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Portfolio Metrics, what to collect |
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The following is an overview of data and metrics to capture on a portfolio level:
For projects
MUST collect
- Project name
- Key deliverables / Objectives
- Key Stakeholders
- Business Owner
- Supplier (External: Organisation + Rep; Internal: Department + Rep)
- Senior User
- Start Date
- End Date
- Project Status
- Overall Status
Red - Project is outside agreed tolerances or major issues exist which CAN NOT be resolved by the Project Manager alone.
Amber – Project is in danger of exceeding agreed tolerances or major issues exist, but are being resolved by the Project Manager.
Green – Cost and completion date within agreed tolerances, and no major issues
For the other statuses use Indicator and provide actual vs. budget/original
- Budget Status. (Internal AND external budget)
- Time Status
- Product Status
- Project manager
- Top-Issues / Risks
- Phase (Start-up, Initiation, In Progress, Closing)
SHOULD collect
- Strategic objective(s) project is linked to
- Priority
- Funding source
- Initial and actual Start - date
- Initial and actual/expected End – date
- Status
- Resource Status
- Risk Status
- Scope Status
- Constraints
- Predecessors and successors
- Relation to other work
COULD collect
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For Day to Day Activities / Services
- Key objectives
- Key Stakeholder
- Business process owner
- Supplier
- Senior User
- Budget (+ source)
- Budget Utilisation
- Key issues
- Incidents
- Problems
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