Key Milestones Tracking Dashboard
Description: This project gives an Executive / PMO insights to track key milestones for projects/portfolios and identify variance over time. It can be used to track milestone activities based on the variance status that is ahead, on, or behind schedule. These activities can also be traced based on their activity status.
Number of Canvases: 2
Default Canvas: Key Milestones
Canvas/Dashboard Name: Key Milestones Tracking
Data Source(s): P6 EPPM
Subject Areas: P6 – Activity
Datasets: Not applicable
Canvases
Figure 4-5 Key Milestones
Figure 4-6 Milestone Details
Table 13: Key Milestones Tracking- Dimensions
| Canvas | Dimension Name | Dimension / Attribute | Subject Area / Dataset |
|---|---|---|---|
| Key Milestones | Calendar | Month Name | P6 - Activity |
| Key Milestones | Activity | Activity Status | P6 - Activity |
| Key Milestones | Project | Project Id | P6 - Activity |
| Key Milestones | Project | Unique Project WBS ID | P6 - Activity |
| Key Milestones | Project | Project Name | P6 - Activity |
| Key Milestones | Activity | Activity ID | P6 - Activity |
| Key Milestones | Activity | Activity Name | P6 - Activity |
| Key Milestones | Activity | Key Milestones Value | P6 - Activity |
| Key Milestones | Activity | Key Milestones Description | P6 - Activity |
| Key Milestones | Activity | Baseline Project Start | P6 - Activity |
| Key Milestones | Activity | Start | P6 - Activity |
| Key Milestones | Activity | Variance Baseline Project Start Date | P6 - Activity |
Table 14: Key Milestones Tracking- Custom Dimensions
| Dimension | Expression | Source | Subject Area / Dataset |
|---|---|---|---|
| Variance in working days | "Primavera - Activity"."Durations - (Activity)"."Variance - Baseline Project Start Date"/8 | Derived from Dimension | P6 - Activity |
| Variance Status | CASE WHEN ("Primavera - Activity"."Durations - (Activity)"."Variance - Baseline Project Start Date")/8 > 0 THEN 'Ahead' WHEN ("Primavera - Activity"."Durations - (Activity)"."Variance - Baseline Project Start Date")/8 < 0 THEN 'Behind' WHEN ("Primavera - Activity"."Durations - (Activity)"."Variance - Baseline Project Start Date")/8 = 0 THEN 'On Schedule' ELSE '' END | Derived from Dimension | P6 - Activity |
Table 15: Key Milestones Tracking - Measures
| Canvas | Fact / Measure | Measure Type | Subject Area / Dataset |
|---|---|---|---|
| Key Milestones | # of Activities | Fact | P6 - Activity |
Table 16: Key Milestones Tracking - Calculated Members
| Calculated Member | Expression | Source | Subject Area / Dataset |
|---|---|---|---|
| % of activities behind schedule | (FILTER("Primavera - Activity"."Metrics"."# of Activities" USING ("Primavera - Activity"."Durations - (Activity)"."Variance - Baseline Project Start Date")/8 < 0))/"Primavera - Activity"."Metrics"."# of Activities" | Derived From Fact | P6 - Activity |
| % of activities on schedule | (FILTER("Primavera - Activity"."Metrics"."# of Activities" USING ("Primavera - Activity"."Durations - (Activity)"."Variance - Baseline Project Start Date")/8 = 0))/"Primavera - Activity"."Metrics"."# of Activities" | Derived From Fact | P6 - Activity |
| % of activities ahead of schedule | (FILTER("Primavera - Activity"."Metrics"."# of Activities" USING ("Primavera - Activity"."Durations - (Activity)"."Variance - Baseline Project Start Date")/8 > 0))/"Primavera - Activity"."Metrics"."# of Activities" | Derived From Fact | P6 - Activity |
Table 17: Key Milestones Tracking - Filters
| Canvas | Filter Type | Is Expression Filter | Dimension / Attribute / Measure | Subject Area / Dataset |
|---|---|---|---|---|
| Key Milestones | Visualization | No | Activity Type | P6 - Activity |
| Key Milestones | Dashboard | No | Variance Status | P6 - Activity |
| Key Milestones | Dashboard | No | Project Name | P6 - Activity |
| Key Milestones | Dashboard | No | Portfolio Name | P6 - Activity |
Table 18: Key Milestones Tracking - Data Actions
| Data Action Name | Action Type | Anchor To | Target | Canvas Link | Pass Values | Multiselection |
|---|---|---|---|---|---|---|
| Navigate to Milestone details | Analytics Link | None | Key Milestones Tracking | Milestone Details | All | On |
| P6 Link to Activities | URL Navigation | Project Name | Opens P6 Links - Link to Activities | Milestone Details | All | On |