The Budget Cost Status KPI associated with a project site’s Project Health
list can be used to provide insight into the project’s budget health if the following conditions are met:
- Standard rates are associated with user profiles in the Enterprise Resource Pool
- The Resource column is used to assign users to tasks
- The budget value was manually entered into the Project Health list’s Budget Cost field
NOTE: When the above pre-requisites are not met the Budget Cost Status KPI will always be green.
Important: The Budget Cost Status KPI is not include in the default displays of Project Health information.
The removal of the Budget Cost Status KPI from the default displays was new in PM Central 4.3
To add the Budget Cost Status KPI to a dashboard display complete these steps:
Edit the Project Info web part on the Project Home tab of the project site
Edit the Project Summary Web Part on the Project Central tab (portfolio or department sites)
|2.||Click the Data Viewer Web Part Settings button
Click SharePoint List and Library if you are editing the Project Info display on the project site
Click Bamboo List Rollup on the left of the screen if you are editing the Project Summary on the portfolio site
|4.||Click the Column Display Settings button, then click the Budget Cost Status check box and Save & Close|
|5.||Then click Save & Close again to exit the Data View Configuration Settings screen.
You will need to click OK to close the Web Part’s configuration tool page before you will be able to see the changes to the web part’s display.