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Project Lifecycle Review Portlet

The Project Lifecycle Review portlet displays the schedule status of each project phase. Use this portlet for a phase schedule overview of projects based on the same project methodology.

To use this portlet, select a methodology.

Follow these steps:

  1. With the project open, open the Properties menu, and click Settings.

    The project settings page appears.

  2. Click the Methodology drop-down menu and select a project a template as the methodology.

The portlet displays the following fields:

Dashboard Icon

Displays an icon that links to the project dashboard.

Project

Displays the name of the project. Click a project name link to go to the properties page of the project.

Project Manager

Displays the name of the project manager.

Stage

Displays the stage of the project lifecycle as a progress bar. The gray squares indicate completed stages and the current stage is represented as a color, based on the Business Alignment of the investment.

Start

Displays the project start date.

Finish

Displays the project finish date.

Schedule%

Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the phase status and baseline (if a baseline exists). The color of the stoplight indicates if the phase is on schedule or late.

Stoplights:

The following fields are available for this portlet and you can add them through the configure option:

For more information, see the Basics User Guide.

Business Alignment

Displays how well the project aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.

Stoplights:

Stage Name

Displays the stage in the lifecycle of the project.

Days Late

Displays the number of days late considering the following:

If a baseline exists, then days late is calculated as phase finish date minus baseline finish date. A positive number indicates that the phase is late according to the baseline. A negative number indicates that it is early according to the baseline.

If a baseline exists and the phase finish date is the same as the baseline finish date, then the phase is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus phase finish date.

If there is no baseline, then days late is calculated if the phase is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus phase finish date.

Schedule

Displays a stoplight indicating the number of days a phase is late, considering the phase status and whether or not a baseline exists for the phase. The color of the stoplight indicates if the phase is on schedule or late.

Stoplights:

Days Late %

Displays days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the phase status and baseline (if a baseline exists).

Phase Status

Displays a stoplight for the phase status.

Stoplights: