My Project Portfolio Portlet

Monitor a project's health by reviewing snippets of key performance indicators on the My Project Portfolio portlet. The KPIs for budget, resourcing, and financials enable project managers to track and measure the progress of each project toward the goal.

The My Project Portfolio portlet shows all the projects with a status of In Progress, Awarded, and Pending. The list of projects shown on your portlet varies depending on your access level.

By default, projects are sorted by overall status. High risks projects are shown at the top of the list followed by Medium, Low, and then None. You can change the default view into a descending or ascending order by clicking the appropriate column header.

Additionally, you can use the following filters to refine your search results:

Project
Client
Project Manager
Project End Date

After you select a value for the first filter, the remaining dynamic filters show only the values relevant to the first selected filter value. These filters include Project, Client, and Project Manager.

The Project End Date lets you select a date range to show only the project within your chosen date range.

Click the Clear All Filters if you want to remove any filters you applied on the projects list. Similarly, the filters are cleared if you load a new page within the dashboard.

The My Project Portfolio portlet shows 20 projects by default, and can display a maximum of 50 projects. If there are more than 50 projects, you can move to the succeeding pages or the previous pages by clicking the Next and Previous icons.

To go to the project's corresponding Overview page, click the name of the project from the table.

The following columns are shown on the My Project Portfolio portlet:

Column Header	Subcolumn Description
Project Information	Overall Status - This column shows the status of the project based on the risk meter determined by the system. For more information, see Criteria for the Overall Status of a Project. Project ID- This column shows the auto-generated ID for the project. By default, auto-generated numbers are enabled for transactions record types and document types. You can modify the value by entering a different ID for the project. For more information, see Setting Up Auto-Generated Numbering. Clicking the Project ID takes you to the Project Overview page of a specific project. Project Name - This column shows the project name entered in the Project Name field of the project record. Client – This column show the name of the project’s customer sourced from the customer record.
Budget	Budget vs. EAC – This column shows the calculated variance percentage between the baseline budget and the EAC budget. If there is no data to retrieve or the baseline budget is zero, the system displays an em dash ( — ). Percentage Complete – This column shows the percent of the total planned project time that has been completed. This value is sourced from the Percent Work Complete field of the project record.
Resourcing	Tasks Not Resourced – This column shows the number of tasks that are not yet assigned to a resource out of the total number of tasks for the project. Tasks Overdue – This column shows the total number of tasks that are overdue for one or more projects. The tasks overdue count does not include milestone tasks. Timesheets Not Approved – This column shows the number of timesheets that are not yet approved out of the total number of created timesheets.
Financials	Profit Percentage – This column shows the percentage value of the calculated difference between the revenue and the costs for the project. Unpaid Invoices – This column shows the aggregated amount of unpaid invoices for the project. Unbilled Charges – This column shows the aggregated amount of unbilled charges for the project. Charges Not Invoiced – This column shows the number of charges that do not have an invoice. Note: The system can load a maximum of 6000 projects that include charge and invoice values. If the project’s billing type is not charged-based, an em dash is shown under Unbilled Charges and Charges Not Invoiced columns.

Column Header

Subcolumn Description

Project Information

Overall Status - This column shows the status of the project based on the risk meter determined by the system. For more information, see Criteria for the Overall Status of a Project.
Project ID- This column shows the auto-generated ID for the project. By default, auto-generated numbers are enabled for transactions record types and document types. You can modify the value by entering a different ID for the project. For more information, see Setting Up Auto-Generated Numbering.

Clicking the Project ID takes you to the Project Overview page of a specific project.
Project Name - This column shows the project name entered in the Project Name field of the project record.
Client – This column show the name of the project’s customer sourced from the customer record.

Budget

Budget vs. EAC – This column shows the calculated variance percentage between the baseline budget and the EAC budget. If there is no data to retrieve or the baseline budget is zero, the system displays an em dash ( — ).
Percentage Complete – This column shows the percent of the total planned project time that has been completed. This value is sourced from the Percent Work Complete field of the project record.

Resourcing

Tasks Not Resourced – This column shows the number of tasks that are not yet assigned to a resource out of the total number of tasks for the project.
Tasks Overdue – This column shows the total number of tasks that are overdue for one or more projects. The tasks overdue count does not include milestone tasks.
Timesheets Not Approved – This column shows the number of timesheets that are not yet approved out of the total number of created timesheets.

Financials

Profit Percentage – This column shows the percentage value of the calculated difference between the revenue and the costs for the project.
Unpaid Invoices – This column shows the aggregated amount of unpaid invoices for the project.
Unbilled Charges – This column shows the aggregated amount of unbilled charges for the project.
Charges Not Invoiced – This column shows the number of charges that do not have an invoice.

Note:

The system can load a maximum of 6000 projects that include charge and invoice values.

If the project’s billing type is not charged-based, an em dash is shown under Unbilled Charges and Charges Not Invoiced columns.

Assigning a Project Manager to a Project

Employees with full permissions to the project record can assign a project manager to view and edit the data in the Project 360 Dashboard.

Note:

An employee must be listed as a project resource and designated as Project Manager in the Employee record to appear in the Project Manager dropdown list. See Identifying an Employee as a Project Resource.

If you need to create a new employee record, see Adding an Employee

To assign a project manager to a project:

Go to Lists > Employees > Employees.
1. On the Employees list page, click Edit beside the corresponding employee record that you want to edit.
2. On the Human Resources subtab, on the Job Information section, check the boxes for Project Resource and Project Manager.
3. Click Save.
Go to Lists > Relationships > Projects.
1. On the Projects list page, click Edit next to the project name that you want to edit.
2. On the Primary Information section, in the Project Manager dropdown list, assign the project manager by selecting the name of the employee.
3. Click Save.

Criteria for the Overall Status of a Project

The system determines the overall status of a project by considering the importance of project KPIs and a project's KPI value. Each KPI has an assigned relative importance while each KPI value has a corresponding KPI score.

The overall status criteria use the following KPIs:

Budget vs. EAC
Tasks Overdue
Tasks Not Resourced
Charges Not Invoiced

Depending on a project's KPI value, it can be classified as High, Medium, or Low. The total score for all project KPIs determines the overall status of a project.

The following table shows how the overall status is determined for a project:

Project	Budget vs. EAC	Tasks Overdue	Tasks Not Resourced	Charges Not Invoiced	Overall Status
Project A	High	Low	Low	Low	High
Project B	Low	Medium	Low	Medium	Medium
Project C	Low	Low	Medium	Low	Low

Project

Budget vs. EAC

Tasks Overdue

Tasks Not Resourced

Charges Not Invoiced

Overall Status

Project A

High

Low

High

Project B

Low

Medium

Low

Medium

Project C

Low

Medium

Low

Assigning a Project Manager to a Project

To assign a project manager to a project:

Criteria for the Overall Status of a Project

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