If you are the manager responsible for a project, and have the appropriate module access and security privileges, you can set threshold values to aid in evaluating progress against plans. The data based on these values displays in the Project Performance portlets, which are available in the Project Workspace.
Project performance thresholds provide a way for you to quickly assess the status of a project based on your choice of three metrics: schedule performance, earned value, or index. For each of these metrics, you can set the values for evaluating project status.
For example, to raise a warning flag when the project CPI falls 5% below 1, set the CPI warning threshold to 5. 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.
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Project Workspace.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- On the Project Workspace, click Customize.
- Click the Content tab if it is not already displayed.
- 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.
Note: If not already selected, mark the checkboxes for the Project Performance portlets you want to display in the Project Workspace.
- 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
.
- 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
.
- Greater than the exceptional value, the status will be exceptional
.
- Greater than the critical value, the status will be critical
- To make changes to the layout of the Project Workspace before exiting the customize page, click Save. Oissur, to save your changes and return to the Project Workspace, click Save and Close.