Manage Performance Measures

A performance measure is a value that indicates how well your project and program are performing.

When measures are enabled for programs, the project value is collected and summarized for the program. Program managers can add enabled measures to their analysis views in the Program Management work area.

The application groups related program measures into performance measure sets, which in turn, it groups under intuitively named measure categories.

Thus, when you search for a performance measure and are unsure of its name, select the measure category that's closest to it. For example, if you're searching for the ITD forecast labor effort measure, click the Measure Category field, select Effort forecast, and click Search. From the list of performance measure sets, select Forecast labor effort, and you can see ITD forecast labor effort in the Measures section.

If you know the name of the performance measure set to which a performance measure belongs, enter it in the Name field in the Manage Performance Measures page and select the performance measure you want to edit. The Edit Performance Measure page appears.

Edit Performance Measure Options

Use the Edit Performance Measure > Measures section to make the following updates to a performance measure:

  • Measure: Update the name of the measure.
  • Graph Type: Update how the measure appears in visualizations.
  • Enabled for Use: Select to enable the performance measure for projects and/or programs.
  • Default Display: Select to display the performance measure in the Analysis page by default for projects and/or programs.

Edit Related Measures

Select a performance measure in the Measures section to display related performance measures.

Click the Add Row icon to add a related performance measure and use the Measure drop-down list to select the performance measure that you want to add. You can update a related performance measure by clicking the Measure drop-down list and selecting another performance measure as appropriate.

Click the Delete icon to delete a related performance measure that you added, from the list.

Preconfigured Performance Measures

15 preconfigured measures are available in the Programs work area for default display. You can select your own by modifying the Default Display value for the measures you choose. Earned value and effort measures default to the Progress view. All other measures default to the Financial view.

Here's the list of measures preconfigured for default display, according to the view you choose.

Progress View Financial View

Cost performance index

Earned value

Earned value cost variance

Earned value schedule variance

Planned value

Project complete (%)

Schedule performance index

ITD actual cost

ITD actual margin

ITD actual margin (%)

ITD budget cost

ITD cost variance

ITD cost variance (%)

ITD margin percentage variance

ITD margin variance