General Pages and Portlets › Sponsor › Projects KPIs by OBS Portlet

Projects KPIs by OBS Portlet

The Project KPIs by OBS portlet displays key performance indicators (KPIs) for projects organized by OBS. The portlet provides a quick update on KPIs, such as business alignment, schedule %, days late, projected cost and effort variance %, risk, issues, and change requests.

The portlet displays information from both an OBS and a project perspective. The project information rolls up to each level in the OBS.

This portlet includes the following fields:

OBS/Project

Displays the OBS or project name. Expand an OBS name to display all projects that belong to that OBS. Click a project link to go to the project dashboard.

Manager

Displays the project manager. Click a manager link to go to the properties page of the resource.

Email Icon

Displays an email icon. Click this icon to send an email to the project manager.

Business Alignment

Displays how well the project aligns to the organization business goal. The higher the value, the stronger the alignment. The metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments. For each OBS unit, the average alignment is calculated.

Stoplights:

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

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. For each OBS unit, the average schedule percentage is calculated.

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 % is undefined.

Days Late

Displays the number of days by which a project is late considering the following:

■ Whether or not a baseline exists

■ Project progress

For each OBS unit, the average days late is calculated.

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.

Projected Cost Variance %

Displays a stoplight indicating the projected cost variance as a percentage of BAC cost. For each OBS unit, the average projected cost variance percentage is calculated.

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 baseline.
• White. No baseline data exists.

Projected Effort Variance %

Displays a stoplight indicating the projected effort variance as a percentage of BAC effort. For each OBS unit, the average projected effort variance percentage is calculated.

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 project risk score. The project risk score determines the color of the stoplight. For each OBS unit, the average risk score is calculated.

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.

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. For each OBS unit, the issue stoplight is calculated as the highest issue priority of its projects.

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. For each OBS unit, the change checkmark displays if at least one project in the OBS has a change request.

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

See the Personalizing CA Clarity PPM User Guide for more information.

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. For each OBS unit, the average days late percentage is calculated.

Schedule

Displays a stoplight indicating the number of days a project is late, considering the project progress and whether a baseline exists for the project. The color of the stoplight indicates if the project is on schedule or late. For each OBS unit, the average schedule is calculated.

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.

Projected Cost Variance

Displays the variance between the estimated plus actual cost and the baseline cost. For each OBS unit, the average projected cost variance is calculated.

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

Projected Effort Variance

Displays the variance between EAC effort and baseline effort. For each OBS unit, the average projected effort variance is calculated.

Formula: (EAC Effort – BAC Effort)