Original Budget to Forecast metric

Identifies projects that exceed their original budgets and provides details of how much projects are over budget.

Details of the metric Description
Name Original Budget to Forecast
Category Financial
Analysis objective for exception conditions Identifies projects that exceed the over-budget threshold.
Description Identifies projects that exceed budget variance objectives and how far off the original budget those projects are. It also allows the user to drill into a specific project and identify variances at the project cost code level.
Source Customer Focus Group
Measurement Original 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 - Original Budget to Forecast
Drill paths
  • Program
  • Geography
  • Project
  • Project Type
  • Project Classification
  • Capture Period
Interactive filters
  • Geography
  • Organization
  • Budget Classification (Capital, Operating)
  • Program
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