Reference: Key Performance Indicator Cards
Workday displays project budget metrics in the form of key
performance indicator (KPI) cards.
Workday doesn't display KPI cards when a project is
missing 1or more of these items:
- A plan structure.
- A budget configuration.
- A project budget.
- An assigned plan category.
- A configured labor or nonlabor plan line attribute.
KPI Cards
Card | Description |
|---|---|
Project Financial Health | The plan lines for the overall project. |
Labor Performance | The labor plan lines. |
Nonlabor Performance | The nonlabor plan lines. |
Calculations
Metric | Calculation | Visual Indicator | Drill-Down Visual Indicator |
|---|---|---|---|
Cost | (forecast cost - baseline cost) ÷ baseline cost × 100 | Green: Less than or equal to zero. Yellow: Greater than zero. Red:
Greater than 10 percent. | Green: Less than zero. Yellow: Greater than zero. Red: Greater than
10%. |
Revenue | (forecast revenue - baseline revenue) ÷ baseline revenue × 100 | Green: Greater than zero percent. Yellow: Less than zero. Red: Less than
-10%. | Green: Greater than zero. Yellow: Less than zero. Red: Less than
-10%. |
Margin | (forecast margin - baseline margin) ÷ baseline margin × 100 | Green: Greater than or equal to zero. Yellow: Less than zero. Red: Less
than -50%. | Green: Less than zero. Yellow: Greater than zero. Red: Greater than
5%. |
Margin % | forecast margin% - baseline margin. | Green: Greater than zero percent. Yellow: Less than zero. Red: Less than
-5%. | Green: Greater than zero. Yellow: Less than zero. Red: Less than
-5%. |