You can review the matrix which consists of circles plotted on the X- and Y-axis.

The Y-axis represents importance (low, medium, high) assigned to the item. The top-right quadrant is an alert zone. The initiative, milestone, or sub-milestone will appear in bottom (low importance) quadrant, middle (medium importance) quadrant, or top (high importance) quadrant based on the assigned importance. Any initiatives, milestones, or sub-milestones that exist in that quadrant should be reviewed immediately because those plots have high importance.

Each plot is a circle indicating whether it is an initiative, a milestone, or a sub-milestone. Gray circles represent initiatives, milestones, or sub-milestones that are completed if you have the Include Completed filter set.

The X-axis changes depending on the view you select.

You can review the schedule status of an initiative, milestone or sub-milestone with its importance to the strategic goals of the company. Knowing both the schedule and importance allows you to prioritize on initiatives that require immediate attention as a schedule risk. The top right quadrant is the one to focus on because it represents items that are behind schedule and important. This matrix is available using the Importance vs Schedule view.

The X-axis represents urgency (ahead of schedule, on time, behind schedule). The initiative's start, target, and actual dates affect its schedule status.

For information about the schedule status determination, see Schedule Status Determination.

You can review the budget status of an initiative, milestone or sub-milestone with its importance to the strategic goals of the company. Knowing both the budget status and importance allows you to prioritize on initiatives that require immediate attention as a budget risk. The top right quadrant is the one to focus on because it represents items that are over budget and important. This matrix is available using the Importance vs Budget view.

The X-axis represents budget status (under budget, on budget, over budget). The difference between an initiative's actual and budget values affect its budget status.

For information about the schedule status determination, see Budget Status Determination.

You can review the scorecard status of an initiative, milestone or sub-milestone with its importance to the strategic goals of the company. Focus on the top right quadrant to see items that are below target and important. This matrix is available using the Importance vs Status view.

The X-axis represents scorecard status (above target, on target, below target). The status of an initiative's associated KPI determines its scorecard status.

You can display active initiatives, milestones, and sub-milestones in the matrix by clicking Active Projects.

You can display the name of the item plotted by resting your cursor on the plot.

You can review a plotted item by clicking on a plot. All related items are highlighted with a yellow background. If the plot is an initiative, the related plots are the milestones and sub-milestone linked to this initiative. If the plot is a milestone, the related plots are the sub-milestones and the initiative related to this milestone. If the plot is a sub-milestone, the related plots are the milestone and the initiative related to this sub-milestone. The highlighted milestones and sub-milestones are displayed in a Milestone Summary.