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Schedule Performance Drill Down Page

The Schedule Performance Drill Down Page includes the Schedule Performance Details portlet. This portlet displays a list of the critical late, past due, or scheduled late tasks within the days outlook.

Summary tasks and milestones are not included in this portlet. Also, tasks with a status of "Completed" are not included in this portlet.

To view this portlet, click a bar on the graph on the Schedule Performance portlet.

The following fields display on the portlet:

Properties Icon

Displays an icon that links to the properties page of the project.

Project

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

Task

Displays the name of the task. Click a task name to view the task properties.

Status

Indicates the status of the task.

Values: Not Started and Started

Classification

Displays the task grouping.

Values: Critical Late, Past Due, and Scheduled Late

Finish

Displays the finish date of the task.

Schedule %

Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.

The calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.

Stoplights:

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

Days Late

Displays the number of days late considering the following:

■ Whether or not a baseline exists

■ Task status

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

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

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

BAC

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

Actuals

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

ETC

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

EAC

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

Projected Effort Variance

Displays the variance between EAC effort and baseline effort.

Formula: (EAC Effort – BAC Effort)

Projected Effort Variance %

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 baseline.
• Yellow. The EAC effort is between one and ten percent over baseline.
• Red. The EAC effort is more than ten percent over baseline.
• White. No baseline data exists.

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

Start

Displays the task start date.

Baseline Start

Displays the task baseline start date.

Baseline Finish

Displays the task baseline finish date.

Days Late %

Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation. The calculation takes into account the task status and baseline (if a baseline exists).

Schedule

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

Stoplights:

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

More information:

Schedule Performance Portlet