This article is for Budgets for Data Center.
Folio Overview
The Folio Overview page allows you to see the current performance and progress of a folio, including any sub-folios that appear under it.
The Dashboard is subdivided into seven sections: Traffic Light Indicators, Progress, Finance, Staff, Additional Information and Notes.
All sections are collapsed on the Dashboard, except for Traffic Light Indicators and Progress.
Click the arrowhead by each title to expand the required sections. Click again to collapse.
Set your default preference (expanded or collapsed) for each section. Click the pin on the right-hand side of the title, to set as default.
To refresh the data in the Dashboard, click the Refresh Current Portfolio button. The data is refreshed from cache asynchronously and when completed displays a timestamp in the tooltip.
The Header of the page provides you with the name of the selected folio and its status (Pending, Executing, Expired, Closed) and lets you access detailed information on its associated staff, costs and available reports.
Depending on your user rights, you can close a folio, regardless of its status, by clicking the Status button
The following table describes the traffic light indicators available under the Folio Overview page:
Traffic Light | Information |
|---|---|
Schedule | The difference between the planned and projected dates. If there are several folios available in this folio, the number displayed indicates the worst schedule performance of the group. |
Costs | The percentage of variation between the budget and the actual cost to date. The percentage displayed is the sum of the actual costs to date of all folios in this folio compared to their total planned costs and multiplied by their completion ratio. |
Revenue | The percentage of variation between planned and actual revenue to date. The percentage displayed is the sum of the actual revenue to date of all the folios in this folio compared to their total planned revenue multiplied by their completion ratio. |
Profits/Gross Margin | The gross profit margin to date. The percentage displayed indicates the total profit to date divided by the total revenue to date. |
The system uses the following color schemes to indicate statuses:
Green: On track. All aspects of folio viability are within tolerance.
Amber: Some issues are having a negative effect on the folio. Viability is at risk
Red: Problematic. Serious, high-risk concerns are threatening the overall performance of the folio.
Grey: No data available for the time being
If all the folios within the folio 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, namely the related EVM indices.
You can also click the traffic light to drill down and obtain more detailed information on this particular area of the folio.
This section compares the schedule and the scope completion progress.
The Schedule progress bar displays the number of completed working days elapsed since the start date.
The Scope progress bar displays the completion ratio. The completed ratio indicates how much value was earned to date versus the project's total planned value. It is computed by dividing the earned Original Estimate to date by the total sum of the Original Estimate to earn. You can click the Scope bar to view information on the Resolved and Closed issue types related to the project (Stories, Epics, Tasks, etc.)
You can click the Issues link of the Scope progress bar to obtain more information on all the issues associated to the folio.
Note: The Scope progress becomes red if lower or equal than the Schedule progress.
This section is collapsed by default. Click the arrow next to the title to expand it.
The Finance section displays two charts which provides the current financial picture of the folio. The first chart bars allow you to compare various values to date (bright bar portions) along with projected values at completion (pale bar portions), such as estimated costs or revenue at completion.
The second chart shows you the evolution over time of various amounts, showing trends and projections. That chart can be toggled in three modes: Costs, Revenues or Profits, each one showing the relevant curves.
The following table describes the metrics displayed in the Finances to date chart: each bar is colour coded to represent a specific metric.
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 | The 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. |
Click the values above the bars and numbers to go to the corresponding screen (Cost/Revenue summary or forecast)
Click the icons next to the X-axis labels to go to the corresponding forecast chart which shows the detail over time for the whole time frame.
The line chart of the Finances section shows the trend over times of costs, revenues and profits, both planned and actual. A dashed vertical line indicates today's date. Past values appear as solid lines while projected values appear as dashed lines. Hovering one of the lines of the chart brings up a tooltip with precise values for that specific dates. For more in-depth trend and forecast information, visit the Forecasts pages (Costs > Forecast and Revenue > Forecast) of the folio. The legend items are clickable and allow you to show/hide certain line portions in the chart.
The Costs mode of the chart compares planned costs, actual costs and costs earned value (blue).