Viewing the PPM Essentials Project Dashboard

Viewing the PPM Essentials Project Dashboard

The PPM Essentials Project Dashboard provides a quick glance at project metrics, schedule status, and task status for a single project. To view this dashboard, select the Dashboard page from a project.

This section contains the following topics:

Quick Metrics Portlet

Upcoming Milestones Portlet

Recent Project Activity Portlet

Status Reports Portlet

Quick Metrics Portlet

The Quick Metrics portlet keeps a project manager informed on a project risks, issues, or other issues. The portlet displays project metrics using stoplights. The following stoplights are included:

Status

Displays a stoplight based on the Overall Status stoplight value that displays on the most recent status report.

Stoplight Colors:

• Red. Significant Variance
• Yellow. Minor Variance
• Green. On Track

Schedule

Displays a stoplight indicating the project is on or behind schedule. This metric is evaluated by comparing the scheduled finish date with the baseline finish date. If the project is not baselined, the current date is used.

Stoplight Colors:

• Red. The project is more than one day past the baseline finish date
• Yellow. The project is less than two days away from the baseline finish date.
• Green. The project is more than two days away from the baseline finish date.

Effort

Displays a stoplight indicating if the project is over or under the baselined ETC. This metric is evaluated by comparing total current ETC with baselined ETC.

Stoplight Colors:

• Red. The project is over the baseline by ten percent.
• Yellow. The project is from 1 percent through ten percent over baseline.
• Green. The project is from zero percent through ten percent under baseline.
• Blue. The project is more than negative 10 percent under baseline.
• White. The project is not baselined.

Cost

Displays a stoplight indicating if the project is over or under the baseline cost. This metric is evaluated by comparing total current cost with the baseline cost.

Stoplight Colors:

• Red. The project is equal to or more than ten percent over baseline.
• Yellow. The project is from one through ten percent over baseline.
• Green. The project is from zero through ten percent under baseline.
• Blue. The project is equal to or more than negative ten percent under baseline.
• White. The project is not baselined.

Risk

Displays a stoplight indicating the severity of the risks associated with the project.

Stoplight Colors:

• Red. High priority risks.
• Yellow. Medium priority risks.
• Green. No high or medium priority risks exist.

Issues

Displays a stoplight indicating the severity of the issues associated with the project.

Stoplight Colors:

• Red. The issues are high priority.
• Yellow. The issues are medium priority.
• Green. No high or medium priority issues exist.

Change

Displays a yellow check mark to indicate that at least one change request exists for the project.

Upcoming Milestones Portlet

The Upcoming Milestones portlet lists all the milestones for a project. This portlet includes the following fields:

Milestone Name

Displays the milestone name. Click the milestone link to open the task properties page and view or edit the task.

Due Date

Displays the date of completing the milestone.

Gantt

Displays the schedule status for each milestone for a six-month period, starting with the current month. A green diamond represents a milestone.

Recent Project Activity Portlet

The Recent Project Activity portlet lists specific project activities and the number of changes that have occurred with each activity. Use this information to determine areas of the project currently being worked on and get more specific information as needed.

Information appears on this portlet for the following hierarchy levels:

• An activity group. Includes the following groups of activities:
  • Late Tasks. The number of tasks that are one or more days past the baseline due date. If no baseline information exists, the task finish date is used.
  • Completed tasks. The number of tasks marked as complete.
  • Unstaffed Tasks. The number of tasks to which resources are not yet assigned.
  • Document Changes. The number of documents uploaded either for the first-time or as an updated version.
  • Risks. The number of unresolved risks.
  • Issues. The number of unresolved issues.
  • Change Requests. The number of unresolved change requests.
• A specific instance of an activity. For example, a specific task is late.

This portlet includes the following fields:

Description

Displays an activity group name. Expand an activity group name to view the activity instances under it. Click an activity instance link to open the properties page for that activity.

Quantity

Provides the count of instances for a specific activity group. For example, the number of late tasks.

Status Reports Portlet

The Status Reports portlet lists all the status reports for a project. You can also drill down to the properties page for a specific report for more detailed status information.

This portlet includes the following fields:

Overall Status

Displays a stoplight representing the overall status on the status report.

Stoplight Colors:

• Red. There is a significant variance in the overall project status.
• Yellow. There is a minor variance in the overall project status.
• Green. The overall project status is on track.

Status Report Update

Displays the name of the status report. Click the name link to open the status report properties page and view more details.

Report Date

Displays the date of creating the status report.