Amount at Risk by Reason Table
If the Amount at Risk by Reason table is not visible, click the By Reason and Attribute tab:
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Data Item
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Description
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Amount at Risk
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Costpoint Analytics calculates an at-risk amount for each of the at-risk
projects. That at-risk amount is the amount that the actual performance
of the project falls short of the target amount for the risk reason, as
of the indicated fiscal period. Each at-risk amount in the table, then,
is the sum of the at-risk amounts for the projects assigned the organization
or other attribute associated with the table row.
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# of At-Risk Projects
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The number of at-risk projects in each row of the table is the number
of billing-level or revenue-level projects, as of the indicated fiscal
period, that exceed your firm's acceptable risk for the risk reason displayed
in that row. Whether these are billing-level or revenue level projects
depends on the risk reason. The projects included are those assigned the
organization or other attribute associated with the table row.
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For detailed descriptions of the calculations for all of the risk reasons, see Available Risk Reasons.
For descriptions of the sources of the data used in those calculations, see Data Sources.
Here is a simple example of how Costpoint Analytics determines at-risk
amounts. A firm concerned about containing costs monitors the Costs Over
Budget risk reason. Costpoint Analytics calculates at-risk amounts with
this formula:
At-risk amount =
Inception-to-date costs – Inception-to-date budgeted costs
The tolerance for the risk reason, the acceptable risk, is 3 percent
of budget:
Tolerance = .03
x Inception-to-date budgeted costs
The following table contains the actual and budgeted costs for the company's
projects at the end of the most recent fiscal period:
Project |
Actual Costs |
Budgeted
Costs |
Tolerance |
At-Risk Amount |
Notes |
A |
100,000 |
110,000 |
3,300 |
0 |
Actual costs are less
than budgeted costs, so the project is not at risk. |
B |
610,000 |
600,000 |
18,000 |
10,000 |
The at-risk amount
falls within the tolerance range, so the project is not considered
at risk, and the at-risk amount is not included in the company's
total at-risk amount for the risk reason. |
C |
430,000 |
400,000 |
12,000 |
30,000 |
The at-risk amount
exceeds the tolerance range, so the project is at risk, and the
at-risk amount is included in the company's total at-risk amount
for the risk reason. |
As a result, the Costpoint Analytics indicates a total at-risk amount of
$30,000 for the Costs Over Budget risk reason as of the end of the current
fiscal period.
By default, the Amount at Risk by Reason table displays the distribution of the at-risk projects and amounts by risk reason, but you have the option to break those values down further by any of the following:
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Any organization or reorganization level
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Project type
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Project manager
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Customer
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Top-level project name or ID
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Risk-level project name or ID (billing-level project or revenue-level project, depending on the risk reason)
To change the analyzed attribute, do either of the following in the second column of the table:
If you apply filters before you change the analyzed attribute, the table only displays distributions for attribute values that satisfy those filters. For example, if you select two project types in the Project Type list under Additional Filters and then use 
to display the distribution by project type, the table only displays the at-risk project counts and related amounts for those two project types.
The following
options on the User Options tab affect this table:
Budget Type
Org or Reorg
Profit Type
For descriptions of how each option affects Projects at Risk Analytics,
see User
Options That Affect Projects at Risk.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table by selecting a cell in the table.
If you click a cell in a column that contains filter values, the table
is filtered based on the selected value. If multiple rows have the selected
value in that column, all of those rows are selected.
If you click a cell in a column that contains numeric data, the table
is filtered for the combination of filter values in that row. Generally
that focuses the table on that row only.
If you focus the table by clicking a cell, Costpoint Analytics applies
the same change, as appropriate, to all other analytic objects.
By default, this table is sorted in descending order by the amounts in the Amount at Risk column.
Click 
to send the data underlying
the table to Microsoft Excel. More...
risk-level project.