Project Overview
Standard Filters
- Company
- Finance Company
- Project ID Desc
- Project Program
- Project Manager
- Project Enterprise Unit
- Project Country
- Project Status
- Currency Type
- Project Actual Cost
- Cut-off
Charts
- Overall Project Performance
- Earned Value
- Estimate at Completion
- Finish Variance
- Cost Exception Activity Count
- Hours Exception Activity Count
- Late Planned Activity Count
All charts are displayed in the Reference Currency by default. Other options include Local Currency, Data Warehouse Currency, Reporting Currency 1 and Reporting Currency 2.
Overall Project Performance
This chart displays the KPIs to show the overall health of the project. These colored indicators are available:
- Green: Project is on schedule
- Yellow: Project requires attention
- Red: Project requires immediate attention
Project KPIs:
| KPIs | Effort | SPI | CPI | VAC | OTP | TCPI |
|---|---|---|---|---|---|---|
| (Earned Value hours – Actual Hours) / Earned Value * 100 | Earned Value / Budget | Earned Value / Actual Cost | Budget at Completion – Estimate at completion)/ Budget at Completion *100 | No. of activities completed till date/ No. of activities planned to be completed as on date | (Budget at Completion – Earned Value) / (Estimate at Completion – Actual Cost) | |
| Green | >=0 | >=1 | >=1 | >0 | >=1 | <1 |
| Yellow | = -5 to 0 | =0.95 to 0.99 | =0.95 to 0.99 | = -5 to 0.009 | = 0.95 to 0.99 | = 0.95 to 0.99 |
| Red | <-5 | <0.95 | <0.95 | <-5 | <0.95 | >=1 |
SPI – Schedule Performance Index
CPI – Cost Performance Index
VAC – Variance at Completion
OTP - On Time Performance
TCPI – To Complete Performance Index
- Effort is not specified if the Earned Value is zero.
- SPI is not specified if the budget (Budget) is defined for the project.
- CPI is not specified if the Actual Cost is not yet booked for the project (or booked with zero cost).
- VAC is not specified if the budget is not defined for the project.
- OTP is not specified if an activity is not completed.
- TCPI is not specified if EAC and actual cost are not defined for the project.
Click on the Project to start the Overall Project Performance dashboard.
Earned Value
The Earned Value bar chart displays the Budget, Earned Value and Actual Cost of all the projects assigned to a user. The user can view the project performance and the difference between the Budget amount, Earned amount and Actual Cost consumed in a specific time period. This chart indicates the schedule variance with regards to the amounts, and the cost variance of the amount of consumption. The chart helps users to initiate corrective actions when the difference between the Budget and earned, or earned and actual amount displays a negative value.
Click on a bar to drill down from Project, to Activity and next to Cost Component.
Estimate at Completion
This bar chart displays BAC, EAC, and VAC for all the projects assigned to the user. Budget at Completion is the current project budget. Estimate at Completion is the sum of the Actual Costs incurred till date and the Last Approved forecast.
Variance at Completion (VAC) value = Budget at Completion (BAC) – Estimate at Completion (EAC).
Click on a bar to drill down from Project, to Activity and next to Cost Component.
Finish Variance
This bar chart is used to display the data based on the baseline finish date compared to the scheduled finish date. A positive difference between the scheduled finish date and the baseline finish date indicates an issue with the progress of the project.
Finish Variance = Scheduled Finish Date - Baseline Finish Date
Cost Exception Activity Count
This KPI indicates the count of activities whose planned amount is less than the actual costs incurred.
Hours Exception Activity Count
This KPI indicates the count of activities whose planned hours are less than the actual hours spent.
Late Planned Activity Count
This KPI indicates the count of activities whose baseline start date is less than the Actual Start Date (and Actual Start Date is not null).