Analyzing Project Performance

The Projects Analysis Projects Analysis icon component provides predefined analysis dashboards that give you insight into overall project financials and KPIs.

You can track and analyze performance at a project level or, if programs are enabled, also at the program level.

Table 6-5 Analyzing Project Performance

Task Description
Overview icon Overview Get an overview of project performance including variance, profitability, and cash flow in a dashboard.
Project Profitability icon Profitability

Review project expenses and project cash flow in a grid.

Use the Project Detailed Analysis form to see a summary of the KPIs for each project so you can evaluate project performance for all projects in one place.

Program KPIs icon Program If your administrator enabled the Program dimension, and you mapped projects to programs, review program KPIs including ROI, NPV, and Payback and program performance such as profitability and NPV in dashboards.
Rolling Forecast icon Rolling Forecast If your administrator enabled Rolling Forecast, review forms and dashboards over the defined rolling forecast range.

When your administrator updates the current time period, rolling forecast forms and dashboards are automatically updated to add or drop time periods to reflect the updated rolling forecast range.

Click Analysis Analysis icon , and then click the type of analysis to review.

You can drill in to members in dashboard charts to see the level of detail you want. Change the project or other members to review by selecting different members from the Point of View.

Note:

If you enabled integration between Workforce and Projects, the Workforce Utilization Analysis Projects Utilization Analysis icon component provides predefined analysis dashboards and forms that give you insight into workforce metrics. For more information, see Analyzing Project Utilization.

If you enabled both Projects and Financials, and you mapped accounts, you can review the data that was moved from Projects to Financials. See Reviewing Data from Workforce, Projects, and Capital.