Current Budget to Forecast metric

Identifies projects that are over the current budget and analyzes to see how much specific projects are over budget.

Details of the metric Description
Name Current Budget to Forecast
Category Financial
Analysis objective Identifies projects that exceed the over-budget threshold.
Description Identifies projects that exceeded budget variance objectives, to show how far off budget those projects are and to allow the user to drill into a specific project and identify variances at the project cost code level.
Source Customer Focus Group
Measurement Project Budget / Forecast Final Budget
Dependent data that is calculated None
Roles
  • PR Executive
  • PR Manager
Display chart types Value-based: Horizontal Grouped Bar (percent) Chart
Thresholds
  • Low Threshold: 0 (0%)
  • High Threshold: .1 (10%)
  • Range 1: Good/Positive/Green
  • Range 2: Under Performing/Caution/Yellow
  • Range 3: Poor/Negative/Red
Fact details Module: triMetricFact

Business Object: triCapitalProjectFact

Metric Queries: triCapitalProjectFact - Metric - Current Budget to Forecast
Drill paths
  • Program
  • Geography
  • Project
  • Project Type
  • Project Classification
  • Capture Period
Interactive filters
  • Organization (Primary Organization for the Person who is the Project Manager Role)
  • Geography
  • Budget Classification (Capital, Operating)
Static filters Status: Active and Revision In-Progress projects only.
Time Months
Data point refresh rate Monthly
License dependency IBM® Maximo® Real Estate and Facilities Capital Projects Manager
Functional dependency
  • Capital Projects
  • Budgets
  • Change Order Management