More info

Close

Project performance ratings are determined based on thresholds set for each of three metrics: schedule, earned value, and index. Project health is calculated based on the performance schedule thresholds.

If you have the appropriate module access and privileges, in the Project Workspace, you can set threshold values to aid in evaluating progress against plans.

For each performance metric, you can specify the values used to determine if the status of a project is exceptional, acceptable, warning, or critical. For example, if you want to raise a warning flag when the project Cost Performance Index (CPI) falls 5% below 1, set the CPI warning threshold to 5 for the index metric. If the project CPI falls between 5% below 1 and the value set for the critical threshold, the project status will be displayed as Warning in the Index Performance portlet in the Project Workspace.

To set performance thresholds for the current project

  1. In the Project Workspace, click Customize, then click the Content tab if it is not already displayed.
  2. In the Performance Threshold section, choose the metric for which you want to set threshold values: performance (schedule), earned value, or index, then expand it to see the available options.
  3. Note: If not already selected, mark the checkboxes for the Project Performance portlets you want to display in the Project Workspace.
  4. Select the value you want to assign to each status designation. For each metric, if the value calculated for the project is
    •  greater than the critical value, the status will be critical Critical
    • greater than the warning value and less than the critical value, the status will be warning
    • less than the exceptional value and less than the warning value, the status will be acceptable Acceptable
    • greater than the exceptional value, the status will be exceptional Exceptional
  5. To make changes to the layout of the Project Workspace before exiting the customize page, click Save. Or, to save your changes and return to the Project Workspace, click Save and Close.