) in the chart title bar to display a Mekko chart.|
The Risk Comparisons chart in the line chart format displays trended values for the risk reason with the greatest at-risk amount, over the analysis period you specify. In the Mekko chart format, it displays each attribute's percentage contribution to the total risk amount by period. You can display the distribution of the at-risk amounts by organization, project type, project manager, or customer. Use this chart to compare the distributions and trends of at-risk amounts, by attribute, for a specific risk reason. |
In this topicExample: At-Risk Amount Calculation User Options That Affect The Chart |
The default chart is a line chart, but you can use the Fast Change icon () in the chart title bar to display a Mekko chart.
|
Chart Item |
Description |
|
Horizontal axis: fiscal periods |
The horizontal axis displays the fiscal periods included in the analysis period. |
|
Vertical axis (line chart): at-risk amounts |
The vertical axis displays the range of at-risk amounts. |
|
Trend lines: at-risk amount trends for the selected attribute values |
Each colored trend line represents the change in at-risk amount for an attribute value (an organization, for example) from the beginning of the analysis period to the end. The at-risk amounts are those for the risk in the Risks list with the highest total at-risk amount as of the latest fiscal period in the analysis period. By default, this chart displays trend lines for level 1 organizations. However, you can use |
|
Mekko bars: percentage contributions of risk by organization, project type, project manager, or customer |
Each Mekko bar represents 100 percent of the at-risk amount for the risk reason for that period. Thus, all bars are the same height. The relative width of the bars indicates how a period's total at-risk amount for the risk reason compares to the total at-risk amount for other periods on the chart. Each segment in a Mekko bar represents the percentage of the total at-risk amount for the period contributed by that attribute (a project type, for example). Use the Cycle button ( |
|
Data Item |
Description |
|
At-risk amount |
The calculation of at-risk amounts is different for each risk reason. However, for each attribute value, each charted amount is the sum of at-risk amounts, as of the indicated fiscal period, for projects that have that attribute value. 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. |
|
Mekko chart only: percentage contributions to at-risk amount |
Risk reason's at-risk amount for the organization, project type, project manager, or customer for the period ÷ Risk reason's total at-risk amount for the period. |
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.
Costpoint Analytics calculates at-risk amounts only for active (Direct, Inter-Company, or Inter-Co Multi), risk-level projects.
A risk-level project is 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 following options on the User Options tab affect this chart:
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.
By default, the Risk Comparisons chart displays the distribution of the at-risk amount by top-level organization, but you have the option to display the distribution by any of the following:
Any organization or reorganization level
Project type
Project manager
Customer
To change the analyzed attribute, do either of the following in the chart legend:
Right-click 
and select the attribute you want.
Left-click one or more times to cycle through the attributes until the one you want is displayed.
If you apply filters to the analytics before you change the analyzed attribute, the chart only displays distributions for items 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 chart only displays the trended at-risk amounts for those two project types.
Click 
at the top right of the chart
to display the chart at its maximum size. Click 
to restore the chart to its original size and location on the tab.
To focus the chart on a particular set of data points, click and drag the mouse pointer so that all of those data points are included in the green selection area. 
Illustration
To focus the chart on one or a few attribute values, click and drag the mouse pointer over the chart legend so that the green selection area touches only the attribute values you want. Illustration
To focus the chart on a more restricted analysis period, do either of the following:
Specify the analysis period using the analysis period bars at the top of the tab. Illustration
Click and drag the mouse pointer over the chart so that the green selection area touches only the data points for the fiscal periods you want. Illustration
If you use any of the above actions to change the chart, Costpoint Analytics applies the same changes, as appropriate, to all other analytic objects.
To see the actual at-risk amount as of a specific fiscal period, position the mouse pointer over the intersection of the attribute value's trend line with the vertical grid line for the fiscal period or, for the Mekko chart, on the attribute value's segment of the bar for the period. When you do, Costpoint Analytics displays the exact at-risk amount in a data box, along with the fiscal period and attribute value. Illustration
Click 
to send the data underlying
the chart to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the chart.
Email the chart.
Export chart data to a CSV file.
Attach a note to the chart.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.
