view KPIs, budget information, and more about a project |
The performance analysis contains several default views that display Key Performance Indicators (KPIs), performance to budgets, and expenses information. |
To reach this section go to Topics Projects and search for a project. Open a project and choose Performance Analysis.
You can view this data if you can view a project. The following users are granted view access to projects.
Some data may be unavailable depending on your permissions. See the global permissions View Project Margin and Resource Direct Cost (RDC) Data.
You can customize the data displayed here and save it to your own layout. To share that layout with other users you need the global permission Maintain Public Reports and Saved Searches.
The default layout cannot be edited. The table below shows the default views Projector provides.
View | Description |
---|---|
Project Key Performance Indicators | Displays:
|
Performance to Budget Summary | Displays information about the primary metric on your project. Budgets are set from the project editor in Management Portal. Alerts are configured through the budget alerts editor.
|
Performance to Budget (Time) | Shows you time budget performance with no time-phasing |
Performance to Budget Timephased (Time) | Shows you time budget performance time-phased by week |
Budget Remaining (Cost) | Shows you cost budget performance |
Expenses to Date | Shows all approved expenses |
To create a custom layout follow these steps.