Current budget to forecast metric
Identifies projects that are over the current budget and analyzes to see how much specific projects are over budget.
- 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: triMetricFactBusiness 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