Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers can edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Updating an Approved Project

During a project, each period will need to update the project data, with cost actual, forecast and scheduling changes. When making a substantive change to a project cost or timescale, you should discuss the change in advance with the project approver, following your management policy.

Costings can change during projects. Users may realise that the cost of the remaining periods may not be as much as initially planned, or it may be more than was originally approved. Forecast and Target can be changed at any point under “Projects” on the page: Project Updates (under Project Finance).

There are 3 costing measures:
1. PR01.1 Capital Expenditure
2. PR01.2 Revenue Expenditure

Which are added together as the
3. PR01 Cost.
The PR01 Cost measure will always be automatically calculated, so you simply enter the Capital Expenditure along with your Revenue Expenditure, and the total Cost will be calculated.

There are three series associated with each cost measure.

During the project's planning, the initial target cost should be entered. This is the target budget that the Approver will be using to decide whether to approve, return for re-drafting or reject completely.

The baseline is a series that the project approver can save as a record of the target budget they have approved. This cannot be changed at a later stage. See the next ‘baseline’ section for more details.

The target/plan will be the same as the baseline initially; however, if you amend the target/plan later, it is always possible to compare the actual and revised plan back to the original baseline.

The forecast can also be updated continuously with new information and evaluation. It is best practice to update the forecast as early as possible when you expect a variation from planned costs, not just as you approach a deadline! The forecast is updated by selecting ‘Data Entry’ and simply typing your new figures in the relevant month(s).

The Forecast series is automatically updated with historic actual costs. This enables the forecast to year-end to consider the historic actual values without the user needing to update the history. It is the best forward-looking forecast, not a record of what you historically forecast.

The Actual is what was actually spent in that month (time period), which can be entered in ‘Data Entry’ mode in the relevant month(s).

Baseline

During the life cycle of a Project, you might need to adjust your original planned costs that were agreed upon with your internal stakeholders. If your baseline is the originally approved project planned costs, you can retain this saved as a baseline reference plan and any subsequent changes to planned costs. This enables you to compare the actual costs with the original planned costs and any revised plan costs.

As you can see, the baseline (series) function is set at the initial stage of project approval. It allows users to track how far (or close) the project costings have varied from the original approved plan.

Project Quality

Periodic RAG ratings can be given to assess the quality of the project, with the option to leave a comment – also periodically.

Project Gantt, Project Risks, Mitigating Actions, Benefits Score, Project Discussion

All these sections are identical to what is on the Project Creation page with the ability to provide updates in all these areas.

Project Issues

Any issues related to the project can be added here and updates made to the fields using the table. When the comment icon is selected, a comment can be left against the comment subject issue update (a newly created comment subject in Administrator)

Cost Benefit Analysis

To view your cost-benefit matrix there must be both an Actual Cost and an expected Benefit score for the same period. Update the expected Benefit score each period, just as you do the actual Cost. You can then see any movement over time of the cost to go (how much more do you still need to spend to achieve what level of expected annual benefits.

Using My Ideagen Healthcare Guardian

The left panel menu access dashboards on each type of information for the user.

The main panel contains information in sunbursts, critical exception alerts, performance cards and lists, and badges.

The right-hand panel in Overview provides a personal schedule for due, overdue and upcoming actions and measure updates and any discussions on their actions.

Updating within My Ideagen Healthcare Guardian

All users can update any Action, Project, Risk, Issue or Measure of which they are the allocated owner within their My Ideagen Healthcare Guardian, as well as in the related Portal Page (such as the Project Updates page).

Updates can be made by either double-clicking on the item and opening the performance analysis Details pop-up and selecting Input, or by opening the Details or Notebook from the context menu (right mouse) or activating the Quick Edit panel on the right-hand side of the page and clicking once on the item.

Projects Highlights

The Project Highlight page lets you view the project's scope with its main key summary points. Some of the data entry tables displayed when creating a new project have been included on the highlights page, which enables the user to amend these details (such as sponsor) if necessary, during the project.