Dashboard Features

The following table lists the dashboards and the features you can perform in these dashboards:

Work Center Dashboards	Create (new object)	Create Multiple	Delete	Different Views of Dashboard	Budget Status, Schedule Status, or Staffing Status	Related Items	Mass Update	Move To	Advanced Filter
Portfolio Structure				X
Items	X	X	X	X	X		X	X	X
Initiatives	X	X	X	X		X	X	X	X
Reviews	X	X	X	X
Collections	X		X			X

Determination of Icons in Item Dashboard

In Customizing for SAP Portfolio and Project Management, you can configure the icons that appear in the Item dashboard for Staffing Status, Schedule Status, and Budget Status. You can make those settings under Start of the navigation path Portfolio Management Next navigation step Global Customizing Portfolio Item Settings End of the navigation path in the activity Define Portfolio Item Alerts.

From the Item dashboard, you can click any icon to view more information about the status for that item. The logic for the determination of the status icons is explained here:

Staffing Status

The staffing status for an item is determined depending on the values for total demand (for all roles) and total assignment (for all roles) with a given assignment unit for the following 12 months.

The default logic for the staffing icon, which you can change in Customizing, is as follows:

Assignment	Icon	Definition
Assignment = 0	Red	Critical Under-Staffed
0 < Assignment < Demand	Yellow	Under-Staffed
Assignment = Demand	Green	Properly Staffed
Assignment > Demand	Yellow or Red	Over-Staffed

Schedule Status
The schedule status for an item is based on the ratio of completed tasks to-date to all tasks that are planned to be completed to-date. Each task is weighted by the number of planned hours it takes to complete and the percentage completion of the task.

The table below shows the standard determination for schedule status. You can adjust the ratio ranges in Customizing.

Ratio Completed

Icon

Definition

0% - 49%

Red

Critical Behind Schedule

50% - 89%

Yellow

Behind Schedule

90% +

Green

On Schedule

Ratio Completed	Icon	Definition
0% - 49%	Red	Critical Behind Schedule
50% - 89%	Yellow	Behind Schedule
90% +	Green	On Schedule

Budget Status

The budget status is based on the ratio of total actual cost to total planned cost. This data is transferred to SAP Portfolio and Project Management through the SAP FI/CO interfacing process and is displayed on the Project Details screen. The total actual cost is the sum of all actual costs posted in SAP FI/CO on the portfolio item cost collectors over the complete posting period of the associated PS project element.

The budget icons in the Item dashboard are calculated on budget cost and actual cost in the following way. You can adjust the ratio ranges defining the status in Customizing.

Criteria	Budget Ratio Calculation	Icons	Definition
For total planned cost > total actual cost	Budget ratio = (total actual cost - budget cost ) / total actual cost * 100	Red Yellow	Critical Under Budget Under Budget
For total planned cost <= total actual cost	Budget ratio = (total actual cost - budget cost ) / budget cost * 100	Green Yellow Red	On Budget Over Budget Critical Over Budget

Criteria

Budget Ratio Calculation

Icons

Definition

For total planned cost > total actual cost

Budget ratio = (total actual cost - budget cost ) / total actual cost * 100

Red

Yellow

Critical Under Budget

Under Budget

For total planned cost <= total actual cost

Budget ratio = (total actual cost - budget cost ) / budget cost * 100

Green

Yellow

Red

On Budget

Over Budget

Critical Over Budget

To use period-to-date costs in the budget icon calculations instead of total actual costs, you can implement BAdI: Calculation of Portfolio Item Alerts in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Business Add-Ins and Customer Includes End of the navigation path .