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The Cost and Effort Performance portlet displays cost and effort performance amounts and variances for investments included in a portfolio. Use this portlet to analyze the effort and cost of ongoing 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 Cost and Effort Performance from the portlet drop-down.
Note: Most of the fields in this portlet 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 do this because most fields are not populated for non-project investments. Also, this portlet does not display aggregate hierarchical cost amounts for any of the project only fields. The portlet only displays the cost amounts of the projects directly included in the portfolio and does not calculate the aggregate cost amount of any child investments.
The portlet displays the following fields:
Displays the name of the investment. Click the investment name to view the detailed properties for an investment.
Displays the manager that is associated with the investment.
Displays the investment start date.
Displays the investment finish date.
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the actual effort posted to the tasks in the project. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the estimated effort to complete the project. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the project. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the variance between EAC effort and baseline effort. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Formula: (EAC Effort – BAC Effort)
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:
Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the estimated cost to complete the project. ETC cost is the aggregated total for the remaining labor and non-labor cost to complete the project. This field is populated for projects only.
Source: Schedule and performance page of the project.
Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work that is based on posted actuals. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
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. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the variance between the estimated plus actual cost and the baseline cost. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Formula: ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
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:
Displays an icon that links to a page with the following portlets:
The following fields are available for this portlet and you can add them using the configure option:
See the Personalizing CA Clarity PPM User Guide for more information.
Displays the planned cost of the investment.
Source: Financial Summary properties page of the investment.
Displays the planned benefit of the investment.
Source: Financial Summary properties page of the investment.
Displays the net present value of the investment by calculating the total cost of capital and a series of future payments and income.
Source: Financial Summary properties page of the investment.
Displays the ratio of money gained or lost on this investment relative to the amount of money invested.
Source: Financial Summary properties page of the investment.
Displays the date when the expected cash flow equals the cash outlay for the investment. The breakeven date matches with the payback period.
Source: Financial Summary properties page of the investment.
Displays the Internal Rate of Return or the discount rate used to achieve zero NPV for an investment.
Source: Financial Summary properties page of the investment.
Displays the Modified Internal Rate of Return or the rate used to measure the attractiveness of the investment.
Source: Financial summary page of the investment.
Displays the number of periods (in months) needed for the sum of the expected cash flows to equal the initial cash outlay for the investment.
Source: Financial Summary properties page of the investment.
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). This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
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. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of cost variance. The cost variance is the value of what is accomplished to date as opposed to what is spent to date. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of schedule variance. The schedule variance is the value of what is scheduled to date as opposed to what is performed to date. A positive value indicates that the work is ahead of the baseline schedule. A negative value indicates that the work is behind the baseline schedule. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays cost variance as a percentage. It is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP). This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Formula: ((BCWP – ACWP) / BCWP) * 100
Displays schedule variance as a percentage. It is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS). This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Formula: ((BCWP – BCWS) / BCWS) *100
Displays the system-calculated value of cost performance index (CPI), which is an efficiency rating for work accomplished. A value greater than or equal to one indicates a favorable condition. A value of less than one indicates an unfavorable condition. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of schedule performance index (SPI), which is the ratio of work performed to work scheduled. A value greater than or equal to one indicates work is on schedule. A value of less than one indicates the work is behind schedule. This field is populated for projects only.
Source: Schedule & Performance properties page of the project.
Displays the actual cost posted to the investment. This actual cost is from the portfolio investment provider and is populated for all investment types in the portfolio.
Displays the variance between EAC Cost and Planned Cost. As EAC Cost is only populated for projects, this calculation is only valid for projects.
Formula: (EAC Cost – Planned Cost)
Displays a stoplight indicating the EAC vs Planned Variance as a percentage of Planned Cost. As EAC Cost is only populated for projects, this calculation is only valid for projects.
Formula: ((EAC Cost – Planned Cost) / Planned Cost) * 100
Stoplights:
Displays the variance between Planned Cost and Actual Cost (Portfolio).
Formula: (Planned Cost – Actual Cost (Portfolio))
Displays a stoplight indicating the Actual Cost (Portfolio) minus Planned Cost as a percentage of Planned Cost.
Formula: ((Actual Cost (Portfolio) – Planned Cost) / Planned Cost) * 100
Stoplights:
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