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.
-
Navigate to Portfolios > Performance Measurement.
-
At the top of the screen, in the tool 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.
-
-
If required, click the Refresh icon to update the screen.
-
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.
-
-
The Project KPI Definition panel displays the KPI definition as defined in Portfolios > Portfolio Setup.
-
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.
-