Projects at Risk Analytics: Quick Reference

Monitoring the status of projects as they progress is crucial to the success of your firm. The Projects at Risk Analytics enable you to identify "at-risk" projects, see the amounts that are at risk, and determine the sources of the problems so you can intervene to correct the situation.

Costpoint Analytics identifies projects that are at risk based on the risk reasons and tolerances your firm specifies.

Definition: Risk-level project

A project at the level of the project structure at which Costpoint Analytics calculates risk.

For a billing-based risk reason, Costpoint Analytics calculates risk for projects at the level of the project structure at which the billing formula resides (billing-level projects).

For all other risk reasons, Costpoint Analytics calculates risk for projects at the level of the project structure at which the revenue formula resides (revenue-level projects).

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To analyze data for fiscal years...

To select one fiscal year, click that year.

To select more than one year, do either of the following:

Click the first year, hold down the mouse button, and drag the mouse pointer over the other years.

Click the first year, and then press CTRL as you click each of the other years.

To analyze data for selected fiscal quarters...

Select the fiscal year or years.
To select one quarter, click that quarter.

To select more than one quarter, do either of the following:

Click the first quarter, hold down the mouse button, and drag the mouse pointer over the other quarters.

Click the first quarter, and then press CTRL as you click each of the other quarters.

To analyze data for selected fiscal periods...

Select the fiscal year or years.
To select one fiscal period, click that period.

To select more than one period, do either of the following:

Click the first period, hold down the mouse button, and drag the mouse pointer over the other periods.

Click the first period, and then press CTRL as you click each of the other periods.

To select a single risk reason...

Click the risk reason in the Risks list.

To select multiple risk reasons...

Click on the first risk reason, and hold down the left mouse button.
Drag the mouse pointer over the other reasons until they are all selected.
Release the mouse button.

To select a single organization or reorganization...

Click one or more times to display the level of the organization or reorganization.
Click the organization or reorganization.

To select multiple organizations or reorganizations...

Click one or more times to display the level of the organization or reorganization.
If the organizations or reorganizations are listed together, click the first organization or reorganization, hold down the left mouse button, and drag the mouse pointer over the other organizations or reorganizations. If they are not listed together, press the CTRL key as you click each of the organizations or reorganizations.

To select a single attribute value...

Click the attribute by which you want to filter. For example, to filter by project type, click .
In the drop-down list, click the attribute value that you want to apply.

To select multiple attribute values...

Click the attribute by which you want to filter. For example, to filter by project type, click .
If the attribute values that you want to apply are listed together, click the first value, hold down the left mouse button, and drag the mouse pointer over the other values.

If the attribute values that you want are not listed together, press the CTRL key as you click each of the values.

If you select only one value for an attribute, Costpoint Analytics displays that value next to the attribute. If you select more than one value for an attribute, the selection indicator changes to green: . To display the selected values in that case, click anywhere in the attribute row.

To select a single project...

If necessary, click in the upper right corner of the Project list to change the projects displayed from top-level projects to risk-level projects (billing-level or revenue-level projects), or the reverse.
Scroll the list to locate the project, or click in the list title bar to search for it.
Click the project.

To select multiple projects...

If necessary, click in the upper right corner of the Project list to change the projects displayed from top-level projects to risk-level projects (billing-level or revenue-level projects), or the reverse.
Scroll the list to locate the projects, or click in the list title bar to search for them.
If a group of projects you want to select are listed together, click the first project, hold down the left mouse button, and drag the mouse pointer over the other projects.

If the projects you want are not listed together, press the CTRL key as you click each of them.

Analysis Step	Action in Projects at Risk Analytics
An analyst responsible for researching and providing answers to questions from the divisional vice president for operations in California receives a request from the VP that he find out why they have outstanding balances due from some of their largest customers.	At the top of the tab, he selects the current year as the analysis period. In the Owning Org list, he clicks one or more times until the list displays the level 2 organizations. He then selects the California division to filter the analytics for that organization.
He notices, in the Risks Trended chart, that the at-risk amount for the Billing over Funding risk reason has been rising recently.	He selects Billing over Funding in the Risks list to focus the analytics on that risk reason.
He suspects that the customers with the outstanding balances may be involved in the at-risk amount for the Billing over Funding risk reason.	In the Amount at Risk by Attributes table, he right-clicks in the first column and clicks Customer on the shortcut menu to display a list of customers, along with the number of at-risk projects and total at-risk amount for each.
He sees that in fact the majority of the at-risk amount is attributable to the customers his VP is concerned about.	He clicks Customer under Additional Filters and selects those customers to focus the analytics on them.
At this point, he wants to identify the projects that have billed more than they have been funded and what the at-risk amount is for each.	He clicks Risk Analysis to display the Risk Analysis table. In the table, he right-clicks in the first column and selects Risk Level Project Name from the shortcut menu. The table displays a list of the risk-level projects for the selected customers. For each project, it displays total billing, total funding, and the resulting at-risk amount. Definition: Risk-level project A project at the level of the project structure at which Costpoint Analytics calculates risk. For a billing-based risk reason, Costpoint Analytics calculates risk for projects at the level of the project structure at which the billing formula resides (billing-level projects). For all other risk reasons, Costpoint Analytics calculates risk for projects at the level of the project structure at which the revenue formula resides (revenue-level projects).
The Risk Analysis table reveals that there are ten projects associated with large customers that are at risk because of billing over funding. He can now communicate his findings to the vice president for operations.	He right-clicks on the title bar of the Risk Analysis table and clicks Print on the shortcut menu. When the table appears in Microsoft Internet Explorer, he clicks Page on the toolbar, clicks Send Page by E-mail on the menu, and emails a copy of the table, with his notes, to the vice president.