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.
|
The Risks Trended chart displays trended at-risk amounts for the selected risk reasons, based on the analysis period and filter options that you specify. Use this chart to view the trends of at-risk amounts for the selected risk reasons. |
In this topicExample: At-Risk Amount Calculation User Options That Affect This Chart |
|
Chart Item |
Description |
|
Horizontal axis: fiscal periods |
The horizontal axis displays the fiscal periods included in the analysis period. |
|
Vertical axis: at-risk amounts |
The vertical axis displays the range of at-risk amounts. |
|
Trend lines: at-risk amount trend for risk reasons |
Each colored trend line represents the change in at-risk amount for a risk reason from the beginning of the analysis period to the end. By default, this chart displays a trend line for all risk reasons for which at-risk projects existed for any fiscal period in the analysis period. To focus the chart, use the Risks list to select the risk reasons you want to analyze. Note: This chart may include more risk reasons than are displayed in the Risks list because that list only displays risk reasons for which at-risk projects exist for the latest fiscal period in the analysis period. |
|
Data Item |
Description |
|
At-risk amount |
Though the calculation of at-risk amounts is different for each risk reason, each charted amount is the sum of at-risk amounts, as of the indicated fiscal period, for projects that exceed your firm's acceptable risk for that risk reason. 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.
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.
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 over the chart so that all of those data points are included in the green selection area. 
Illustration
To focus the chart on one or a few risk reasons, do either of the following:
Select the risk reasons in the Risks list. Illustration
Click and drag the mouse pointer over the chart legend so that the green selection area touches only the risk reasons 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 chart line 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 risk reason's trend line with the vertical grid line for the fiscal period. When you do, Costpoint Analytics displays the exact at-risk amount in a data box, along with the fiscal period and risk reason. 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.
