Key performance indicators
Health rules include key performance indicators (KPIs) that evaluate project performance against an objective threshold.
For example, you consider a project healthy if it has a budget overrun of less than 5%, but you consider a project with a 10% budget overrun to be in a critical state.
| KPI | Description |
|---|---|
| % Milestone Overdue | For all In Progress and Completed project milestones, compares the total delay time to the total planned time. |
| % Budget Overrun | For the project, compares the total estimated budget less actual expenses to the total estimated budget. This KPI requires the Financial Management module. |
| % Time Overdue | For all In Progress and Completed project tasks, compares the total delay time to the total planned time. |
| % Tasks Delayed | For the project, compares the number of overdue tasks to the total number of incomplete tasks. |
| % Milestone Tasks Delayed | For the project, compares the number of overdue milestones to the total number of incomplete milestones. |
How the system determines overdue tasks and milestones
For several of the KPIs, the system must determine whether tasks or milestones are overdue. To make this determination, Marketing Operations compares the current date (today) to the Forecast/Actual date and the Target end date for the task or milestone.
- The system uses the date, time, and timezone of the server as the current date.
- The system uses the timestamp of the daily batch job that calculates health status as "today".
- The system always categorizes tasks with the Skipped status as Not Overdue.
| State | All other states | Finished |
|---|---|---|
| Condition | ||
| Today > F/A end > Target end | Overdue | Overdue |
| Today > Target end > F/A end | Overdue | Not Overdue |
| Target end > Today > F/A end | Not Overdue | Not Overdue |
| Target end > F/A end > Today | Not Overdue | Not Overdue |
| F/A end > Target end > Today | Not Overdue | Overdue |
F/A end = Blank AND Target end > Today |
Not Overdue | Overdue* |
| F/A end > Today > Target end | Overdue | Overdue |
F/A end = Blank AND Today > Target end |
Overdue | Not Overdue |
* When the task status changes to Finished, the system supplies the Actual end date with a timestamp. During the next health status calculation, the system reassesses the task as Not Overdue.