95.0</field>
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- <field name="weight">0.0</field>
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- <field name="description">Cobertura de Planificación: Mide qué porcentaje del tiempo disponible ha sido planificado, sin importar si es facturable o no. (Total Horas Planeadas / Horas Disponibles)</field>
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- <field name="color_threshold_green">85.0</field>
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- <field name="color_threshold_yellow">75.0</field>
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- <field name="color_threshold_red">65.0</field>
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- </record>
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+ <!-- ================================================== -->
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+ <!-- 3. EJECUCIÓN - Lo que realmente se ejecutó -->
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+ <!-- ================================================== -->
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<record id="indicator_estimation_accuracy" model="hr.efficiency.indicator">
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<record id="indicator_estimation_accuracy" model="hr.efficiency.indicator">
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<field name="name">Estimation Accuracy Plan Adherence</field>
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<field name="name">Estimation Accuracy Plan Adherence</field>
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- <field name="sequence">60</field>
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+ <field name="sequence">50</field>
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<field name="active">True</field>
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<field name="active">True</field>
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<field name="indicator_type">percentage</field>
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<field name="indicator_type">percentage</field>
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<field name="formula">(total_actual_hours / planned_hours) if planned_hours > 0 else 0</field>
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<field name="formula">(total_actual_hours / planned_hours) if planned_hours > 0 else 0</field>
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@@ -100,7 +89,7 @@
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<record id="indicator_billable_plan_compliance" model="hr.efficiency.indicator">
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<record id="indicator_billable_plan_compliance" model="hr.efficiency.indicator">
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<field name="name">Billable Plan Compliance</field>
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<field name="name">Billable Plan Compliance</field>
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- <field name="sequence">70</field>
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+ <field name="sequence">60</field>
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<field name="active">True</field>
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<field name="active">True</field>
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<field name="indicator_type">percentage</field>
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<field name="indicator_type">percentage</field>
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<field name="formula">(actual_billable_hours / planned_billable_hours) if planned_billable_hours > 0 else 0</field>
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<field name="formula">(actual_billable_hours / planned_billable_hours) if planned_billable_hours > 0 else 0</field>
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@@ -111,49 +100,60 @@
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_red">65.0</field>
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<field name="color_threshold_red">65.0</field>
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</record>
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</record>
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-
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- <!-- ================================================== -->
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- <!-- Indicadores de Rentabilidad (Profitability KPIs) -->
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- <!-- ================================================== -->
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- <record id="indicator_break_even_hours" model="hr.efficiency.indicator">
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- <field name="name">Break-Even Hours Needed</field>
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+ <record id="indicator_occupancy_rate" model="hr.efficiency.indicator">
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+ <field name="name">Occupancy Rate</field>
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+ <field name="sequence">70</field>
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+ <field name="active">True</field>
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+ <field name="indicator_type">percentage</field>
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+ <field name="formula">(total_actual_hours / available_hours) if available_hours > 0 else 0</field>
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+ <field name="target_percentage">95.0</field>
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+ <field name="weight">0.0</field>
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+ <field name="description">Tasa de Ocupación: Mide qué tan "ocupado" está el equipo en general, considerando horas facturables y no facturables. (Total Horas Registradas / Horas Disponibles)</field>
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+ <field name="color_threshold_green">85.0</field>
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+ <field name="color_threshold_yellow">75.0</field>
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+ <field name="color_threshold_red">60.0</field>
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+ </record>
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+
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+ <record id="indicator_utilization_rate" model="hr.efficiency.indicator">
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+ <field name="name">Utilization Rate</field>
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<field name="sequence">80</field>
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<field name="sequence">80</field>
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<field name="active">True</field>
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<field name="active">True</field>
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- <field name="indicator_type">hours</field>
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- <!-- FORMULA RESTAURADA: Calcula el costo productivo basado en la tasa de utilización. -->
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- <field name="formula">(wage * (utilization_rate / 100) * (1 + (overhead / 100))) / precio_por_hora if precio_por_hora > 0 else 0</field>
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- <field name="target_percentage">0.0</field>
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+ <field name="indicator_type">percentage</field>
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+ <field name="formula">(actual_billable_hours / available_hours) if available_hours > 0 else 0</field>
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+ <field name="target_percentage">80.0</field>
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<field name="weight">0.0</field>
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<field name="weight">0.0</field>
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- <field name="description">Horas de Punto de Equilibrio: ¿Cuántas horas facturables se necesitan para cubrir el costo productivo (costo ponderado por utilización)? El resultado es un número de horas.</field>
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- <!-- Note: Thresholds for 'hours' type are less direct than for percentages. -->
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+ <field name="description">Tasa de Utilización: Mide qué tan "productivo" (generando ingresos) está el equipo. (Horas Facturables Registradas / Horas Disponibles)</field>
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_green">85.0</field>
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<field name="color_threshold_yellow">75.0</field>
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<field name="color_threshold_yellow">75.0</field>
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- <field name="color_threshold_red">65.0</field>
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+ <field name="color_threshold_red">60.0</field>
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</record>
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</record>
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- <record id="indicator_planned_profitability_coverage" model="hr.efficiency.indicator">
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- <field name="name">Planned Profitability Coverage</field>
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+ <record id="indicator_billability_rate" model="hr.efficiency.indicator">
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+ <field name="name">Billability Rate</field>
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<field name="sequence">90</field>
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<field name="sequence">90</field>
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<field name="active">True</field>
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<field name="active">True</field>
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<field name="indicator_type">percentage</field>
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<field name="indicator_type">percentage</field>
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- <!-- FORMULA AJUSTADA: Compara las horas planeadas contra las horas de punto de equilibrio (costo productivo). -->
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- <field name="formula">(planned_billable_hours / ((wage * (utilization_rate / 100) * (1 + (overhead / 100))) / precio_por_hora)) if wage > 0 and precio_por_hora > 0 else 0</field>
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- <field name="target_percentage">100.0</field>
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+ <field name="formula">(actual_billable_hours / total_actual_hours) if total_actual_hours > 0 else 0</field>
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+ <field name="target_percentage">85.0</field>
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<field name="weight">0.0</field>
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<field name="weight">0.0</field>
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- <field name="description">Cobertura de Rentabilidad Planeada: Mide si las horas facturables planeadas son suficientes para alcanzar el punto de equilibrio. Más de 100% indica un plan rentable. (Horas Facturables Planeadas / Horas de Punto de Equilibrio)</field>
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- <field name="color_threshold_green">100.0</field>
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- <field name="color_threshold_yellow">85.0</field>
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- <field name="color_threshold_red">70.0</field>
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+ <field name="description">Tasa de Facturabilidad: De todo el tiempo trabajado, ¿qué porcentaje fue facturable? (Horas Facturables Registradas / Total Horas Registradas)</field>
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+ <field name="color_threshold_green">85.0</field>
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+ <field name="color_threshold_yellow">75.0</field>
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+ <field name="color_threshold_red">65.0</field>
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</record>
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</record>
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+
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+ <!-- ================================================== -->
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+ <!-- 4. RENTABILIDAD - Resultado final -->
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+ <!-- ================================================== -->
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<record id="indicator_actual_profitability_achievement" model="hr.efficiency.indicator">
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<record id="indicator_actual_profitability_achievement" model="hr.efficiency.indicator">
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<field name="name">Actual Profitability Achievement</field>
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<field name="name">Actual Profitability Achievement</field>
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<field name="sequence">100</field>
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<field name="sequence">100</field>
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<field name="active">True</field>
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<field name="active">True</field>
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<field name="indicator_type">percentage</field>
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<field name="indicator_type">percentage</field>
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- <!-- FORMULA AJUSTADA: Compara las horas reales contra las horas de punto de equilibrio (costo productivo). -->
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- <field name="formula">(actual_billable_hours / ((wage * (utilization_rate / 100) * (1 + (overhead / 100))) / precio_por_hora)) if wage > 0 and precio_por_hora > 0 else 0</field>
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+ <!-- FORMULA SIMPLIFICADA: wage_overhead ya incluye el costo por hora multiplicado por las horas disponibles. -->
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+ <field name="formula">(actual_billable_hours / ((wage_overhead * (utilization_rate / 100)) / precio_por_hora)) if wage_overhead > 0 and precio_por_hora > 0 else 0</field>
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<field name="target_percentage">100.0</field>
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<field name="target_percentage">100.0</field>
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<field name="weight">0.0</field>
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<field name="weight">0.0</field>
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<field name="description">Logro de Rentabilidad Real: Mide el progreso real hacia el punto de equilibrio basado en las horas facturables registradas. Más de 100% indica que ya se ha alcanzado la rentabilidad. (Horas Facturables Registradas / Horas de Punto de Equilibrio)</field>
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<field name="description">Logro de Rentabilidad Real: Mide el progreso real hacia el punto de equilibrio basado en las horas facturables registradas. Más de 100% indica que ya se ha alcanzado la rentabilidad. (Horas Facturables Registradas / Horas de Punto de Equilibrio)</field>
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