Altus Portfolio
Program Percent Complete
Note: Percent complete has two parts
- Status Widgets which are found on the Details tab of Project, Program and Portfolio.
- Data which is used by the Status Widgets, this is stored in the Dataverse.
Within a Program there are two % complete fields you can use:
- % Complete a whole number result, for example: 78
- Project % Effort Complete a decimal number result, for example 0.78
How it works
The Program Widget simply displays the sum of all associated Projects in Altus. This usually takes 10-30 seconds to update after saving or after an import has completed to be updated.
The Program % Complete calculation is first calculated on each project within the program, and is then summed to get the program value. Each project is weighted based on its duration to get a comparable project % complete value for each project so that they can be summed. The % Complete value already stored for each project within Altus cannot be summed to get the Program % Complete value.
The calculation is based of the Project's duration and % Complete.
- [Number of Week days in period]: is calculated based on the project Start and Finish date
- [Number of Week days in period] * [% Complete]: based off the above calculation and the project's % Complete value
The totals of these values are then summed
- The [Number of days in period] column is summed to get the total
- The [Number of days in period] * [% Complete] column is summed to get the total
The summed totals are then divided to get the Program % Complete value
- ([Number of Week days in period] * [% Complete]) / [Number of Week days in period]
Example:
| Project | Start Date | Finish Date | % Complete | Number of week days in period | [Number of Week days in period] * [% Complete] |
|---|---|---|---|---|---|
| Sample Project 1 | 20/01/2023 | 29/04/2023 | 0% | 71 | 0 |
| Sample Project 2 | - | - | - | - | - |
| Sample Project 3 | 16/01/2023 | 1/06/2023 | 33% | 99 | 32.67 |
| Sample Project 4 | 01/02/2023 | 29/09/2023 | 12% | 173 | 20.76 |
| Totals | 343 | 53.43 |
Program % Complete = 15.58
Portfolio Percent Complete
Note: Percent complete has two parts
- Status Widgets which are found on the Details tab of Project, Program and Portfolio.
- Data which is used by the Status Widgets, this is stored in the Dataverse.
Within a Portfolio there are two % complete fields you can use:
- % Effort Complete a whole number result, for example: 78
- Project % Effort Complete a decimal number result, for example 0.78
How it works
The Portfolio Widget will have up to an hour delay after updating a program or its associated projects. This is due to the underlying roll-ups that are used.
The Portfolio % Complete calculation is first calculated on each program & project within the portfolio, and is then summed to get the portfolio value. Each of the projects and programs are weighted based on their duration to get a comparable % complete value so that they can be summed. The % Complete values already stored for each program and project within Altus cannot be summed to get the Portfolio % Complete value.
The way the system calculates the % complete for programs varies from the way that it calculates the % complete for projects. The calculation of the number of days between the Start Date and Finish Date of a program does not only calculate week days, it calculates all days in the period.
Note: Programs need a Start Date and a Finish Date value to be included in the Portfolio rollup, these are manual fields that are not automatically determined based on their underlying projects.
The way the system calculates the Program % Complete value is based of the program's duration and % Complete.
- [Number days in period]: is calculated based on the project Start and Finish date
- [Number days in period] * [% Complete]: based off the above calculation and the program's % Complete value
The way the system calculates the Project % Complete value is the same way as listed above, and is based of the project's duration and % Complete.
- [Number of Week days in period]: is calculated based on the project Start and Finish date
- [Number of Week days in period] * [% Complete]: based off the above calculation and the project's % Complete value
The totals of these values are then summed
- The [Number of Week days in period] column is summed to get the total
- The [Number of Week days in period] * [% Complete] column is summed to get the total
The summed totals are then divided to get the Portfolio % Complete value
- ([Number of Week days in period] * [% Complete]) / [Number of Week days in period]
Example:
| Program | Start Date | Finish Date | % Complete | Number days in period | [Number of days in period] * [% Complete] |
|---|---|---|---|---|---|
| Sample Program 1 | 13/02/2023 | 20/06/2023 | 19% | 127 | 24.13 |
| Sample Program 2 | 01/02/2023 | 29/09/2023 | 12% | 240 | 28.8 |
| Project | Start Date | Finish Date | % Complete | Number of week days in period | [Number of Week days in period] * [% Complete] |
| Sample Project 1 | 20/01/2023 | 29/04/2023 | 0% | 71 | 0 |
| Sample Project 2 | - | - | - | - | - |
| Sample Project 3 | 16/01/2023 | 1/06/2023 | 33% | 99 | 32.67 |
| Sample Project 4 | 01/02/2023 | 29/09/2023 | 12% | 173 | 20.76 |
| Totals | 710 | 106.36 |
Portfolio % Complete = 14.98
Program KPIs
Released
SenseiProjectIndependent release 2022.10.04.5 and SenseiProject release 2022.10.04.05 and SenseiControlsV1 2022.08.20.13.
- 14181: Ability to configure the program KPIs that will be displayed on the program status widget in the program details page. To view and change these settings, go to Settings > Configuration Settings > Programs > Program Summary.
Description
This feature allows users to configure the KPIs that display in the Program Status pane on the Program Details tab within the program.
You can add a New KPI, edit, reorder or delete KPIs
Configuration settings
These settings are located under "Settings > Configuration Settings > Programs > Program Progress"
Display Name: Program Summary
Name: ProgramSummaryConfig
You can add a New KPI, edit, reorder or delete KPIs
When you create a New KPI or edit a KPI the following window will appear, you need to set at a minimum a Label and Status Update KPI Field for it to appear on the control.
