1. Using Project Performance Reporting
  2. Draw Insight on Project Health and Progress

Draw Insight on Project Health and Progress

Use the project management infolets to review your project statuses, identify areas that require attention, and take necessary actions to keep your projects on track.

Let's say you want to perform the following tasks using the Health and Progress infolets:

Task

Infolet

Analyze transactions for a critical project

Health

Review task exceptions

Progress

Analyze Transactions for a Critical Project

Use the Health infolet to review the project health based on the status of the KPIs. In this example, let's review a project that's in Critical status.

  1. Navigate to the Project Management Dashboard area on the Home page.

  2. Click the Expand icon on the Health infolet.

  3. Click the Actions menu for a project that's in Critical status.

  4. Click View KPI Watchlist to examine the KPI Watchlist for the critical project.

    Note: Instead of using the Actions menu, you can click the name the project to open the KPI Watchlist.

  5. On the KPI Watchlist dialog box, place your mouse over various points on the charts and graphs to view the values and generation dates.

  6. Click the Actions menu for the ITD Actual Nonbillable Cost (%) KPI.

  7. Click View Costs to study the cost transactions that are making this KPI critical.

  8. On the Manage Project Costs page, locate an unbilled transaction.

  9. Enable the check box for the transaction.

  10. Click Set to Billable to make the transaction billable.

  11. Click Done.

Review Task Exceptions

Use the Progress infolet to compare the target and actual percentage of work completed on your projects, and to identify task exceptions. In this example, let's analyze a task with exceptions.

  1. On the Progress infolet, locate a project that's behind schedule and has at least one exception.

    Tip: Projects that are behind schedule appear at the beginning of the infolet.

  2. Click the Exceptions number for the project.

  3. On the Manage Task Exceptions page, click Preview Total Impact.

  4. On the Preview Total Impact page, review the impact of the exceptions on the project schedule and compare the current and proposed task values.

  5. Click Accept All to update the project plan with the proposed values.

    Note: If you don't want to accept the changes, then you can decline the changes or discuss them with the project team.

  6. Click Done.