PMBOK Guide Accelerator Management Views

You can view management and executive summary data of PMBOK Guide project documents. For example, on the Project Reports page, you can view a list of all the project reports that you have permission to access. To access a management view, click a management view from the Management Views menu.
ccppmop155
You can view management and executive summary data of PMBOK Guide project documents. For example, on the Project Reports page, you can view a list of all the project reports that you have permission to access. To access a management view, click a management view from the Management Views menu.
Details include the document name or title, associated project name, review status, quality, and scope. Click a management view tab to view document-specific data in portlets on separate pages.
PMBOK Guide Accelerator Project Charters
The PMBOK Project Charters page is a management summary view. The page includes data from all the project charter documents for the PMBOK Guide projects to which you have access. Each item in the list represents a project charter document. If a project charter document does not exist, the list is empty. You can click the document title to open the document. By default, the documents that are submitted for review display in the list. You can use the Approval Status filter field to see documents that are still in draft.
To view this page, click Project Charters from the Management Views menu.
You can view details from the project charter documents using the following columns:
  • Title
    Defines the title for the document. After you submit the document for review, this field is display only. In management views, you can click the document title to open the document.
    Limit:
     80 characters
  • Project
    Displays the name of the project to which the document is associated. Click the project name to open the project.
  • Project Manager
    Displays the name of the resource managing the project that is associated with the document. Click the project manager name to open the resource properties page. This value is based on the Manager field on the project properties page.
  • Last Updated Date
    Displays the date that the document was last updated and saved.
  • Approval Date
    Displays the date that the document was approved or rejected.
  • Approval Status
    Displays the approval status for the document as a stoplight.
    Values:
    • New. The document is in draft mode and not submitted for approval.
    • Submitted for Review. The document is submitted for approval but not approved.
    • Approved. The document is submitted for approval and approved.
    • Rejected. The document is submitted for approval and rejected.
    Stoplights:
    • Gray. The approval status is "New" and not submitted for approval.
    • Yellow. The approval status is "Submitted for Review" but not approved.
    • Green. The approval status is "Approved". The document is submitted for approval and approved.
    • Red. The approval status is "Rejected". The document is submitted for approval and rejected.
  • Days in Review
    Displays the number of days the document is undergoing review and a stoplight to represent the number of days. If you submit the document for review and it is being reviewed, the number and stoplight displays. If the document is not submitted for review, or is approved or rejected, the field is empty.
    Stoplights:
    • Green. The document is in review stage for less than five days.
    • Yellow. The document is in review stage for five or more days, but less than ten days.
    • Red. The document is in review stage for greater than ten days.
  • Purpose
    Displays the defined purpose or business need for the project. This value is derived from the Purpose/Business Need field on the project charter properties page.
PMBOK Guide Accelerator Project Reports
The PMBOK project reports page is a management summary view that includes details on the project report documents to which you have access. Each item in the list represents a project report document. If no project report documents exist, the list is empty. You can click the report name to open the document.
To view this page, click Project Reports from the Management Views menu.
You can view details from the project report documents using the following columns:
  • Project
    Displays the name of the project to which the document is associated. Click the project name to open the project.
  • Report
    Displays the name of the document. You can click the document name to open the document.
  • Last Updated Date
    Displays the date that the document was last updated and saved.
  • Review Status
    Displays the review status for the document at the time of creation. In management views and in list views, this field displays as a stoplight.
    Values:
    • New. The document is in draft mode and not submitted for review.
    • Submitted for Review. The document is submitted for review but not reviewed by all reviewers.
    • Review Completed. The document is submitted for review and is reviewed.
    Stoplights:
    • Gray. The document is not submitted for review.
    • Green. The document is submitted for review and the review is complete.
    • Yellow. The document is submitted for review but not reviewed.
  • Days in Review
    Displays the number of days the document is undergoing review and a stoplight to represent the number of days. If you submit the document for review and it is being reviewed, the number and stoplight displays. If the document is not submitted for review, or is approved or rejected, the field is empty.
    Stoplights:
    • Green. The document is in review stage for less than five days.
    • Yellow. The document is in review stage for five or more days, but less than ten days.
    • Red. The document is in review stage for greater than ten days.
  • Submitted Date
    Displays the date that the project manager submitted the document for review.
  • Scope Status
    The scope status for the project relative to the project objectives. This value is derived from the project report properties page. When viewing the field in portlets, the status displays as a stoplight.
    Values:
    • On Scope. The project is on scope.
    • Off Scope. The project is off scope.
    Stoplights:
    • Gray. The project scope status is not defined.
    • Green. The project scope status is "On Scope".
    • Red. The project scope status is "Off Scope".
  • Schedule Status
    Specifies the schedule status for the project. This value is based on the following checks that are performed in the order listed:
    • If a project report exists, the value from the Schedule Status field on the project report properties page of the most recent project report document is used.
    • If a project report does not exist but is baselined, the days of delay is calculated by using the difference between the Baseline Finish field on the baseline revision properties page and the Finish Date field on the schedule page of project properties, and the value is used.
    • If a project report exists but is not baselined, the days of delay is calculated by using the difference between and the Finish Date field on the schedule page of project properties and the current date, and the value is used.
    Stoplights:
    • White. The project schedule status is not defined.
    • Green. The project is on schedule (no delay).
    • Yellow. The project is less than or equal to ten days late.
    • Red. The project is more than ten days late.
  • Cost Status
    Specifies the status of the cost for the project plan that is based on the project planned cost amount. The cost amount is a field on the budget page of project properties. Once you submit the project report document for review, this field is display only. In management views, the status is display only.
    Values:
    • On Budget. The project plan is on budget with the project planned cost.
    • Under Budget. The project plan cost is below the project planned cost.
    • Over Budget. The project plan cost is above the project planned cost.
  • Quality Status
    Specifies the status of the quality for the project plan. After you submit the document for review, this field displays as a stoplight to represent the project quality.
    Values:
    • Excellent. The overall project quality is excellent.
    • Good. The overall project quality is good.
    • Fair. The overall project quality is fair.
    • Poor. The overall project quality is poor.
    Stoplights:
    • Green. The overall project quality is excellent.
    • Yellow. The overall project quality is fair.
    • Red. The overall project quality is poor.
  • Project Outlook
    Specifies the status of the project outlook. The field displays a checkmark on the project report properties page. The status displays as a stoplight in portlets.
    Values:
    • Excellent. The overall project outlook is excellent.
    • Good. The overall project outlook is good.
    • Fair. The overall project outlook is fair.
    • Poor. The overall project outlook is poor.
    Stoplights:
    • Green. The overall project outlook is good or excellent.
    • Yellow. The overall project outlook is fair.
    • Red. The overall project outlook is poor.
PMBOK Guide Accelerator Risks, Issues, and Change Requests
Managers and executives can use the Risks, Issues and Change Requests view to examine data across all PMBOK Guide projects in an organization. Project managers can also view metrics across all their assigned PMBOK Guide projects.
The risks page is the default page that opens when you click Risks, Issues and Change Requests from the Management Views menu. From this page, you can access the Project Issues and Project Change Requests pages.
Project Risks Portlet
You can view a detailed summary of all of the risks to which you have access using the project risks portlet. This portlet appears on the risks page and includes the following columns:
  • Above Threshold
    Displays a yellow checkmark to indicate that the risk score has exceeded the risk threshold. The risk threshold is the acceptable level of risk that can be tolerated without executing the risk response strategy. The threshold is based on the impact and probability factors. This value is a system-level value for all projects that the administrator sets. This value is based on the Impact and Probability fields on the risk properties page.
  • Probability
    Displays the probability that the impact occurs in the form of a stoplight. The risk probability is used to calculate the risk exposure.
    Stoplights:
    • Green. The risk has a low probability of occurring.
    • Yellow. The risk has a medium probability of occurring.
    • Red. The risk has a high probability of occurring.
  • Impact
    Displays the effect of the particular risk on the project, which is determined by the risk effect on the project performance, supportability, cost, and schedule. This risk impact is used to calculate the risk exposure.
    Stoplights:
    • Green. The risk has a low impact on the project.
    • Yellow. The risk has a medium impact on the project.
    • Red. The risk has a high impact on the project.
  • Risk ID
    Displays the unique identifier that is assigned to the risk for tracking.
  • Risk
    Displays the short name for the risk.
    Limit:
     64 characters
  • Project
    Displays the name of the project to which the document is associated. Click the project name to open the project.
  • Category
    Displays the risk category that is assigned to the risk.
    Values:
     Objectives, Sponsorship, Funding, Resource Availability, Interdependencies, Technical, Human Interface, Organizational Culture, Supportability, Implementation, and Flexibility.
  • Owner
    Displays the resource who manages the risk. This resource is responsible for ensuring that the risk is managed and tracked appropriately through its lifecycle. If an issue or change request is created from the risk, the owner information is applied to the issue or change request.
  • Send Mail
    Opens an email from your default email client that is addressed to the resource who created the request.
  • Target Resolution Date
    Displays the target date to resolve the risk. This date is the same or earlier than the impact date.
Project Issues Portlet
Use the Project Issues portlet to view a detailed summary of all of the issues to which you have access. This portlet appears on the issues page and includes the following columns:
  • Schedule
    Displays the schedule status for the project. If a project report document exists, this value is based on the Schedule Status field on the Project Report Properties page. If a project report does not exist, this value is based on the Baseline Finish Date field on the Baseline Revision Properties page. This field displays as a stoplight to represent the project's schedule status.
For the stoplight to display a color, you must first baseline the project.
Values:
    • On Track. The project schedule status is on schedule (no days late).
    • Ahead of Schedule. The project schedule status is earlier than the scheduled completion date.
    • Late (less than ten days). The project schedule status is less than or equal to ten days late.
    • Late (greater than ten days). The project schedule status is greater than ten days late.
Stoplights:
    • White. The project schedule status is not defined.
    • Green. The project is on schedule (no days late).
    • Yellow. The project is less than or equal to ten days late.
    • Red. The project is more than ten days late.
  • Priority
    Displays the priority level of this issue.
    Values:
     Low, Medium, and High
  • Issue ID
    Displays the unique identifier that is assigned to the issue for tracking.
  • Issue
    Defines the short name for the issue.
    Limits:
     64 characters
  • Project
    Displays the name of the project to which this document is associated. Click the project name to open the project.
  • Category
    Displays the category to which the issue is assigned.
    Values:
     Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Success Risk, Supportability, or Technical
  • Owner
    Displays the name or the resource managing the issue. This resource is responsible for ensuring that the risk is managed and tracked appropriately through its lifecycle. If an issue or change request is created from this risk, for example, the owner information is applied to the issue or change request.
  • Send Mail
    Opens an email from your default email client that is addressed to the resource who created the request.
  • Target Resolution Date
    Displays the target date of resolving the issue. This date is earlier than the impact date.
Project Change Requests Portlet
You can view a detailed summary of all the change requests to which you have access using the project change requests portlet. The portlet appears on the change requests page and includes the following columns:
  • Priority
    Displays the priority level of the change request.
    Values:
     Low, Medium, and High
  • Change Request ID
    Displays the change request unique identifier.
  • Change Request Name
    Defines the short name for the change request. In portlets, this field is read only except when it displays in a portlet to edit. If this field is displayed as a link in a portlet, click the name to open the change request properties page.
    Limit:
     64 characters
  • Status
    Displays the status for the change request.
    Values:
     Open, Work in Progress, Closed, and Resolved
  • Project
    Displays the project name. You can click the name to open the project properties page.
  • Creator
    Displays the name of the resource who created the request.
  • Owner
    Displays the name of the resource managing the request. This resource is responsible for ensuring that the request is managed and tracked appropriately through its lifecycle. If an issue or change request is created from this risk, for example, the owner information is applied to the issue or change request.
  • Send Mail
    Opens an email from your default email client that is addressed to the resource who created the request.
  • Expected Close Date
    Specifies the expected date of closing the request.
PMBOK Guide Accelerator Lessons Learned
As a manager or executive, use the Lessons Learned view for documents that have been submitted across all PMBOK Guide projects in your organization. Project managers can also use this view to view metrics across all their assigned PMBOK Guide projects. Access rights determine which projects appear. The list does not include project templates.
Click Lessons Learned from the Management Views menu. You can view details for submitted documents using the following columns:
  • Category Name
    Displays the category for the lessons learned document.
    Values:
     Process Change, Framework/Methodology, Technology Change, Organizational Change, Other, and TBD.
  • Title
    Defines the title for the document. After you submit the document for review, this field is display only. In management views, you can click the document title to open the document.
    Limit:
     80 characters
  • Project
    Displays the name of the project to which this document is associated. Click the project name to open the project.
  • Project Manager
    Displays the name of the resource managing the project that is associated with this document. Click the project manager name to open the resource properties page. This value is based on the Manager field on the project properties page.
  • Last Updated Date
    Displays the date that the document was last updated and saved.
  • Submitted Date
    Displays the date that the project manager submitted the document for review.
  • Review Status
    Displays the review status for the document at the time of creation. In management views and in list views, the field displays as a stoplight.
    Values:
    • New. The document is in draft mode and not submitted for review.
    • Submitted for Review. The document is submitted for review but not reviewed by all reviewers.
    • Review Completed. The document is submitted for review and is reviewed.
    Stoplights:
    • Gray. The document is not submitted for review.
    • Green. The document is submitted for review and the review is complete.
    • Yellow. The document is submitted for review but not reviewed.
PMBOK Guide Accelerator Executive Dashboard
Managers and executives can use the Executive Dashboard to view data across all PMBOK Guide projects in an organization. Project managers can also use this dashboard to view metrics across all their assigned PMBOK Guide projects. The list displays the projects that you have access to.
By default, the data in the portlets on this page is derived from active projects only. You can view the project data, including inactive project data, by using the filter fields. The projects status page is the default page that opens when you click Executive Dashboard from the Management Views menu. From this page, you can access the other pages.
Project Status Portlet
Use the Project Status portlet on the project status page to view metrics and status information for your assigned PMBOK Guide projects. Your access rights determine which projects appear. The following fields appear in the portlet:
  • Project
    Displays the name of the project to which this document is associated. Click the project name to open the project.
  • Project Phase
    Displays the project phase for this project. In management views, the phase displays in a bar graph. The shaded area indicates the phase for the project. Hover over the bar to view the phase status, the progress, and the total number of phases for that project. This value is based on the Phase field on the project properties page.
  • Project Manager
    Displays the name of the resource managing the project that is associated with this document. Click the project manager name to open the resource properties page. This value is based on the Manager field on the project properties page.
  • Actual Start
    Displays the start date of the project. This value is based on the Start Date field on the schedule page of project properties.
  • Actual End
    Displays the completion date of the project. This value is based on the Finish Date field on the schedule page of project properties.
  • Baseline Start
    Displays the date to start the project baseline revision, if a project baseline exists. This value is based on the Baseline Start field on the baseline revision properties page.
  • Baseline End
    Displays the completion date for the project baseline revision, if a project baseline exists. This value is based on the Baseline Finish field on the baseline revision properties page.
  • Risk Status
    Displays a stoplight to represent the project status level with risks. This value is based on the highest probability of open risks that are entered on the risks page.
    Stoplights:
    • Gray. The project has no risk data.
    • Green. All of the project risks are of low priority.
    • Yellow. The project has at least one risk of medium priority and no high priority risks.
    • Red. The project has at least one risk of high priority.
  • Issue Status
    Displays the project status level with issues as a stoplight to represent the status. This value is based on the Status field on the issue properties page.
    Default:
     Open
    Stoplights:
    • Gray. The project has no issue data.
    • Green. All of the project issues are of low priority.
    • Yellow. At least one of the project issues is of medium priority and no high priority issues exist for the project.
    • Red. At least one of the project issues is of high priority.
  • Change Requests Status
    Displays a checkmark if at least one change request is logged for the project. Hover over the checkmark to display the number of change requests created.
  • Scope Status
    The scope status for the project relative to the project objectives. This value is derived from the project report properties page. When viewing the field in portlets, the status displays as a stoplight.
    Values:
    • On Scope. The project is on scope.
    • Off Scope. The project is off scope.
    Stoplights:
    • Gray. The project scope status is not defined.
    • Green. The project scope status is "On Scope".
    • Red. The project scope status is "Off Scope".
  • Schedule Status
    Specifies the schedule status for the project. This value is based on the following checks that are performed in the order listed:
    • If a project report exists, the value from the Schedule Status field on the project report properties page of the most recent project report document is used.
    • If a project report does not exist but is baselined, the days of delay is calculated using the difference between the Baseline Finish field on the baseline revision properties page and the Finish Date field on the schedule page of project properties.
    • If a project report exists but is not baselined, the days of delay is calculated using the difference between the Finish Date field on the schedule page of project properties and the current date.
    Stoplights:
    • White. The project schedule status is not defined.
    • Green. The project is on schedule (no delay).
    • Yellow. The project is less than or equal to ten days late.
    • Red. The project is more than ten days late.
  • Cost Status
    Specifies the status of the cost for the project plan that is based on the project planned cost amount. The cost amount is a field on the budget page of project properties. After you submit the project report document for review, this field is display only. In management views, the status is display only.
    Values:
    • On Budget. The project plan is on budget with the project planned cost.
    • Under Budget. The project plan cost is below the project planned cost.
    • Over Budget. The project plan cost is above the project planned cost.
  • Project Outlook
    Specifies the status of the project outlook. The field displays a checkmark on the project report properties page. The status displays as a stoplight in portlets.
    Values:
    • Excellent. The overall project outlook is excellent.
    • Good. The overall project outlook is good.
    • Fair. The overall project outlook is fair.
    • Poor. The overall project outlook is poor.
    Stoplights:
    • Green. The overall project outlook is good or excellent.
    • Yellow. The overall project outlook is fair.
    • Red. The overall project outlook is poor.
Project Variance and Performance Portlet
You can view the project variance and performance data of all active PMBOK Guide projects within your organization using the project variance and performance portlet. The list displays the projects to which you have access. The portlet displays on the project variance and performance page. The following fields appear on this portlet:
  • Project
    Displays the name of the project to which the document is associated. Click the project name to open the project.
  • Project Manager
    Displays the name of the resource managing the project that is associated with the document. Click the project manager name to open the resource properties page. This value is based on the Manager field on the project properties page.
  • Baseline Start
    Displays the planned start date for the project, which is based on the current baseline. This value is derived from the baseline revision properties page.
  • Baseline End
    Displays the planned completion date for the project, which is based on the current baseline. This value is derived from the Baseline Finish field on the baseline revision properties page.
  • EAC
    Displays the system-calculated value of estimate at completion (EAC). EAC is the total cost of all actual work that is completed to date plus the predicted cost to complete the remaining work.
    EAC = AC + ETC
  • BAC
    Displays the total planned value for the project; also known as the Planned Value (PV). The Budget at Completion (BAC) is the authorized budget that is assigned to the work yet to start for a project or work breakdown structure component. This value is system-calculated.
  • Actual Cost
    Displays the actual cost (AC) at the task level, which is the total cost that is incurred and recorded to perform the project work, or work breakdown structure component. The actual cost is the total cost that is incurred to perform the work that the EV measured.
  • Planned Value
    Displays the planned value (PV); a system-calculated value representing the Budgeted Cost of Scheduled Work (BCWS). PV is the authorized budget that is assigned to the project work not started, or a work breakdown structure component. The total planned value for the project is also known as Budget At Completion (BAC).
    Planned Value (PV) = Sum of BAC through a point in time
  • Earned Value
    Displays the earned value (EV); a system-calculated value to represent the Budgeted Cost of Work Performed (BCWP). EV is the value indicated in the approved budget for project work that is performed, or the work breakdown structure component. 
      Earned Value (EV) = Budget At Completion (BAC) for a task x % Complete
  • Cost Variance
    Displays the cost variance (CV); the value of work that is accomplished against the amount spent to date. CV is calculated using the following formula:
    Cost Variance (CV) = Earned Value (EV) - Actual Cost (AC)
  • Schedule Performance Index
    Displays the system-calculated value of the schedule performance index (SPI). This value represents the ratio of work that is performed to work scheduled. A value less than one indicates that the work is behind schedule.
      Schedule Performance Index (SPI) = Earned Value / Planned Value
  • Cost Performance Index
    Displays the system-calculated value of Cost Performance Index (CPI), which is an efficiency rating for work accomplished. A value greater than one indicates that the costs are running over budget.
    Cost Performance Index (CPI) = Earned Value / Actual Costs
Projects by Phases Portlet
The project by phases portlet displays a bar chart of those projects to which you have access. The portlet displays on the project by phases page of executive dashboard. The portlet is designed for senior executives or senior users to view phase data across all PMBOK Guide projects in their organization and to which they have access. The list only includes projects and not project templates.
The bar displays the project count in each phase. You can hover over a bar to display the percentage of PMBOK Guide projects that are at a particular phase. The percentage is based on the number of PMBOK Guide projects for each phase that is divided by the number of PMBOK Guide projects.
The default phase type that is displayed is Standard. You can use the filter to view projects in phases for different phase types.
The following field appears on this portlet:
  • Project Phase
    The phase for this project. This metric is used in portfolio management analysis.
    Values for Standard Phase Type: 
    Requirements, Design, Build, Test, and Launch