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Quickly see the current performance and progress of a Portfolio. |
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- Green: On track. All aspects of portfolio viability are within tolerance.
- Amber: Some issues are having a negative effect on the portfolio. Viability is at risk
- Red: Problematic. Serious, high-risk concerns are threatening the overall performance of the portfolio.
- Grey: No data available for the time being
If all the folios within the portfolio use the Earned Value Management (EVM) functionality, you hover your cursor over the ellipsis of the traffic light to obtain more at a glance information.
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| Metric | Definition |
|---|---|
| Remaining value to earn | The sum of the remaining value to earn for all EVM folios in this portfolio. |
| Earned value to date | Earned value to date is equal to the total earned value of all EVM folios in this portfolio. |
| Remaining planned costs or revenue | total remaining planned costs or revenues to date for all the folios in this portfolio. |
| Planned costs or revenue to date | Indicates the sum of the planned revenue of all then folios in this portfolio that should have been realized to date or the total planned costs to date for all folios in this portfolio. |
| Projected remaining cost or revenue | The sum of the forecast based on prior sales numbers and anticipated increases in expense. |
| Actual costs or revenue to date | Indicates the sum of the actual costs to date of all the folios in this portfolio. |
| Profit or loss to date | Indicates the profit or loss to date for all the folios in this portfolio. |
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