Portfolio - Explanations of Available Indicators – Aidi

The purpose of this article is to list and explain the indicators available in Aidi's Portfolio module.

This list is continuously updated as new indicators are added.

Indicator	Graphical Display	Description
Number of projects by status		Number of projects distributed according to the Status field on the project Details page. (statuses can be configured in the Admin section)
Number of projects by phase		Number of projects distributed according to the Phase defined in the board view of the project list. (phases can be configured in the Admin section)
Number of projects by administrative unit		Number of projects distributed according to the Main administrative unit. (administrative units are managed from the Initialze menu)
Number of projects by building		Number of projects distributed according to the Building field of the project details.
Number of projects by project manager		Number of projects distributed according to the name of the project manager defined in the contact list for each project()
Number of projects by global indicator (General)		Number of projects distributed according to the health of the global indicator. The global indicator appears in the project dashboard, as the first indicator at the top.
Number of projects by indicator		For all other health status indicators (excluding global), number of projects broken down by health status, whatever the indicator, at the time of the last update.
Number of projects according to the global indicator global costs/schedule/scope/risks		Number of projects broken down by health status and indicator (one graph per indicator). The default indicators relate to costs, schedule, scope and risks, but may have been adapted to your organization. Names and numbers may therefore differ.
Sum of priorities by project status		Sum of Priority fields for all projects in the Portfolio, ignoring non-numerical values, broken down by project status. The Priority field is located on the project details page.
Total project budget		Sum of all financing associated with projects included in the portfolio.
Total amount of approved budgets		Sum of all budgets with Approved status associated with projects included in the portfolio.
Total budget (non-cancelled) by project phase		Sum of all budgets, excluding budgets with Cancelled status, associated with projects included in the portfolio, broken down by project phase.
Total amount billed per month		Sum of amounts payable before taxes for all invoices associated with projects in the portfolio, regardless of their status, broken down by month over the last 12 months.
Total cumulative amount billed per month		Monthly cumulative sum of amounts payable before taxes for all invoices associated with projects in the portfolio, regardless of their status, over the last 12 months.
Total cost trend		Sum of pre-tax trends for all components of all projects associated with the projects included in the portfolio.
Total planned projects hours, per month		Sum of planned effort in hours defined by resource for all scheduler tasks related to portfolio projects, by project and by month.
Total actual projects hours, per month		Sum of actual hours from timesheets by resource for all scheduler tasks related to portfolio projects, by project and month.
Total planned hours by resource, per month		Sum of Planned efforts in hours defined by function of resources assigned to scheduler tasks related to portfolio projects, by function and by month. The Function of each resource is defined in the suppliers page in the resource record itself.
Project progression average percentage		Average cumulative progress of all tasks for all projects associated with the portfolio. The progress of each project is visible in the project dashboard.
Total cumulative approved change orders		Monthly cumulative sum of total amounts before tax of all change orders with Approved status associated with projects in the portfolio, over the last 12 months.
Total cumulative amount of non-approved directives and ODC		Monthly cumulative sum of total approved amounts before taxes for all approved and non-approved directives (excluding cancelled) regardless if they are linked to CO associated with portfolio projects, over the last 12 months.
Causes of project change request		Breakdown of approved change order amounts by causes identified on requests.

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