Task: Update Dashboard with Project Metrics

Purpose

To update the public facing dashboards with the current projects closed list and their schedule and cost health indicators.

Relationships

Main Description

Each month, the State Portfolio Administrator will need to update the metrics on the CIO website with the current list of closed projects and their schedule and cost health. This is done by completing a standard Excel template and attaching it to a CRM Service Desk ticket for the Business Intelligence team to complete the update process.

Steps

Complete CrmProj Tab

The Closed Tab has 6 columns that will need to be completed each month:

Business Segment - This is the business segment your agency belongs to.

Agency - This is the agency acronym.

Type: You will complete three lines for each of the following types:

Change Requests on time - this is the percentage of change requests or enhancements completed within the designated cycle.

Projects on Time - The percentage of projects completed on time for the time period.

Projects on Budget - The percentage of projects completed within budget for the time period.

Year – The calendar year for the period.

Month – The numerical value of the month for the period.

Value – The percentage.

This is a concurrent and growing list. You will add on each month to the bottom of your list for the years that need to be loaded. Typically, this is just 2 years of data.

Complete CrmClosed Tab

The CrmClosed Tab has 6 columns that will need to be completed each month:

Year – The calendar year for the period.

Quarter – The numerical value of the quarter for the period.

Description - The description of the project.

Schedule – The project schedule health at close; it will be either Green, Yellow or Red.

Budget – The project budget health at close; will be either Green, Yellow or Red.

Type – This will always be BASPR.

This is a concurrent and growing list. You will add on each quarter to the bottom of your list for the years that need to be loaded. Typically, this is just 2 years of data.

Alternatives

None, this is required each month.