Projects at Risk Summary
|
The Projects at Risk summary analytic data consists of the following for up to five of the top risk reasons:
-
Amount at risk as of the end of the current period
-
Percentage change in risk since the preceding period
-
Direction of change in risk (increase or decrease)
-
Number of at-risk projects
If your review of the summary risk data suggests the need for more detailed analysis, click Projects at Risk to go to Costpoint Analytics - Projects.
If you have not been given access to projects at risk information in Costpoint Analytics, the Summary Dashboard tab does not display the Projects at Risk summary area.
|
In this topic
Table Data
Risk Calculation
Profit and Gross Profit
Analysis Period
User Options That Affect the Projects at Risk Summary
|
|
Data Item
|
Description
|
|
Amount at Risk
|
Amount that is at risk for the risk reason as of the current fiscal period.
|
|
% Change Since <preceding period>
|
Percentage of change in the at-risk amount since the preceding fiscal period:
(Current amount at risk – Prior amount at risk) / Prior amount at risk
Positive values indicate an increase in the amount at risk. Negative values indicate a decrease.
The direction of the arrow to the right of the column also indicates the direction of the change, and the color of the arrow indicates the alert status of the risk: acceptable (green), cautionary (yellow), or urgent (red).
|
|
Number of Projects
|
The number of  risk-level projects that are at-risk for the risk reason as of the current fiscal period.
|
The calculation of at-risk amounts and the number of at-risk projects is different for each risk reason. To learn more about the calculations for individual risk reasons, see Available Risk Reasons.
To determine the summary projects at risk data displayed on the Summary Dashboard tab, Costpoint Analytics identifies the risk-level projects that are at risk for each risk reason, calculates the projects' at-risk amounts, and then rolls up both the at-risk amounts and the counts of at-risk projects.
If one of the risk reasons is profit-related (for example, Profit under Budget) and you change the selected profit type option in the Profit summary area, the data for that risk reason is recalculated based on the newly selected option and the name of the risk reason displayed in the table changes accordingly (to Gross Profit under Budget, for example, if you select Gross Profit).
The projects at risk summary data is always as of the current fiscal period. It is not affected by the analysis period you select on the Summary Dashboard tab.
Your selections on the User Options tab affect the projects at risk summary in the following ways:
|
User Option
|
Effect on the Analytics
|
|
Budget Type
|
If you select Baseline Budget, the baseline budget data is used to calculate risks that involve comparison to budget. If you select Forecast, the forecast data is used for those risks.
The risk reason descriptions change to reflect the type of budget data (for example, Costs over Budget or Costs over Forecast).
|
|
Org or Reorg
|
Use the options under Org or Reorg to indicate if you want to view data based on the organization structure or based on a reorganization:
-
Org — Select this option to view summarized data for all of the organizations to which you have access.
-
Reorg — Select this option to view summarized data for a specific reorganization. After you select Reorg, click Reorg Selection to display a list of the available reorganizations, and select the one you want.
|