The portfolio dashboard, also known as the home page, is the page you use to view all your activities within The Critical Path. It provides access to license management, company page, system options and the list of projects and initiatives to which you are associated.
All projects are grouped for portfolio analysis purposes. You can create and customize any number of groups, and list your projects in as many groups as you wish. The components of the project view are as follows:
- The project name is the name assigned to each project by whomever was the creator. It can be changed in the project options.
- The champion is the person who has taken accountability for the success of the project, and is therefore expected to take whatever measures are necessary to ensure success.
- The project metric/tolerance indicators are displayed using a stoplight colour scheme to reflect variance against baselines.
- For Prince2 and projX methodologies, means “below flag tolerance”, means “between flag and halt tolerances”, and means, “above halt tolerance”.
- For PMBOK and Agile methodologies, means, “everything is as planned”, means, “a significant variance is probable unless action is taken”, and means, “a significant variance has been realized and the project has not corrected or adjusted the expectations”.
- The phase/stage indicates where in the lifecycle the project has progressed.
- The issue indicator is displayed using a stoplight colour scheme to reflect the overall status.
- The completion reflects the overall completion of the project as a percentage of the total. The colour of the status meter uses a stoplight colour scheme to indicate the overall project status. is, “on target”, is “slightly outside of target”, and is “significantly outside of target”.
- The analytics button opens the project performance page for any given project.
Take note that all projects, those of your organization and those to which you have been invited as a contributor, will all appear in the list of projects that you see. When you contribute to internal and external projects, it is prudent to create separate project groups to logically separate these efforts.