Dashboard 

Use

This function gives you an overview of various Key Performance Indicators (KPIs) for your projects. The dashboard is available in a number of initial views, such as the Projects and Tasks initial views.

You can display additional or customer-specific fields in the dashboard. For more information, see SAP Note 971394.

Integration

The KPIs are partly read straight from the project data and partly calculated in the evaluations.

If you change data in the project that affects the KPIs that were calculated, the dashboard is only updated after a new evaluation has taken place.

Prerequisites

You made the following settings in Customizing for Collaboration Projects:

●      You activated the dashboard function for the appropriate project type and specified when evaluations are to be performed by choosing Evaluations and Dashboard in the Define Project Types IMG activity. If you do not do this, you only see the project name and the criticality level, for example, and no KPIs for the project.

●      You assigned the extract layout for the dashboard evaluations to the relevant project types in the Assign Extract Layouts to Project Types IMG activity. SAP supplies the 0_DASHBOARD layout with the standard system. You can display additional information in the dashboard by including new attributes in the layout for the dashboard evaluations.

●      You assigned icons to the attributes for the evaluations in the Define Attributes and Object Types for Evaluations IMG activity.

Features

Dashboard Views

Depending on which initial view you are in, you can choose from a number of different dashboard views, for example:

●      Projects: Displays a project list.

The Projects, Control Plan, and Versions initial views for the version type simulation always display aggregated values of the project element. The other initial views display non-aggregated values of the project element.

●      Favorites: Displays the objects that you added to your favorites.

●      Last Used Tasks, Projects, or Checklist Items: Displays all the objects you have already edited. You can delete entries from the list.

●      Substitute: Displays all objects for which you are acting as a substitute.

Personalization

Under Settings you have the following options for personalizing the dashboard:

●      You can show or hide columns.

●      You can save your selection of columns as a view.

●      You can specify the order of the columns.

●      You can use filter functions.

●      You can adjust the table design, for example, you can change the number of rows that are displayed.

General Functions

●      In the task and checklist views you can also select multiple project elements at a time and open them for editing. This is even possible if the project elements belong to different projects.

●      The data for a project is displayed in the dashboard once an evaluation exists. If you change any data, the information in the dashboard is updated accordingly when the next evaluation is performed. The Customizing settings for the project type dictate when evaluations are created. However, they are only created in connection with the Projects entry object.

If you change project elements in the Tasks or Checklist Items views, the system does not update the dashboard when you save. The system only updates the dashboard if the whole project is loaded in change mode but this is not the case for these two views.

●      You can print the table or export it to Microsoft® Excel.

Information in the Dashboard

The following table is an overview of all the columns you can display in the dashboard:

Column Title	Meaning
Crit.Level	Criticality level When the threshold value of a project is violated, this is the severity of the violation.
Last Evaluation	Date and time of the last evaluation The data in the dashboard originates from this time. If no evaluation has taken place yet, the system displays the comment No data available. If the project type of a project does not support the dashboard function, the system displays the comment No evaluation planned.
Number Project/Task/Checklist	Unique project number The language-dependent name is visible in the corresponding column or by displaying the quick info text over the project number.
Project/Phase/Task/Checklist	Name of the project element
Proj. Type	Project type of object
Description Project Type	Description of the project type
Phase Type	Object attribute phase type
Task Type	Object attribute task type
Checklist Type	Object attribute checklist type
Group	Object attribute group
Search Field	Object attribute search field
Process	Object attribute process
Milestone	Object attribute that is only relevant to tasks
Relev. for App.	Object attribute that is only relevant to tasks
Mandatory	Object attribute that is only relevant to tasks
Ctrl Plan	Number of control plans The number of control plans always refers to a project because you can only create and edit control plans at project level.
Act.Finish	Actual finish date of an object
Act. Start	Actual start date of an object
Documents	Number of documents for a project element
ObjectLink	Number of object links for a project element
Collabs	Number of collaborations
Sys.Status	Current system status of an object
User Stat.	Current user status of an object
Stat.Prof.	Status profile that is used
Pers.Resp.	Person responsible for a project element
Max.Sever.	Maximum severity of a project element If a manual severity exists, this is the maximum severity. If no manual severity exists, the highest severity of a project element is the highest degree of severity of all your own severities, both automatic and aggregated (see also Evaluations).
ManualSev.	Manual severity of the threshold value
Agg.Sever.	Aggregated severity of a threshold value Maximum severity of the actual project element and its lower-level project elements. See also Evaluations.
Result	Result of a checklist item; this is only relevant for checklist items
Note that the following KPIs always refer to the project even if you are in the Tasks initial view, for example.
Priority	Project’s priority You specify the priority for the project definition. You define the possible values in Customizing.
Work Cmpl.	Percentage of work completed This is calculated from the total work confirmed for all tasks and the remaining work.
Start Met	Start date of project was met Checks whether the actual start date is after the latest planned start date.
Finish Met	Finish date of project was met Checks whether the actual finish date is after the latest planned finish date.
Scope Met	Scope of project was met Checks whether the amount of project work has exceeded the amount planned.
Deadl. Met	Tasks that met the deadline Shows what percentage of tasks that should have been completed by the current date, have actually been completed.
Proj.Delay	Project delay Based on the average amount of work confirmed each day, the system calculates the number of days by which the project is delayed.
Staff.Stat	Staffing status Shows whether a project is under- or overstaffed.
Plan.Costs	Planned costs
Act. Costs	Actual costs
Budget	Budget
Currency	Currency of the costs and of the budget