How Performance Status For Tasks And Resources Is Calculated
Performance status is individually calculated for all levels of the task and resource hierarchy.
The performance status for individual tasks and resources is calculated only for percentage-based KPI values. These calculations are based on the threshold values that you set while creating percentage-based KPIs.
Settings That Affect Performance Status for Tasks and Resources
In the Manage Financial Project Settings page, if you enable the Track KPI by Task and Track KPI by Resource settings for a KPI, then a status indicator appears for the task and resource on project performance reports when the individual KPI value isn't on track. This helps identify troubled tasks and resources in a hierarchical task and resource structure in a project.
Examples of Performance Status for Tasks and Resources Calculations
Let's assume that for the KPI named ITD Nonbillable Cost as a Percentage of Total Cost, the threshold values are defined as listed in the following table. The status of the tasks and resources is calculated as listed in the Status Indicator column.
|
Threshold Level |
Threshold Range From |
Threshold Range To |
Status Indicator |
|---|---|---|---|
|
1 |
-99.00% |
-12.00% |
Critical |
|
2 |
-11.99% |
-5.00% |
At Risk |
|
3 |
-4.99% |
4.99% |
On Track |
|
4 |
5.00% |
11.9% |
At Risk |
|
5 |
12.00% |
99% |
Critical |
Suppose that the System Implementation main task contains six sub tasks: Planning, Definition, Build, Test, Release, and Support. The table shows the corresponding costs for each sub task and the ITD Nonbillable Cost as a percentage of the total cost. The sum of the cost of each sub task rolls up to the main task.
|
Task Hierarchy |
Task |
ITD Nonbillable Cost |
ITD Billable Cost |
ITD Total Cost |
ITD Nonbillable Cost as a Percentage of Total Cost |
|---|---|---|---|---|---|
|
1 |
System Implementation |
21,000 |
105,000 |
126,000 |
16.66% |
|
1.1 |
Planning |
0 |
21,000 |
21,000 |
0% |
|
1.2 |
Definition |
6,000 |
51,000 |
57,000 |
10.53% |
|
1.3 |
Build |
15,000 |
33,000 |
48,000 |
31.25% |
|
1.4 |
Test |
0 |
0 |
0 |
0% |
|
1.5 |
Release |
0 |
0 |
0 |
0% |
|
1.6 |
Support |
0 |
0 |
0 |
0% |
The ITD Nonbillable Cost as a Percentage of Total Cost KPI value for the Definition task is 10.53% (6,000/57,000). Based on the threshold levels defined for this KPI, the Definition task shows the At Risk status indicator.
Lets take another example where the Consulting resource breakdown structure contains a Labor resource. Labor is a parent to the Project Manager resource, which is a parent to the Maxwell Martin, Robert Altima, and Fred Jones resources.
The ITD Nonbillable Cost as a Percentage of Total Cost KPI value for Labor is 12.97% and for Fred Jones is 0%. So, Labor has a status indicator of Critical and Fred Jones doesn't have a status indicator. This is because the KPI value for each row in the hierarchical structure is calculated separately.
|
Resource Hierarchy |
Resource |
ITD Nonbillable Cost |
ITD Billable Cost |
ITD Total Cost |
ITD Nonbillable Cost as a Percentage of Total Cost |
|---|---|---|---|---|---|
|
1 |
Consulting |
19,776 |
105,315 |
125,091 |
15.81% |
|
1.1 |
Labor |
15,700 |
105,315 |
121,015 |
12.97% |
|
1.1.1 |
Project Manager |
15,700 |
50,000 |
65,700 |
23.90% |
|
1.1.1.1 |
Maxwell Martin |
2,800 |
14,000 |
16,800 |
16.67% |
|
1.1.1.2 |
Robert Altima |
8,400 |
0 |
8,400 |
100.00% |
|
1.1.1.3 |
Fred Jones |
0 |
36,000 |
36,000 |
0% |
If you track tasks and resources for a project, each task and resource with a KPI value that's not on track is designated as an exception. The KPI value for the project doesn't impact the exception designation for individual tasks and resources. For example, if a task has a Critical status indicator based on the KPI value and threshold definition, it's designated as an exception even if the project has an On Track status indicator.