Executive Explorer
This article contains: |
1. Overview |
The Executive Explorer offers an overall view of project performance and displays the budget performance and the use of resources.
The options available in the Executive Explorer are as follows:
Project Dashboard
Portfolio Project View
Project Budget
Resource Allocation
Financial Target
Account Summary
Project Overview
Project Charts
Project Milestones
2. Project Dashboard |
There are two sections within project dashboards: Dashboards and Overview.
Dashboards: Different widgets on project progress will be available.
Overview: Summarised view of the projects for a selected hierarchy node.
Following widgets will be included within dashboards section:
Project Progress
Budget Performance
Project Status
Project Risk
Project KPIs
Project Duration
Project Cost
Project Total Effort
These are explained in detail in Dashboard Widgets section.
Add Project Icon – New Project popup window will be opened.
Duplicate Project Icon – Navigate you to the duplicate project screen.
Open Project Icon – Open project popup window will be displayed.
Option to Expand/Collapse – You can expand/collapse the entire left side panel.
‘Show All Projects’ button - Click to view details of all projects in the organisation.
Edit Icon – Click on the edit icon to view project dashboards in edit mode. Refer Editing Executive Dashboards.
3. Dashboard Widgets |
3.1 Project Progress
Project Progress widget displays the overall progress of projects in terms of on track, off track, monitor and not available.
You can view the progress as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon.
In the bar chart, the X axis displays the status (On Track, Off Track, Monitor, Not Available).
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
Click on a section of the widget to view more details.
The details will be displayed in a grid as shown above.
The graph name and selected area details are mentioned above the grid.
The Project Code is hyperlinked. Click on it to navigate to the project detail object within the workflow in a new tab.
Click on the hub icon stated against a project to navigate to the hub area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
3.2 Budget Performance
The budget performance widget displays the overall budget performance of projects.
You can view the budget performance as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon.
In the bar chart, the X axis displays the status (On Track, Off Track, Monitor, Not Available).
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
Budget performance of the project will be based on the implementation budget.
Click on a section of the widget to view more details. A grid will be displayed.
The graph name and selected area details are mentioned above the grid.
Project code is hyperlinked. Click on it to navigate to the project detail object within the workflow in a new tab.
Click on the hub icon stated against a project to navigate to the hub area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
3.3 Project Status
Project Status widget displays the projects categorised as per the Project Status.
You can view the status as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon. By default, it will be shown as a doughnut chart.
In the bar chart, the X axis displays the status (In Progress, Differed, Completed etc.).
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
The Status for the project is referred from the ‘Projected Status’ field in the ‘Project Details’ object.
Click a section of the widget to view more details. A grid will be displayed.
The graph name and selected area details are mentioned above the grid.
Project code is hyperlinked. Click on it navigate to the project detail object within the workflow in a new tab.
Click on the hub icon stated against a project to navigate to the hub area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
3.4 Project Risk
Project Risk widget displays the project risks (available in the Risk Assessment object) categorised as per the risk rating type.
If a ‘Risk Assessment’ object is not available in any of the project workflows, then the message 'Risk Assessment object is not configured in Project Workflows' will be displayed. The legend will be displayed if the colours are configured for the rating type (within the risk setting area).
If the ‘Risk Assessment’ object is available in the project workflow, however, there are no risks included in the ‘Risk Assessment’ object, then the message ‘There are no Risks linked to Projects’ will be displayed.
The Project Risks are categorised as per their risk rating types in the Current Risk Assessment Level of the Risk. Current risk assessment level of a risk will be derived as follows.
If there are no risk assessments for the risk, then the current risk assessment will be Initial Risk Assessment.
If there is a rating in the Initial Risk Assessment, then the current risk assessment will be Revised Risk Assessment.
If there is a rating in the Future Risk Assessment, then the current risk assessment will be Future Risk Assessment.
Risks with no rating will be categorised under N/A section.
You can view the risks as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon. By default, it will be shown as a doughnut chart.
In the bar chart, the X axis displays the Risk Rating Type (High, Moderate, Low etc).
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
Click on a section of the widget to view more details (The projects categorised as per the risk rating type). A grid will be displayed. Selected graph name and section are displayed on top of the grid.
Project code is hyperlinked. Click on it to navigate to the project detail object within the workflow in a new tab.
Click on the hub icon stated against a project to navigate to the area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
3.5 Project KPIs
KPI performance is derived from the ‘KPI Object’.
You can view the KPIs as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon. By default, it will be shown as a doughnut chart.
In the bar chart, the X axis displays the Types (On Track, Off Track, Monitor etc).
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
Click on a section of the widget to view more details (The projects categorised as per the selected type). A grid will be displayed. Selected graph name and section are displayed on top of the grid.
Project code is hyperlinked. Click on it navigate to the project detail object within the workflow in a new tab.
Click on the hub icon stated against a project to navigate to the hub area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
If the ‘KPIs’ object is not available in any of the project workflows, then the message ‘KPIs object is not configured in Project Workflows’ will be displayed.
If the ‘KPIs’ object is available in project workflows and no KPIs are added in the ‘KPIs’ object, then the message ‘There are no KPIs linked to Projects’ will be displayed.
3.6 Project Duration
Project Duration widget displays the duration of the projects.
Project Duration is based on Start and End Dates (Timeframe field within the Project Details object) of the project. Holidays also will be included when calculating the project duration.
Projects are categorised as per the following durations:
More than 1 Year
Within 1 Year
Within 6 Months
Within 3 Months
Within 1 Month
Within 1 Week
N/A: Project duration is based on the Gantt. However, no tasks are available.
You can view the duration as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon. By default, it will be shown as a doughnut chart.
In the bar chart, the X axis displays the Duration (More than 1 year, within 1-week etc.).
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
Project code is hyperlinked. Click on it navigate to the project detail object within the workflow in a new tab.
Click on the hub icon stated against a project to navigate to the hub area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
3.7 Project Cost
Project Cost widget displays the total expenditure of the projects.
Project cost is derived from the ‘Total Expenditure’ budget type from within the ‘Preliminary Budget Object’.
Projects are categorised as per the following standard categories:
Less than 100,000
More than 100,000
Less than 10,000
Less than 1000
Less than 100
Not Available – No data for total expenditure in preliminary budget object.
You can view the cost as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon. By default, it will be shown as a doughnut chart.
In the bar chart, the X axis displays the Expenditure Categories (More 10, 000, Less than 100 etc.)
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
Click on a section of the widget to view more details (The projects categorised as per the selected type). A grid will be displayed. Selected graph name and section are displayed on top of the grid.
Click on the hub icon stated against a project to navigate to the hub area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
3.8 Project Total Effort
The Project Total Effort widget displays the total efforts for the projects.
Efforts will be derived from the total resource effort allocated for the project (in the Gantt area). However, ‘Holidays’ are excluded when calculation the total effort for the project.
Projects will be categorised as per the following standard effort categories:
More than 1000 Hours
Less than 1000 Hours
Less than 500 Hours
Less than 100 Hours
Less than 10 Hours
N/A: No resource allocation for the project (as per the Gantt)
You can view the total effort as a ‘Bar Chart’ or ‘Doughnut Chart’. You can set a relevant view by clicking on the edit icon. By default, it will be shown as a doughnut chart.
In the bar chart, the X axis displays the Effort Categories (More than 1000 Hours, less than 10 Hours etc.)
The Y Axis, indicates the percentage (or numbers, based on the selected filter options).
Click on a section of the widget to view more details (The projects categorised as per the selected type). A grid will be displayed. Selected graph name and section are displayed on top of the grid.
Project code is hyperlinked. Click on it navigate to the project detail object within the workflow in a new tab.
Click on the hub icon stated against a project to navigate to the hub area in a new tab. You will be navigated to the default hub area, which is configured via My Settings.
4. Editing Executive Dashboards |
Click on the edit icon.
The number of columns will be two for the bar graphs.
For each widget, ‘On/Off Slider bar’ is available. Making it ‘Off’ will hide the particular widget from the dashboard. All widgets will be shown by default.
Select the graph type. You can view the graph either as a ‘Bar Chart’ or ‘Doughnut Chart’. By default, all graphs will be shown as doughnut charts except for the ‘Project Progress’ graph which will be shown as a bar chart.
5. Overview Section |
The executive overview section will provide a detailed summary of the projects for the selected hierarchy.
‘Overview’ tab will display below given information for projects:
Field | Description |
|---|---|
Hub | Click on the hub icon to navigate to the default hub area in a new tab. |
Project Code | Displays the project code for the project. Project Code is referred from ‘Project Ref’ field within ‘Project Details’ object. Project code is hyperlinked. Clicking Project Code will navigate you to the Project Detail object within the workflow in a new tab. |
Project Name | Displays the project title for the project. Project Name is referred from ‘Project Title’ field within ‘Project Details’ object. |
Project Owner | Displays the project owner for the project. Project Owner is referred from ‘Owner field within ‘Project Details’ object. |
Start Date | Displays the project start date. Start Date is referred from ‘Timeframe’> ‘From’ field within ‘Project Details’ object |
End Date | Displays the project end date. End Date is referred from ‘Timeframe’> ‘To’ field within ‘Project Details’ object. |
Team | Displays the service profile which the project is linked. |
Project Category | Displays the project category for the project. Project Category is referred from ‘Category’ field within ‘Project Details’ object. |
Progress | Displays the overall project progress for the project. The cell will be highlighted in the colour relevant to the project performance. |
Budget | Displays the overall budget progress for the project. The cell will be highlighted in the color relevant to the budget performance. |
6. Portfolio Project View |
This area displays all projects and their tasks in a Gantt chart, enabling you to group by organisational hierarchy and create custom searches.
The default view would list all open projects ordered by their project code, and the Gantt view is collapsed to the project level. Parent projects would be at the top of the hierarchy and an option to expand and view the child projects if available.
Go to Executive Explorer > Portfolio Project View.
The Project View displays all projects in the system grouped by project.
The Organisational View displays the projects grouped by organisational hierarchy. The hierarchy link is established from the service profile which was selected within the project's detail area.
Click the small arrows to expand or collapse a hierarchy.
An auto complete feature is available in the search box where a list of matching names will appear depending on the letters you type (please refer to screen shot below).
You can also click the time scale and scroll to the left to summarise the timescale and scroll to the right to expand the timescale.
6.1 Summarised Timescale
6.2 Expanded Timescale
6.3 Legend
Icon | Description |
|---|---|
| Search. Functions similar to the search option in Project explorer area (give a link to homepage customisation and advanced search). |
| Opens Print Options. |
| Project/task timeline. |
| Projects/tasks in the critical path. |
| Parent Project/Projects/tasks which have tasks/sub task linked to it. |
| Milestone Tasks. |
| Additional Comments. Click to expand or hover over to view the entire comment. |
Icons displayed in "Class" column | Each icon depicts a project class either parent, child or individual. These are defined in Project Settings > Project Class. |
Please refer the Business Rules for more information.
Once the rollover functionality is activated, the project progress is calculated based only on the current action progress even if the particular project is linked to both current and next period actions.
7. Project Budget |
The Project Budget area enables staff to select and prioritise projects considering the organisation's available budget. Please refer the project budget business rules for more information on budget status.
The system considers the projects based on whether they fit within the available budget. Even though the system streamlines the project selection process by ranking possible projects in order from the highest to lowest assessment score, staff will still have the ability to select projects that have lower scores for inclusion/approval.
At first glance, this page clearly indicates which projects can be included in the current year's budget along with other key information such as Overall Assessment Score, Approval Status, Total Project Budget and so on.
Some fields on this page may be activated or deactivated as per your organisation’s requirements. Please contact your System Administrator if you are unsure about the usage of any additional fields.
You can filter the budget information by Project or Asset.
STEP 1: Select the Organisation from the 'Projects From' dropdown.
The following information will be displayed on top of the screen.
Field | Description/Instructions |
|---|---|
Projects From | You can view projects from either the organisation's or asset's point of view. |
Budget Year | This dropdown will help you to determine the available budget for a particular year. |
Export | This feature helps you to export data to an Excel or Word file. |
Available Budget | This will display the organisation budget available for the selected year. |
Budget for Included Projects | Denotes the total budget of the included projects. |
Variance | Denotes the difference between Available Budget and Budget. |
The following column titles are provided within the Project Budget tab.
Field | Description/Instructions |
|---|---|
Project Code | As defined within the Project Details tab. |
Project Name | As defined within the Project Details tab. |
Project Asset | As defined within the Project Details tab. |
Budget Year | Displays the budget amount that has been allocated for the selected year. |
Cumulative Budget (e.g., 10/11 Cumulative Budget) | This will total the 10/11 budgets for each project cumulatively. |
Totals Project Budget | Total expenditure for the project for all years. |
Ongoing Expenses | Displays the Ongoing Expenses amount defined in IPM. |
Overall Assessment Score | Score which is obtained from the 'Assessment model'. |
Approval Status | Status of the project. |
Project Start Date | As defined within the Project Details tab. |
Project End Date | As defined within the Project Details tab. |
Include | Ticking of the check box will enable you to include the budget to the organisation. |
FTE | Total FTE allocated for a project. |
STEP 2: Select the Asset from the 'Projects From' drop down.
STEP 3: Select the particular asset from the 'Asset tree view'. All projects under the selected asset are displayed and are grouped by Asset level.
8. Resource Allocation |
This section allows you to view the allocation of resources across your organisation's projects using the Project Board and Team Object and the additional Resource Allocation functionality.
When this functionality is active, an additional area is made available within the Project Board and Team object which lets you identify a staff member's involvement in the current project in terms of FTE which stands for Full-time equivalent. An FTE of 1.0 means that the person is equivalent to a full-time worker, while an FTE of 0.5 signals that the worker is only half-time.
This page displays the current year's resource allocation by default, but you can use the dropdown to view a different reporting year.
You can choose to export this data into a spreadsheet by clicking the Export button.
9. Financial Target |
The Financial Target displays targets that are defined for a financial year.