General System-wide KPIs | Project Status Reporting, Project List and Program List

Tracking key performance indicators (KPIs) or measures is critical during a project. Providing the right data, at the right time, ensures the project stays on track.

This page describes KPIs that provide a consolidated, system-wide view of performance across the application. These KPIs support oversight and reporting at the organizational level and are used in areas such as Project Status Reporting, Project Lists, and Program Lists to track progress, health, and alignment across portfolios.

Note:

  • Program Currency is displayed within the Program List.
  • Company Currency is displayed in Project List and Project Status Report.
  • Project Currency is displayed in Project List.

Tip: Use the Search box located above the table on the right corner to search for a KPI Name, Source, Currency or Description. The search returns the rows having your search term in either of the columns.


Name Source Currencies Project Status Reporting Project List Program List Formula Description
Action Item Work Process N/A   Action Item is the Count of Action Items on the Project.
Actual Billable Baseline
Base
Project
Program
Client
(Sum(Actual Billable Time Amount) * Billing Rate) )+ Sum(Billable Expenses) + Sum(Billable Products) + Sum(Billable Charges) Actual Billable is the Sum of all Billable Amounts on the Project.
Actual Cost Baseline
Base
Project
Program
Sum(Actual Payable Time Amount) * Cost Rate + Sum(Payable Expenses) + Sum(Payable Products) + Sum(Payable Money Charges) Actual Cost is the Sum of all Cost Amounts on the Project.
Actual Non-Billable Baseline
Base
Project
Program
  Actual Non-Billable is the Sum of all Non-Billable Amounts on the Project.
Actual Time Time N/A Sum(Actual Billable Time) + Sum(Actual Non-Billable Time) + Sum(Actual Payable Time) + Sum(Actual Non-Payable Time). Actual Time is the Sum of all Time Entries on the Project.
Hard Booked Hours Time N/A   All Hard Booked Hours is the Sum of all Hard Booked Hours on the Project.
Soft Booked Hours Time N/A   All Soft Booked Hours is the Sum of all Soft Booked Hours on the Project.
Baseline Billable Budget Baseline
Base
Project
Program
Client
  Baseline Billable Budget is the Sum of Baseline Billable Budgets of the Project.
Baseline Cost Budget Baseline
Base
Project
Program
  Baseline Cost Budget is the Sum of Baseline Cost Budgets of the Project.
Baseline Non-Billable Budget Baseline
Base
Project
Program
  Baseline Non-Billable Budget is the Sum of Baseline Non-Billable Budgets of the Project.
Baseline Time Budget Time N/A   Baseline Time Budget is the Sum of Baseline Time Budgets of the Project.
Billable Charges Baseline
Base
Project
Program
Client
Sum(Milestone Billable Charges) + Sum(Recurring Billable Charges) + Sum(Product Billable Charges) + Sum(Money Billable Charges) Billable Charges is the Sum of all Billable Charge Amounts on the Project.
Billable Expenses Baseline
Base
Project
Program
Client
Sum(Billable Expenses) Billable Expenses is the Sum of all Billable Expense Amounts on the Project.
Billable Estimate To Completion   N/A Sum(billable booked hours in CWP) as in Financial Planner based on the FP settings which can be on Hard, soft or all booking Estimate to Complete (ETC) KPI is the total number of billable Hours expected to spend in the future for a Project to be done
Billable Hard Booked Hours Time N/A   Billable Hard Booked Hours is the Sum of all Billable Hard Booked Hours on the Project
Billable Products Baseline
Base
Project
Program
Client
Sum(Billable Products) Billable Products is the Sum of all Billable Product Amounts on the Project.
Billable Soft Booked Hours Time N/A   Billable Soft Booked Hours is the Sum of all Billable Soft Booked Hours on the Project
Billable Time Time N/A Sum (Actual Billable Time) Billable Time is the Sum of all Billable Time Entries on the Project.
Billable Time Amount Time
Base
Project
Program
Client
Sum(Actual Billable Time Amount) * Billing Rate Billable Time Amount is the Sum of all Billable Time Amounts on the Project.
Bug Work Process   Bug is the Count of Bugs on the Project.
Current Billable Budget Baseline
Base
Project
Program
Client
Sum(Current Billable Time) + Sum(Current Billable Expenses) + Sum(Current Billable Charge) + Sum(Current Billable Product) Current Billable Budget is the Sum of Current Billable Budgets of the Project.
Current Cost Budget Baseline
Base
Project
Program
Client
Sum (Current Cost Time + Current Cost Expense + Current Cost Charge + Current Cost Product) Current Cost Budget is the Sum of Current Cost Budgets of the Project.
Current Cost Charge Budget in Project Cost Curr. Baseline
Base
Project
Program
Company
Sum (Current Cost Time + Current Cost Expense + Current Cost Charge + Current Cost Product) Current Cost Budget is the Sum of Current Cost Budgets of the Project.
Current Non-Billable Budget Baseline
Base
Project
Program
  Current Non-Billable Budget is the Sum of Current Non-Billable Budgets of the Project.
Current Time Budget Time N/A [Sum(Current Time Billable Budget )]+ [ Sum (Current Time Non-Billable Budget)] Current Time Budget is the Sum of Current Time Budgets of the Project.
Estimate At Completion       This is the Sum of Hours Expected to be Spent when the Project is Completed
Estimate To Completion     Sum(booked hours in CWP) as in Financial Planner based on the FP settings which can be on Hard, soft or all booking Estimate to Complete (ETC) KPI is the total number of Hours expected to spend in the future for a Project to be done
Forecasted Billing Forecast
Base
Project
Program
  Forecasted Billing is the Sum of all Forecasted Billing Amounts on the Project.
Forecasted Cost Forecast
Base
Project
Program
  Forecasted Cost is the Sum of all Forecasted Cost Amounts on the Project.
Incident Work Process N/A   Incident is the Count of Incidents on the Project.
Issue Work Process N/A   Issue is the Count of Issues on the Project.
Milestones N/A   Milestones is the Count of Milestones on the Project.
Non-Billable Estimate To Completion   N/A Sum(Non-Billable booked hours in CWP) as in Financial Planner based on the FP settings which can be on Hard, soft or all booking Estimate to Complete (ETC) KPI is the total number of Non-Billable Hours expected to spend in the future for a Project to be done
Non-Billable Hard Booked Hours N/A   Non-Billable Hard Booked Hours is the Sum of all Non-Billable Hard Booked Hours on the Project.
Non-Billable Soft Booked Hours N/A   Non-Billable Soft Booked Hours is the Sum of all Non-Billable Soft Booked Hours on the Project.
Non-Billable Time Baseline N/A Sum (Actual Non-Billable Time) Non-Billable Time is the Sum of all Non-Billable Time Entries on the Project.
Payable Charges Baseline
Base
Project
Program
Sum(Payable Charge entries) Payable Charges is the Sum of all Payable Charge Amounts on the Projected Cost Amounts on the Project.
Payable Expenses Baseline
Base
Project
Program
Sum(Payable Expenses) Payable Expenses is the Sum of all Payable Expense Amounts on the Project.
Payable Products Baseline
Base
Project
Program
Sum(Payable Product entries) Payable Products is the Sum of all Payable Product Amounts on the Project.
Payable Time Time N/A   Payable Time is the Sum of all Payable Time Entries on the Project.
Payable Time Amount Time
Base
Project
Program
Sum(Actual Payable Time Amount)* Cost Rate Payable Time Amount is the Sum of all Payable Time Amounts on the Project.
Prepaid Amount Baseline
Base
Project
Program
  Prepaid Amount is the Sum of positive Invoiced prepayment type Charge Entries associated to the PO line items on the Project.
Project Survey Work Process N/A   Project Survey is the Count of Project Surveys on the Project.
Reimbursable Expenses Baseline
Base
Project
Program
  Reimbursable Expenses is the Sum of all Reimbursable Expense Amounts on the Project.
Remaining PO Amount Baseline
Base
Project
Client
Risk
Work Process
N/A
  Remaining PO Amount is the Total PO Amount less Total PO Invoiced Amount.
Scope Change Work Process N/A   Scope Change is the Count of Scope Changes on the Project.
Service Request Work Process N/A   Service Request is the Count of Service Requests on the Project.
Skill Update Request Work Process N/A   Skill Update Request is the Count of Skill Update Requests on the Project.
Total Allocated Hours Time N/A   Total Allocated Hours is the Sum of all allocated Hours on the Project
Total Billable Allocated Hours Time N/A   Total Billable Allocated Hours is the Sum of all Billable allocated Hours on the Project.
Total Charges Baseline
Base
Project
Program
Client
  Total Charges is the Sum of all Charge Amounts on the Project
Total Expenses Baseline
Base
Project
Program
Client
  Total Expenses is the Sum of all Expense Amounts on the Project.
Total Invoiced Baseline
Base
Project
Program
Client
  Total Invoiced is the Sum of all Invoiced Amounts on the Project
Total Non-Billable Allocated Hours Time N/A   Total Non-Billable Allocated Hours is the Sum of all Non-Billable allocated Hours on the Project.
Total PO Amount Baseline
Base
Project
Client
  Total PO Amount is the Sum of all PO Line Item Amounts on the Project
Total PO Consumed Amount Baseline
Base
Project
Client
  Total PO Consumed Amount is the Sum of all Billable approved Entries associated to POs on the Project.
Δ Baseline Billable Budget* Baseline
Base
Project
Program
Client
  Δ Baseline Billable Budget is the Difference between Baseline Billable Budget and Actual Billable
Δ Baseline Cost Budget* Baseline
Base
Project
Program
  Δ Baseline Cost Budget is the Difference between Current Cost Budget and Actual Cost
Δ Baseline Non-Billable Budget* Baseline
Base
Project
Program
  Δ Baseline Non-Billable Budget is the Difference between Baseline Non-Billable Budget and Actual Non-Billable
Δ Baseline Time Budget** Time   Δ Baseline Time Budget is the Difference between Baseline Time Budget and Actual Time
Δ Current Billable Budget* Baseline
Base
Project
Program
  Δ Current Billable Budget is the Difference between Current Billable Budget and Actual Billable
Δ Current Cost Budget* Baseline
Base
Project
Program
  Δ Current Cost Budget is the Difference between Current Cost Budget and Actual Cost
Δ Current Non-Billable Budget* Baseline
Base
Project
Program
Current Non-Billable Budget - Actual Non-Billable Budget Δ Current Non-Billable Budget is the Difference between Current Non-Billable Budget and Actual Non-Billable
Δ Current Time Budget* Time N/A Current Time Budget - Actual Time Budget Δ Current Time Budget is the Difference between Current Time Budget and Actual Time
% Consumed Budget Billable   N/A (Budget Total Billable Actual / Budget Total Billable Current ) * 100 % Consumed Billable Budget KPI is the Percentage of all billable entries that occurred on the Project related to the planned Billable Budget.
% Remaining Budget Billable   N/A (Budget Total Billable Delta Current / Budget Total Billable Current ) * 100 % Remaining Billable Budget KPI is the Percentage of all billable entries that are not achieved yet on the Project related to the planned Billable Budget.
Total Cost        

Total Cost = Actual Non-Labor Cost + Labor Cost
Actual Non-Labor Cost = Total Payable Amount associated to all the Non-Labor Categories defined in the Financial Planner template Cost Section such as Expense, Product and Charges .
Labor Cost depends on the method of calculation of Financial Planner and the view.

Financial Planner Time and Material Method:

  • Combined View
    • Labor Cost= Time Sheet * Actual Cost Rate (Hourly only) + Work Plan hours * Forecast Cost Rate (Hourly only from User or Project).
  • Actual View
    • Labor Cost= Time Sheet * Actual Cost Rate (Hourly only).
  • Forecast View
    • Labor Cost= Work Plan hours * Forecast Cost Rate (Hourly only from User or Project).

Financial Planner Percentage of Completion Method

  • Combined View
    • Labor Cost = “Current Cost Total Budget” OR “Current Cost Time Budget” Depending on the budget settings in the template.
  • Actual/Forecast View
    • Total Cost = Non-labor Cost, where Labor Cost is not considered
 Total Cost is the Sum of all Cost Amounts on the Project based on the settings in the Financial Planner
Total Revenue        

When Recognized Revenue Row is NOT being displayed (Recognized Revenue is unchecked) or the Value for Recognized Revenue in the Database is NULL:

Total Revenue = Revenue Sub-Total

When Recognized Revenue Row is being displayed (Recognized Revenue row is checked)

  • Actuals View
    • Total Revenue = Total Recognized Revenue for the period
  • Forecast View
    •  T&M Forecast Method = Revenue Sub-Total
    • Other methods = 0
  • Combined View
    • Actual Period → Total Recognized Revenue for the period
    • Current Period → Revenue Sub-Total + Deferred Revenue
    • Forecast Period → Revenue Sub-Total for the period

Note: Revenue Sub-Total = Total Non-Labor Revenue

 Total Revenue is the Sum of all recognized Revenue or Non-Labor Revenue on the Project based on the settings in the Financial Planner

Note: The value(s) are calculated using the most current conversion rate.