Portfolio Performance Status Page

Overview

Use this page to display summarized schedule and cost or labor unit data based on the performance metric you select. To date and forecast data are provided at the group, project, and WBS levels.

Arranged by EPS, portfolio, or project code, each entry represents a project, code, EPS node, or portfolio and includes an identifying icon, name, and summary data including a visual indicator. When a name appears as a hyperlink, you can open it by clicking the link. Click Return "" to go back.

Screen Elements

Return ""

Navigates back to the previous page.

Schedule, Earned Value, or Index selector

Displays the performance status information using the metric you select, shown in bold.

Performance Status legend

Displays the series of visual indicators and their short descriptions. By default, there are four (4) indicators representing customizable metrics to help you quickly assess status and identify areas that require attention.

"" Critical

"" Warning

"" Acceptable

"" Exceptional

To Date Schedule column

Displays the actual vs. schedule date variance expressed in units of time. For example, 10 days ahead or behind schedule.

To Date Labor Units column

Displays actual vs. schedule labor unit or cost variance.

Forecast at Completion Schedule column

Displays the estimated schedule variance at completion.

Forecast at Completion Labor Units column

Displays the estimated labor unit or cost variance at completion.

Page: n of N

Displays the page number and total page count for the Performance Summary.

[Next >>] link

Advances to the next page.

[<< Previous] link

Returns to the previous page.

Getting Here

  1. Open a portfolio in the Portfolios section using one of the following methods:
    • Click "" Portfolios to open the last portfolio you were working with.
    • Click the "" Portfolios menu and choose one of the most-recently used portfolios.
    • Click the "" Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
  2. On the Portfolios navigation bar, click "" Performance Status.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Creating Portfolios

Defining Performance Thresholds


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