The Portfolios > Performance Status page displays summarized schedule and cost or labor units data based on the performance metric you select: Schedule, Earned Value (SV and CV), or Index (SPI, CPI, and TCPI). To date and forecast data are provided at the group, project, and WBS levels.
Note: Data is current as of the last date the summarizer service was run for the project. This date appears on the Portfolios > Executive Summary page, next to the project name.
Additionally, at the project and WBS level, you can view a list of activities and the resource assignments for each activity. You can choose the data columns you want to display in the activities and resource assignments lists.
- To choose a performance metric, click
the links that appear at the top of the page: Schedule,
Earned Value, or Index.
- To view a list of activities for a WBS, click the WBS
name. You can customize the columns that display.
To view resources assigned to an activity, click the activity name in the
list. You can also customize this list and e-mail all assigned resources.
- To view a list of project activities not assigned to a WBS, click the project name.
Tip: A Global Preference setting lets you choose to view labor
units or costs. This option appears in the General section of the Global
Preferences page.
Performance Indicators and Calculations
Dashboard graphics next to each metric enable you to quickly spot areas that need attention, based on specific threshold values you specify in Global preferences.
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Schedule displays the following calculated data. The values you specify in the Performance subsection of Global Preference Thresholds determine which dashboard indicators apply to the Schedule metrics.
- Schedule to Date
- (Baseline Duration * Performance % Complete) — (Baseline Duration
* Schedule % Complete)
where
Performance % Complete = Earned Value/BAC
Schedule % Complete = Planned Value/BAC - Labor Units to Date
- Earned Value Labor Units - Actual Labor Units
threshold percentage calculation = Labor Units to date/Earned Value Labor Units - Cost to Date
- Earned Value - Actual Cost
threshold percentage calculation = Cost to date/Earned Value - Schedule at Completion
- Remaining Finish Date - Baseline Finish Date
- Labor Units at Completion
- BAC Labor Units - EAC Labor Units
threshold percentage calculation = Labor Units at Completion/BAC Labor Units - Cost at Completion
- BAC- EAC
threshold percentage calculation = Cost at Completion/BAC
Earned Value displays the following calculated data. The values you specify in the Earned Value subsection of Global Preference Performance Thresholds determine which dashboard indicators apply to the following metrics.
- Schedule to Date (SV)
- Earned Value Labor Units - Planned Value Labor Units
threshold percentage calculation = Schedule to Date/Planned Value Labor Units - Labor Units to Date (CV)
- Earned Value Labor Units - Actual Labor Units
threshold percentage calculation = Labor Units to Date/Earned Value Labor Units - Cost to Date (CV)
- Earned Value - Actual Cost
threshold percentage calculation = Cost to Date/Earned Value - Schedule at Completion
- BAC*SVI
where
SVI = SV/Planned Value Labor Units
threshold percentage calculation = Schedule at Completion/BAC - Labor Units at Completion
- BAC Labor Units*CVI
threshold percentage calculation = Labor Units at Completion/BAC Labor Units - Cost at Completion
- BAC*CVI
threshold percentage calculation = Cost at Completion/BAC
Index displays schedule performance index (SPI), cost performance index (CPI), and to complete performance index (TCPI) calculations. SPI indicates whether you are meeting earned and planned values within your schedule; CPI indicates whether you have spent money over the budget to date; TCPI enables you to determine the level of performance needed to achieve the cost or time objectives. The values you specify in the Index subsection of Global Preference Performance Thresholds determine which dashboard indicators apply to these metrics.
Tip: As with the other performance metrics, indices can be based on costs or labor units, depending on your setting in Global Preferences.
- SPI Labor Units
- Earned Value Labor Units/Planned Value Labor Units
- SPI Costs
- Earned Value/Planned Value
- CPI Labor Units
- Earned Value Labor Units/Actual Labor Units
- CPI Costs
- Earned Value/Actual Cost
- TCPI Labor Units
- (BAC Labor Units—Earned Value Labor Units)/(EAC Labor Units —Actual Labor Units
- TCPI Costs
- (BAC—Earned Value)/EAC—Actual Cost)