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Performance details

What is a "Performance details" report?

The "Détails de performance / Performance details" report is a graphical display accompanied by a list, allowing you to view performance details along an axis on the selected perimeter.

Use case example: This report can be used to obtain an overall view of the performance of your projects or actions, for example, accompanied by a list for further information.

How is the slide constructed?

The slide is divided into 3 zones, represented by the orange areas in the image above:

  1. The title field displays the object concerned by the slideproject portfolio, project, workpackage...) as well as the slide title
  2. This second zone forms the performance graph according to the chosen axis.
    It shows the performance represented as well as the initial progress, based on a linear progression calculation
  3. This last zone, in table form, displays a list of elements according to the columns and order chosen in the parameters

At what level is it available?

  • Project hierarchy: project portfolio / Business Line, Project / Project
  • Resource: entity / Entity
  • Axis: Portfolio grouping, Project grouping, Lot grouping, Share grouping

Tips

  • Progress & inital progress: Progress corresponds to consolidated progress at the level of the chosen axis. Initial progress corresponds to the linear progression consolidated at the level of the chosen axis, and calculated on the basis of the dates entered
  • Initial progress at 100%: Initial progress is considered at 100% if the end date has passed or if no date is specified.

Example of settings

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What is a "Performance details" report?How is the slide constructed?At what level is it available?TipsExample of settings

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