In this article, we will review the PPM Express Insights settings.
Insights page is available for PPM Express Administrators only.
PPM Express allows enabling/disabling the auto-calculation of Project and Portfolio Key Dates and Project tasks. Insights page is used to enable the auto-calculation of the Key Dates and Project tasks and to define the status calculation rules.
Please note: The auto-calculation of Project and Portfolio Key Dates and Project tasks is enabled by default.
The recalculation of the Key dates/Tasks statuses will be launched automatically according to the schedule you provide. The schedule for the recalculation of the Key dates/Tasks is set on the Data Synchronization settings page in the summary notification settings section => Daily notification section.
Please note: If the day and time are not set in the Daily notification schedule, auto-calculation of Key dates/Tasks statuses will not be performed.
The auto-calculation and the calculation rules for the Key dates and Project tasks are set separately, however, the settings and the logic are exactly the same.
To disable/enable the Key dates/Tasks statuses auto-calculation, toggle the Calculate statuses automatically switch to On/Off.
Please note: Auto-calculation of statuses can be disabled per project/portfolio if required.
If auto-calculation of statuses is enabled for PPM Express tenant, however, some project/portfolio managers prefer setting the statuses manually, they can turn the auto-calculation off for their project/portfolio.
To turn the auto-calculation of statuses per project/portfolio, perform the following:
1. Open the required project/portfolio. Click on the ... icon on the left upper corner of the Project Details page.
2. Navigate to the Calculated Automatically option and deselect the statuses that you do not need to be calculated automatically.
Please note: To disable the auto-calculation option a user should have permissions to edit the selected project/portfolio.
The Key dates/Tasks statuses are calculated taking into account the values set in the Proximity/Lateness Impact sections.
By default, the values are set according to the Key dates/Tasks finish date, taking into account the current date: At Risk => 1 day, Critical => 10 days. The following calculation logic is applied in this case:
- On Track – Finish Date is greater or equals Today;
- At Risk – The key date is late for less than 10 days (from Today);
- Critical – The key date is late for more than 10 days (from Today).
- Done - the Key date is marked as Complete.
The default values can be changed and set as required. If the default values are changed, the statuses will be calculated according to the values you provide. The current date is always taken into account.
The difference between Current Date and Due Date is evaluated and compared with the values you define. If you use the negative value, it will mean that certain status will be applied before the actual date is reached (tomorrow, the day after tomorrow, etc.).
Please note: The values that you set in the Proximity/Lateness Impact section will be applied to the Key Dates and Tasks imported from external systems as well. If the auto-calculation of the Key dates/Tasks is disabled, the values provided in the Proximity/Lateness Impact section will still be applied to the imported Key Dates and Tasks when they are imported for the first time. As the Key Dates and Tasks are imported to PPM Express, it will be possible to change the status as required (if auto-calculation is turned off).
Project and Portfolio statuses can also be calculated automatically. However, this feature is enabled by your request only. To activate this feature, please send the corresponding request to our Sales Team at email@example.com.
The Warnings section allows disabling the calculation of the Warnings on the tenant level.
To turn the Warning off on the tenant level for projects or/and portfolios, navigate to the Warnings section and toggle the required switch to Off.
Please note: the Warnings can be disabled per project/portfolio as well. For more information please refer to this article.