PMO General Pages and Portlets

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The PMO Accelerator has the following general pages and portlets:
 
 
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Sponsor
Use the overview sponsor page to analyze the sponsor view of project alignment, risk, budget, and schedule. This page consists of the following portlets:
 
The image shows the overview sponsor page.
 
 
Follow these steps:
 
  1. Open Home, and from Personal, click General.
    The overview general page appears.
  2. Click Sponsor.
    The overview sponsor page appears.
Use the page-level filter to filter all portlets at once by sponsor.
Projects KPIs by OBS Portlet
The Project KPIs by OBS portlet displays key performance indicators (KPIs) for projects that are organized by OBS. The portlet provides a quick update on KPIs, such as business alignment, schedule %, days late, projected cost and effort variance %, risk, issues, and change requests.
The portlet displays information from both an OBS and a project perspective. The project information rolls up to each level in the OBS.
 
The image shows the Project KPIs by OBS portlet.
 
This portlet includes the following fields:
  •  
    OBS/Project
    Displays the OBS or project name. Expand an OBS name to display all projects that belong to that OBS. Click a project link to go to the project properties.
  •  
    Manager
    Displays the project manager. Click a manager link to go to the properties page of the resource.
  •  
    Email Icon
    Displays an email icon. Click this icon to send an email to the project manager.
  •  
    Business Alignment
    Displays how well the project aligns to the organization business goal. The higher the value, the stronger the alignment. The metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments. For each OBS unit, the average alignment is calculated.
    •  
      Stoplights:
       
    • Green (68 through 100). The project has good alignment with the business.
    • Yellow (34 through 67). The project has average alignment with the business.
    • Red (0 through 33). The project has poor alignment with the business.
    • White. The project alignment data is undefined.
  •  
    Schedule %
    Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if a baseline exists). The color of the stoplight indicates if the project is on schedule or late. For each OBS unit, the average schedule percentage is calculated.
    Stoplights
    :
    • Green. The project is ahead of schedule or on schedule.
    • Yellow. The project is between one and ten percent late.
    • Red. The project is more than ten percent late.
    • White. The schedule % is undefined.
  •  
    Days Late
    Displays the number of days by which a project is late considering the following:
    ■ Whether or not a baseline exists
    ■ Project progress
    For each OBS unit, the average days late is calculated.
    If a baseline exists, then days late is calculated as project finish date minus baseline finish date. A positive number indicates that the project is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the project finish date is the same as the baseline finish date, then the project is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project finish date.
    If there is no baseline, then days late is calculated if the project is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project finish date.
  •  
    Projected Cost Variance %
    Displays a stoplight indicating the projected cost variance as a percentage of BAC cost. For each OBS unit, the average projected cost variance percentage is calculated.
    Formula
    : (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
    Stoplights
    :
    • Green. The EAC cost is less than or equal to the baseline.
    • Yellow. The EAC cost is between one and ten percent over the baseline.
    • Red. The EAC cost is more than ten percent over baseline.
    • White. No baseline data exists.
  •  
    Projected Effort Variance %
    Displays a stoplight indicating the projected effort variance as a percentage of BAC effort. For each OBS unit, the average projected effort variance percentage is calculated.
    Formula
    : ((EAC Effort - BAC Effort) / BAC Effort) * 100
    Stoplights
    :
    • Green. The EAC effort is less than or equal to the baseline.
    • Yellow. The EAC effort is between one and ten percent over the baseline.
    • Red. The EAC effort is more than ten percent over the baseline.
    • White. No baseline data exists.
  •  
    Risk
    Displays a stoplight based on the project risk score. The project risk score determines the color of the stoplight. For each OBS unit, the average risk score is calculated.
    Stoplights
    :
    • Green (0 through 33). The project is low risk.
    • Yellow (34 through 67).The project is medium risk.
    • Red (68 through 100). The project is high risk.
  •  
    Issue
    Displays a stoplight based on the highest issue priority of the issues on the project. Issues with a status of “Resolved” or “Closed” are excluded. For each OBS unit, the issue stoplight is calculated as the highest issue priority of its projects.
    •  
      Stoplights: 
       
    • Green. All issues that exist on the project are low priority.
    • Yellow. At least one medium priority issue and no high priority issues exist on the project.
    • Red. At least one high priority issue exists on the project.
  •  
    Change
    Displays a checkmark if at least one change request exists on the project. Change requests with a status of “Resolved” or “Closed” are excluded. For each OBS unit, the change checkmark displays if at least one project in the OBS has a change request.
 
You can add the following additional fields to this portlet using the configure option:
 To configure additional fields to a portlet, see 
Getting Started
.
  •  
    Days Late %
    Displays days late as a percentage of the project timeframe, which is the finish date minus the start date. The calculation takes into account the project progress and baseline (if a baseline exists). The days late percentage shows the proportion by which a project is late. One day late in a six-month project does not have the same impact as one day late in a one-month project. For each OBS unit, the average days late percentage is calculated.
  •  
    Schedule
    Displays a stoplight indicating the number of days a project is late, considering the project progress and whether a baseline exists for the project. The color of the stoplight indicates if the project is on schedule or late. For each OBS unit, the average schedule is calculated.
    Stoplights
    :
    • Green. The project is ahead of schedule or on schedule.
    • Yellow. The project is between one and ten days late.
    • Red. The project is more than ten days late.
    • White. The schedule is undefined.
  •  
    Projected Cost Variance
    Displays the variance between the estimated plus actual cost and the baseline cost. For each OBS unit, the average projected cost variance is calculated.
    Formula
    : ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
  •  
    Projected Effort Variance
    Displays the variance between EAC effort and baseline effort. For each OBS unit, the average projected effort variance is calculated.
    Formula
    : (EAC Effort - BAC Effort)
Project Schedule Portlet
The Project Schedule portlet displays project type, risk, planned cost, and schedule in a Gantt chart format.
 
The image shows the Project Schedule portlet.
 
The following fields display on the portlet:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Project Type
    Displays the project type.
  •  
    Risk
    Displays a stoplight that helps you assess the risk of a project. The total risk score of the project determines the color of the stoplight.
    •  
      Stoplights:
       
    • Green (0 through 33). The project is low risk.
    • Yellow (34 through 67). The project is medium risk.
    • Red (68 through 100). The project is high risk.
  •  
    Planned Cost
    Displays the amount of planned cost for the project.
  •  
    Schedule
    Displays a Gantt chart. Each Gantt bar in the chart represents the length of a project.
For more information, see 
Project Management
.
This portlet is based on the Project object provider. Fields included in the object provider are available to this portlet and may be added through the configure option.
Planned Cost by Project Type Portlet
The Planned Cost by Project Type portlet is a pie chart that shows the percentage amount of planned cost for each project type. Each pie slice corresponds to a project type. Mouse over a pie slice to display the total planned cost amount for a project type.
This portlet is based on the Project object provider. Fields included in the object provider are available to this portlet and may be added through the configure option.
 
The image shows the Planned Cost by Project Type portlet
 
Program Dashboard
Use the overview program dashboard page to review the program cost and schedule. Compare this data to the cost and schedule of projects belonging to the program. The page provides program managers more visibility and control into program governance.
The overview program dashboard page consists of the following portlets:
 
The image shows the overview Program Dashboard page.
 
 
Follow these steps:
 
  1. Open Home, and from Personal, click General.
    The overview general page appears.
  2. Click Program Dashboard.
    The overview program dashboard page appears. Use the page-level filter to filter both portlets at once by the program.
Program Manager Cost Dashboard Portlet
The Program Manager Cost Dashboard portlet displays cost and effort performance of projects belonging to a program. This portlet compares a program budget to the cost performance of its projects.
The information displayed in this portlet is also available on the Schedule & Performance and Financial Summary properties of each project.
For more information, see 
Project Management 
and 
Financial Management
.
 
The image shows the Program Manager Cost Dashboard portlet.
 
The following fields display on the portlet:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Risk
    Displays a stoplight based on the project risk score. The project risk score determines the color of the stoplight.
    •  
      Stoplights:
       
    • Green (0 through 33). The project is low risk.
    • Yellow (34 through 67). The project is medium risk.
    • Red (68 through 100). The project is high risk.
  •  
    Stage
    Displays the stage in the project lifecycle.
  •  
    Finish
    Displays the finish date of the project.
  •  
    Planned ROI
    Displays the ratio of money gained or lost on this project relative to the amount of money invested.
    Source
    : Financial Summary properties page of the project.
  •  
    Planned IRR
    Displays the Internal Rate of Return or the discount rate used to achieve zero NPV for an investment.
    Source
    : Financial Summary properties page of the project.
  •  
    BAC Cost
    Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Actual Cost (ACWP)
    Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
    Source
    : Schedule & Performance properties page of the project.
  •  
    EAC Cost
    Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Projected Cost Variance
    Displays the variance between the estimated plus actual cost and the baseline cost.
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
  •  
    Projected Cost Variance%
    Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
    Stoplights
    :
    • Green. The EAC cost is less than or equal to the baseline.
    • Yellow. The EAC cost is between one and ten percent over baseline.
    • Red. The EAC cost is more than ten percent over baseline.
    • White. A baseline does not exist.
  •  
    Cost Drill Down
    Displays an icon that links to a page with the following portlets:
The following aggregate amounts are provided at the bottom of the page:
  •  
    Project
    Displays the aggregate percentages and cost amounts of projects belonging to the program. The aggregate amounts are averages for Planned ROI and Planned IRR. The aggregate amounts are sums for BAC Cost, Actual Cost (ACWP), EAC Cost, and Projected Cost Variance.
  •  
    Program 
    Displays the program Budgeted Cost.
    Source
    : Financial Summary properties page of the program.
  •  
    Variance
    Displays the difference between the program Budgeted Cost and the total EAC cost of the projects in the program.
You can add the following additional fields to this portlet using the configure option:
  •  
    Start
    Displays the start date of the project.
  •  
    Project Manager
    Displays the project manager of the project.
  •  
    Planned Cost
    Displays the planned cost of the project.
    Source
    : Financial Summary properties page of the project.
  •  
    Planned Capital Cost
    Displays the planned capital cost of the project.
    Source
    : Financial Summary properties page of the project.
  •  
    Planned Capital %
    Displays the percentage of the planned capital cost of the project.
    Source
    : Financial Summary properties page of the project.
    Formula
    : (Planned Capital Cost / Planned Cost) * 100
  •  
    Planned Operating Cost
    Displays the planned operating cost of the project.
    Source
    : Financial Summary properties page of the project.
  •  
    Planned Operating %
    Displays the percentage of the planned operating cost of the project.
    Source
    : Financial Summary properties page of the project.
    Formula:
     (Planned Operating Cost / Planned Cost) * 100
  •  
    Planned Benefit
    Displays the planned benefit of the project.
    Source
    : Financial Summary properties page of the project.
  •  
    Planned NPV
    Displays the net present value of the project by calculating the total cost of capital and a series of future payments and income.
    Source
    : Financial Summary properties page of the project.
  •  
    Planned Breakeven
    Displays the date when the expected cash flow equals the cash outlay for the project. The breakeven date matches with the payback period.
    Source
    : Financial Summary properties page of the project.
  •  
    Planned MIRR
    Displays the Modified Internal Rate of Return or the rate used to measure the attractiveness of the project.
    Source
    : Financial summary page of the investment.
  •  
    Planned Payback (Months)
    Displays the number of periods (in months) needed for the sum of the expected cash flows to equal the initial cash outlay for the project.
    Source
    : Financial Summary properties page of the project.
  •  
    BAC
    Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Actuals
    Displays the system-calculated value of the actual effort posted to the tasks in the project.
    Source
    : Schedule & Performance properties page of the project.
  •  
    ETC
    Displays the system-calculated value of the estimated effort to complete the project.
    Source
    : Schedule & Performance properties page of the project.
  •  
    EAC
    Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the project.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Projected Effort Variance %
    Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : ((EAC Effort - BAC Effort) / BAC Effort) * 100
    Stoplights
    :
    • Green. The EAC effort is less than or equal to the baseline.
    • Yellow. The EAC effort is between one and ten percent over the baseline.
    • Red. The EAC effort is more than ten percent over the baseline.
    • White. No baseline data exists.
  •  
    Planned Value (BCWS)
    Displays the system-calculated value of budgeted cost of work scheduled (BCWS) or the budgeted amount you can spend on the project in a given time. If time is not specified, either the current date for the project or the system date is used. BCWS is also referred to as the planned value (PV).
    Source
    : Schedule & Performance properties page of the project.
  •  
    Earned Value (BCWP)
    Displays the system-calculated value of budgeted cost of work performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV) and represents the amount of budgeted cost (BAC) completed based on performance. Performance is measured using the Task EV Calculation method.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Cost Variance (CV)
    Displays the system-calculated value of cost variance. The cost variance is the value of what is accomplished to date as opposed to what is spent to date.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Schedule Variance (SV)
    Displays the system-calculated value of schedule variance. The schedule variance is the value of what is scheduled to date as opposed to what is performed to date. A positive value indicates that the work is ahead of the baseline schedule. A negative value indicates that the work is behind the baseline schedule.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Cost Variance %
    Displays cost variance as a percentage. It is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : ((BCWP - ACWP) / BCWP) * 100
  •  
    Schedule Variance %
    Displays schedule variance as a percentage. It is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : ((BCWP - BCWS) / BCWS) *100
  •  
    Cost Performance Index (CPI)
    Displays the system-calculated value of cost performance index (CPI), which is an efficiency rating for work accomplished. A value greater than or equal to one indicates a favorable condition. A value of less than one indicates an unfavorable condition.
    Source
    : Schedule & Performance properties page of the project.
  •  
    Schedule Performance Index (SPI)
    Displays the system-calculated value of schedule performance index (SPI), which is the ratio of work performed to work scheduled. A value greater than or equal to one indicates work is on schedule. A value of less than one indicates the work is behind schedule.
    Source
    : Schedule & Performance properties page of the project.
Project Costs Drill Down Page
You can drill down to the following cost views from the Program Manager Cost Dashboard Portlet:
Project Costs by Phase Portlet
The Project Costs by Phase portlet displays cost performance amounts and variances by phase. Use the portlet to identify the phases of the project plan that are over baseline from a cost standpoint.
To view this portlet, click the Costs Drill Down icon in the Program Manager Cost Dashboard Portlet.
 
The image shows the Project Costs by Phase portlet.
 
The following fields display on this portlet:
  •  
    Project
    Displays the project name. Click a project name to view the project properties page.
  •  
    Phase
    Displays the phases of a project. Click a phase to view the task properties page.
  •  
    Status
    Displays the phase status (Not Started, Started, Completed).
  •  
    Start
    Displays the phase start date.
  •  
    Finish
    Displays the phase finish date.
  •  
    BAC Cost
    Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
    Source:
     Performance properties page of the task.
  •  
    Actual Cost (ACWP)
    Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
    Source:
     Performance properties page of the task.
  •  
    ETC Cost
    Displays the system-calculated value of the estimated cost to complete the task. ETC cost is the aggregated total for the remaining labor and non-labor cost to complete the task.
    Source:
     Performance properties page of the task.
  •  
    EAC Cost
    Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
    Source:
     Performance properties page of the task.
  •  
    Projected Cost Variance
    Displays the variance between the estimated plus actual cost and the baseline cost.
    Source:
     Performance properties page of the task.
    Formula:
     ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost )
  •  
    Projected Cost Variance %
    Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
    Source:
     Performance properties page of the task.
    Formula:
     ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
    Stoplights:
    • Green. The EAC cost is less than or equal to the baseline.
    • Yellow. The EAC cost is between one and ten percent over the baseline.
    • Red. The EAC cost is more than ten percent over the baseline.
    • White. No baseline data exists.
You can add the following additional fields to this portlet using the configure option:
  •  
    Baseline Start
    Displays the task baseline start date.
  •  
    Baseline Finish
    Displays the task baseline finish date.
  •  
    BAC
    Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
    Source:
     Performance properties page of the task.
  •  
    Actuals
    Displays the system-calculated value of the actual effort posted to the tasks in the project.
    Source:
     Performance properties page of the task.
  •  
    ETC
    Displays the system-calculated value of the estimated effort to complete the task.
    Source:
     Performance properties page of the task.
  •  
    EAC
    Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
    Source:
     Performance properties page of the task.
  •  
    Projected Effort Variance
    Displays the variance between EAC effort and baseline effort.
    Source:
     Performance properties page of the task.
    Formula:
     (EAC Effort - BAC Effort)
  •  
    Projected Effort Variance %
    Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
    Source:
     Performance properties page of the task.
    Formula:
     ( (EAC Effort - BAC Effort) / BAC Effort) * 100
    Stoplights:
    • Green. The EAC effort is less than or equal to the baseline.
    • Yellow. The EAC effort is between one and ten percent over the baseline.
    • Red. The EAC effort is more than ten percent over the baseline.
    • White. No baseline data exists.
  •  
    Planned Value (BCWS)
    Displays the system-calculated value of budgeted cost of work scheduled (BCWS) or the budgeted amount you can spend on the task in a given time. If time is not specified, either the current date for the task or the system date is used. BCWS is also referred to as the planned value (PV).
    Source:
     Performance properties page of the task.
  •  
    Earned Value (BCWP)
    Displays the system-calculated value of budgeted cost of work performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV) and represents the amount of baseline cost (BAC) completed based on performance. Performance is measured using the Task EV Calculation method.
    Source:
     Performance properties page of the task.
  •  
    Cost Variance (CV)
    Displays the system-calculated value of cost variance. The cost variance is the value of what is accomplished to date as opposed to what is spent to date.
    Source:
     Performance properties page of the task.
  •  
    Schedule Variance (SV)
    Displays the system-calculated value of schedule variance. The schedule variance is the value of what is scheduled to date as opposed to what is performed to date. A positive value indicates that the work is ahead of the baseline schedule. A negative value indicates that the work is behind the baseline schedule.
    Source:
     Performance properties page of the task.
  •  
    Cost Variance %
    Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
    Source:
     Performance properties page of the task.
    Formula:
     ((BCWP - ACWP) / BCWP) * 100
  •  
    Schedule Variance %
    Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
    Source:
     Performance properties page of the task.
    Formula:
     ((BCWP - BCWS) / BCWS) *100
  •  
    Cost Performance Index (CPI)
    Displays the system-calculated value of cost performance index (CPI), which is an efficiency rating for work accomplished. A value greater than or equal to one indicates a favorable condition. A value of less than one indicates an unfavorable condition.
    Source:
     Performance properties page of the task.
  •  
    Schedule Performance Index (SPI)
    Displays the system-calculated value of schedule performance index (SPI), which is the ratio of work performed to work scheduled. A value greater than or equal to one indicates work is on schedule. A value of less than one indicates the work is behind schedule.
    Source:
     Performance properties page of the task.
Project Costs by Task Portlet
The Project Costs by Task portlet displays cost performance amounts and variances by task. You can use the portlet to identify tasks of the project plan that are over baseline from a cost standpoint.
To view this portlet, click the Costs Drill Down icon in the Program Manager Cost Dashboard Portlet.
 
The image shows the Project Costs by Task portlet.
 
The following fields display on the portlet:
  •  
    Project
    Displays the project name. Click a project name to view the project properties page.
  •  
    Phase
    Displays the phases of a project. Click a phase to view the task properties page.
  •  
    Task
    Displays the tasks of a project. Click a task to view the task properties page.
  •  
    Status
    Displays the task status (Not Started, Started, Completed).
  •  
    Start
    Displays the task start date.
  •  
    Finish
    Displays the task finish date.
  •  
    BAC Cost
    Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
    Source:
     Performance properties page of the task.
  •  
    Actual Cost (ACWP)
    Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
    Source:
     Performance properties page of the task.
  •  
    ETC Cost
    Displays the system-calculated value of the estimated cost to complete the task. ETC cost is the aggregated total for the remaining labor and non-labor cost to complete the task.
    Source:
     Performance properties page of the task.
  •  
    EAC Cost
    Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
    Source:
     Performance properties page of the task.
  •  
    Projected Cost Variance
    Displays the variance between the estimated plus actual cost and the baseline cost.
    Source:
     Performance properties page of the task.
    Formula:
     ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost )
  •  
    Projected Cost Variance %
    Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
    Source:
     Performance properties page of the task.
    Formula:
     ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
    Stoplights:
    • Green. The EAC cost is less than or equal to the baseline.
    • Yellow. The EAC cost is between one and ten percent over the baseline.
    • Red. The EAC cost is more than ten percent over the baseline.
    • White. No baseline data exists.
You can add the following additional fields to this portlet using the configure option:
  •  
    Baseline Start
    Displays the task baseline start date.
  •  
    Baseline Finish
    Displays the task baseline finish date.
  •  
    BAC
    Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
    Source:
     Performance properties page of the task.
  •  
    Actuals
    Displays the system-calculated value of the actual effort posted to the tasks in the project.
    Source:
     Performance properties page of the task.
  •  
    ETC
    Displays the system-calculated value of the estimated effort to complete the task.
    Source:
     Performance properties page of the task.
  •  
    EAC
    Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
    Source:
     Performance properties page of the task.
  •  
    Projected Effort Variance
    Displays the variance between EAC effort and baseline effort.
    Source:
     Performance properties page of the task.
    Formula:
     (EAC Effort - BAC Effort)
  •  
    Projected Effort Variance %
    Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
    Source:
     Performance properties page of the task.
    Formula:
     ( (EAC Effort - BAC Effort) / BAC Effort) * 100
    Stoplights:
    • Green. The EAC effort is less than or equal to the baseline.
    • Yellow. The EAC effort is between one and ten percent over the baseline.
    • Red. The EAC effort is more than ten percent over the baseline.
    • White. No baseline data exists.
  •  
    Planned Value (BCWS)
    Displays the system-calculated value of budgeted cost of work scheduled (BCWS) or the budgeted amount you can spend on the task in a given time. If time is not specified, either the current date for the task or the system date is used. BCWS is also referred to as the planned value (PV).
    Source:
     Performance properties page of the task.
  •  
    Earned Value (BCWP)
    Displays the system-calculated value of budgeted cost of work performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV) and represents the amount of baseline cost (BAC) completed based on performance. Performance is measured using the Task EV Calculation method.
    Source:
     Performance properties page of the task.
  •  
    Cost Variance (CV)
    Displays the system-calculated value of cost variance. The cost variance is the value of what is accomplished to date as opposed to what is spent to date.
    Source:
     Performance properties page of the task.
  •  
    Schedule Variance (SV)
    Displays the system-calculated value of schedule variance. The schedule variance is the value of what is scheduled to date as opposed to what is performed to date. A positive value indicates that the work is ahead of the baseline schedule. A negative value indicates that the work is behind the baseline schedule.
    Source:
     Performance properties page of the task.
  •  
    Cost Variance %
    Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
    Source:
     Performance properties page of the task.
    Formula:
     ((BCWP - ACWP) / BCWP) * 100
  •  
    Schedule Variance %
    Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
    Source:
     Performance properties page of the task.
    Formula:
     ((BCWP - BCWS) / BCWS) *100
  •  
    Cost Performance Index (CPI)
    Displays the system-calculated value of cost performance index (CPI), which is an efficiency rating for work accomplished. A value greater than or equal to one indicates a favorable condition. A value of less than one indicates an unfavorable condition.
    Source:
     Performance properties page of the task.
  •  
    Schedule Performance Index (SPI)
    Displays the system-calculated value of schedule performance index (SPI), which is the ratio of work performed to work scheduled. A value greater than or equal to one indicates work is on schedule. A value of less than one indicates the work is behind schedule.
    Source:
     Performance properties page of the task.
Project Costs by Resource Portlet
The Project Costs by Resource portlet displays cost performance amounts and variances by resource. Use the portlet to identify the resources that are over baseline from a cost standpoint.
To view this portlet, click the Costs Drill Down icon on the Program Manager Cost Dashboard Portlet.
 
The image shows the the Project Costs by Resource portlet.
 
The following fields display on the portlet:
  •  
    Project
    Displays the project name. Click a project name to view the project properties page.
  •  
    Team Icon
    Displays an icon that links to the team staff page of the project.
  •  
    Resource/Role
    Displays the resource or role allocated to the project. Click a resource or role to view the properties page of the resource or role.
  •  
    Project Role
    Displays the project role for the resource.
  •  
    Resource Type
    Displays the resource type (for example, labor, material, expense, or equipment).
  •  
    Employment Type
    Displays the employment type for the resource (for example, employee or contractor).
  •  
    BAC Cost
    Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
  •  
    Actual Cost (ACWP)
    Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
  •  
    ETC Cost
    Displays the system-calculated value of the estimated cost to complete the project. ETC cost is the aggregated total for the remaining labor and non-labor cost to complete the project.
  •  
    EAC Cost
    Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
  •  
    Projected Cost Variance
    Displays the variance between the estimated plus actual cost and the baseline cost.
    Formula:
     ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost )
  •  
    Projected Cost Variance %
    Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
    Formula:
     ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
    Stoplights:
    • Green. The EAC cost is less than or equal to the baseline.
    • Yellow. The EAC cost is between one and ten percent over the baseline.
    • Red. The EAC cost is more than ten percent over the baseline.
    • White. No baseline data exists.
You can add the following additional fields to this portlet using the configure option:
  •  
    BAC
    Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
  •  
    Actuals
    Displays the system-calculated value of the actual effort posted to the tasks in the project.
  •  
    ETC
    Displays the system-calculated value of the estimated effort to complete the task.
  •  
    EAC
    Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
  •  
    Projected Effort Variance
    Displays the variance between EAC effort and baseline effort.
    Source:
     Performance properties page of the task.
    Formula:
     (EAC Effort - BAC Effort)
  •  
    Projected Effort Variance %
    Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
    Formula:
     ( (EAC Effort - BAC Effort) / BAC Effort) * 100
    Stoplights:
    • Green. The EAC effort is less than or equal to the baseline.
    • Yellow. The EAC effort is between one and ten percent over the baseline.
    • Red. The EAC effort is more than ten percent over the baseline.
    • White. No baseline data exists.
Program Manager Schedule Dashboard Portlet
The Program Manager Schedule Dashboard portlet displays schedule performance of a program and projects belonging to the program.
 
The image shows the Program Manager Schedule Dashboard portlet.
 
The following fields display on the portlet:
  •  
    Dashboard Icon 
    Displays an icon that links to the program or project dashboard.
  •  
    Program/Project
    Displays the program or project name. Click a program or project link to open the properties page of the program or project.
  •  
    Start
    Displays the start date of the program or project.
  •  
    Finish
    Displays the finish date of the program or project.
  •  
    Overall Status
    Displays a stoplight indicating the overall status of each program or project, based on the status report with the most recent report date and a report status of final or no value selected.
    •  
      Stoplights:
       
    • Green. The program or project is on track.
    • Yellow. The program or project has a minor variance.
    • Red. The program or project has a significant variance.
    • White. The program or project status is undefined.
  •  
    Schedule %
    Displays a stoplight indicating days late as a percentage of the program or project timeframe, which is finish date minus start date. The calculation takes into account the program or project progress and baseline (if a baseline exists). The color of the stoplight indicates if the program or project is on schedule or late.
    Stoplights:
    • Green. The program or project is ahead of schedule or on schedule.
    • Yellow. The program or project is between one and ten percent late.
    • Red. The program or project is more than ten percent late.
    • White. The schedule % is undefined.
  •  
    Days Late
    Displays the number of days late considering the following:
    • Whether or not a baseline exists
    • Program or project progress
    If a baseline exists, then days late is calculated as project finish date minus baseline finish date. A positive number indicates that the project is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the project finish date is the same as the baseline finish date, then the project is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project finish date.
    If there is no baseline, then days late is calculated if the program or project is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus program or project finish date.
 
Gantt Schedule
 
Displays a Gantt chart comparing the program finish date with the schedules of associated projects. The color of the Gantt bars is based on the Schedule % as follows:
  • Green. The program or project is ahead of schedule or on schedule.
  • Yellow. The program or project is between one and ten percent late.
  • Red. The program or project is more than ten percent late.
  • White. The schedule % is undefined.
You can add the following additional fields to this portlet using the configure option:
  •  
    Baseline Start
    Displays the baseline start date of the project.
  •  
    Baseline Finish
    Displays the baseline finish date of the project.
  •  
    Project Manager
    Displays the program or project manager.
  •  
    Days Late %
    Displays days late as a percentage of the program or project timeframe, which is the finish date minus the start date. The calculation takes into account the program or project progress and baseline (if a baseline exists). The days late percentage shows the proportion by which a program or project is late. One day late in a six-month program or project does not have the same impact as one day late in a one year program or project.
  •  
    Schedule
    Displays a stoplight indicating the number of days a program or project is late, considering the program or project progress and whether or not a baseline exists for the project. The color of the stoplight indicates if the program or project is on schedule or late.
    •  
      Stoplights:
       
    • Green. The program or project is ahead of schedule or on schedule.
    • Yellow. The program or project is between one and ten days late.
    • Red. The program or project is more than ten days late.
    • White. The schedule is undefined.
  •  
    Status Indicator
    Displays a stoplight that shows the status of each program or project based on its status indicator.
    Source
    : Schedule & Performance properties page of the program or project.
    Stoplights
    :
    • Green. The program or project is on track.
    • Yellow. The program or project is at risk.
    • Red. The program or project is critical.
    • White. The program or project status indicator is undefined.
PM Alerts
The PM Alerts page provides a high-level, exception-based view of project manager activity. Alerts indicate potential problem areas to monitor within the next 45 days (default) or number of days entered in the Days Outlook filter.
If you provide a value for As of Date, the portlets display results based on the As of Date entered instead of using the current date. The results, based on the As of Date, are 45 days in the past and 45 days in the future.
If you provide a value for Days Outlook, the portlets display results based on the Days Outlook entered instead of using the default of 45 days.
You can also combine As of Date and Days Outlook.
 
The image shows the PM Alerts page.
 
The PM alerts page consists of the following portlets:
 
Follow these steps:
 
  1. Open Home, and from Personal, click General.
    The overview general page appears.
  2. Click PM Alerts.
    The overview PM alerts page appears.
    Use the page-level filter to filter all portlets at once by OBS, Project Manager, As of Date, and Days Outlook.
Schedule Performance Portlet
The Schedule Performance portlet displays the number of late tasks categorized as critical late, past due, or scheduled late within the next 45 days (default) or number of days entered in the Days Outlook filter as follows:
  • Critical Late. Represents tasks are late and on the critical path for the project.
  • Past Due. Represents noncritical tasks are that are past their finish date.
  • Scheduled Late. Represents noncritical tasks are due as of the current date or in the future depending on when the tasks were scheduled.
 
The image shows the Schedule Performance portlet.
 
Summary tasks and milestones are not included in this portlet. Also, tasks with a status of "Completed" are not included in this portlet.
Tasks are considered late if they have a days late value, which is calculated as follows:
  • If a baseline exists, then days late is calculated as task finish date minus baseline finish date.
  • If a baseline exists and the task finish date is the same as the baseline finish date, then the task is considered late if it is not completed and it was due before today’s date.
  • If there is no baseline, then days late is calculated if the task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
No columns on the graph imply that all the tasks within the days outlook are completing as scheduled.
Click a bar on the graph to go to the schedule performance drill-down page. The Schedule Performance portlet displays on this page.
 
Schedule Performance Drill Down Page
The Schedule Performance Drill Down page includes the Schedule Performance Details portlet. This portlet displays a list of the critical late, past due, or scheduled late tasks within the next 45 days (default) or number of days entered in the Days Outlook filter.
Summary tasks and milestones are not included in this portlet. Also, tasks with a status of "Completed" are not included in this portlet.
To view this portlet, click a bar on the graph on the Schedule Performance portlet.
 
The image shows the Schedule Performance Drill Down page.
 
The following fields display on the portlet:
  •  
    Dashboard Icon 
    Displays an icon that links to the project dashboard.
  •  
    Project 
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Task
    Displays the name of the task. Click a task name to view the task properties.
  •  
    Status
    Indicates the status of the task.
    Values: Not Started and Started
  •  
    Classification
    Displays the task grouping.
    Values:
     Critical Late, Past Due, and Scheduled Late
  •  
    Finish
    Displays the finish date of the task.
  •  
    Schedule %
    Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
    The calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.
    Stoplights
    :
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten percent late.
    • Red. The task is more than ten percent late.
    • White. The schedule % is undefined.
  •  
    Days Late
    Displays the number of days late considering the following:
    ■ Whether or not a baseline exists
    ■ Task status
    If a baseline exists, then days late is calculated as task finish date minus baseline finish date. A positive number indicates that the task is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the task finish date is the same as the baseline finish date, then the task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
    If there is no baseline, then days late is calculated if the task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
  •  
    BAC
    Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
  •  
    Actuals
    Displays the system-calculated value of the actual effort posted for the task in the project.
  •  
    ETC
    Displays the system-calculated value of the estimated effort to complete the task.
  •  
    EAC
    Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
  •  
    Projected Effort Variance
    Displays the variance between EAC effort and baseline effort.
    Formula
    : (EAC Effort - BAC Effort)
  •  
    Projected Effort Variance %
    Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
    Formula
    : ((EAC Effort - BAC Effort) / BAC Effort) * 100
    Stoplights
    :
    • Green. The EAC effort is less than or equal to baseline.
    • Yellow. The EAC effort is between one and ten percent over baseline.
    • Red. The EAC effort is more than ten percent over baseline.
    • White. No baseline data exists.
You can add the following additional fields to this portlet using the configure option:
  •  
    Start
    Displays the task start date.
  •  
    Baseline Start
    Displays the task baseline start date.
  •  
    Baseline Finish
    Displays the task baseline finish date.
  •  
    Days Late %
    Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation. The calculation takes into account the task status and baseline (if a baseline exists).
  •  
    Schedule
    Displays a stoplight indicating the number of days a task is late, considering the task status and whether or not a baseline exists for the task. The color of the stoplight indicates if the task is on schedule or late.
    •  
      Stoplights:
       
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten days late.
    • Red. The task is more than ten days late.
    • White. The schedule is undefined.
Milestones Portlet
The Milestones portlet provides a list of project milestones and schedule indicators within the next 45 days (default) or number of days entered in the Days Outlook filter.
 
The image shows the Milestones portlet.
 
The portlet includes the following fields:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Milestone
    Displays the milestone name. Click the name of the milestone to go to the task properties page.
  •  
    Finish
    Displays the finish date for the milestone to be complete.
  •  
    Schedule %
    Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the milestone has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the milestone is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
    The calculation takes into account the milestone status and baseline (if a baseline exists). The color of the stoplight indicates if the milestone is on schedule or late.
    Stoplights
    :
    • Green. The milestone is ahead of schedule or on schedule.
    • Yellow. The milestone is between one and ten percent late.
    • Red. The milestone is more than ten percent late.
    • White. The schedule percentage is undefined.
  •  
    Days Late
    Displays the number of days late considering the following:
    • Whether or not a baseline exists
    • Milestone status
    If a baseline exists, then days late is calculated as milestone finish date minus baseline finish date. A positive number indicates that the milestone is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the milestone finish date is the same as the baseline finish date, then the milestone is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus milestone finish date.
    If there is no baseline, then days late is calculated if the milestone is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus milestone finish date.
You can add the following additional fields to this portlet using the configure option:
  •  
    Start
    Displays the milestone start date.
  •  
    Baseline Start
    Displays the milestone baseline start date.
  •  
    Baseline Finish
    Displays the milestone baseline finish date.
  •  
    Days Late %
    Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the milestone has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the milestone is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation. The calculation takes into account the milestone status and baseline (if one exists).
  •  
    Schedule
    Displays a stoplight indicating the number of days a milestone is late, considering the milestone status and whether or not a baseline exists for the milestone. The color of the stoplight indicates if the milestone is on schedule or late.
    Stoplights:
    • Green. The milestone is ahead of schedule or on schedule.
    • Yellow. The milestone is between one and ten days late.
    • Red. The milestone is more than ten days late.
    • White. The schedule is undefined.
Current Issues Portlet
The Current Issues portlet displays issues within the next 45 days (default) or number of days entered in the Days Outlook filter, grouped by priority across projects. Issues are not included in this portlet if their status is “Resolved” or “Closed”.
Data is displayed as a pie chart. Each pie segment reflects the number of issues by priority, giving an overall view of a project status in terms of issues raised. Click a pie slice to open the details of the issue on the Current Issues Drill Down page. The Current Issues Listing portlet on this page displays details about issues within the days outlook range.
 
The image shows the Current Issues portlet.
 
Current Issues Drill Down Page
The Current Issues Drill Down page includes the Current Issues Listing portlet. This portlet displays a list of issues within the next 45 days (default) or number of days entered in the Days Outlook filter. Use this portlet to assess the priority and schedule of the issues and decide on action plans to resolve them. Issues are not included in this portlet if their status is “Resolved” or “Closed”.
To view the current issues drill down page, click a pie slice in the Current Issues portlet.
 
The image shows the Current Issues Drill Down page.
 
The following columns display on the Current Issues Listing portlet:
  •  
    Dashboard Icon 
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Issue
    Displays the name of the issue.
  •  
    Description
    Displays the description of the issue.
  •  
    Priority
    Displays a stoplight that indicates the priority of the issue.
    Stoplights
    :
    • Green. The issue priority is low.
    • Yellow. The issue priority is medium.
    • Red. The issue priority is high.
  •  
    Schedule
    Displays a stoplight for the schedule, which is a days late calculation. The schedule stoplight is calculated as today’s date minus the issue target resolution date. A positive number indicates that the issue target resolution date is late according to today’s date. A negative number indicates that it is early according to today’s date. The color of the stoplight indicates if the issue is on schedule or late.
    Values
    :
    • Green. The target resolution is on schedule.
    • Yellow. The target resolution is one or two days late.
    • Red. The target resolution is late by more than two days.
    • White. The target resolution date is undefined.
  •  
    Target Resolution
    Displays the target resolution date of the issue.
  •  
    Category
    Displays the category assigned to the issue.
    Values
    : Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, or Technical.
  •  
    Owner
    Displays the name of the owner of the issue.
  •  
    Email
    Displays an email icon. Click this icon to send an email to the issue owner.
You can add the following additional fields to this portlet using the configure option:
  •  
    Created By
    Displays the name of the resource that created the issue.
  •  
    Created Date
    Displays the date when the issue was created.
  •  
    Issue ID
    Displays the Issue ID, which is the identifier of the issue.
  •  
    Last Updated By
    Displays the name of the resource who last updated the issue.
  •  
    Last Updated Date
    Displays the date when the issue was last updated.
  •  
    Priority Name
    Displays the priority as text instead of as a stoplight.
    Values
    : High, Medium, Low
  •  
    Resolution
    Displays the final resolution of the issue.
  •  
    Resolved Date
    Displays the date when the issue was resolved.
  •  
    Status
    Displays the status of the issue.
Staffing Portlet
The Staffing portlet lets you identify projects where resources are not assigned to tasks within the next 45 days (default) or number of days entered in the Days Outlook filter. The portlet displays in a bar chart format the unstaffed ETC hours, which are hours assigned to a role instead of a resource. The Y-axis of the chart displays project names. The X-axis displays the number of hours assigned to roles instead of resources for each project.
Summary tasks and milestones are not included in this portlet. Also, tasks with a status of "Completed" are not included in this portlet.
The portlet helps you identify projects with tasks where resources are not assigned. You can analyze the results and replace roles with resources that can complete the work. Click a bar on the graph to go to the Staffing Outlook Drill Down page. The Staffing Details portlet displays on this page.
 
the image shows the Staffing portlet.
 
Staffing Outlook Drill Down Page
The Staffing Outlook Drill Down page includes the Staffing Details portlet. Use this portlet to view a list of unstaffed tasks for the selected project within the next 45 days (default) or number of days entered in the Days Outlook filter.
To view this portlet, click a bar on the chart on the Staffing portlet.
 
The image shows the Staffing Outlook Drill Down page.
 
The Staffing Details portlet includes the following columns:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Display the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Task
    Displays the name of the task. Click a task name to view the task properties.
  •  
    Team
    Displays the Resources icon. Click the icon to go to the project team staff page and assign resources to the unstaffed roles.
  •  
    Unstaffed Role
    Displays the role name that is unstaffed. Click the role link to open the role properties page.
  •  
    Assignment Start
    Displays the start date of the assignment for the task.
  •  
    Assignment Finish
    Displays the finish date of the assignment for the task.
  •  
    ETC
    Displays the unstaffed ETC hours for the assignment.
  •  
    Gantt Schedule
    Displays a Gantt chart indicating when the assignment starts and finishes.
You can add the following additional field to this portlet using the configure option:
  •  
    Project ID
    Displays the project ID, which is the identifier of the project.
Project Dashboard
The overview project dashboard page lists projects as a hierarchy. The hierarchy allows you to drill from a project through its work breakdown structure to the lowest level of task. The hierarchy also includes the ability to drill through subprojects. The dashboard provides more visibility and control into project governance through the use of project schedule, cost, and effort metrics.
For more information, see 
Project Management
.
 
This project dashboard overview page consists of the following portlets:
 
The image shows the overview Project Dashboard page.
 
 
Follow these steps:
 
  1. Open Home, and from Personal, click General.
    The overview general page appears.
  2. Click Project Dashboard.
    The overview project dashboard page appears.
Use the page-level filter to filter all portlets at once by OBS and project manager.
Schedule Dashboard Portlet
The Schedule Dashboard portlet displays project schedule performance and a Gantt. You can filter the results by the projects you manage or list all projects you have access to, including subprojects. Subprojects are always included under their master projects. By default, the Include Programs filter option is set to 
Yes
.
 
The image shows the Schedule Dashboard portlet.
 
The following fields appear on the portlet:
  •  
    Project/WBS
    Displays the name of the project, or WBS element. Click a Project/WBS link to open the properties page of the project, or WBS element.
  •  
    Subprojects Icon
    Displays an icon that indicates the project is a subproject. The column heading is not displayed for this column to minimize the width.
  •  
    Gantt Icon
    Displays an icon that links to the Clarity-Gantt view for the project by clicking the icon. The column heading is not displayed for this column to minimize the width.
  •  
    Start
    Displays the start date of the project or task.
  •  
    Finish
    Displays the finish date of the project or task.
  •  
    Overall Status
    Displays a stoplight indicating the overall status of each project, based on the status report with the most recent report date and a report status of final or no value selected.
    Stoplights
    :
  • Green. The project is on track.
    • Yellow. The project has a minor variance.
    • Red. The project has a significant variance.
    • White. The project status is undefined.
  •  
    Schedule %
    Displays the following:
    •  
      Project calculation
      . Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if a baseline exists). The color of the stoplight indicates if the project is on schedule or late.
    •  
      Task calculation
      . Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
      The task calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.
    Stoplights
    :
  • Green. The project or task is ahead of schedule or on schedule.
    • Yellow. The project or task is between one and ten percent late.
    • Red. The project or task is more than ten percent late.
    • White. The schedule percentage is undefined.
  •  
    Days Late
    Displays the number of days late considering the following:
    • Whether or not a baseline exists
    • Project progress or task status
    If a baseline exists, then days late is calculated as project or task finish date minus baseline finish date. A positive number indicates that the project or task is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the project or task finish date is the same as the baseline finish date, then the project or task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.
    If there is no baseline, then days late is calculated if the project or task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.
  •  
    Gantt Schedule
    Displays a Gantt chart that shows the start and finish dates of the projects, subprojects, or WBS elements. The color of the Gantt bars is based on the schedule percentage as follows:
    • Green. The project or task is ahead of schedule or on schedule.
    • Yellow. The project or task is between one and ten percent late.
    • Red. The project or task is more than ten percent late.
    • White. The schedule percentage is undefined.
You can add the following additional fields to this portlet using the configure option:
 You can configure additional fields in a portlet. When you export a portlet, limitations apply. See Personalize
Clarity
: Change Password, Account Settings, Notifications, Export to Excel
 and Personalize a Portlet.
  •  
    % Complete
    Defines the percentage of work completed on the project or task.
    Sources
    :
    • Schedule & Performance properties page of the project.
    • General properties page of the task.
  •  
    Baseline Start
    Displays the baseline start date of the project or task.
  •  
    Baseline Finish
    Displays the baseline finish date of the project or task.
  •  
    Days Late %
    Displays the following:
    •  
      Project Calculation
      . Displays days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if a baseline exists).
    •  
      Task Calculation
      . Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
      The task calculation takes into account the task status and baseline (if a baseline exists).
  •  
    Schedule
    Displays a stoplight indicating the number of days a project or task is late, considering the following:
    • Project progress or task status
    • Whether or not a baseline exists for the project or task.
    The color of the stoplight indicates if the project or task is on schedule or late.
    Stoplights
    :
    • Green. The project or task is ahead of schedule or on schedule.
    • Yellow. The project or task is between one and ten days late.
    • Red. The project or task is more than ten days late.
    • White. The schedule is undefined.
  •  
    Project/Task ID
    Displays the project or task ID, which is the identifier of the project or task.
  •  
    Project Manager 
    Displays the project manager of the project or subproject.
  •  
    Project Progress or Task Status 
    Displays the project progress or task status.
    Values
    : Not Started, Started, and Completed
  •  
    Work Status
    Displays the work status of the project. The work status field includes the following values: requested, active, on hold, canceled, or complete. This field is configured to display on the Project and Program Summary properties.
Cost and Effort Dashboard Portlet
The Cost and Effort Dashboard displays project cost and effort performance amounts and variances. You can filter the results by the projects you manage or list all projects you have access to, including subprojects. Subprojects are always included under their master projects. There is an Include Programs filter option that allows you to include programs in the portlet. By default, this filter option is set to Yes, which means programs are displayed in the portlet list.
Milestones do not have hours or cost so there are no values for milestones in this portlet.
 
The image show the Cost and Effort Dashboard portlet.
 
The following fields display on the portlet:
  •  
    Project/WBS
    Displays the name of the project or WBS. Click a Project/WBS link to open the properties page of the project or WBS element.
  •  
    Subprojects Icon
    Displays an icon that indicates the project is a subproject. The column heading is not displayed for this column to minimize the width.
  •  
    BAC Cost
    Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
    Sources
    :
    • Schedule & Performance properties page of the project.
    • Performance properties page of the task.
  •  
    Actual Cost (ACWP)
    Displays the system-calculated  of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
    Sources
    :
    • Schedule & Performance properties page of the project. 
    • Performance properties page of the task 
  •  
    EAC Cost
    Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
    Sources
    • Schedule & Performance properties page of the project. 
    • Performance properties page of the task.
  •  
    Projected Cost Variance
    Displays the cost variance between the estimated plus actual cost  and the baseline cost.
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
  •  
    Projected Cost Variance %
    Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
    Stoplights
    :
    • Green. The EAC cost is less than or equal to the baseline.
    • Yellow. The EAC cost is between one and ten percent over baseline.
    • Red. The EAC cost is more than ten percent over baseline.
    • White. No baseline data exists
  •  
    BAC
    Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
    Sources
    :
    • Schedule & Performance properties page of the project.
    • Performance properties page of the task
  •  
    Actuals
    Displays the system-calculated value of the actual effort posted for the task in the project.
    Sources
    :
    • Schedule & Performance properties page of the project
    • Performance properties page of the task
  •  
    EAC
    Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the project.
    Sources
    :
    • Schedule & Performance properties page of the project
    • Performance properties page of the task
  •  
    Projected Effort Variance
    Displays the variance between EAC effort and baseline effort.
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : (EAC Effort – BAC Effort)
  •  
    Projected Effort Variance %
    Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
    Source
    : Schedule & Performance properties page of the project.
    Formula
    : ((EAC Effort - BAC Effort) / BAC Effort) * 100
    Stoplights
    :
    • Green. The EAC effort is less than or equal to the baseline.
    • Yellow. The EAC effort is between one and ten percent over the baseline.
    • Red. The EAC effort is more than ten percent over the baseline.
    • White. No baseline data exists.
You can add the following additional fields to this portlet using the configure option:
  •  
    ETC
    Displays the system-calculated value of the estimated effort to complete the project or task.
    •  
      Sources:
    • Schedule & Performance properties page of the project.
    • Performance properties page of the task.
  •  
    ETC Cost
    Displays the system-calculated value of estimate to complete, which is the predicted cost of finishing the remaining work.
    •  
      Sources:
       
    • Schedule & Performance properties page of the project.
    • Performance properties page of the task.
  •  
    Finish
    Displays the finish date of the project or task.
  •  
    Project/Task ID
    Displays the project or task ID, which is the identifier of the project or task.
  •  
    Project Manager
    Displays the project manager of the project or subproject.
  •  
    Project Progress or Task Status
    Displays the project progress or task status.
    Values
    : Not Started, Started, and Completed.
  •  
    Start
    Displays the start date of the project or task.
  •  
    Work Status
    Displays the work status of the project. The work status field includes the following values: requested, active, on hold, canceled, or complete. This field is configured to display on the Project and Program Summary properties.
Risks, Issues, and Changes
The overview risks, issues and changes page provides a place to manage all the risks, issues and change requests that you track in 
Classic PPM
.
This page includes the following portlets:
 
The image shows the overview risks, issues and changes page.
 
 
Follow these steps:
 
  1. Open the Home menu, and click General under Personal.
    The overview general page appears.
  2. Click Risks, Issues and Changes.
    The overview risks, issues and changes page appears, with the Risk Management portlet maximized.
Use the page-level filter to filter all portlets at once by OBS and project manager.
Risk Management Portlet
The Risk Management portlet displays a list of risks associated with projects to which you have access. The portlet has a default filter set to limit the risks to only the risks with a status of "Open" or "Work in Progress". There is an Include Programs filter option that allows you to include programs in the portlet. By default, the filter option is set to Yes, which means program risks are displayed in the portlet list.
 
The image shows the Risk Management portlet.
 
The following fields display on the portlet:
  •  
    Dashboard Icon 
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Risk
    Displays the name of the risk. Click a risk link to go to the risk properties page.
  •  
    Description
    Displays the description of the risk.
  •  
    Priority
    Displays a stoplight indicating the priority of the risk.
    •  
      Stoplights:
       
    • Green. The risk priority is low.
    • Yellow. The risk priority is medium.
    • Red. The risk priority is high.
  •  
    Probability
    Displays a stoplight indicating the probability of the risk occurrence.
    •  
      Values:
       
    • Green. The probability of the risk occurring is low.
    • Yellow. The probability of the risk occurring is medium.
    • Red. The probability of the risk occurring is high.
    • White. The probability of the risk occurring is undefined.
  •  
    Impact
    Displays a stoplight indicating the risk impact.
    •  
      Values:
       
    • Green. The risk impact is low.
    • Yellow. The risk impact is medium.
    • Red. The risk impact is high.
    • White. The risk impact is undefined.
  •  
    Above Threshold
    Displays a checkmark indicating that the calculated risk is greater than the system-level overall risk threshold. As an administrator, you can define the system-level overall risk threshold in the project management risk settings.
    One of two indicators appear in the column:
    • Checkmark Icon. The calculated risk is greater than or equal to the system-level overall risk threshold.
    • No Icon. The risk score is less than the system-level overall risk threshold.
  •  
    Target Resolution Date
    Displays the target resolution date of the risk.
  •  
    Category
    Displays the category assigned to the risk.
    Values:
     Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, or Technical.
  •  
    Owner
    Displays the name of the owner of the risk.
  •  
    Email
    Displays an email icon. Click this icon to send an email to the risk owner.
You can add the following additional fields to this portlet using the configure option:
  •  
    Assumptions
    Defines the assumptions in determining that this item is a risk. You can verify these assumptions to help ensure that they stay valid though the life of the risk. If the assumptions change, the impact or probability of the risk may also change.
  •  
    Calculated Risk
    Displays the score calculated based on the selections you make in the Probability and Impact fields on the risk properties.
  •  
    Date Last Updated
    Displays the date when the risk was last updated.
  •  
    Impact Date
    Defines the date by which repercussions from this risk can start affecting the project.
  •  
    Impact Description
    Defines the impact the risk has on the project.
  •  
    Project ID
    Displays the project ID, which is the identifier of the project.
  •  
    Resolution
    Displays the final resolution of the risk.
  •  
    Resolved Date
    Displays the date when the risk was resolved.
  •  
    Response Type
    Defines the type of response you want to make with this risk.
  •  
    Risk ID
    Displays the Risk ID, which is the identifier of the risk.
  •  
    Risk Symptoms
    Defines the symptoms that identify this item as a risk.
  •  
    Status
    Displays the risk status.
  •  
    Updated By
    Displays the name of the resource who last updated the risk.
Issue Management Portlet
The Issue Management portlet displays a list of issues associated to projects you have access to. The portlet has a default filter set to limit the issues to only the issues with a status of “Open” or “Work in Progress”. There is an Include Programs filter option that allows you to include programs in the portlet. By default, this filter option is set to Yes, which means program issues are displayed in the portlet list.
 
The image shows the Issue Management portlet.
 
The following fields display on the portlet:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Issue
    Displays the name of the issue. Click an issue link to go to the issue properties page.
  •  
    Description
    Displays the description of the issue.
  •  
    Priority
    Displays a stoplight indicating the priority of an issue.
    •  
      Stoplights:
       
    • Green. The issue priority is low.
    • Yellow. The issue priority is medium.
    • Red. The issue priority is high.
  •  
    Schedule
    Displays a stoplight for the schedule, which is a days late calculation. The schedule stoplight is calculated as today’s date minus the issue target resolution date. A positive number indicates that the issue target resolution date is late according to today’s date. A negative number indicates that it is early according to today’s date. The color of the stoplight indicates if the issue is on schedule or late.
    Values
    :
    • Green. The target resolution is on schedule.
    • Yellow. The target resolution is one or two days late.
    • Red. The target resolution is late by more than two days.
    • White. The target resolution date is undefined.
  •  
    Target Resolution Date
    Displays the target resolution date of the issue.
  •  
    Category
    Displays the category assigned to the issue.
    Values:
     Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, or Technical
  •  
    Owner
    Displays the name of the owner of this issue.
  •  
    Email
    Displays an email icon. Click the icon to send an email to the issue owner.
You can add the following additional fields to this portlet using the configure option:
  •  
    Created By
    Displays the name of the resource who created the issue.
  •  
    Created Date
    Displays the date when the issue was created.
  •  
    Issue ID
    Displays the Issue ID, which is the identifier of the issue.
  •  
    Last Updated
    Displays the date when the issue was last updated.
  •  
    Project ID
    Displays the project ID, which is the identifier of the project.
  •  
    Resolution
    Displays the final resolution details of the issue.
  •  
    Resolved Date
    Displays the date when the issue was resolved.
  •  
    Status
    Displays the status of the issue.
  •  
    Updated By
    Displays the name of the resource who last updated the issue.
Change Request Management Portlet
The Change Request Management portlet displays a list of change requests associated to projects you have access to. The portlet has a default filter set to limit the change requests to only those with a status of “Open” or “Work in Progress”. There is an Include Programs filter option that allows you to include programs in the portlet. By default, this filter option is set to Yes, which means program change requests are displayed in the portlet list.
 
The image shows the Change Request Management portlet.
 
The following fields appear on the portlet:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Change Request
    Displays the name of the change request. Click a change request link to go to the change request properties page.
  •  
    Description
    Displays the description of the change request.
  •  
    Priority
    Displays a stoplight indicating the priority of a change request.
    •  
      Stoplights:
       
    • Green. The change request priority is low.
    • Yellow. The change request priority is medium.
    • Red. The change request priority is high.
  •  
    Expected Close Date
    Displays the expected close date of the change request.
  •  
    Category
    Displays the category that is assigned to the change request.
    Values
    : Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, or Technical
  •  
    Owner
    Displays the name of the owner of this change request.
  •  
    Email
    Displays an email icon. Click the icon to send an email to the change request owner.
You can add the following fields to this portlet using the configure option:
  •  
    Approved By
    Displays the name of the resource who approved the change request.
  •  
    Approved Date
    Displays the date when the change request was approved.
  •  
    Assessment Date
    Displays the date when the change request was assessed.
  •  
    Assessor
    Displays the name of the resource who assessed the change request.
  •  
    Benefits
    Displays the benefits of the change request.
  •  
    Change Request ID
    Displays the Change Request ID, which is the identifier of the change request.
  •  
    Close Date
    Displays the close date of the change request.
  •  
    Created By
    Displays the name of the resource who created the change request.
  •  
    Created Date
    Displays the date when the change request was created.
  •  
    Effect On Resources
    Displays the change in the number of resources that will result from the change request.
  •  
    Effect On Schedule
    Displays the schedule change in days that will result from the change request.
  •  
    Impact On Baseline
    Displays the impact that the change request has on the project baseline.
  •  
    Impact On Other Projects
    Displays the impact that the change request has on other projects.
  •  
    Last Updated Date
    Displays the date when the change request was last updated.
  •  
    Project ID
    Displays the project ID, which is the identifier of the project.
  •  
    Reasons
    Displays the reasons for creating the change request.
  •  
    Review Date
    Displays the date when the change request will be reviewed.
  •  
    Status
    Displays the status of the change request.
  •  
    Updated By
    Displays the name of the resource who last updated the change request.