The values provided at the bottom of the performance chart are based on the monthly status updates.

Until a status update is entered, these values will be blank.

A. Planned Work = (Spending Plan to Date/Total Project Cost)

B. Work Completed = Planned Work (A) * [1 +/- "Status % Ahead/Behind" (as selected in the schedule question within the Status My Project tab)]

C. Schedule % Ahead/Behind = Planned Work % (A) - Completed Work % (B)

D. Work Value = Work Completed (B) * Total Project Cost

E. Actual Spent and Actual + Commitments: From the Data Warehouse (which is updated every evening)

F. Cost Ahead/Behind = Work Value (D) – Actual Spent (E)

Project cards illustrate your current actual costs against your planned spending

The Portfolio Chart includes a third piece of information: Project Performance

• Your response to the schedule question on the last status update provides the project performance value, indicating whether you are performing ahead or behind your plan.

In the example provided below:

• While you have spent more than planned (as shown on the Project Card)
• However, you are ahead of schedule (as reported in your last status update)
• and the work that you have completed has cost you less than you anticipated (as shown on the Portfolio Chart)

The system can easily accommodate projects with more than one Principal Investigator/Project Manager

It is suggested that the main point of contact for the project be listed on the Project Information tab as the Principal Investigator/Project Manager.

Other PI/PMs can be added under the Team Tab – this will allow them to view the project and give them the ability to update/modify milestones, complete status updates, etc.

If you enter a parent charge number, it will pick up/roll-up the costs and funding related to all of the child charge numbers associated with it (in order to prevent you from having to enter each of the child charge numbers).

If several charge numbers are provided, the related costs and funding are currently rolled up to provide the Project summary/dashboard. Note that the ability to filter your Project Dashboard for a specific charge number has been identified as a future enhancement opportunity.

*Ensure Budget Authority is applied to at least one charge number used.

A private project can only be seen by those included on the project and their chain of command.

In portfolio, search results will only be displayed for projects you are included on, within your chain of command, or those considered "Public" (NOT marked as private).

Anyone can access Projects indicated as Public; however, if they are not included on the Project they will only be able to view it as Read Only.

When using impersonation to view an individual’s Projects and Portfolios, you will only be able to see Private Projects if you are included on the Project (or in their chain of command).

A draft Project will remain in the system indefinitely.

A draft Status Update will only remain in the system for 5 business days.

The cost data is updated upon opening the application/page to reflect what’s in the data warehouse (which is updated every evening).

Users are given the ability to delete projects on which they are listed as the Principle Investigator. To delete a project, use the drop down provided on the Project Card (as shown below):

• Once a project is hidden, it is simply moved to a separate “hidden projects” list where you can access the project and/or “unhide” it as needed to return it to your active projects list.
• To view the “hidden projects” list, you will use the “Projects” drop-down. The drop-down will allow you to select a view: Visible projects, Hidden projects, or Completed projects. Once you select “Hidden projects” from the drop-down, you will be directed to a list of any current projects you have hidden.
• To restore a project to the “visible project” list, simply use the drop-down on the project card to “Unhide project” (similarly to how it was initially hidden). The card will disappear as it returns to the “visible project” list. To return to the “Visible project” list, similarly use the “Projects” drop-down to select to view “Visible projects.” When you return to the “Visible Projects” list, you should now see the project has been restored to this list.