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 tool 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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If required, click the Refresh icon to update the screen.
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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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Project 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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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 additional drilldown information is required for a specific project, click the respective drilldown hyperlinks in the Project Status Register panel.
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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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