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PRINCE2 Management Controls

This section contains the following topics:

Overview of Management Controls

View PRINCE2 Reports

View PRINCE2 Stage Plans

Review Risks, Issues, and Change Requests

View Lessons Learned Reports

Executive Dashboard

Overview of Management Controls

Use the PRINCE2 Management Controls to get an aggregated view of all the PRINCE2 controls and projects in an organization. The PRINCE2 Dashboard provides project level view for the selected report.

The following management controls are available:

Note: The Risks, Issues, and Change Requests Logs list the risks, issues, and change requests logged against PRINCE2 projects only. Risks, issues, and change requests logged against projects using other methodologies are not displayed from these management controls.

View PRINCE2 Reports

The PRINCE2 reports are categorized by the following types and are grouped by their corresponding tabs:

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Select Reports.

    The highlight reports page appears by default listing the highlight reports for all PRINCE2 projects.

  2. Select the tab for a particular report type to display that report type for all PRINCE2 projects.

    The list page for the particular report type appears. By default, the contents on this page are sorted first by Project and then by Report Date. The following fields are available:

    Project

    Displays the name of the PRINCE2 project associated with the report. Click a project name to drill-down to the project properties page.

    Report Date

    Displays the date of creating the report.

    Report Name

    Displays the name of the report.

    Approval Status

    Displays the current approval status of the report.

    Project Manager

    Displays the project manager associated with the report.

    Submitted Date

    Displays the date of submitting the report for review.

    Period Covered

    Displays the period covered by the report.

    Start Date

    Displays the schedule start date from the project schedule page.

    End Date

    Displays the schedule end date from the project schedule page.

    PRINCE2 Stage

    Displays the current PRINCE2 stage of the associated project. The shaded area indicates the project stage. The color of the shaded area corresponds to the schedule Status field.

    Values:

    • SU. Starting up a Project
    • IP. Initiating a Project
    • CS. Controlling a Stage
    • SB. Managing Stage Boundaries
    • CP. Closing a Project

More information:

Checkpoint Report Details

End Stage Report Details

Exception Report Details

Highlight Report Details

Highlight Report Details

The following fields are specific to the Highlight Reports list page:

Schedule Status

Displays the current schedule status of the specific report. If the project is not yet baselined and the schedule status is undefined, a white diamond icon appears.

Risk Status

Displays the current risk status attribute of the specific report. If the project is not yet baselined and the risk status is undefined, a white diamond icon appears. Otherwise, one of the following appears:

Checkpoint Report Details

The following fields are specific to the Checkpoint Reports list page:

Current Period: Products Completed

Displays the products completed defined in the report.

Next Period: Products to be Completed

Displays the products planned to be completed during next period defined in the report.

Exception Report Details

The following field is specific to the Exception Reports list page:

Description of Deviation

Displays the description of deviation as defined in the report.

End Stage Report Details

The following field is specific to the End Stage Reports list page:

Project Plan Outlook

Displays the plan outlook defined in the report.

View PRINCE2 Stage Plans

You can see an aggregated view of all the stage plans created for all PRINCE2 projects for an organization. To see an aggregated view of all stage plans, open the PRINCE2TM Management Controls menu, and click Stage Plan. The stage plan page appears listing the stage plans for all PRINCE2 projects:

The following fields appear on the page:

Project

Displays the name of the project associated with the stage plan. Click a project name to drill to the project properties page.

Plan Date

Displays the date of creating the stage plan.

Plan Name

Displays the name of the stage plan. Click a stage plan name to drill to the stage plan properties page.

Approval Status

Displays the current approval status of the stage plan.

Project Manager

Displays the project manager associated to the stage plan.

Plan Description

Displays the plan description defined in the stage plan.

Plan Prerequisites

Displays the plan prerequisites defined in the stage plan.

More information:

Create Stage Plans

Review Risks, Issues, and Change Requests

You can view an aggregation of all the risks, issues, and change requests logged for all PRINCE2 projects within the organization. They are grouped under the following pages:

Note: The data for the logs is derived from the Risks, Issues, and Change Requests portlets of all the PRINCE2 projects.

View Risks Log

You can see an aggregated view of all risks associated with all PRINCE2 projects in the enterprise.

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Risks, Issues and Change Requests Log.

    The risks log page appears listing the following fields:

    Above Threshold

    Displays the above threshold status stoplight for the specific risk. Risk is based on two factors (Impact and Probability) and each factor can have three values low (1), medium (2), or high (3). If the product of these two factors is greater than the Risk Threshold, then the “above threshold” flag is set to “yes” or appears selected.

    For more information, see the Administration Guide.

    Probability

    Displays the Probability stoplight icon based on the probability field of the risk.

    Impact

    Displays the Impact stoplight icon based on the impact attribute of the risk object.

    Risk ID

    Displays the risk ID attribute of the risk object, drilling down to the specific risk properties page.

    Risk

    Displays the risk name for the specific risk, drilling down to the specific risk properties page.

    Project

    Displays the name of the project associated to the risk, drilling down to the project properties page.

    Category

    Displays the category as defined for the risk.

    Owner

    The owner assigned to this risk. Click the Email icon to send an email using your default email client to the owner of the risk.

    Target Resolution Date

    The target date for resolving the risk.

View Issues Log

You can review an aggregated view of all issues associated with all PRINCE2 projects in the organization.

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Risks, Issues and Change Requests Log.

    The risks log page appears.

  2. Click the Issues Log page.

    The issues log page appears listing the following attributes:

    Schedule

    Displays the schedule status stoplight from the PRINCE2 project.

    Priority

    Displays the priority defined in the issue.

    Issue ID

    Displays the issue ID defined in the issue. Click an issue ID to drill down to the issue properties page.

    Issue (Name)

    Displays the issue name defined in the issue. Click an issue name to drill down to the issue properties page.

    Project

    Displays the name of the project associated with the issue. Click a project name to drill to the project properties page.

    Category

    Displays the category defined in the issue.

    Owner

    Displays the resource assigned to the issue. Click the Email icon to send an email from your default email client to the owner of the issue.

    Target Resolution Date

    Displays the target date for resolving the issue.

View Change Requests Log

You can review an aggregated view of all change requests associated with all PRINCE2 projects in the organization.

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Risks, Issues and Change Requests Log

    The risks log page appears.

  2. Select the Change Requests Log page.

    The change request log page appears listing the following fields:

    Priority

    Displays the priority stoplight from the Priority field of the change request.

    Change Request ID

    Displays the ID of the change request. Click a change request ID to drill to the change request properties page.

    Change Request (Name)

    Displays the name for the change request. Click a change request name to drill to the change request properties page.

    Status

    Displays the status defined in the change request.

    Project

    Displays the name of the project associated with the change request. Click a project name to drill to the project properties page.

    Category

    Displays the category defined in the change request.

    Owner

    Displays the resource assigned to the change request. Click the Email icon to send an email from your default email client to the owner of the change request.

    Expected Close Date

    Displays the expected closure date for the change request.

View Lessons Learned Reports

You can review an aggregated view of all the Lessons Learned reports created for all PRINCE2 projects within the organization.

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Lessons Learned.

    The following fields are listed on the page:

    Project

    Displays the name of the project associated to the specific report. Click a project name to drill to the project properties page.

    Report Date

    Displays the report date attribute of the report.

    Report Name

    Displays the name of the report. Click a report name to drill down to the properties of the selected report.

    Submitted Date

    Displays the date of submitting the report.

    Approval Status

    Displays the current approval status of the report.

    Project Manager

    Displays the project manager associated with the report.

    Management & Quality Processes That Went Well

    Displays the management and quality processes conforming to the report.

    Management & Quality Processes That Went Badly

    Displays the management and quality processes that did not satisfy the report.

Executive Dashboard

Senior executive can use the Executive Dashboard for a status summary of the status of all the PRINCE2 projects within the organization.

The Executive Dashboard includes the following portlets:

Issues and Risks Tracker

Displays the latest issues and risks identified for all PRINCE2 projects within the organization.

Project Status

Displays the general status and progress information. Includes products completed of all active PRINCE2 projects within the organization.

Projects by Stages

Displays the number and percentage of projects for each PRINCE2 stage in the PRINCE2 process model for the entire organization in a graphical pie chart.

Track Project Issues and Risks

You can track all issues and risks related to all PRINCE2 projects in the organization from the Issues and Risks Tracker portlet on the Executive Dashboard.

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Executive Dashboard.

    The issues and risks tracker page appears.

    The following fields are displayed on the page:

    Project

    Displays the name of the project associated with the issue. Click a project name to drill to the project properties page.

    Manager

    Displays the project manager associated with the project.

    PRINCE2 Stage

    Displays the current PRINCE2 stage of the project associated with the issue. The shaded area of the icon indicates the project stage. The color of the shaded area corresponds to the Project Outlook attribute in the latest end stage report.

    Open Issues %

    Displays one of the following stoplights based on the open issues count:

    • Green check mark (with percentage) if total open issues < 20 percent of total resolved and open issues
    • Yellow exclamation mark (with percentage) if total resolved issues > 20 percent and < = 50 percent of total resolved and open issues
    • Red X (with percentage) If total open issues > 50 percent of total resolved and open issues

    Click a stoplight icon to drill to the Risks/Issues/Changes tab for the project.

    Open Risks %

    Displays one of the following stoplights based on the open risks count:

    • Green check mark (with percentage) If total open risks < 20 percent of total resolved and open risks
    • Yellow exclamation mark (with percentage) If total resolved risks > 20 percent and < = 50 percent of total resolved and open risks
    • Red X (with percentage) if total open risks > 50 percent of total resolved + open risks

    Click a stoplight icon to drill to the Risks/Issues/Changes page for the project.

    Resolved Issues %

    Displays one of the following stoplights and percentage values:

    • Green stoplight (with percentage value): If total resolved issues > 50 percent of total resolved and open issues
    • Yellow stoplight (with percentage value): If total resolved issues > 20 percent but < = 50 percent of total resolved and open issues
    • Red stoplight (with percentage value): If total open issues < 20 percent of total resolved and open issues.

    Click a stoplight icon or percentage value to drill to the Risks/Issues/Changes tab for the project.

    Resolved Risks %

    Displays one of the following stoplights and percentage values:

    • Green stoplight (with percentage value): If total resolved risks > 50 percent of total resolved and open issues
    • Yellow stoplight (with percentage value): If total resolved risks > 20 percent but < = 50 percent of total resolved and open issues.
    • Red stoplight (with percentage value): If total open risks < 20 percent of total resolved and open issues.

    Click a stoplight icon or percentage value to drill to the Risks/Issues/Changes tab for the project.

    Report Name

    Displays the report name of the associated end stage report. Click a report name to drill to the most recent end stage report for the project associated with the issue.

    Plan Outlook

    Displays the standard stoplight derived from the Project Outlook attribute of the latest end stage report.

    • Yellow exclamation mark (with mouseover to show the actual value)
    • Green check mark (with mouseover to show the actual value)
    • Red X (with mouseover to show the actual value)

    Click a stoplight icon to drill to the most recent end stage report for the project.

Track Project Status

You can track general status and other information related to all PRINCE2 projects in the organization from the Project Status portlet on the Executive Dashboard.

Note: A project requires tasks defined as ‘products’ for projects to appear on the portlet.

For more information, see the Project Management User Guide.

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Executive Dashboard.

    The issue tracker page appears.

  2. Click the Project Status portlet.

    The project status page appears. The following fields display on the page:

    Project

    Displays the name of the project associated with the status. Click a project name to drill down to the properties page.

    Project Manager

    Displays the project manager associated with the project.

    Start

    Displays the project start date.

    End

    Displays the project finish date.

    PRINCE2 Stage

    Displays the current PRINCE2 stage for the project. The shaded area indicates the stage the project is in. The color of the shaded area corresponds to the color of the Schedule (Status) stoplight.

    Schedule (Status)

    Displays one of the following stoplights:

    • White stoplight if there is no baseline data.
    • Green stoplight if the baseline finish date is on schedule (no days late)
    • Yellow stoplight if the baseline finish date is <= 10 days late
    • Red stoplight if the baseline finish date is > 10 days late

    You must baseline the project for the stoplight to display a color.

    Products Completed %

    Displays one of the following stoplights based on the percent of products completed:

    • Green stoplight and percentage value if actual products completed is > 80 percent of total products (actual + remaining products).
    • Yellow stoplight and percentage value if actual products completed is > 40 percent but < = 80 percent of total products (actual + remaining products).
    • Red stoplight and percentage value if actual products completed is < 40 percent of total products (actual + remaining products).

    Click a stoplight icon to drill down to the tasks list page.

    Products Remaining

    Displays the count of products (tasks) that remain incomplete. Click a number to drill down to the tasks list page.

More information:

Track a Project Task as a Product

Track Projects by Stages

You can get a graphical summary of the status of all the PRINCE2 projects within the organization from the Projects by Stages portlet on the Executive Dashboard.

Note: For the Projects by Stages portlet to display any data, you must have the Audit Trail feature enabled.

For more information, see the Basics User Guide.

Follow these steps:

  1. Open the PRINCE2TM Management Controls menu, and click Executive Dashboard.

    The issue tracker page appears.

  2. Click the Project by Stages portlet.

    The projects by stages page appears displaying a pie chart.

The pie chart uses a color scheme to represent projects in various PRINCE2 stages. Each pie slice displays the percentage value of PRINCE2 projects in a particular stage as part of the total PRINCE2 projects in the organization. Mouse over each pie slice to display the actual number of PRINCE2 projects in that stage.