Overview - Portfolio, Risk, EV
Description: With a single view, Portfolio Managers and Executives can view their portfolio's cost performance and clearly identify poor performing portfolios and troubled projects. This visibility allows for collaboration and communication with Project managers to pre-emptively identify and resolve possible issues.
Number of Canvases: 4
Default Canvas: Overview
Canvas/Dashboard Name: Overview-Portfolio, Risk, EV
Data Source(s): P6 - EPPM
Subject Areas: P6 – Activity, P6 – Project History, P6 – Resource Utilization, P6 – Burn Down
Datasets: Not applicable
Canvases
Figure 4: Overview Portfolio, Risk, EV Default Canvas
Figure 5: Portfolio Analysis
Figure 6: Executive Portfolio Performance
Figure 7: Trending Analysis
Table 9: Overview – Portfolio, Risk, EV - Dimensions
Canvas | Dimension Name | Dimension / Attribute | Subject Area / Dataset |
---|---|---|---|
Overview | Calendar | Year Name | P6 - Activity |
Overview | Calendar | Quarter Name | P6 - Activity |
Overview | Portfolio | Portfolio Name | P6 - Activity |
Overview | Project | Project Name | P6 - Activity |
Overview | Project | Project Owner | P6 - Activity |
Overview | Project | Country Name | P6 - Activity |
Overview | Project | Datasource ID | P6 - Activity |
Overview | Project | Country Name | P6 - Activity |
Overview | Calendar | Month Name | P6 - Activity |
Portfolio Analysis | Project | Portfolio Name | P6 - Activity |
Portfolio Analysis | Project | Current Phase Value | P6 - Activity |
Executive Portfolio Performance | Portfolio | Portfolio Name | P6 – Project History |
Executive Portfolio Performance | Project | Project Status | P6 - Activity |
Executive Portfolio Performance | Project | Project Name | P6 - Activity |
Executive Portfolio Performance | Project | Project Name | P6 – Project History |
Trending Analysis | Calendar | Month Name | P6 - Project History |
Trending Analysis | Project | Portfolio Name | P6 - Project History |
Trending Analysis | Resource | Department Description | P6 – Resource Utilization |
Trending Analysis | Resource Assignment | Resource Name | P6 – Burn Down |
Trending Analysis | Calendar | Day Name | P6 – Burn Down |
Trending Analysis | Resource | Resource Type | P6 – Burn Down |
Trending Analysis | Activity | Activity Name | P6 - Activity |
Trending Analysis | Activity | Critical | P6 - Activity |
Table 10: Overview – Portfolio, Risk, EV - Measures
Canvas | Fact / Measure | Measure Type | Subject Area / Dataset |
---|---|---|---|
Overview | Cost Variance | Fact | P6 - Activity |
Overview | Performance % Complete | Fact | P6 - Activity |
Overview | Pct of Projects Over Budget | Calculated from Fact | P6 - Activity |
Overview | Pct of Projects Behind Schedule | Calculated from Fact | P6 - Activity |
Overview | Schedule Pct Complete | Calculated from Fact | P6 - Activity |
Overview | Cost Pct Complete | Calculated from Fact | P6 - Activity |
Overview | Units Pct Complete | Calculated from Fact | P6 - Activity |
Overview | Delay % | Calculated from Fact | P6 - Activity |
Overview | Remaining | Calculated from Fact | P6 - Activity |
Overview | Completed | Calculated from Fact | P6 - Activity |
Overview | Cost Overrun % | Calculated from Fact | P6 – Activity |
Overview, Portfolio Analysis, Executive Portfolio Performance, Trending Analysis | Remaining Total Cost | Fact | P6 – Activity |
Overview, Executive Portfolio Performance | Actual Total Cost | Fact | P6 – Activity |
Overview, Portfolio Analysis | At Completion Total Cost | Fact | P6 – Activity |
Overview, Portfolio Analysis | # Of Projects | Fact | P6 - Activity |
Portfolio Analysis | # Of Activities | Fact | P6 - Activity |
Executive Portfolio Performance | Schedule Performance Index | Fact | P6 - Activity |
Executive Portfolio Performance | Cost Performance Index | Fact | P6 - Activity |
Executive Portfolio Performance, Trending Analysis | Planned Total Cost | Fact | P6 - Activity |
Trending Analysis | Available Units | Fact | P6 – Resource Utilization |
Trending Analysis | Actual Units |
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Trending Analysis | Limit |
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Trending Analysis | Remaining Cost Burn | Fact | P6 – Burn Down |
Table 11: Overview – Portfolio, Risk, EV - Filters
Canvas | Filter Type | Is Expression Filter | Dimension / Attribute / Measure | Subject Area / Dataset |
---|---|---|---|---|
Overview, Portfolio Analysis | Dashboard | No | Year Name | P6 - Activity |
Overview, Portfolio Analysis | Dashboard | No | Quarter Name | P6 - Activity |
Overview, Portfolio Analysis | Dashboard | No | Portfolio Name | P6 - Activity |
Overview, Portfolio Analysis | Dashboard | No | Project Name | P6 - Activity |
Overview, Portfolio Analysis | Dashboard | No | Project Owner | P6 - Activity |
Overview, Portfolio Analysis | Dashboard | No | Country Name | P6 - Activity |
Overview, Portfolio Analysis | Dashboard | No | Datasource ID | P6 - Activity |
Executive Portfolio Performance, Trending Analysis | Dashboard | No | Portfolio Name | P6 – Project History |
Overview | Visualization | No | Performance % Complete | P6 - Activity |
Overview | Visualization | No | Delay % | P6 - Activity |
Overview | Visualization | No | Cost Overrun % | P6 - Activity |
Overview | Visualization | No | Country Name | P6 - Activity |
Overview | Visualization | No | At Completion Total Cost | P6 - Activity |
Executive Portfolio Performance | Visualization | No | Project Status | P6 - Activity |
Executive Portfolio Performance | Visualization | No | Portfolio Name | P6 - Project History |
Trending Analysis | Visualization | No | Department Description | P6 – Resource Utilization |
Trending Analysis | Visualization | No | Resource Name | P6 - Burndown |
Trending Analysis | Visualization | No | Resource Type | P6 - Burndown |
Trending Analysis | Visualization | No | Portfolio Name | P6 - Project History |
Trending Analysis | Visualization | No | Critical | P6 - Activity |
Trending Analysis | Visualization | Yes | "Primavera - Activity"."Costs"."Planned Total Cost">0 | P6 - Activity |
Table 12: Overview – Portfolio, Risk, EV - Calculated Members
Calculated Member | Expression | Source | Subject Area / Dataset |
---|---|---|---|
Units Pct Complete | "Primavera - Activity"."Percent Complete"."Units % Complete" / 100.0
| Derived From Fact | P6 - Activity |
Cost Pct Complete | "Primavera - Activity"."Percent Complete"."Cost % Complete" / 100.0
| Derived From Fact | P6 – Activity |
Schedule Pct Complete | "Primavera - Activity"."Percent Complete"."Schedule % Complete" / 100.0
| Derived From Fact | P6 – Activity |
Pct of Projects Behind Schedule | SUM(CASE WHEN ATTRIBUTE("Primavera - Activity"."Earned Value - (Units)"."Schedule Performance Index (Units)" by "Primavera - Activity"."General - (Project)"."Project ID") < 0.95 THEN 1 ELSE 0 END by "Primavera - Activity"."General - (Project)"."Datasource Id") / "Primavera - Activity"."Metrics"."# of Projects"
| Derived From Fact | P6 – Activity |
Pct of Projects Over Budget | FILTER("Primavera - Activity"."Metrics"."# of Projects" USING "Primavera - Activity"."Budget - (Project)"."Current Variance" > 0.0) / "Primavera - Activity"."Metrics"."# of Projects"
| Derived From Fact | P6 – Activity |
Delay % | "Primavera - Activity"."Earned Value - (Units)"."Schedule Variance Index (Units)" * -1
| Derived From Fact | P6 – Activity |
Remaining | "Primavera - Activity"."Units"."Remaining Labor Units"
| Derived From Fact | P6 – Activity |
Completed | "Primavera - Activity"."Earned Value - (Units)"."Earned Value (Units)"
| Derived From Fact | P6 - Activity |
Cost Overrun % | ("Primavera - Activity"."Costs"."At Completion Total Cost" - "Primavera - Activity"."Costs"."Baseline Project Total Cost") / "Primavera - Activity"."Costs"."Baseline Project Total Cost"
| Derived From Fact | P6 - Activity |
Related Topics
Data Visualizations Using P6 EPPM Data
Earned Value and Risk Analysis Dashboard
Key Milestones Tracking Dashboard
Integrated Schedule Delivery KPI Dashboard
Shutdown / Turnaround / Outage Dashboard
CPI, SPI, and Labor Units Dashboard
Project Risk - Cost Overview Dashboard
Project Health Assessment Dashboard
Last Published Friday, December 8, 2023