To view main properties, open a project or program. The Summary page appears by default. You can also access other properties pages by clicking the links from the content menu.
This page is organized into the following sections: Project Summary and Stakeholders.
This section includes: Project Name, Project ID, Project Type, Project Category, Objective, Status, Progress, Work Status, Status Reporting, Stage, Start Date, and Finish Date.
This section includes: Project Manager, Business Owner, Project Management Office, and Finance and Governance.
This page is organized into the following sections: Program Summary and Stakeholders.
This section includes: Program Name, Program ID, Objective, Status, Progress, Work Status, Status Reporting, Stage, Start Date, and Finish Date.
This section includes: Program Manager, Business Owner, Project Management Office, and Finance and Governance.
This page is organized into the following sections: Schedule, Performance Effort, and Performance Cost.
(Projects) This section includes: Start Date, Finish Date, As Of Date, % Complete, Baseline Start, Baseline Finish, Status Indicator, and Priority.
(Programs) This section includes: Start Date, Finish Date, As Of Date, % Complete, Status Indicator, and Priority.
This section includes: BAC, Actuals, ETC, EAC, Projected Effort Variance, Projected Effort Variance %, and % Expended.
Projected Effort Variance and Projected Effort Variance % are installed with the PMO Accelerator:
Displays the variance between EAC effort and baseline effort.
Formula: (EAC Effort – BAC Effort)
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Formula: ( (EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
Green. The EAC effort is less than or equal to the baseline.
Yellow. The EAC effort is between one and ten percent over the baseline.
Red. The EAC effort is more than ten percent over the baseline.
White. No baseline data exists.
This section includes: Planned Value (BCWS), Earned Value (BCWP), Actual Cost (ACWP), BAC Cost, ETC Cost, EAC Cost, Projected Cost Variance, Projected Cost Variance %, Cost Variance (CV), Schedule Variance (SV), Cost Variance %, Schedule Variance %, Cost Performance Index (CPI), and Schedule Performance Index (SPI).
Projected Cost Variance, Projected Cost Variance %, Cost Variance %, and Schedule Variance % are installed with the PMO Accelerator.
Displays the variance between the estimated plus actual cost and the baseline cost.
Formula: ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost)
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
Formula: ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
Green. The EAC cost is less than or equal to the baseline.
Yellow. The EAC cost is between one and ten percent over baseline.
Red. The EAC cost is more than ten percent over baseline.
White. No baseline data exists.
Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
Formula: ((BCWP – ACWP) / BCWP) * 100
Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
Formula: ((BCWP – BCWS) / BCWS) *100
This page is organized into the following sections: Business Alignment, Alignment Factors, and Priority Categorization.
This section includes: Business Alignment, Goal, and Required check box.
This section includes: Corporate Priority, Business Unit Priority, Regulatory Compliance, Architectural Fit, Commercial Value, and Technology Compliance.
For information about the Business Alignment installed with the PMO Accelerator, see About Business Alignment, Portfolio Categorization and Status Reports.
This section includes: Portfolio Category 1, Portfolio Category 2, Portfolio Category 3, and Portfolio Category 4.
For information about the Portfolio Categorization lookup fields installed with the PMO Accelerator, see About Business Alignment, Portfolio Categorization and Status Reports.
This page is organized into the following sections: Risk Rating and Risk Factors.
This section includes: Risk
This section includes: Objectives, Sponsorship, Funding, Resource Availability, Interdependencies, Technical, Human Interface, Organizational Culture, Supportability, Implementation, and Flexibility.
This page is organized into the following sections: Financial Investment Rate Options and Financial Plan Summary.
This section includes: Use System Total Cost of Capital Rate check box, System Total Cost of Capital Rate, Override Total Cost of Capital Rate, Initial Investment, Use System Reinvestment Rate check box, System Reinvestment Rate, and Override Reinvestment Rate.
This section includes: Calculate Financial Metrics check box, Planned Cost, Planned Cost Start, Planned Capital Cost, Planned Capital %, Planned Operating Cost, Planned Operating %, Planned Cost Start, Planned Cost Finish, Planned Benefit, Planned Benefit Start, Planned Benefit Finish, Planned NPV, Planned ROI, Planned Breakeven, Planned IRR, Planned MIRR, Planned Payback Period (Months), Currency, Budget equals Planned check box, Budgeted Cost, Budgeted Capital Cost, Budgeted Capital %, Budgeted Operating Cost, Budgeted Operating %, Budgeted Cost Start, Budgeted Cost Finish, Budgeted Benefit, Budgeted Benefit Start, Budgeted Benefit Finish, Budgeted NPV, Budgeted ROI, Budgeted Breakeven, Budgeted IRR, Budgeted MIRR, Budgeted Payback Period (Months).
This page contains a list of status reports created for a project or program. The List Column view appears by default. From this view, you can do the following:
By default, the List Filter view appears on the same page as the List Column view in a collapsed state where only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
For information about the Business Alignment installed with the PMO Accelerator, see About Business Alignment and Status Reports.
This page contains all the project or program settings and is organized into the following sections: General, Time and Staff, Earned Value, Financial, Labor Transaction Matrix, Material Transaction Matrix, Equipment Transaction Matrix, and Expense Transaction Matrix.
This section includes: Dashboard View, Methodology, Scheduler, % Complete Calculation, Program check box, Template check box, and Active check box.
This section includes: Assignment Pool, Track Mode, Open for Time Entry check box, Prevent Unassigned Timesheet Tasks check box, Default Resource OBS Unit, and Requisition Approval Required check box.
This section includes: EV Calculation Method, Earned Value (BCWP) Override, Earned Value Reporting Period, and Earned Value Last Updated.
This section includes: Company Name, Affiliated Project, Billing Currency, Department, Location, Charge Code, Financial Status, Cost Type, Type, WIP Class, Investment Class, and Set Planned Cost Dates check box.
These sections include: Rate Source, Cost Source, and Exchange Rate Type.
Note: You can secure the Settings page and control which users are allowed to change project or program settings.
|
Copyright © 2014 CA Technologies.
All rights reserved.
|
|