Looking to better segment?
There are great powers and possibilities that come with tagging and this article will walk you through how to best use your tags.
Segmentation Best Practices
The primary value derived from project tags is segmenting projects based on the way the business looks at their data while users need more ways to segment data for people and projects.
Reports can be filtered down (segment) by an Employee tag, Role tag, or Project tag depending on the report in Insights.
As a brief overview, Utilization filters by Employee tags, while Revenue and the Dashboard filter by Project tags. Resourcing is mixed based on which tab you’re on.
The Pre-Work
Before you can start segmenting and mapping the following have been completed.
- Create Categories with Tags that would be assigned to each category
- Employees are assigned their appropriate Tags
- Projects are assigned their appropriate Tags
Employee Tag Example:
Category: Skills
Skill Tags: C++, Java, Back-end, etc.
Employees are assigned their appropriate Tags
Jason the back end developer has his Skill for C++ tagged
Projects Tags: Location, Support, Website, Development
Best Practice Scenario
Revenue Report
Looking to check on how your team is performing by revenue and margin? Within the Insights Revenue report filter by Project Tags to see the revenue and margin by specifically tagged projects.