Page 39 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Monitor & Control Phase Suggestions
Below are a few suggestions that other customers have found useful in adoption efforts
and expediting project review time.

Create Saved shared reports
This is a function required by a system or a P&R administrator; however, once created,
other users can benefit from using the shared criteria settings on key metric reports.
Running a shared report vice recreating all of the correct criteria can ease the challenge
of running metric reports, increase program adoption and support high quality reporting
for periodic reviews.

Utilized the Forecast Dashboard
Reforecasting a project can easily be completed on a single project, however, the
Forecast menu offers a more robust set of options for managing a reforecast. The
Forecast menu allows a user to plan/assign/budget many projects for many users at the
same time.

Saved Lists for Quick Access
Forecast saved lists can also be reused regardless of the projects being selected. Once
your team determines the increment to use for all projects, a saved list makes it easier
to set up the grid and spend less time correcting a gray grid.

Project Notes
Documenting the periodic review, analysis performed, changes made and adding
suspense dates and/or assigning notes to other users is a great way to record key
events on a project.

Lesson 5: Monitoring Project Performance
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