Performance Threshold Section of the Content Tab of the Workspace Page

Overview

Use this section to specify parameters for Performance, Earned Value, and Index values that appear in project performance portlets. The values you specify determine which visual indicators apply to each metric.

Screen Elements

Performance section

Use the options in this section to define what is considered Exceptional, Warning, or Critical when assessing schedule performance for a project, WBS, or EPS. The values you specify determine which indicators apply to the Schedule to date, Labor units to date, Schedule at completion, and Labor units at completion metrics.

  • "" Exceptional: For schedule values, the minimum number of days that the project, WBS, or EPS must be ahead of schedule to be considered exceptional. For labor units, the minimum percentage under 100 that the labor units variance must be less than to display the exceptional indicator. For example, if you set the exceptional threshold at 10% and the actual labor units variance is 85%, then that item would be considered exceptional.
  • "" Warning: For a schedule value, the minimum number of days that the project, WBS, or EPS must be behind schedule to display the warning indicator. For labor units, the minimum percentage over 100 that the labor units variance must be greater than to display the warning indicator.
  • "" Critical: For a schedule value, the minimum number of days that the project, WBS, or EPS must be behind schedule to display the critical indicator. For labor units, the minimum percentage over 100 that the labor units variance must be greater than to display the critical indicator.

Some examples of threshold percentage calculations are as follows:

  • Labor units to date: (Earned Value Labor Units minus Actual Labor Units) divided by Earned Value Labor Units
  • Labor units at completion: (Budget At Completion Labor Units minus Estimate At Completion Labor Units) divided by Budget At Completion Labor Units

Earned Value section

Use the options in this section to define what is considered Exceptional, Warning, and Critical when assessing earned value performance for a project, WBS, or EPS. The values you specify determine which indicators apply to the Schedule to date, Labor units to date, Schedule at completion, and Labor units at completion metrics.

  • "" Exceptional: The minimum percentage under 100 that the schedule or labor units variance must be less than to display the exceptional indicator. For example, if you set the exceptional threshold at 10% and the actual earned value variance is 85%, then that item would be considered exceptional.
  • "" Warning: The minimum percentage over 100 that the schedule or labor units variance must be greater than to display the warning indicator.
  • "" Critical: The minimum percentage over 100 that the schedule or labor units variance must be greater than to display the critical indicator.

Some examples of threshold percentage calculations are as follows:

  • Schedule to date: (Earned Value Labor Units minus Planned Value Labor Units) divided by Planned Value Labor Units
  • Labor units to date: (Earned Value Labor Units minus Actual Labor Units) divided by Earned Value Labor Units
  • Schedule at completion: (Budget At Completion multiplied by Schedule Variance Index) divided by Budget At Completion
  • Labor units at completion: (Budget At Completion Labor Units multiplied by Cost Variance Index) divided by Budget At Completion Labor Units

Index section

Use the options in this section to define what is Exceptional, Warning, and Critical when assessing index performance. The values you specify determine which indicators apply to the Cost Performance Index (CPI), Schedule Performance Index (SPI), and To Complete Performance Index (TCPI).

  • "" Exceptional: The minimum percentage over 100 that the index variance must be greater than to display the exceptional indicator. For example, if you set the exceptional threshold at 10% and the actual index variance is 115%, then that item would be considered exceptional.
  • "" Warning: The minimum percentage under 100 that the index variance must be less than to display the warning indicator.
  • "" Critical: The minimum percentage under 100 that the index variance must be less than to display the critical indicator.

Some examples of percentage calculations are as follows:

  • CPI: Earned Value divided by Actual Units
  • SPI: Earned Value divided by Planned Value
  • TCPI: (Budget At Completion minus Earned Value) divided by (Estimate At Completion minus Actual Units)

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, click Customize.
  4. On the Customize page, click the Content tab.
  5. On the Content tab, expand the Performance Threshold section.

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