All Industries, Financial Model, General Excel Financial Models

Budget, Controlling, Cost Calculation, Crew Planning, Dashboard, Employee Performance, KPIs (Key Performance Indicators), Performance Tracking, Project Management, Staffing, Team management

 

Video Tutorial:

This tool was designed to be a very simple and widely useful template for any organization that must track multiple sub-contractors / members / employees across multiple jobs. If you need to easily see the total amount of hours and who contributed those hours for a given job, this will tell you that information on a weekly and monthly basis.

The primary use for this would be for construction companies that have multiple crews working on various jobs, but it could also work with a single crew. There were filters implemented so the user can see ‘all’ i.e. all billable hours and the value of those hours over time (52 weeks and 12-month summaries) or just what a single employee has done on a single or multiple jobs.

You could also see what a given crew did across a single job. Performance tracking can be done with this.

There is also a total calculation that shows the total hours / value of hours for any date range for a given crew, crew member, and across a single job or all jobs.

The benefit here is to pull up a job and be able to see how many total hours were spent on that job. The value of hours could be what you are charging the client or what you are paying your employees. The input mapping will let you define an hourly rate for each crew member.

There is not a lot of super complex stuff going on here, but it is a nice clean tracker with dynamic filters. The formulas go down for ~4k rows, but you can expand them down as much as needed. The charts auto-update as data / filter information changes.

One final piece of logic I did was that you can see the avg. hours / value of hours based on the amount of months the job was active for. With the available auto-calculated data, it would be easy to add more visuals if you wanted to compare multiple crews or crew members’ production over time on one or multiple jobs.

The data entry on this is simple, just enter the job ID, crew, crew member, and hours. Everything is derived from those inputs over time.