Director's Portfolio Summary Report

Project # / Priority

The number of the project within the PPM system.  This number is autogenerated by Daptiv at the creation of a project request.  Note, if this project is currently a Top Priority Project, this will be displayed in lieu of the project number.  Priority Project information is entered by the Project Services Office.

Project Name

The name of the project.  This is entered by the project requestor during the creation of a project request and can be changed at anytime by the project manager by editting the project profile.

Project Manager

The individual responsible for overseeing the project.  This field needs to be manually selected after the project has been created.  The project manager can access this by editting the project profile.

Project Sponsor

The individual with the authority to define and approve the work of the project.  This is entered by the project requestor during the creation of a project request and can be changed at anytime by the project manager by editting the project profile.

Phase

Where the project is within IS&T PM Framework (for additional information, see IS&T's Project Management Methodology).  This should be set by the project manager during a Status Update and should be updated as necessary.  Note, if the project state (also updated during a Status Update) is 'On Hold' this will be displayed in lieu of the current phase

Budget

The planned overall cost of the project.  This field needs to be manually entered after the project has been created.  The project manager can access this by editting the project profile.

Planned Start

The anticipated start date of the project.  This is entered during the project generation process and can be changed at anytime by the project manager by editting the project profile.  Note, once a project has entered the Execute & Control phase, this field should not be updated.

Scheduled Start

The start date of the first chronological task on the project.  This can be changed by adjusting the dates of the tasks through the Edit Task control.  Note, if there are no tasks, this will be the Planned Start.

Planned Finish

The anticipated end date of the project.  This is entered during the project generation process and can be changed at anytime by the project manager by editting the project profile.  Note, once a project has entered the Execute & Control phase, this field should not be updated.

Scheduled Finish

The end date of the last chronological task on the project.  This can be changed by adjusting the dates of the tasks through the Edit Task control.  Note, if there are no tasks, this will be the Planned Finish.  Note, if this date is prior to today's date, this will be highlighted with a red box.

Timeline Status

A visual representation of how the project is progressing against to the established schedule.  This should be set by the project manager during a Status Update and should be updated monthly.  Note, if no schedule exists, this should be set to Red

Scope Status

A visual representation of how the project is progressing against the defined scope.  This should be set by the project manager during a Status Update and should be updated monthly.  Note, if no agreed-upon scope exists, this field should be set to Red.

Budget Status

A visual representation of how the project is progressing according to the established schedule.  This should be set by the project manager during a Status Update and should be updated monthly.  Note, if no budget is specified in the Budget field, this field should be set to None.

Sponsor Relationship Status

A visual representation of how the working relationship between the project manager and the project sponsor.  This should be set by the project manager during a Status Update and should be updated monthly.  Note, if no sponsor has been identified, this shoudl be set to Red.