The Steering committee report presents a summary of the folio's status at a given date. It shows the same financial and health metrics provided by the folio's Overview, calculated for the specified date. To access this report, click on the Report tab (or hit '6') and then click on the 'View report' button next to the Steering committee report preview. This will bring up the report with today's date as default. To change the date for which to get the status, simply change the date in the 'Status as of' field. The report will be automatically refreshed when the date changes.

This report is available for folios and portfolios

Only for folios, the report can also display indices variations to another date by selecting it in the 'Compared to' field. The following figure shows the Steering committee report with a comparison (reference) date.

A Steering committee report with a reference date

Indices variations are indicated as a colored percentage right next to the index value. They are colored in order to indicate that the change is good (green), that it requires vigilance (yellow) or that it is bad (red). The rules for coloring are the following:

If an index did not change, it is colored black
If an index moved toward its optimal value, then it is colored green
If an index moved away from its optimal value, but is still considered good (has green background), then it is colored yellow
If an index moved away from its optimal value and is not considered good (has yellow or red background), then it is colored red.

Note that it means a variation might show up in green when an index increases while the same variation would be shown in red for another index. It all depends on what the optimal value is for that index.

Example 1: Index degraded but still good

The report shows that the Cost Variance index has decreased by 16.68% between the two compared dates. It also indicates that the index is in good shape, but has moved away from its optimal value (positive infinity) since the variation is shown in yellow.

Example 2: Index improved

The report shows that the Schedule Performance index has increased by 1.30% between the two compared dates. Even though the SPI of 0.78 is still considered bad (as indicated by the red background), the index variation indicates an improvement (show in green) since the index has moved towards the its optimal value (positive infinity).

Example 3: Index degraded and not good

The report shows that the To-Complete Performance index has increased by 5.21% between the two compared dates. It also indicates that it is a degradation since the index moved away from its optimal value. The variation is shown in red since the current index value is not good.

Comments

If you entered comments in the folio or portfolio overview, they will be displayed in the Steering Committee Report. If you did not specify any date in the field 'Compare to', only the latest comment with a date equal or before to the date you specified in the field 'Status as of' is displayed.

If you specify a date in the 'Compare to' field, then all comments between the 'Compare to' date and the 'Status as of' date inclusively are displayed.

Configuring the report

Status as of	Status as selected date
Compare to	Reference Date that allows you to see indices variations
Label	This allows you to display amounts for the selected Jira Issue Label. (not available at the portfolio level) Note : see Using Labels for more info on.

Printing

To get a printing-friendly version without the application template around it, first open the report, then click the 'Printable' item in report's drop-down menu (top right of the parameters panel on the right) or simply by hitting "p" key.

Printing the Steering committee report

Printable Steering committee report

Export to Excel

The report can be exported to Excel format to give you all the latitude you need to further digest, analyze or graph the data. Do it by selecting the "Export to Excel" item in the report's action menu found on the top right of the report's parameters panel. Export differ slightly depending if you are visualizing a Folio or a Portfolio steering committee

Folio
spreadsheet 1 contains Summary, Health and Financial information spreadsheet 2 contains the budget, actual and earned values data used to generate the steering committee chart spreadsheet 3 contains the parameters that were used to generate the report

Portfolio
Steering committee report sections are displayed on separate spreadsheet

On this page:

Steering

Related pages:

Reporting

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