Change Order PO Workflow Dashboard

Purpose

The following guide is intended for employees to view and/or complete the following action:

· Answer business questions using the Change Order PO Workflow Dashboard

Terminology

· KPI: KPI stands for key performance indicator, a quantifiable measure of performance over time for a specific objective. KPIs provide targets for teams to shoot for, milestones to gauge progress, and insights that help people across the organization make better decisions.

· Action Code: A code used to classify distinct types of actions that could be taken on a purchase order. Used to classify distinct types of actions/change orders.

Potential LOV (Lis of Values):

· Approve

· Close

· Communication

Business Questions

Analysis Questions

· What is the average turnaround time for Change Order Purchase Orders to complete the workflow process?

· How many Purchase Orders have Change Orders processed against them?

· What is the cumulative dollar value for Purchase Orders that have undergone a Change Order?

Transactional Questions

· Which Purchase Orders have undergone a Change Order?

· What actions have been taken on my Purchase Order and who took the action?

· What is the Purchase Order amount?

To which entity or organization does this Purchase Order pertain?

 

Accessing Change Order PO Workflow Dashboard

1. Input your username and password. Select Login to access your Orbit account.

2. Navigate to the Reports tab on the left side of the screen.

3. Navigate and select the Shared with me folder.

4. Select Procurement Dashboards.

5. Select Change Order PO Workflow Dashboard.

6. Change Order PO Workflow Dashboard is open. Move to desired business question(s).

What is the Average Duration for Change Order Purchase Orders to Complete the Workflow Process?

1. Open Change Order PO Workflow Dashboard and confirm it is in its original state (no filters applied).

2. The average time (in days) for a Change Order PO is shown in the Average Time (in days) tile.

3. (Optional) Filter for one or more POs by navigating to the Purchase Order Number filter. Filter on desired PO(s). Select Ok.

4. The average time (in days) for the filtered PO is shown in the Average Time (in days) tile.

How many Purchase Orders have undergone the Change Order Workflow process?

            1. Open Change Order PO Workflow Dashboard and confirm it is in its original state (no filters applied).

            2. The tile labelled # PO's with at Least One Change or Revision shows how many PO's have gone through Change Order workflow.

           3. (Optional) The # POs with 1 Change tile shows the number of PO's that have gone through only one change.

           4. (Optional) The # PO's with more than 1 Change tile shows the number of PO's that have gone through two or more changes.

What is the Cumulative Dollar Value for Purchase Orders that have Undergone a Change Order?

1. Open Change Order PO Workflow Dashboard and confirm it is in its original state (no filters applied).

2. The total dollar amount for PO's that have gone through a change order is shown in the Change Order PO Amount tile.

Which Purchase Orders have undergone a Change Order?

1. Open Change Order PO Workflow Dashboard and confirm it is in its original state (no filters applied).

2. Navigate to the Change Order PO Workflow Detail Report.

 

User can filter for all Purchase Orders that have gone through a Change Order.

3. Select the filter icon in the Change Order PO Workflow Detail Report table.

4. Change the operator from 'Contains' to 'Is Not Empty'.

The table will be filtered to all purchase order that have gone through one or more change orders.

What Actions have been taken on my Purchase Order and who was Responsible for them?

1. Open Change Order PO Workflow Dashboard and confirm it is in its original state (no filters applied).

2. Navigate to the Change Order PO Workflow Detail Report.

3. The Purchase Order Status column shows what was performed on the Change Order.

4. The Performed By column shows who made the changes.

What is the Purchase Order Amount?

1. Open Change Order PO Workflow Dashboard and confirm it is in its original state (no filters applied).

2. The total PO amount is shown in the Change Order PO Amount KPI.

3. (Optional) Filter for one or more POs by their Purchase Order Number.

4. The total PO amount will be shown in the Change Order PO Amount KPI for the filtered Purchase Orders.

To which Entity or Organization does this Purchase Order Pertain?

1. Open Change Order PO Workflow Dashboard and confirm it is in its original state (no filters applied).

2. Navigate to the Change Order PO Workflow Detail Report.

3. The entity the Change Order belongs to is in the Entity column.