WRK03 - Project Health Trend Analysis
- WRK01 - Project Pipeline Matrix
- WRK02 - Work Portfolio Balance
- WRK03 - Project Health Trend Analysis
- WRK04 – Project Financial Health
- WRK05 - Schedule and Effort Variance
- WRK06 - Work Effort Analysis (Scheduled and Actual)
- WRK12 - Project Health
- WRK15 - Milestone Status
- WRK17 - Portfolio Gantt Chart
- WRK24 - Project Scheduled Effort Detail
- WRK25 - Project Timesheets Monthly Summary
- WRK26 - Project Timesheets Weekly Detail
- WRK28 - Project/Portfolio Scheduled vs Actual Effort Analysis
- WRK28 - Project/Portfolio Scheduled vs Actual Effort Analysis (Administration)
- WRK29 - Resource Utilization
- WRK29 - Resource Utilization (Administration)
- WRK35 - Milestone Trend Analysis
- WRK35 - Milestone Trend Analysis (Administration)
Project Plan Management: For More Information
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Overview
Provides Summarization of current condition (Red, Amber/Yellow and Green) status of projects and how these projects have trended historically.
Business Outcomes
- Early identification of potential problems with projects. Take appropriate actions to prevent project failure.
- Make informed decisions based upon historical project performance.
- Focus on low performing projects in support of the overall health of the portfolio.
- Trending and performance.
Supporting Capabilities
- Project Monitoring and Status
- Project Planning and Scheduling
User Parameter Configuration (for Administrators)
Parameters | Description | Configuration Options | Default/Example Settings |
Breakdown By: | Unit of trend breakdown. | Time interval for plots – can be week, month or quarter | breakdown_unit=month |
Attribute with History: (Trending Attribute) |
Any work single select work alternates structure that has been enabled in Attribute properties to be “Available in Analyze Charts” and has “Track History” enabled. | If the attribute has colors assigned to it in the charting options then these will be used for the attribute colors. | hist_attribute=wbs709_plan |
Hidden Parameter Configuration (for Administrators)
Parameters | Description | Configuration Options | Default/Example Settings |
Table Columns | Two configurable/grouped columns before the project name and two optional columns after the project name. | Two columns are available before the project name. It is recommended that WBS parent levels are used in these columns. Two columns are available after the project name. It is recommended to use key status and/or responsibility attributes. |
wbs_level_3_plan wbs_level_4_plan wbs20_plan lc_role_3_plan |
Trended Periods | Number of periods that are trended | Hidden parameter that determines how many breakdown unit intervals back the report plots. | periods_back=12 |
Long Text Field | Ability to add Long text field | Optional hidden parameter generally used for the long-text field for the project status commentary. | long_text=rpm_assess_descr |
Report Title | Configurable report title that appears at the top of the report. | If a longer report title is required, create additional report_title=xxx entries. These will be concatenated together based on the order in which they are listed in the configuration structure. | report_title=Portfolio Health Trend Analysis |
Additional Information
This report runs off of the attribute history table that will track any changes for a particular structure. By default the report references wbs709 for the status assessment of the work entities in the portfolio. The Last Date column will not contain a value for instances where there have been no active changes from the default value for wbs709 for the projects in question.
Technical/Database Information
Report (RDL) Location | …/Reports/FastTrack/Work/WRK03-HealthTrend/WRK03.rdl |
Database | This report uses the transactional database and updates will be real-time. |