This article provides detailed explanations of the portfolio dashboards available in PPO:
The dashboard tracks and measures the status of the project health indicators, project progress and project budget spent, project benefits, project risk & project issues 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.
Next we will briefly discuss each section on the dashboard:
The Portfolio Health bubble graph plots the projects on the graph by priority/planned duration (days) 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. When clicking on the bubble PPO will generate a project status dashboard for the project selected
The Portfolio Metrics graphical represents the total budget, spent and other relevant key statistics for the costs across all the projects
The pie chart shows the % summary based on the project health for each RAG indicator colour with a drill down to the project name. In easy terms, what % of projects are red, amber, green or grey.
The Health Indicators graph on the other hand reflects the “health status” (the RAG Indicator colour) of the default health indicators across all the projects with a drill down to the project name. 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 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.
When clicking on the y-axis label or one of the bars from the above two bar graphs PPO will generate a project status dashboard for the project selected
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.
The Budget vs Spent graph shows the total budget vs the total spend per group by value (Project Manager in this case).
Lastly, when clicking on the y-axis label or one of the bars from the information displayed in the bar graphs PPO will take the user to a list page for the relevant entity (Benefits, Risks & Issues). This allows one to view the records that make up the count for the applicable bar graph.
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.
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.