Program and Project Pages and Portlets › PMO-Program Status Page Layout › Cost and Schedule Overview Portlet

Cost and Schedule Overview Portlet

The Cost and Schedule Overview portlet shows metrics, performance indicators, and risk information of each project associated to a program. Use this portlet to analyze the performance of ongoing projects.

The following fields display on the portlet:

Properties Icon

Displays an icon that links to the project properties page.

Project

Displays the project name. Click a project name to view the project dashboard.

BAC Cost

Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.

Source: Schedule & Performance properties page of the project.

Actual Cost

Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.

Source: Schedule & Performance properties page of the project.

EAC Cost

Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.

Source: Schedule & Performance properties page of the project.

Projected Cost Variance

Displays the variance between the estimated plus actual cost and the baseline cost.

Source: Schedule & Performance properties page of the project.

Formula: ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)

Projected Cost Variance%

Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.

Source: Schedule & Performance properties page of the project.

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. A baseline does not exist.

Start

Displays the start date of the project.

Finish

Displays the finish date of the project.

Baseline Finish

Displays the baseline finish date of the project.

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 project progress and baseline (if a baseline exists). The color of the stoplight indicates if the project is on schedule or late.

Stoplights:

• Green. The project is ahead of schedule or on schedule.
• Yellow. The project is between one and ten percent late.
• Red. The project is more than ten percent late.
• White. The schedule percentage is undefined.

Days Late

Displays the number of days late considering the following:

• Whether or not a baseline exists
• Project progress

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

If a baseline exists and the project finish date is the same as the baseline finish date, then the project 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 project finish date.

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

Risk

Displays a stoplight based on the project risk score. The project risk score determines the color of the stoplight.

Stoplights:

• Green (0 through 33). The project is low risk.
• Yellow (34 through 67).The project is medium risk.
• Red (68 through 100). The project is high risk.

High Priority Risks

Displays the total number of high-priority risks. Risks are not included if their status is “Resolved” or “Closed”.

High Priority Issues

Displays the total number of high-priority issues. Issues are not included if their status is “Resolved” or “Closed”.

High Priority Changes

Displays the total number of high-priority change requests. Change requests are not included if their status is “Resolved” or “Closed”.

The following aggregated amounts appear at the bottom of the portlet:

Project

Displays the total BAC cost, actual cost, EAC cost, and projected cost variance for the projects associated to the program.

Program

Displays the program budget cost.

Variance

Displays the difference between the program budget and total project EAC costs. A negative variance value indicates the program is over budget.

The following fields are available for this portlet and can be added through the configure option:

See the Personalizing CA Clarity User Guide for more information.

Baseline Start

Displays the project baseline start date.

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:

• Green (68 to 100). The project has good alignment with the business.
• Yellow (34 to 67). The project has average alignment with the business.
• Red (0 to 34). The project has poor alignment with the business.
• White. The alignment data is undefined.

BAC

Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.

Source: Schedule & Performance properties page of the project.

Actuals

Displays the system-calculated value of the actual effort posted for the tasks in the project.

Source: Schedule & Performance properties page of the project.

ETC

Displays the system-calculated value of the estimated effort to complete the project.

Source: Schedule & Performance properties page of the project.

EAC

Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the project.

Source: Schedule & Performance properties page of the project.

Projected Effort Variance

Displays the variance between EAC effort and baseline effort.

Source: Schedule & Performance properties page of the project.

Formula: (EAC Effort – BAC Effort)

Projected Effort Variance %

Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.

Source: Schedule & Performance properties page of the project.

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.

Planned Benefit

Displays the planned benefit of the project.

Planned Cost

Displays the planned cost of the project.

Planned Value (BCWS)

Displays the system-calculated value of budgeted cost of work scheduled (BCWS) or the budgeted amount you can spend on the project in a given time. If time is not specified, either the current date for the project or the system date is used. BCWS is also referred to as the planned value (PV).

Source: Schedule & Performance properties page of the project.

Earned Value (BCWP)

Displays the system-calculated value of budgeted cost of work performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV) and represents the amount of baseline cost (BAC) completed based on performance. Performance is measured using the Task EV Calculation method.

Source: Schedule & Performance properties page of the project.

Schedule

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

Stoplights:

• Green. The project is ahead of schedule or on schedule.
• Yellow. The project is between one and ten days late.
• Red. The project is more than ten days late.
• White. The schedule is undefined.

Days Late %

Displays days late as a percentage of the project timeframe, which is the finish date minus the start date. The calculation takes into account the project progress and baseline (if a baseline exists). The days late percentage shows the proportion by which a project is late. One day late in a six-month project does not have the same impact as one day late in a one-month project.