Adding a Project Indicator in Planview
Adding a Project Indicator in Planview Definitions Indicator (project): Information about a project presented in a consistent format that points to a current status, trend, or need for action. Each project indicator comprises measurable Box project Header actions that affect the overall indicator. Providing progress updates on each action allows project managers to report on indicator trends.
Box Header Leading indicator: This type of indicator can be measured before a task is complete, with the intention of working toward a measurable goal. Lagging indicator: This type of indicator can be measured after a task is complete, to see if a
Box Header
goal has been achieved.
Icons in this job aid Information
Box Header Steps
Open the Project Indicator Template 1.Box Log Header into Planview: https://vumc.pvcloud.com/planview/ . 2. Click Work to open the Work Menu.
3. In the Work menu, show Work, select the work (project) you need, then choose Work and Resource Management in the action menu.
Visit the EPMO website for additional support.
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Adding a Project Indicator in Planview 4. Change Column Set to 00 – Indicators – 1. Indicator BL and Target.
5. Change the filter to show Indicators.
Add Indicators to the Template 1. Double-click inside the cell for the first indicator to edit its title.
2. Double-click in the Indicator Type column for this indicator to change its type to Leading or Lagging.
See the definitions at the top of this job aid if you need help determining whether an indicator is leading or lagging.
Visit the EPMO website for additional support.
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Adding a Project Indicator in Planview Add Actions that Affect Indicators 1. In the row beneath where you added the indicator above, double-click to edit the measurable action that affects the indicator.
2. Double-click in the Indicator Type column for this indicator to change its type to Leading or Lagging.
3. Double-click in the Indicator Measure column to choose the data type your action measures.
4. Double-click in the Indicator is a Measure Of column to type a brief text field explaining what you are measuring.
Visit the EPMO website for additional support.
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Adding a Project Indicator in Planview 5. Double-click in the Indicator Baseline Start Value column to update your baseline for this action.
6. Double-click in the Indicator Target Value column to update your target for this action.
Each project template provides you with two indicator rows, each with two corresponding action rows. To add more, follow the steps below.
Creating Additional Indicators in the Template The easiest way to add a new indicator with corresponding actions to the template is to copy and paste from the bottom of the template. Follow these steps. 1. Scroll down to the last five rows of the template if needed. You can tell which section to copy and paste because the default value in the Indicator Action Group column says *UPDATE ME*.
Visit the EPMO website for additional support.
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Adding a Project Indicator in Planview 2. Right click in the Indicator (Overall Measure) row. Click the Copy icon.
3. Right click in the row of the last indicator you added, and click Paste.
4. Your new Indicator section appears as part of your project template. Edit the indicator and actions using the steps above.
Repeat the steps in the above sections above as needed to capture all of the project’s indicators and measured actions. For information about updating the progress for each measurable action, please see the job aid called Updating Project Indicator Progress.
Visit the EPMO website for additional support.
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Box Header Leading indicator: This type of indicator can be measured before a task is complete, with the intention of working toward a measurable goal. Lagging indicator: This type of indicator can be measured after a task is complete, to see if a
Box Header
goal has been achieved.
Icons in this job aid Information
Box Header Steps
Open the Project Indicator Template 1.Box Log Header into Planview: https://vumc.pvcloud.com/planview/ . 2. Click Work to open the Work Menu.
3. In the Work menu, show Work, select the work (project) you need, then choose Work and Resource Management in the action menu.
Visit the EPMO website for additional support.
Page |1
Adding a Project Indicator in Planview 4. Change Column Set to 00 – Indicators – 1. Indicator BL and Target.
5. Change the filter to show Indicators.
Add Indicators to the Template 1. Double-click inside the cell for the first indicator to edit its title.
2. Double-click in the Indicator Type column for this indicator to change its type to Leading or Lagging.
See the definitions at the top of this job aid if you need help determining whether an indicator is leading or lagging.
Visit the EPMO website for additional support.
Page |2
Adding a Project Indicator in Planview Add Actions that Affect Indicators 1. In the row beneath where you added the indicator above, double-click to edit the measurable action that affects the indicator.
2. Double-click in the Indicator Type column for this indicator to change its type to Leading or Lagging.
3. Double-click in the Indicator Measure column to choose the data type your action measures.
4. Double-click in the Indicator is a Measure Of column to type a brief text field explaining what you are measuring.
Visit the EPMO website for additional support.
Page |3
Adding a Project Indicator in Planview 5. Double-click in the Indicator Baseline Start Value column to update your baseline for this action.
6. Double-click in the Indicator Target Value column to update your target for this action.
Each project template provides you with two indicator rows, each with two corresponding action rows. To add more, follow the steps below.
Creating Additional Indicators in the Template The easiest way to add a new indicator with corresponding actions to the template is to copy and paste from the bottom of the template. Follow these steps. 1. Scroll down to the last five rows of the template if needed. You can tell which section to copy and paste because the default value in the Indicator Action Group column says *UPDATE ME*.
Visit the EPMO website for additional support.
Page |4
Adding a Project Indicator in Planview 2. Right click in the Indicator (Overall Measure) row. Click the Copy icon.
3. Right click in the row of the last indicator you added, and click Paste.
4. Your new Indicator section appears as part of your project template. Edit the indicator and actions using the steps above.
Repeat the steps in the above sections above as needed to capture all of the project’s indicators and measured actions. For information about updating the progress for each measurable action, please see the job aid called Updating Project Indicator Progress.
Visit the EPMO website for additional support.
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