This article provides detailed explanations of the portfolio dashboards available in PPO:
Portfolio Dashboard
The dashboard tracks and measures the status of the project health indicators, project progress and project budget spent, through a range of key performance indicators. You can use the dashboard when reporting on the project performance to the project owners, project sponsors and other interested parties and business stakeholders.
The graphs by default show the top 10 priority projects but can be adjusted to view all the projects that form part of the portfolio, by clicking on the View All link.
Next we will briefly discuss each section on the dashboard:
The Health Indicators graph reflects the “health status” (the RAG Indicator colour) of the default health indicators across all the projects. The grey indicators as in the example above, indicates that there are 2 projects, where the health indicators have not been updated and where all indicators reflect as “grey”.
The pie chart on the other hand shows the % summary based on the number of health indicators of each RAG indicator colour. In easy terms, what % of indicators are red, amber, green or grey.
The Portfolio Health bubble graph plots the projects on the graph by priority and actual progress percentage. The colour of each bubble indicates the project health (as shown by the Project Health field on the Project entity) and the size of the bubble indicates the sum of the budget for the project.
The Portfolio Timeline graph shows the planned timeline of the project as it spans over the previous month and the next six months. The graph also shows a green line to indicate today's date on the timeline. The “diamond” icons on the graph indicate the milestone, as per the project schedules for the projects.
The title of the milestone can be seen when hovering over the specific milestones.
The Progress graph clearly shows the projects that are behind (in red) and ahead of schedule (in green). In other words it shows the percentage by which the actual progress percentage is more, less or aligned with the planned progress percentage for each project.
Please note that by default only the top 10 projects based on their priority is displayed. Should you wish to see the other projects, ensure you click on the “View all” option in the top right hand corner of the graph.
The Quick Project Indicator graph shows the actual progress percentage in relation to the percentage of budget that has been spent. If a larger percentage of the budget has been spent than the percentage actual progress that has been made, the percentage difference will appear in red. If a smaller percentage of the budget has been spent than the percentage actual progress that has been made, the percentage difference will show in green.
Then lastly, the information displayed in the pie charts, are based on the “Group By” field selected, before running the dashboard. In the example above the “Group by Department” field was selected, so it shows the number of projects that form part of a department, and then lastly it looks at what % the respective projects in the departments have of the total budget.
Portfolio Health
The purpose of the dashboard is to give a project manager and other project stakeholders, a one page view of the status of all the health indicators across all the projects. It shows the “Project Health RAG”, which indicates the health of the individual project, as well as the health of each of the default health indicators on the project.
You can also drill-down into the underlying project information, by clicking on the project name.
Lastly the dashboard shows the “Governance RAG”, which is calculated by looking at the phase of the project and whether all required documents have been uploaded for the specific phase. For more information on how the Governance RAG is calculated, read the following FAQ.
Portfolio View
The purpose of the dashboard is to provide the project stakeholders, with a high level one page view of the project health, progress and cost information for each of the projects displayed.
You can access the project manager dashboard, for a project, by clicking on the project name.
Portfolio Card View
This dashboard provides a high level overview of projects to stakeholders in a graphical "card" type layout. The projects can be grouped and filtered as required.
