Portfolio Forecast

The forecast screen is divided in two sections:

• • The main screen that shows a visual of the project progress advancement and a projection of the earned value management indice.

  • The right side screen that details current and projected values.

Curves

  Planned Value

Planned Value curve illustrates the expenses that were budgeted during the project planning up to the planned date of completion.

  Actual Cost

Actual Cost curve gives expenses that have really been incurred on the project so far.

  Future Known Cost

Future Known Cost curve indicates expenses that will happen (recurrent expenses, future equipment that will be delivered shortly, etc.) up to the projected end date.

  Earned Value

Earned Value curve indicates how many earned value have been earned so far.

  Estimated Cost

Estimated Cost curve gives the estimated cost based on the Cost Performance Index (health section on overview screen Portfolio Overview).

  Estimated Earned Value

Estimated Earned Value curve gives the estimated values based on the Schedule Performance Index (health section on overview screen Portfolio Overview).

  Today

Today's date.

Legend

Clicking on the "Chart Legend" button will display it while clicking on the legend square will close it.

Zones

Reserve

Contingency and / or management reserve.

Behind schedule

Ahead of schedule

Show / Hide Non Working Days

The "Show Non Working Days" option display weekend days and other non working days on the chart.

Show / Hide Project(s) Versions

The "Show Project Versions" option display project Version you defined in JIRA. All versions from all projects included in the portfolio scope are displayed.

 

 

Forecast right panel

Details

This section displays the Planned Value, the Actual Cost, the Earned Value as well as the team size on the current day.

Forecast based on Schedule Performance Index

This section compares the planned vs the projected end date and total cost.

The 'Completion ratio at planned date' gives the estimated completion percentage at the planned end date based on the current trend (CPI).

The 'Current Cost Performance Index (CPI)' gives the value of the CPI used to estimate the projected cost.

Note that the Total Cost is the maximum value between the Estimated Cost (based on Cost Performance Index) and the total Future Known Cost.

Cost Simulator

See Cost Simulator page for more details.

Point Selection Details

This section displays information for a specific point you select on the chart.

The 'Completion ratio at selected date' gives the actual or estimated completion percentage of the project for a specific point you select.

 

Point selected - today or before	Point selected - in the future

 

 

Planned Value	Planned Value for the selected point in time.
Actual Cost	Actual Cost for the selected point in time.
Earned Value	Earned Value for the selected point in time.
Known Cost	Known Cost for the selected point in time.
Est. Cost	Extrapolated Estimated Cost for the selected point in time.
Est. Earned Value	Extrapolated Earned Value for the selected point in time.

 

Note that after a point is selected you can navigate to next point by typing " j ' or to the previous point by typing " k "