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

Overview-Portfolio, Risk, EV - Default Canvas

Figure 4: Overview Portfolio, Risk, EV Default Canvas

Overview-Portfolio, Risk, EV - Portfolio Analysis

Figure 5: Portfolio Analysis

Overview-Portfolio, Risk, EV - Executive Portfolio Performance

Figure 6: Executive Portfolio Performance

Overview-Portfolio, Risk, EV - Trending Analysis

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

 

 

Trending Analysis

Limit

 

 

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

Cost Overview Dashboard

Earned Value and Risk Analysis Dashboard

Key Milestones Tracking Dashboard

Integrated Schedule Delivery KPI Dashboard

Activity Look Ahead Dashboard

Shutdown / Turnaround / Outage Dashboard

Labor Units History Dashboard

CPI, SPI, and Labor Units Dashboard

Project Risk - Cost Overview Dashboard

Project Health Assessment Dashboard



Last Published Friday, December 8, 2023