Overview
Use this portlet to view both current and forecast schedule summary performance information, in either costs or labor units. Positive performance schedule values indicate that the project is ahead of schedule; negative values indicate that the project is behind schedule. Positive performance cost values indicate that the project is under budget; negative values indicate that the project is over budget. Status indicators help you gauge whether a variance is within an acceptable range or whether you will need to take corrective action, based on thresholds you define.
The following calculated data is displayed in the Schedule Performance portlet. Data is calculated and displayed in either costs or labor units, depending on your preference selection (see Tips).
Screen Elements
Legend
Key to performance threshold indicators. Use these visual indicators to quickly scan values based on thresholds you define:
Critical: Indicates that a WBS, project, or portfolio requires significant corrective action.
Warning: Indicates that a WBS, project, or portfolio needs attention and is performing below expectations.
Acceptable: Indicates that a WBS, project, or portfolio is performing within an expected range.
Exceptional: Indicates that a WBS, project, or portfolio is exceeding expectations.
To Date: Schedule field
Determines project performance by calculating the variance between the baseline schedule and the actual schedule to date.
This variance helps address the basic question, "How did we do so far?" It provides concise answers such as 4 days early, No Progress, on schedule, or 12 days late.
This value is expressed in units of time accompanied by a convenient visual indicator mapped to performance thresholds you can define. The value can be derived based on costs or labor units and will often yield different results.
Calculated as (Baseline Duration multiplied by Performance % Complete) minus (Baseline Duration multiplied by Schedule % Complete). Where Performance % Complete equals Earned Value divided by Budget at Completion and Schedule % Complete equals Planned Value divided by Budget at Completion.
To Date: Labor Units field
Determines project performance by calculating the variance between the actual and the scheduled labor units. This value is accompanied by a convenient visual indicator mapped to performance thresholds you can define.
Calculated as Earned Value Labor Units minus Actual Labor Units.
To Date: Cost field
Determines project performance by calculating the variance between earned value and actual cost.
Calculated as Earned Value Cost minus Actual Cost.
Forecast at Completion: Schedule field
The estimated schedule variance at completion.
Calculated as Remaining Finish Date minus Baseline Finish Date.
Forecast at Completion: Labor Units field
The estimated labor units at completion.
Calculated as Budget at Completion Labor Units minus Estimate at Completion Labor Units.
Forecast at Completion: Cost field
The estimated cost at completion.
Calculated as Budget at Completion minus Estimate at Completion.
Tips
- The Schedule Performance portlet calculates and displays data in cost or labor units based on the option selected on the Global tab in My Preferences.
- You can click a project name in the portlet to display the Performance Status page.
- On the Dashboards page, if a dashboard's Filter by option is set to a portfolio or project code, the portlet lists each project included in the portfolio or project code filter and displays each project's schedule performance data.
Getting Here
- Click Dashboards.
- On the Dashboards page, select a dashboard.
- On the dashboard, expand the Schedule Performance portlet.