PMO dashboard - Product Documentation: Washington DC

PMO dashboard

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PMO dashboard

The PMO dashboard provides comprehensive reports to the portfolio and program managers. The dashboard uses Platform Analytics to provide a trend of historical data as well as regular reports. It gives an overview of your investments, provides a pipeline view of upcoming intake and a calendar view of upcoming dates.

Figure 1. PMO dashboard in classic UI

End user and roles End user and goal Required role Portfolio manager: Needs visibility into programs, projects, and demands in their portfolio and actions that should be taken. it_portfolio_manager Program manager: Needs visibility into projects and demands in their programs and actions that should be taken. it_program_manager Project manager: Has access to the dashboards. it_project_manager

Indicators The Summary, Pipeline, and Project Health tabs in the dashboard contain widgets with the following indicators. The data for projects is collected from the [pm_project] table, the data for demands is collected from the [dmn_demand] table, and the data for ideas is collected from the [idea] table.

PPM – Number of Active Projects

Count of active projects. Projects are considered active where actual end date is or . Note: If the Actual End Date for a project is in the future but the project is in Closed state, the reports still pick up the project as active.

PPM – Allocated Hours less than Planned Hours

Count of active projects that have resource plans where the allocated hours is less than the planned hours.

PPM – Active Projects in Open, Pending, Work in Progress state

Count of active projects in Open, Pending, or Work in Progress state.

PPM – Number of Active Red Projects

Count of active projects that have an overall red status.

PPM – Total age of Open Project

Total age of all active projects in days. It is the difference between the planned start date of the active project and the date when the indicator score is collected. The indicator is used to calculate the average age of open projects.

PPM – Planned Cost

Total planned cost for all the active projects.

PPM – Actual Cost

Total actual cost for all the active projects.

PPM – Number of Active Projects with negative ROI

Count of active projects with a negative Return on Investment.

PPM – Estimate at Completion

Total estimated cost at completion for all active projects.

PPM – Number of Projects with High Risks

Count of active projects that have a Risk in Pending state and Probability as Absolute or High.

PPM – Number of Projects with Critical Issues

Count of active projects that have an Issue with state Open or Work in Progress and priority as Critical.

PPM – Number of Projects with Missed Milestones

Count of active projects that have a milestone with planned end date due before today.

PPM – Number of Active Overdue Projects

Count of active projects that have Planned end date before today.

PPM – Unallocated Resources

Count of projects in state Work in Progress that have resource plans in Planning, Requested, or Confirmed state.

PPM – Allocated Hours less than Actual Hours

Count of active projects that have resource plans where the actual hours is greater than the allocated hours.

PPM – Planned Benefits

Total planned benefit for all active projects.

PPM – Actual Benefits

Total actual benefit for all active projects.

PPM – Number of Projects with critical Change Requests

Count of active projects that have a Project Change Request with state as Open and priority as Critical.

PPM – Number of Total Demands this Month

Count of demands in the given month with state other than Draft.

PPM – Number of Demands with Projects this Month

Count of demands that are converted to projects in the given month.

PPM – Open Demands Submitted, Screening, Qualified or Approved

Count of demands in Submitted, Screening, Qualified, or Approved state.

PPM – Total Age of Open Demand in Submitted, Screening, Qualified, Approved state

Total age (in days) of active demands in Submitted, Screening, Qualified, or Approved state. It is the difference between the creation date of the demand and the date when the indicator score is collected. The indicator is used to calculate the average age of open demands.

PPM – Total Age of Demand to Project this Month

Total age (in days) of all demands that are converted to projects in the given month. It is sum of the difference between the creation date of demands and the creation date of corresponding projects. The indicator is used to calculate the average age of Demand to Project.

PPM – Number of Open Ideas

Count of ideas in Submitted state and no Demand associated.

PPM – Total Age of Open Idea

Total number of days an idea is in state Submitted before conversion to demand.

PPM – Number of Total Ideas this Month

Count of ideas other than Draft state and created in the given month.

PPM – Number of Ideas with Demands this Month

Count of ideas converted to demands in the given month.

The dashboard also uses the following formula indicators. The formula indicators are based on few of the preceding indicators.

PPM – Average age open project

Average number of days a project is in state Pending, Open, or Work in Progress. The indicator is calculated using the PPM – Total Age of Open Project and PPM – Number of Active Projects indicators.

PPM – Percentage of Ideas to Demands last 12 months

Percentage of ideas converted to demands in last 12 months.

PPM – Average age Demand to Project last 12 months

Average number of days before a demand has been converted to a project.

PPM – Percentage of Demand to Project last 12 months

Percentage of demands converted to projects in last 12 months.

PPM – Average age open demand

Average number of days a demand is in state Submitted, Screen, Qualified, or Approved and has not been converted to project.

PPM – Average age open idea

Average number of days an idea is in state Submitted before conversion to demand.

PPM – Portfolio Health

Percentage of portfolio health based on active projects in overall red status, active projects that are overdue, and active projects with critical issues.

Breakdowns Business Unit Demand Category Demand Manager Demand State Demand Type Department Impact Portfolio Portfolio Manager Priority Program Program Manager T-Shirt Size Execution Type Investment Class Investment Type Project Manager Project Phase Project State Project Status Overall Health

Data visualizations The dashboard includes the following visualizations: Title Type Description Benefit Plans by Category Pie chart Breakdown of the number of benefit plans in each category for active projects. Projects Planned Benefits by Category (Monetary) Horizontal bar chart Total planned financial benefits in each category for active projects. Projects by Business Unit Pie chart Breakdown of the number of active projects in each business unit. Projects by Investment Type Pie chart Breakdown of the number of active projects grouped by investment type. Projects by Investment Class Pie chart Breakdown of the number of active projects grouped by investment class. Projects by Priority Horizontal bar chart Breakdown of the number of active projects grouped by priority. Hours by Project Time Category Line chart Trend of total hours reported in time cards for each Project Time Category. The trend is displayed from the beginning of last quarter until the end of next quarter. Active Demands Single score Number of demands in Submitted, Screened, Qualified, and Approved state with no project associated. Demands – No Manager Single score Number of active demands with no associated demand manager. Demands – No Business Case Single score Number of active demands with no business case. Demands – No Planned Cost Single score Number of active demands with zero total planned cost. Demands – No Start Date Single score Number of active demands with no start date. Demands – No Investment Class Single score Number of active demands with no associated investment class. Demands – No Budget Cost Single score Number of active demands with zero capital and zero operating budget. Demands – No Due Date Single score Number of active demands with no due date. Demands – No Investment Type Single score Number of active demands with no associated investment type. Demands – No Financial Benefits Single score Number of active demands with no or zero financial benefit. Demands – No Portfolio Single score Number of active demands with no associated portfolio. Demands – No Program Single score Number of active demands with no associated program. Demands – No ROI Single score Number of active demands with no Return on Investment. Active Projects Single score Number of projects with actual end date or . Projects – No Manager Single score Number of active projects with no associated project manager. Projects – No Business Case Single score Number of active projects with no business case. Projects – No Planned Cost Single score Number of active projects with zero total planned cost. Projects – No Task Single score Number of active projects with no associated project tasks. Projects – No Investment Class Single score Number of active projects with no associated investment class. Projects – No Budget Cost Single score Number of active projects with zero budget cost. Projects – No Description Single score Number of active projects that have no description. Projects – No Investment Type Single score Number of active projects with no associated investment type. Projects – No Planned Benefit Single score Number of active projects with zero planned benefit. Projects – No Portfolio Single score Number of active projects with no associated portfolio. Projects – No Program Single score Number of active projects with no associated program. Projects – No ROI Single score Number of active projects with no planned Return on Investment. Planned vs Budget vs Actual Cost Bar chart Comparison of total planned, budget, and actual costs for active projects grouped by fiscal period. Allocated vs Actual Hours Step line chart Monthly trends of total allocated and actual hours for resource plans associated with active projects. Monetary Planned vs Actual Benefits Bar chart Comparison of total planned and actual financial benefits for active projects grouped by fiscal period. Non-monetary Planned vs Actual Benefits Bar chart Comparison of total planned and actual non-financial benefits for active projects grouped by fiscal period. Monetary Planned vs Actual Benefits by Category Bar chart Comparison of total planned and actual financial benefits in each benefit plan category for active projects. Project Completion Calendar Calendar Calender view of planned end dates of projects, project tasks, and milestones.

Parent Topic: Project Portfolio Management Platform Analytics Solutions