Overview

The Project Performance Dashboard shows all active projects in your pipeline at a glance. To open it, click the Dashboard icon in the left pane and select the Project performance tab (Screen #1).

The dashboard has four charts:

1. Current project status
2. Current hours in execution
3. Expected Due Date Performance (EDDP) in percent
4. Expected Due Date Performance (EDDP) in days (too late/early)

Each chart has an information icon (ⓘ) next to its title. Hover over it to see a short description of the chart.

Screen #1 – Project Performance Dashboard

Permissions

To give a role access to the dashboard:

1. Click Settings in the left pane.
2. Open the Roles & Permissions tab.
3. Select the role (for example, Administrator or ProjectManager).
4. Expand Global permissions.
5. In the Dashboard group, select Project Performance.
6. In the View Feature Access group, select Pipeline. This lets the user see the projects.

Some dashboard options need additional permissions in Project permissions:

• Manage prediction – to recalculate the EDDP.
• Baseline set to View or Manage – to calculate performance based on the baseline.
• Business value (under Project card fields) set to View or Manage – to calculate performance based on business value.

Metrics explained

Current project status

This chart shows how many projects are in execution compared to the total number of projects in the pipeline (Screen #2). It helps you control Work in Progress (WIP) – the number of projects running at the same time. Limiting WIP improves flow and throughput: teams focus on finishing work instead of switching between tasks, which is inefficient.

The ring around the chart splits projects by priority: 100+ (red), 80-100 (yellow), 60-80 (green) and 0-60 (blue). The number next to each segment is the number of projects in it.

Screen #2 – Current project status

To change the view, click the drop-down under the chart title and select a mode (Screen #3):

• Project priority – shows the number of projects by priority.
• Milestone feasibility – shows the number of projects by milestone status.

Screen #3 – Chart modes

Current hours in execution

This chart works like Current project status, but shows work hours instead of project counts (Screen #4). The centre shows the total work hours in execution. The ring splits these hours by the same priority ranges, and the number next to each segment is its hours.

This helps you make proportionate decisions. For example, two projects may both have priority 100+, but one needs only 10 hours to get out of the red zone while the other needs hundreds. A similar approach is used in the bubble graph.

This chart has the same modes as Current project status: Project priority and Milestone feasibility.

Screen #4 – Current hours in execution

Expected Due Date Performance in percent

Expected Due Date Performance (EDDP) shows how well your organization meets its committed due dates. The centre of the chart shows the percentage of projects expected to be delivered on time, for all active projects you have access to (Screen #5). The expected due date comes from the project prediction.

The ring splits projects into four groups:

• 30+ days delay (red) – more than 30 days late.
• 1-30 days delay (yellow) – 1 to 30 days late.
• 0-30 days early (green) – on time or up to 30 days early.
• 30+ days early (blue) – more than 30 days early.

Screen #5 – Expected Due Date Performance in percent

To choose what the expected due date is compared with, click the drop-down under the chart title (Screen #6):

• Planned Due Date – compares with the planned due date.
• Baseline Due Date – compares with the baseline due date.
• Planned DD (based on Business Value) – compares with the planned due date, only for projects with a business value above a set limit.
• Baseline DD (based on Business Value) – compares with the baseline due date, only for projects with a business value above a set limit.

Screen #6 – Expected Due Date Performance options

When you select a business value option, a BV ≥ field appears next to the drop-down (Screen #7). Enter the minimum business value. Projects with a lower business value are excluded from the calculation. You set a project’s business value in the project card.

Screen #7 – Business value limit

Expected Due Date Performance in days (too late/early)

This chart shows EDDP in days instead of percent (Screen #8). The centre shows the total Days delayed and Days earlier. For each project, Epicflow compares the expected due date with the planned or baseline due date and calculates the difference in calendar days.

The ring uses the same four groups and the same drop-down options as the EDDP in percent chart. The only difference is that the number next to each segment is days, not projects.

Screen #8 – Expected Due Date Performance in days

See the projects behind a chart

You can open the list of projects in any segment of any of the four charts:

1. Click a coloured segment of the ring (Screen #9).
2. A window opens. Its title shows the chart, the segment and the number of projects, for example “Current project status: Prio 100+ (1 project)” (Screen #10).
3. To find a project, type its name in Search by project name.
4. To close the window, click × in the top-right corner.

For each project, the window shows: Business Value, Total Hours, Remaining Work, Due date, Prediction End, Deadline overrun (days), Priority and Project manager. In the Current hours in execution chart, the window also shows Hours in segment – the project’s hours in the segment you clicked.

Screen #9 – Open the project list from a chart

Screen #10 – Project list

How to read EDDP

Use EDDP with care. A high EDDP can give a false sense of success and hide inefficiencies, large buffers or upcoming problems.

A low EDDP can be a sign of resource overload, which you can check in the Future Load graph. Overloaded resources cause waiting times, and waiting times lower due date performance.

Do not use EDDP as your only measure of success. Analyse it together with other indicators, such as Future Load and Historical Load.

Use case: compare scenarios with What-If Analysis

The dashboard is especially useful together with What-If Analysis:

1. Set the project baselines.
2. Run Prediction.
3. Open the Project Performance Dashboard and save the current metrics, for example as a screenshot.
4. Open What-If Analysis.
5. Make changes to the portfolio, for example add projects, move milestones or add resources.
6. Run Prediction again.
7. Open the dashboard again and compare the new metrics with the saved ones.
8. Apply the approved changes in the production environment.

Filters

You can apply saved filters on the Project performance, Portfolio status report and Bubble graph tabs. To learn how to create a filter, see Filters management.

To apply a saved filter:

1. Open the Dashboard.
2. Select the Project performance, Portfolio status report or Bubble graph tab.
3. Click the Saved filters icon in the top-right corner (Screen #11).
4. Select the filter you want to apply. The charts update, and the filter name appears in the top-right corner.
5. To remove the filter, click × next to the filter name.

Screen #11 – Apply a saved filter