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There are two types of project progress indicators:

• RAG Status Indicators
• Trend Indicators

Please see descriptions for these below:

RAG Status Indicators

These indicators are available to select in all Project reporting templates, where the Project Manager is able to provide their own rating/status against Budget, Schedule, Risks and Issues (Figure 1). Based on these selections, this then calculates an Overall Project Status. 

Figure 1 - Project Report RAG Status

Table 2 below demonstrates how the Overall Project Status is calculated. 

Table 2 - Overall Status Calculation

Once a project Report is published, this is then updated and visible within the Portfolio Overview page (as per Figure 3 below).

Figure 3 - Portfolio Overview

RAG Status Criteria

RAG Status’ are applied based on the customer’s way of working, and any documented thresholds for RAG Status'. Below is an example of RAG Status Ratings and Criteria that a customer may adopt.

Trend Indicators

Focus HQ also provides Trend indicators which are system-generated indicators, that are available within the Project Overview, Project Modules, Project Reports, as well the Portfolio Overview. 

Overall Project Trend

The Overall Project Trend is calculated based on the performance in the Schedule, Cost/Budget, Risk and Issue modules. The Overall Trend displayed within the Portfolio Overview (as per Figure 3) and throughout Focus HQ as mentioned above, is based on the results of the other Trends within the Project Modules (such as Risks, Issues, Budget, Schedule).

This provides the ability to analyse the Project Managers assessments of their project performance, in comparison to the system-generated indicator.

Refer to Table 4 for Overall calculations.

Table 4 - Overall Trend calculation

Schedule Trend

The Schedule Trend is calculated comparing the Overall Actual progress to the Overall Planned progress (refer to Figure 5). 

1. If Overall Actual Progress is better than Planned = Green
2. If Overall Actual Progress is equal to Planned = Amber
3. If Overall Actual Progress is worse than Planned = Red

Figure 5 - Schedule Trend Calculation

Cost Trend

The Cost Trend is calculated by comparing the variance between the planned costs (forecast) and the Actuals (refer to Figure 6).

1. If Actual spend for the period is less than planned= Green
2. If Actual spend for the period is equal to plan (within 5%) = Amber
3. If actual spend in period is greater than planned (greater than 5%) = Red

Figure 6 - Cost Trend Calculation

Risk Trend

The Risk Trend is calculated based on a combination of:

1. Count of New risks ‘Pending Approval’
2. Count of outstanding risks
3. Count of risks past due date 

The system uses these to determine if there is:

1. Improved impact to Project = Green
2. No change impact to Project = Amber
3. Worsened impact to Project = Red

Refer to Figure 7 below.

Figure 7 - Risk Trend calculation

Issue Trend

The Issue Trend is calculated based on how many 'Open' Issues are within the project.

The system uses this to determine if there is:

1. Improved impact to Project = Green
2. No change impact to Project = Amber
3. Worsened impact to Project = Red

Refer to Figure 8 below.

Figure 8 - Issue Trend Calculation