This guide also applies to on-premise implementations
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1 Configure Performance Reporting for Projects
Tolerance Percentage: Explained
Summarized Financial Plan Types: Explained
Performance Trend Indicators: Explained
KPI Threshold Levels with Different Currencies: Explained
FAQs for Configure Performance Reporting for Projects
Can I specify the budgets and forecasts to include in summarization?
Can I replace a financial plan type that is enabled for summarization on a project?
Can I choose the regions to appear on Project Performance Reporting dashboard?
Can I select the columns to appear in the Project Performance Reporting dashboard tables?
2 Update Project Performance Data and Generate KPIs
Performance Data Summarization: How It's Calculated
KPI Components: How They Work Together
KPI Values: How They Are Generated
KPI Trends: How They Are Calculated
Calculating Current, Prior Period, and Prior Quarter KPI Values: Examples
FAQs for Update Project Performance Data and Generate KPIs
What's a key performance indicator?
What's the difference between key performance indicator and KPI category?
What actions trigger performance data summarization?
How can I update project performance data and generate KPI values?
Why can't I review project performance?
3 Analyze Project Performance
Performance Status for Tasks and Resources: How It's Calculated
FAQs for Analyze Project Performance
Why did the overall health indicator not appear for the project?
Why is the overall health for the project at risk when most of the KPI statuses are on track?
Can a time card be reported as missing and also be included as an unprocessed transaction?
How can I evaluate project performance if KPIs are not tracked?
What happens if KPIs are not tracked?
Why can't I view the KPI category analysis?
FAQs for Review Project Comparison Graphs
Which currency is used on a project comparison graph?
Why can't I see all the KPIs for my project on the project comparison graph?
When does a project appear in the Time Card Exceptions graph?
What's the difference between time card exceptions that are missing, pending, or in error on the Time Card Exceptions graph?
How many periods can be viewed on the Percent Complete Analysis graph?
FAQs for Review KPI Watchlist Analysis
What happens if I use period-to-date amount-based measures for large projects?
Why did a performance measure that compares the current and prior approved forecast show an unfavorable result when there is only one approved forecast?
Can I change the default sort order of KPIs listed in the KPI watchlist?
Why are the KPIs visible on the Analyze KPI Categories page after I disable them?
Why can't I see my KPI in regions on the Analyze KPI Categories page?
FAQs for Review KPI Historical Trending
What happens if a KPI value exceeds the threshold limits defined for the KPI?
Why did the trend indicator show a downward trend when KPI performance is improving?
FAQs for Review Project Financial Performance
Why does the Financial Performance region show only the cost budget and forecast amounts?
Which budget and forecast are the numbers in the Financial Performance region based on?
Why can't I see all the revenue for my project on the Financial Performance region?
FAQs for Perform Task and Resource Level Analysis
What happens if I update project performance without generating KPI values?
What's the relationship between task structure and resource structure?
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