Stock Interactive Portlets › Investment Overview Dashboard

Investment Overview Dashboard

Description

Use the Investment Overview Dashboard to analyze your investments. You can select from the following filter criteria to determine the investments that appear in the Selection drop-down field on the dashboard:

• Project Manager
• Status (approved or unapproved)
• Active
• Investment Type

Prerequisites

The following must exist in CA Clarity PPM:

• Projects that are activated, approved, and financially enabled
• Project cost plans
• Project issues and risks
• Posted project costs
• Project baselines

Suggested Use

• Add this dashboard to a tab on the Overview page layout. For example, create a tab named Investment Overview.

Information Displayed

Investment

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

Manager

Defines the manager of the investment.

Start

Displays the start of this particular investment.

Finish

Displays the end of this particular investment.

Baseline Finish

Displays the baseline finish date.

Status

Displays a graphical representation of the status. For example, if the status is "Approved," the visual representation of the status is a Green stoplight. The selection is displayed as a stoplight symbol when saved.

Values: Red, Yellow, and Green.

Investment Allocation Hours by Role

Displays the roles assigned for an investment in hours.

Spending Plan by Month

Displays the cost plan for the month.

Schedule Variance

Displays the difference between the baseline finish and the finish dates. In the absence of baseline, it is the current date minus finish date.

Issues

Displays the issue name, status, and priority.

Values:

• Green. No high or medium priority issues exist.
• Yellow. Medium priority issues exist.
• Red. High priority issues exist.
• White. Issue status not defined.

Risks

Displays the risk name, status, and priority.

Values:

• Green (0 to 33). Project is low risk.
• Yellow (34 to 68). Project is medium risk.
• Red (68 to 100). Project is high risk.
• White. Risk data undefined.

Buttons

Investment

Navigates to the investment in CA Clarity PPM.

Issues

Navigates to the Issues list for a project.

Risks

Navigates to the Risks list for a project.