Portfolio Pages and Portlets › Performance Tab › Key Performance Indicators Portlet

Key Performance Indicators Portlet

The Key Performance Indicators portlet displays performance indicators for each investment included in a portfolio. Use this portlet to analyze the ongoing performance of portfolio investments.

To view this portlet, open the portfolio and click Performance. If the page is maximized to display only one portlet at a time, select Key Performance Indicators from the portlet drop-down.

Note: This portlet has some fields that are populated for projects only and are identified accordingly in their field descriptions. The portlet has an Investment Type filter so you can filter the portlet to display only projects. You may want to filter on projects because some of the indicators are not populated for non-project investments.

The portlet displays the following fields:

Investment

Displays the name of the investment. Click an investment name to view the detailed properties for that investment.

Manager

Displays the manager associated to the investment.

Stage

Displays the stage of the investment 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 investment start date.

Finish

Displays the investment finish date.

Schedule %

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

Stoplights:

• Green. The investment is ahead of schedule or on schedule.
• Yellow. The investment is between one and ten percent late.
• Red. The investment 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 an investment baseline exists
• Investment progress

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

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

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

Projected Cost Variance%

Displays a stoplight indicating the projected cost variance as a percentage of BAC cost. This field is populated for projects only.

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 the baseline.
• Red. The EAC cost is more than ten percent over the baseline.
• White. No baseline data exists.

Projected Effort Variance %

Displays a stoplight indicating the projected effort variance as a percentage of BAC effort. This field is populated for projects only.

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.

Risk

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

Stoplights:

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

Issue

Displays a stoplight based on the highest issue priority of the issues on the project. Issues with a status of “Resolved” or “Closed” are excluded. This field is populated for projects only.

Stoplights:

• Green. All issues that exist on the project are low priority.
• Yellow. At least one medium priority issue and no high priority issues exist on the project.
• Red. At least one high priority issue exists on the project.

Change

Displays a checkmark if at least one change request exists on the project. Change requests with a status of “Resolved” or “Closed” are excluded. This field is populated for projects only.

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

See the Personalizing CA Clarity User Guide for more information.

Baseline Start

Displays the baseline start date of the investment.

Baseline Finish

Displays the baseline finish date of the investment.

Business Alignment

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

Stoplights:

• Green (68 through 100). The investment has good alignment with the business.
• Yellow (34 through 67). The investment has average alignment with the business.
• Red (0 through 33). The investment has poor alignment with the business.
• White. The alignment data is undefined.

Days Late %

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

Schedule

Displays a stoplight indicating the number of days an investment is late, considering the investment progress and whether a baseline exists for the investment. The color of the stoplight indicates if the investment is on schedule or late.

Stoplights:

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

Stage Name

Displays the stage in the lifecycle of the investment.