Key Performance Indicators in PSA
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 article details the Key Performance Indicators in PSA with a brief description as well as the module(s) where they are located.
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.
General System-wide KPIs
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 |
|
|
|
|
(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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
Baseline Billable Budget is the Sum of Baseline Billable Budgets of the Project. | |||||||||||||||||
Baseline Cost Budget | Baseline |
|
|
|
|
Baseline Cost Budget is the Sum of Baseline Cost Budgets of the Project. | |||||||||||||||||
Baseline Non-Billable Budget | Baseline |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
Forecasted Billing is the Sum of all Forecasted Billing Amounts on the Project. | |||||||||||||||||
Forecasted Cost | Forecast |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
Sum(Payable Expenses) | Payable Expenses is the Sum of all Payable Expense Amounts on the Project. | ||||||||||||||||
Payable Products | Baseline |
|
|
|
|
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 |
|
|
|
|
Sum(Actual Payable Time Amount)* Cost Rate | Payable Time Amount is the Sum of all Payable Time Amounts on the Project. | ||||||||||||||||
Prepaid Amount | Baseline |
|
|
|
|
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 |
|
|
|
|
Reimbursable Expenses is the Sum of all Reimbursable Expense Amounts on the Project. | |||||||||||||||||
Remaining PO Amount | Baseline |
|
|
|
|
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 |
|
|
|
|
Total Charges is the Sum of all Charge Amounts on the Project | |||||||||||||||||
Total Expenses | Baseline |
|
|
|
|
Total Expenses is the Sum of all Expense Amounts on the Project. | |||||||||||||||||
Total Invoiced | Baseline |
|
|
|
|
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 |
|
|
|
|
Total PO Amount is the Sum of all PO Line Item Amounts on the Project | |||||||||||||||||
Total PO Consumed Amount | Baseline |
|
|
|
|
Total PO Consumed Amount is the Sum of all Billable approved Entries associated to POs on the Project. | |||||||||||||||||
Δ Baseline Billable Budget* | Baseline |
|
|
|
|
Δ Baseline Billable Budget is the Difference between Baseline Billable Budget and Actual Billable | |||||||||||||||||
Δ Baseline Cost Budget* | Baseline |
|
|
|
|
Δ Baseline Cost Budget is the Difference between Current Cost Budget and Actual Cost | |||||||||||||||||
Δ Baseline Non-Billable Budget* | Baseline |
|
|
|
|
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 |
|
|
|
|
Δ Current Billable Budget is the Difference between Current Billable Budget and Actual Billable | |||||||||||||||||
Δ Current Cost Budget* | Baseline |
|
|
|
|
Δ Current Cost Budget is the Difference between Current Cost Budget and Actual Cost | |||||||||||||||||
Δ Current Non-Billable Budget* | Baseline |
|
|
|
|
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 Financial Planner Time and Material Method:
Financial Planner Percentage of Completion Method
|
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)
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.