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
- In the Project Workspace,
click Customize, then 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

- 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.