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:
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You haven't implemented either Project Execution Management or Project Financial Management.
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You don't have transactions yet.
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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. |
|
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. |
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
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