The Steering Committee Report presents a summary of the folio's status at a given date. It shows the same financial and health metrics provided by the folio's Overview, but in greater detail, calculated for the specified date. To access this report, click the Report tab (or hit '6') to display the Available Reports view, then click the 'Show report' button next to the Steering Committee Report preview. The report is generated using today's date as default. You can change the date in the 'Status as of' field at the right. The report is automatically refreshed when the date changes.

This report is available for folios and portfolios.

Summary

The summary section shows basic folio information such as name, description, scope information, staff count, etc. The information displayed in the summary differs whether the folio uses Earned Value Management or not.

The following table describes various fields in the summary section.

Owner	Current Owner of the Folio.
Scope (Saved filter)	Jira Saved Filter defining the Folio's Scope.
Start Date	Date from which expenses and revenues defined in the folio are taken into account. This is the start date of the project
End Date	Date until which expenses and revenues defined in the folio are taken into account. This is the planned end date of the project.
Currency	Currency used for amounts in this folio.
Portfolios	List of the portfolios associated with the folio
Closed Date	[Only when Folio is closed] Date at which the folio was closed.
Staff Count	Number of members currently in the folio's staff.
Current Average Cost Rate	Current average staff member wage.
Total Working Days	Total number of working days between the start and end date of the folio. Working days are computed based on the Folio's Working Schedule configuration.
Working Days Left	Number of working days left until the planned completion date. Working days are computed based on the Folio's Working Schedule configuration.
Σ Worked Hours	Total number of hours worked by the staff members of this folio.
Effort Field	Numeric Issue Field used to determine the weight of each issue it terms of effort when it is completed. This field is used for Earned Value calculation in the case of a Folio using EVM. Please refer to the Effort Field description of the Folio Configuration page for more details.
Σ Effort Field to earn	Indicates the sum of the Effort Field for all issues part of the folio's scope if no Fixed Total Effort have been specified. Otherwise indicates the specified Fixed Total Effort.
Remaining Effort Field to earn	Indicates the sum of the Effort Field for all unresolved issues of the Folio. Unresolved issues are the ones with a status that is not in the list of statuses considered as completed, as defined by the Completed Issues setting in the Folio's configuration.
Completed/Earned Units	Indicates the sum of the Effort Field for all completed issues of the Folio. Completed issues are the ones with a status that is in the list of statuses considered to be completed, as defined by the Completed Issues Folio configuration setting.
Efficiency Ratio	[Only if Effort Field is set to Original Estimate] The efficiency ratio determines how well the effort was originally estimated. It is computed by dividing the sum of time spent on completed issues by the sum of their original estimates. A ratio lower than 100 indicates that the effort was underestimated.
Completion Ratio	An indication on the current progress of the project. Using EVM, it is the proportion of Earned Value to date (defining earned value) vs the final Planned Value and is computed by dividing the Earned Value to date by the final Planned Value. Without EVM, this value is calculated either by dividing the amount of worked hours to date by the worked hours plus the sum of remaining estimates OR by the project calendar progress. See section on the Completion Ratio for more details.
Custom Field values	Folio custom fields and their values. Only fields with a non-blank value are displayed.
	Inline Help. Clicking on the icon opens up an inline dialog containing definitions of elements displayed in section.
	Manage section Comments.

Health

The Health section of the report shows the EVM metrics of the folio. If the folio is tracking revenues, then two sets of EVM metrics are shown side by side, the first column showing Costs-based metrics, the second one showing Revenues-based metrics.

Folio with revenues

Folio without revenues

The following table describes the various fields of the Health section.

On Budget (Cost Variance)	Cost Variance (CV) determines if the project is under or over the budget. It is computed by subtracting the Actual Cost from the Earned Value divided by the Earned Value. A negative value indicates that the project is over budget.
On Time (Schedule Variance)	Schedule Variance (SV) determines whether the project is ahead of or behind schedule. It is computed by subtracting the Planned Value to date from the Earned Value divided by the Planned Value to date. A negative value indicates that the project is behind schedule.
Cost Performance Index	Cost Performance Index (CPI) determines how efficiently the staff members are using the resources. It is computed by dividing the Earned Value by the Actual Cost. A value lower than one indicates a loss of efficiency.
Schedule Performance Index	Schedule Performance Index (SPI) determines how efficiently the project staff members are using their time. It is computed by dividing the Earned Value by the Planned Value to date. A value lower than one indicates a loss of efficiency.
To-Complete Performance Index	To-Complete Performance Index (TCPI) determines the efficiency (CPI) that must be achieved on the remaining work for a project to meet the Budget at Completion. It is computed by dividing the work remaining (BAC - EV to date) by the budget remaining (BAC - AC to date). A value greater than one indicates that the performance must improve. TCPI is undefined if the BAC is 0 or if AC is greater than BAC.
Time Estimate at Completion	Time Estimate at Completion (EACt) determines a rough estimate of how many total working days the project require to be complete given the current trend. It is compared to the planned number of working days do determine if it is positive or negative. It is computed by dividing the Total Working Days by the Schedule Performance Index (SPI).
Time Estimate to Completion	Time Estimate at Completion (ETCt) determines a rough estimate of how many working days are required to complete the project given the current trend. It is computed by simply subtracting the worked days from the estimated time at completion (EACt)
Variance at Completion	This index (VAC) determines whether the project will finish under or over budget. It is computed by subtracting the Estimate at Completion from the Budget at Completion, divided by the Budget at Completion. A negative value indicates how much more money will need to be injected to achieve the project goal.