This section contains the following topics:
PMO-Program Status Page Layout
PMO-Project Status Page Layout
PMO-Project Storyboard Page Layout
You can select from the following dashboard views or page layouts from the properties page of a project or program.
Each view provides a different set of portlets that you can use to analyze program or project information.
To select a dashboard view
The list page appears.
The properties page appears.
The settings page appears.
The selected dashboard view appears.
Use the PMO-Program Status dashboard view to display program variances in cost, schedule, and risk alerts.
This page includes the following portlets:
The Cost and Schedule Overview portlet shows metrics, performance indicators, and risk information of each project associated to a program. Use this portlet to analyze the performance of ongoing projects.
The following fields display on the portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
Source: Schedule & Performance properties 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 based on posted actuals.
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.
Source: Schedule & Performance properties page of the project.
Displays the variance between the estimated plus actual cost and the baseline cost.
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.
Source: Schedule & Performance properties page of the project.
Formula: (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
Displays the start date of the project.
Displays the finish date of the project.
Displays the baseline finish date of the project.
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.
Stoplights:
Displays the number of days late considering the following:
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.
Displays a stoplight based on the project risk score. The project risk score determines the color of the stoplight.
Displays the total number of high-priority risks. Risks are not included if their status is “Resolved” or “Closed”.
Displays the total number of high-priority issues. Issues are not included if their status is “Resolved” or “Closed”.
Displays the total number of high-priority change requests. Change requests are not included if their status is “Resolved” or “Closed”.
The following aggregated amounts appear at the bottom of the portlet:
Displays the total BAC cost, actual cost (ACWP), EAC cost, and projected cost variance for the projects associated to the program.
Displays the program budget cost.
Displays the difference between the program budget and total project EAC costs. A negative variance value indicates the program is over budget.
The following fields are available for this portlet and can be added through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the project baseline start date.
Displays how well the project aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.
Stoplights:
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the actual effort posted for the tasks in the project.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the estimated effort to complete the project.
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.
Source: Schedule & Performance properties page of the project.
Displays the variance between EAC effort and baseline effort.
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.
Source: Schedule & Performance properties page of the project.
Formula: ((EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
Displays the planned benefit of the project.
Source: Financial Summary properties page of the project.
Displays the planned cost of the project.
Source: Financial Summary properties page of the project.
Displays the planned capital cost of the project.
Source: Financial Summary properties page of the project.
Displays the percentage of the planned capital cost of the project.
Source: Financial Summary properties page of the project.
Formula: (Planned Capital Cost / Planned Cost) * 100.
Displays the planned operating cost of the project.
Source: Financial Summary properties page of the project.
Displays the percentage of the planned operating cost of the project.
Source: Financial Summary properties page of the project.
Formula: (Planned Operating Cost / Planned Cost) * 100
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).
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.
Source: Schedule & Performance properties page of the project.
Displays a stoplight based on the number of days a project is late, considering the project progress and whether or not a baseline exists for the project. The color of the stoplight indicates if the project schedule is on schedule or late.
Stoplights:
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.
The Schedule and Progress portlet displays a bubble graph that shows how the score of each project balances between its scheduled variance and its current finish date. Each bubble on the graph represents a project associated to the program. Rolling your cursor over a bubble in the graph displays project details such as the name, finish date, schedule %, and planned cost. Changing a project planned cost changes its bubble size. Clicking a bubble takes you to the project dashboard.
The X-axis displays the project finish dates and the Y-axis displays their schedule %. Projects appear on the graph according to their schedule. Projects behind schedule appear below the 0 y-coordinate. Projects ahead of schedule appear above the 0 y-coordinate.
Projects are scored based on their schedule, cost, and progress. The graph legend indicates the color translations. Click a legend entry to exclude that group from the graph.
The following describes the metrics used in the graph:
Indicates 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).
Indicates the project progress.
Values: Not Started, Started, or Completed
Displays the planned cost of the project.
Source: Financial Summary properties page of the project.
The following fields are available for this portlet and can be added through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the system-calculated value of the estimated effort to complete the project.
Source: Schedule & Performance properties page of the project.
Displays the planned capital cost of the project.
Source: Financial Summary properties page of the project.
Displays the planned operating cost of the project.
Source: Financial Summary properties page of the project.
Displays the ratio of money gained or lost on this project relative to the amount of money invested.
Displays the Internal Rate of Return or the discount rate used to achieve zero NPV for a project.
Displays the Modified Internal Rate of Return or the rate used to measure the attractiveness of this project.
Displays the net present value of the project by calculating the total cost of capital and a series of future payments and income.
Displays a stoplight indicating the number of days a project is late, considering the project progress and whether or not a baseline exists for the project. The color of the stoplight indicates if the project is on schedule or late.
Stoplights:
Displays the number of days by which a project is late considering the following:
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.
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.
The Resource Utilization portlet displays allocation versus assignment by month, illustrated in an area graph. Use the Resource Utilization portlet to view the amount of resource effort required or expected to complete the projects associated to a program.
Note: Assign staff to tasks before viewing resource utilization.
By default, the area graph displays total effort by month for all resources allocated to projects in the program. The Y-axis shows the effort in hours. The X-axis shows the corresponding month. Click a legend entry to exclude that group from the graph.
Use the PMO-project status page layout of dashboard to view the overall picture and performance summary of a project. The dashboard displays the project indicators, status report indicators, upcoming milestones, and team utilization for a project.
This page includes the following portlets:
The Project Indicators portlet displays key performance indicators (KPIs) for the project. The portlet provides a quick update on KPIs, such as stage, schedule %, days late, projected cost variance %, projected effort variance %, risk, issues and change requests.
The following fields display on this portlet:
Displays the stage of the project 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 project.
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 one exists). The color of the stoplight indicates if the project is on schedule or late.
Stoplights:
Displays the number of days by which a project is late considering the following:
■ Whether or not a baseline exists
■ Project progress
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.
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
Source: Schedule & Performance properties page of the project.
Formula: (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Source: Schedule & Performance properties page of the project.
Formula: ((EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
Displays a stoplight based on the project risk score. The project risk score determines the color of the stoplight.
Values:
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.
Values:
Displays a checkmark if at least one change request exists on the project. Change requests with a status of “Resolved” or “Closed” are excluded.
The Upcoming Milestones portlet provides a list of all the milestones for a project. This portlet includes the following fields:
Displays the milestone name. Click the milestone name to view the task properties page.
Displays the finish date of the milestone.
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 milestone has a parent task in the WBS, then the parent task’s timeframe is used in the calculation. If the milestone is at the top level of the WBS and does not have a parent task, then the project’s timeframe is used in the calculation.
The calculation takes into account the milestone status and baseline (if one exists). The color of the stoplight indicates if the milestone is on schedule or late.
Stoplights:
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as milestone finish date minus baseline finish date. A positive number indicates that the milestone is late according to the baseline. A negative number indicates that it is early according to the baseline.
If a baseline exists and the milestone finish date is the same as the baseline finish date, then the milestone 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 milestone finish date.
If there is no baseline, then days late is calculated if the milestone is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus milestone finish date.
Displays a Gantt chart that shows the finish dates of the milestones. The color of the Gantt is based on the schedule percentage as follows:
The Project Baselines portlet displays a line graph that charts the baseline activity against the usage or hours worked on the project. The X-axis displays monthly periods and the Y-axis displays cumulative project hours. A line appears for each baseline on the project and the current project plan.
The Status Report Indicators portlet displays indicators, based on the status report with the most recent report date and a report status of final or no value selected.
Note: To display information in this portlet, a project status report must exist.
The following fields display on the portlet:
Displays a stoplight indicating how the project is doing overall. The metric is based on the Overall Status stoplight in the status report.
Displays the report date entered for the status report. Click the date to view the status report properties page.
Displays the project manager name.
Displays a stoplight indicating whether or not the project schedule is on track. The metric is based on the Schedule section in the status report.
Displays a stoplight indicating whether or not the project scope is on track. The metric is based on the Scope section in the status report.
Displays a stoplight indicating whether or not the project cost and effort are on track. The metric is based on the Cost and Effort section in the status report.
Displays an icon that links to the status reports of the project.
The Actuals by Transaction Type portlet displays the actual cost totals organized by the transaction type. Transaction types include: equipment, expense, labor, and material. To view data in the portlet, first enter project transactions and post the transactions to WIP.
Quantity and cost amounts roll up in the hierarchy. The Totals for the portlet reflect the sum of the individual transactions.
The following fields display on the portlet:
Displays the transaction type, resource name, and transaction date.
Displays the name of the task.
Displays the transaction quantity.
Displays the transaction actual cost.
The portlet also has two placeholder columns that appear in the grid following the Transaction/Resource/Date column. These placeholder columns do not display any data unless the portlet is exported to Excel. If the portlet is exported to Excel, the resource name and transaction date display in the placeholder columns.
The Team Utilization portlet displays total effort per resource across all the assigned tasks of the project. You can drill down from this view to see utilization by individual resource and task.
For more information about managing resources, see the Resource Management User Guide.
The following fields display on the portlet:
Click the icon to view the staff member properties page. Use the page to update the properties of a staff member.
Click this icon to open the resource/role allocations page. Use the page to update the allocation of a resource.
Click this icon to open the task resource utilization list page for that resource.
Displays the name of the associated resource. Click the resource name to view the resource properties page.
Displays the average percentage of available time for a resource.
Displays the time periods for a task. This field varies according to the selected Time Scaled Values option. Data for the time period displays in a colored histogram.
Use the PMO-project storyboard page layout to view detailed information about the overall picture and the performance of a project.
This page consists of the following portlets:
The Team Capacity portlet displays future resource needs of projects. The portlet shows the resource demand on the project compared to the allocation of team members staffed on the project.
The graph begins with the current month (based on the current calendar date) and moves forward for the duration of the project. The staff allocation value is equal to the remaining allocation on the project. The assignment value is the value entered in the ETC field on the task assignments plus any actuals posted.
For more information, see the Project Management User Guide.
The Upcoming Milestones portlet provides a list of all the milestones for a project. This portlet includes the following fields:
Displays the milestone name. Click the milestone name to view the task properties page.
Displays the finish date of the milestone.
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 milestone has a parent task in the WBS, then the parent task’s timeframe is used in the calculation. If the milestone is at the top level of the WBS and does not have a parent task, then the project’s timeframe is used in the calculation.
The calculation takes into account the milestone status and baseline (if one exists). The color of the stoplight indicates if the milestone is on schedule or late.
Stoplights:
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as milestone finish date minus baseline finish date. A positive number indicates that the milestone is late according to the baseline. A negative number indicates that it is early according to the baseline.
If a baseline exists and the milestone finish date is the same as the baseline finish date, then the milestone 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 milestone finish date.
If there is no baseline, then days late is calculated if the milestone is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus milestone finish date.
Displays a Gantt chart that shows the finish dates of the milestones. The color of the Gantt is based on the schedule percentage as follows:
The Issues by Priority portlet displays a pie chart grouping issues by priority. Issues with a status of “Resolved” or “Closed” are excluded.
Each pie segment reflects the number of issues of that priority, giving a graphical and overall view of the status of a project in terms of issues raised. Click a pie slice to open the details of the issue on the Current Issues Drill Down page.
Use the Earned Value Phase Analysis portlet to track work performance to account for cost and schedule variances.
This portlet includes the following fields:
Displays the phase of the project.
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).
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.
Source: Schedule & Performance properties 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 based on posted actuals.
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.
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.
Source: Schedule & Performance properties page of the project.
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.
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.
Source: Schedule & Performance properties page of the project.
|
Copyright © 2013 CA.
All rights reserved.
|
|