The Portfolios > Executive Summary page provides brief schedule and budget status for the open project group. For example, when you select an EPS node, percent complete, to date and forecast schedule and budget variances, and estimated finish date display for the EPS and for all projects within that EPS. Budget data can be based on cost or labor units, as you specify through a Global Preference setting.
Note: Data is current as of the last date the summarizer service was run for each project. This summary date appears next to the group name and each project name. If an EPS, project code, or portfolio contains a project that has not been summarized, a date does not appear next to the group name. If all projects in a group have been summarized, the date that appears next to the group name is the latest summary date of all projects in the group.
Performance Indicators and Calculations
Four indicators, representing customizable metrics, help you quickly identify areas that require attention.
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These status icons represent schedule to date variance, based on Performance threshold values you specify in Global Preferences. Schedule to date variance is calculated as
(Earned Value - Planned Value) / Planned Value * Baseline Duration.
- Percent Complete (Labor Units)
- Earned Value Labor Units/Budget at
Completion (BAC) Labor Units
where
BAC = the sum of baseline labor units, baseline nonlabor units, and baseline material units - Percent Complete (Costs)
- Earned Value/Budget at Completion
where
BAC = the sum of baseline labor costs, baseline nonlabor costs, baseline material costs, and baseline expense costs - Budget Variance (CV)- Labor Units
- Earned Value Labor Units— Actual Labor Units
where Actual Labor Units is the sum of actual labor units, actual nonlabor units, and actual material labor units - Budget Variance (CV)- Costs
- Earned Value — Actual Cost, where Actual Cost is the sum of actual labor cost, actual nonlabor cost, actual material cost, and actual expense cost.
- Budget Variance % - Labor Units or Costs
- Cost Variance (CV)/Earned Value
- Days behind or ahead of schedule
- Baseline Duration * Performance %
Complete — Baseline Duration * Schedule % Complete
where
Performance % Complete = Earned Value/BAC and Schedule % Complete = Planned Value/BAC) - Percentage behind or ahead of schedule
- Total days behind or ahead of schedule/ Baseline Duration
- Forecast Finish Date
- Remaining Finish Date calculated by the scheduler
- Forecast Budget Variance - Labor Units or Costs
- low estimate = BAC/CPI
higher estimate = BAC/(CPI*SPI) - Forecast Budget Variance %- Labor Units or Costs
- low estimate = (Forecast Budget Variance low estimate —BAC)/BAC
higher estimate = Forecast Budget Variance high estimate —BAC/BAC