Projects Portfolio

Modified on Wed, 17 Dec at 4:24 PM

Overview

The FactProjectPortfolio view exposes consolidated project, financial, hours, and performance metrics used for portfolio-level reporting and analysis.

projectManagement.FactProjectPortfolio

Column NameDescriptionTypeIs Unique
UniqueKeyGlobally unique identifier for the project portfolio recorduniqueidentifierYes
ProjectIdInternal numeric identifier for the projectnumberNo
ProjectNumberBusiness-facing project numbernumberNo
ProjectTitleName or title of the projecttextNo
OfferingProject offering or project type classificationtextNo
CurrentPhaseCurrent lifecycle phase of the projecttextNo
AccountCustomer or account name associated with the projecttextNo
ProjectManagerName of the project managertextNo
ProjectRagStatusOverall project RAG (Red / Amber / Green) statustextNo
ProjectStatusMemoNarrative commentary on overall project statustextNo
RiskRagStatusRAG status representing project risktextNo
RiskStatusMemoDetailed commentary on identified riskstextNo
ScheduleRagStatusRAG status representing schedule healthtextNo
ScheduleStatusMemoCommentary on project schedule performancetextNo
CxRagStatusClient experience or customer satisfaction RAG statustextNo
ProjectPerformanceMemoOverall performance assessment commentarytextNo
CurrentActivityMemoDescription of current project activitiestextNo
TotalBudgetTotal approved project budget (labour + procurement)decimalNo
TotalProjectEacEstimated total project cost at completion (EAC)decimalNo
OriginalMarginThe original planned project margin at project approvalpercentageNo
ProjectedMarginCurrent projected margin based on the latest forecastspercentageNo
MarginDeltaDifference between original and projected marginpercentageNo
HoursPerformancePerformance indicator comparing projected vs budgeted hourspercentageNo
HoursDeltaDifference between projected hours and baseline hoursdecimalNo
CurrentIcrRequirementAdditional hours that are currently required beyond the approved ICRdecimalNo
HoursBudgetTotal budgeted labour hoursdecimalNo
ActualHoursActual labour hours incurred to datedecimalNo
HoursEtcEstimated labour hours remaining to complete the projectdecimalNo
ProjectedHoursTotal projected labour hours at completiondecimalNo
IcrHoursToDateApproved incremental change request hours to datedecimalNo
HoursBudgetCostBudgeted labour costdecimalNo
HoursActualCostActual labour cost incurred to datedecimalNo
HoursEtcCostEstimated labour cost to completedecimalNo
HoursEacCostTotal projected labour cost at completiondecimalNo
ProcurementPerformancePerformance indicator for procurement spend vs budgetpercentageNo
ProcurementDeltaDifference between projected and budgeted procurement costdecimalNo
ProcurementBudgetTotal approved procurement budgetdecimalNo
ProcurementOrderedProcurement value already ordered or committeddecimalNo
ProcurementEtcEstimated remaining procurement cost to completedecimalNo
ProcurementEacTotal projected procurement cost at completiondecimalNo

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