Viewing Cost and Controlling

To view statistic on cost and controlling, open the Costs and Controlling view in the Control Center Perspective. The average costs and the status are displayed for the selected processes, itemized in today, last week and last month. The user can add new columns, as per the required timeframe, to see and compare the results for a specified period.

The Costs and Controlling View
Figure: The Costs and Controlling View

Choose Role or Organization

In the Role/Organization list select the organization or role to show according processes.

Choose the Organization or Role
Figure: Choose the Organization or Role

Scoped Roles and Organizations

In case scoped roles are available, they are listed in the selection box as:
Role Name (department.[parent department.[..]])

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

Default departments are marked with a ? following the organization or role name.

Scoped Roles
Figure: Scoped Roles displayed in the Selection Box

Cost and Controlling Details

The following entries are displayed in the Cost and Controlling table:

Costs

The average costs apply to the controlling property Actual Cost Per Minute, set for the respective role or organization during modeling. You can set this property in the property page of the activity. For details on this property refer to chapter Modeling the Organizational Structure of the Infinity Process Platform Documentation - Eclipse Modeling Guide. Modeling the Organizational Structure of the Eclipse Modeling Guide and to chapter Modeling the Organizational Structure of the Business Process Modeling Handbook, respectively.

Per default, the costs are displayed in EUR, displayed with two digits precision after the decimal point.

Status

The Status shows the status of the process definition in terms of color. Hereby the criticality is calculated with two global thresholds operating as a percentage of the target cost per execution:

The target cost per execution is specified via the process definition Controlling property Target Cost Per Execution, set for the respective process definition during modeling. For details on this property refer to chapter Working with Process Definitions of the Infinity Process Platform Documentation - Developer Modeling Guide. Working with Process Definitions in the Developer Modeling Guide and to chapter Working with Process Definitions of the Business Process Modeling Handbook, respectively.

You can specify the percentage threshold for yellow and red in the businessControlCenter.properties file, residing in the WEB-INF/classes folder of your Control Center WAR or the ipp-resources folder of your dynamic Web project accordingly. The threshold for yellow is Carnot.InstanceCostThreshold.Yellow, the threshold for red Carnot.InstanceCostThreshold.Red respectively. The default value is 1.0, which matches 100%.

The state symbol color will change in case at least one activity or process instance exceeds the threshold.

Adding Custom Columns

Using the add new column feature, you can specify custom columns and time frames. By adding one or more column, you can compare the average cost for the specified time period. To add a new column, click the Add Column icon in the toolbar. The Edit Column dialog gets displayed.

Add Column
Figure: Edit Column

Note that the custom column displays with a default start date as '0 days' and duration as '1 day'. The Edit Column dialog provides the option to edit and save the changes.

You can specify the following parameters for the new column:

Editing Custom Date Range Filter

To edit the custom date range filter, click the Edit link displayed in the custom column header.

Open-Filter
Figure: Edit Custom Date Range

You can modify the date range in the Edit Column dialog.

Deleting Custom Column

To delete the custom column, click the Delete button in the Edit Column dialog.

Delete Custom Column
Figure: Delete Custom Column

Custom Columns and Column Preference

If you like to select the columns to be displayed, click the Select Columns icon.

Note that custom column selection and visibility depends on column preference set at the time of the Add Column action.

For more information, please refer the chapter Selecting and Reordering Columns in Tables.

Example - Working with Custom Columns

Following example displays the custom columns with average costs comparison.

In this example, we are adding two time frames. One is for the current week and another one is from the month of July to September. So that we can compare the average cost in these periods.

For the Current Week column, specify the start date as "0" weeks. Specify Duration as "7" days.

Date Range
Figure: Edit Column - Current Week

For the period, July to September, specify the start date as "2" months and duration "2" months.

Date Range
Figure: Edit Column - Two Months Period

You can compare the average cost for the current week and past two months.

Date Range
Figure: Compare Average Cost in Custom Columns