View Portfolio KPIs - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
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EcoSys
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EcoSys Standard Version
4.01

After KPIs have been calculated, results can be reviewed. Follow the procedure below to view the project KPIs in a selected portfolio for a selected period.

  1. Navigate to Portfolios > Performance Measurement.

  2. At the top of the screen, in the green parameter bar, click the ellipsis to select the below values:

    • Portfolio - Select the required portfolio

    • Period - Select the required period for which KPIs were most recently generated.

  3. Click REFRESH for screen update.

  4. The Project KPI Summary panel displays the number of projects with a Not Tracking, At Risk, and Tracking status as calculated in Recalculate KPIs. This screen categorizes the count of projects for which KPIs were generated into three columns:

    • Not Tracking - the portfolio is not on track to deliver per established KPI threshold.

    • At Risk - the portfolio is at risk to deliver per established KPI threshold.

    • Tracking - portfolio is on track to deliver per established KPI threshold.

  5. The Project KPI Definition panel displays the KPI definition as defined in Portfolios > Portfolio Setup.

  6. To identify the projects that are in Tracking, Not Tracking, and At Risk categories, click the respective project count hyperlink in the Project KPI Summary panel.

    The following data is displayed:

    • Project ID - Displays the project ID

    • Project Name - Displays the project name

    • Project Health - Displays the published project health

    • Project Status - Displays the project status

    • CPI - Displays the project’s CPI (earned value cost / total actuals cost)

    • SPI - Displays the project’s SPI (earned value coast / planned value cost)

    • Budget Variance - Displays the project’s budget variance (total approved scope and budget change cost / approved original budget cost)

    • Forecast Variance - Displays the project’s forecast variance score (current forecast cost - current budget cost) / current budget cost)

    • On Budget - Displays the project’s On Budget value (current forecast cost / current budget cost)

    • On Schedule - Displays the On Schedule value (the number of days between the forecast date that is furthest in the future and the project end date)

    • Open Changes - Displays the number of open project budget and scope changes (number of open changes / number of total changes)

    • Open Issues - Displays the number of open project issues (number of open issues / number of total issues)

    • Risk Level - Displays the average risk score (total of risk scores / total risks)

    • Unmitigated Risk - Displays the total number of risk that are open

    • Open Risks - Displays the number of open risks

    • Current Budget - Displays the project’s current budget cost

    • Current Forecast - Displays the project’s current forecast cost

    • Actuals - Displays the project’s actuals cost

      You can customize the view of the project KPI Summary panel from the view settings.