Page 54 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Adjustments based on Performance Reports
There are several useful reports that provide a forecast of cost or revenue information in
a Daily, Weekly, Monthly, Semi-Monthly, Quarterly, or Yearly layout. Once the Project
Manager determines whether the team charged more or fewer hours than their
assignments or the project’s expense budget for the period being reviewed, the PM can
adjust the future assignments or budgets.

Key reports that analyze performance include:

Project Reports (Time & Expense Only)

- Project Periodic Performance:

- Project Periodic Performance Line & Bar Chart

People Reports (Time & Expense Only)

- People Periodic Performance

- People Periodic Performance Line & Bar Chart

Update People Assignments and Expense Budgets

Making updates to assignments will help control what type of hours users can charge to
the project in the upcoming periods. As mentioned earlier, expense budgets do not
control the expenses charged to a project, however, they can be used to forecast,
compare, and analyze on reports. For simplicity reasons, the training material below will
only refer to people assignments. However, be aware that similar logic is true for
expense budgets as it relates to setting up the grid and validation rules.

There is one hard requirement to reforecast: the assignment must be edited in the same
increment that it was created. Such that, if you used a weekly increment to create the
assignment, the grid will need to be step up in weekly periods.

NOTE: Recommended practice is to choose an assignment increment using the same
time period as you plan to review the performance of the assignment against the
actuals.

Not adhering to this requirement will result in a gray grid. A gray grid reflects
read only cells that cannot be edited. As with plans, assignments can only be
edited in the same increment as created.

Lesson 6: Controlling Project Performance
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