Considerations for Analyzing Project Performance Using the Project Management Dashboard

Project managers can use the Project Management dashboard to review the overall health, progress, and financial status of projects, and resolve issues. The dashboard consists of a group of infolets that displays critical information about your projects.

Project managers can use the information on the Project Management dashboard for planning work and managing financial projects. Project managers and project application administrators must run the Update Project Performance Data process from the Scheduled Processes page to refresh the data on the Project Management dashboard.

If you don't see updated information on certain or all infolets, it could be because:

• You haven't implemented either Project Execution Management or Project Financial Management.

• You don't have transactions yet.

• You haven't run the Update Project Performance Data process if you're using Project Financial Management.

Project Management Dashboard Infolets

Depending on whether you implemented Project Financial Management or Project Execution Management offering, the corresponding infolets display data on the Project Management dashboard. You can also implement both offerings simultaneously. You can hide the infolets that display no data. Use the Infolet Repository to enable or disable infolets on the Project Management dashboard.

The Project Management dashboard comprises of the following infolets that project managers can use to review project performance:

Infolet	Data Source	Data Displayed	Actions to Perform
My Projects	All the projects that you manage	Total count of the projects that you manage.	Navigate to the My Projects page to analyze each project. Analyze the overall progress of projects and take appropriate action.
Health	Project health based on KPI thresholds	Project health in the order of severity. The project that's most severe appears first. Run the Update Project Performance Data process so that this infolet displays up-to-date information.	View the health of your projects that are enabled for financial management in the order of health status. For example, critical projects are listed topmost, at risk projects follow next, and on track projects follow thereafter. Post messages on the project wall from the infolet to draw attention to the project health status. Manage project costs and budgets and analyze KPIs that contribute to the current project health status.
Time Cards	Missing or partially reported time cards	Missing or partial time cards for the previous five weeks, including the current reporting period week.	You can post messages: On the project wall for time cards that aren't accurately submitted. To the project team members who haven't submitted accurate time cards.
Invoices	Invoices pending approval	Invoices; review to determine which invoices are pending approval.	Approve or reject the invoices if they're assigned to you for approval.
Uninvoiced Cost	Billable cost transactions that are uninvoiced or partially invoiced	Projects that have the highest number of uninvoiced costs.	Drill down to view the project cost transactions that contribute to the uninvoiced amount.
Cost Budget	Comparison of project cost to project budget	The cost budget for the project; displays only the current baseline approved cost budget.	Create a budget or navigate to the Manage Project Budgets and Manage Project Costs pages to review budget and cost information. You can perform the following actions: Determine the variance between the spent and the budget to date amounts for over budget projects as displayed in the donuts. Ensure that the spent amount includes both project costs and commitments from the start of the project to the current reporting period. Drill down to the Manage Project Costs page. The default view displays project costs incurred within the last 30 days. Change the filter to view data further in the past.
Team Allocation	Number of over or under allocated resources	Over and under allocated team members on projects. You can review resource allocations over weekly periods.	Take appropriate action when: Resources are over or under allocated to the project. Under allocated resources in one project can be used in another project. Under allocated resources cause delays in projects.
Assignments	Assignments ending within two weeks and reserved assignments	Resource assignments for which the assignment end date is within two weeks.	Navigate to the Manage Project Resources page to review resource details and take appropriate action by: Viewing the assignment details. Adjusting the resource assignment. Confirming or canceling the assignment.
Milestones	Milestones past due, at risk, or due soon	Milestones past due, at risk, or due soon.	Navigate to the expanded view for additional details of project milestones in a timeline view. From this detailed view, take appropriate action when project milestones are Past Due, Due Soon, or At Risk.
Change Order	Change orders summarized by additional labor hours and cost impact	Change orders.	From the expanded view, quickly navigate to the details for a change order and take appropriate action by: Creating or accessing the impact of the change order. Approving or rejecting the change order.
Progress	Project progress with respect to planned dates	The target and actual percentage of work completed on projects.	If exceptions exist, navigate to the Manage Task Exceptions page to resolve the exceptions. Take appropriate action by: Analyzing the list of projects that aren't performing well and require immediate action. Performing the next steps to improve the progress of projects.