We are using MS Project Professional and Project Web Access. We currently
track actual hours against baseline along with duration and costs. We would
like to track Key Performance Indicators (widgets) by task. We would liketo
see these columns in the Timesheet view so the resource can report their
"widgets" completed along with the hours for that week. Also we would like to
see the % Complete for the KPI's; is that doable?
Absolutely. What you will need to do is decide what KPI's are
important. Our clients (especially those just starting off with
Enterprise Project Management) usually like fairly simple ones for
Schedule Variance and Cost Variance or Work Variance.
You will need to create task level custom fields for these - selecting
text as the type and formula as the custom attribute. Then create the
formula. I recommend starting at a basic level. Here is an example:
IIf(ProjDateValue([Baseline Finish])=4294967295,"4_ No Baseline",IIf
([Actual Cost]>[Baseline Cost]*1.11,"1_ 11%+ Over Budget",IIf([Actual
Cost]>[Baseline Cost]*1.06 And [Actual Cost]<=[Baseline Cost]*1.1,"2_
6% to 10% Over Budget","3_ On Budget")))
It basically says that if the actual cost exceeds baseline by 11%,
then return the text string, etc. In the graphical indicator section
start at the Red value and work down, since it will return the first
true statement, So it would be something like:
= 1_ 11%+ Over Budget Red Circle or whatever
= 2_ etc
= 4_ No Baseline
You don't need the leading numbers (they are normally used for other
reporting). You do need to make sure that the text strings exactly
match.
You will need to do this for tasks and projects since the Project
Center views won't roll up the Task indicators.
Full disclosure - I am not really good at writing formulas and the
tool in Project Server isn't intuitive, so start easy and go more
complex if you need to. Also, objective KPI's tend to scare the hell
out of PM's (who are used to telling people that the project is green
up until the day it turns very red) so maybe start off with some broad
tolerance and tighten it down over time.
Best Regards,
Mark Everett PMP MCITP
www.catapultsystems.com