This procedure allows you to analyze the heath of projects in the portfolio.
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Navigate to Portfolios > Status Report Management.
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At the top of the screen, in the green parameter bar:
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Click the Portfolio ellipsis to select the required portfolio.
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Click the Capital Plan Snapshot ellipsis to select the required time period label.
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Click the Period ellipsis to select the required period.
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Click Refresh for screen update.
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The following screens are available in the Portfolio Metrics panel.
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Click the Trends tab. The portfolio health published for the selected months appears in the bar chart.
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Click the Portfolio S-Curve tab to view the budget details of the selected portfolio.
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Click the Portfolio CPI tab to view the average CPI values of all the projects in the portfolio.
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Click the Portfolio SPI tab to view the average SPI values of all the projects in the portfolio.
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Click the Key Performance Indicators tab to view the summary KPIs of projects in the selected portfolio for the selected period as calculated in the Performance Measurement screen.
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Click the Risk tab to view all the risks in the selected portfolio.
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Click the Change tab to view all the changes in the selected portfolio.
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This Project Status Register panel displays all the projects in the portfolio. The following fields are displayed:
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Path ID: Displays the project ID of the project.
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Name: Displays the project name.
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% Complete: Displays the %Complete value from the Earned Value screen.
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CPI (Cost): Displays the CPI cost of the project.
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SPI (Cost): Displays the SPI cost of the project.
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Project Health Production: Displays the published project health.
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Project Health Staging: Displays the project health before publishing.
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Average Risk Score: Displays the average score of all the risks in the project.
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Planned Start: Displays the project start date.
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Planned End: Displays the project end date.
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Actual Start: Displays the project actual start date.
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Actual End: Displays the project actual end date.
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Allocate Funds: Displays the value of the total funds allocated to the project.
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Original Budget: Displays the original project budget cost
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Pending Changes: Displays total pending change costs
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Approved Changes: Displays total approved change cots.
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Current Budget: Displays the current budget cost.
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Current Budget-Snapshot: Displays the budget of the selected portfolio for the selected Capital Plan Snapshot.
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Commitments: Displays the value in the Open Commitment from the Commitments screen.
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Actuals: Displays the actuals value of the project.
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Forecast Changes: Displays total project forecast change costs.
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Current Forecast: Displays the project current forecast cost.
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Earned Value: Displays the earned value of the project.
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Current Forecast-Snapshot: Displays the budget value of the selected portfolio for the selected time period label.
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If drilldown additional information for a specific project is desired, drilldowns from the Project Status Register are available:
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Click the CPI (Cost) hyperlink. This displays the performance factors of the project.
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Click the Average Risk Score hyperlink. This displays the risk details of the project in the project Risk Register panel.
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Click the Original Budget hyperlink. This displays the original budget details of the project in the Original Budget panel.
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Click the Pending Changes hyperlink. This displays the submitted project change details in the Pending Changes panel.
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Click the Approved Changes hyperlink. This displays the approved project change details in the Approved Changes panel.
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Click the Current Budget hyperlink. This displays the project current budget details in the Current Budget panel.
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Click the Commitments hyperlink. This displays the project commitments details in the Commitments panel.
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Click the Actuals hyperlink. This displays the project actual details in the Actuals panel.
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Click the Forecast Changes hyperlink. This displays the project changes of type -Forecast in the Forecast Changes panel.
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Click the Current Forecast hyperlink. This displays the current forecast of the project in the Current Forecast panel.
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