Whole portfolio |
Estimated and actual costs indicator (EACI) |
Difference between estimated and actual cost |
Difference between the monthly total estimated cost and the monthly actual total cost the of whole project portfolio. |
Silva et al. (2017)Silva, C. G., Meidanis, J., Moura, A. V., Souza, M. A., Viadanna, P. Jr, Oliveira, M. R., Oliveira, M. R., Jardim, L. H., Lima, G. A. C., & Barros, R. S. V. (2017). An improved visualization-based approach for project portfolio selection. Computers in Human Behavior, 73, 685-696. http://dx.doi.org/10.1016/j.chb.2016.12.083. http://dx.doi.org/10.1016/j.chb.2016.12....
; Suk et al. (2012)Suk, S., Hwang, B.-G., Dai, J., Caldas, C. H., & Mulva, S. P. (2012). Performance dashboard for a pharmaceutical project benchmarking program. Journal of Construction Engineering and Management, 138(7), 864-876. http://dx.doi.org/10.1061/(ASCE)CO.1943-7862.0000503. http://dx.doi.org/10.1061/(ASCE)CO.1943-...
|
Absolute Deviation Indicator (ADI) |
Total error in cost estimates |
Sum of the monthly deviations modules from the cost estimates. It enables the quantification of the total error of the estimates without the negative and positive errors suppressing each other. |
Kishore et al. (2011)Kishore, V., Abraham, D. M., & Sinfield, J. V. (2011). Portfolio cash assessment using fuzzy systems theory. Journal of Construction Engineering and Management, 137(5), 333-343. http://dx.doi.org/10.1061/(ASCE)CO.1943-7862.0000299. http://dx.doi.org/10.1061/(ASCE)CO.1943-...
; Suk et al. (2012)Suk, S., Hwang, B.-G., Dai, J., Caldas, C. H., & Mulva, S. P. (2012). Performance dashboard for a pharmaceutical project benchmarking program. Journal of Construction Engineering and Management, 138(7), 864-876. http://dx.doi.org/10.1061/(ASCE)CO.1943-7862.0000503. http://dx.doi.org/10.1061/(ASCE)CO.1943-...
|
Adherence Indicator (AI) |
Percentage of cost deviation |
It measures the percentage of portfolio costs as planned. |
Silva et al. (2017)Silva, C. G., Meidanis, J., Moura, A. V., Souza, M. A., Viadanna, P. Jr, Oliveira, M. R., Oliveira, M. R., Jardim, L. H., Lima, G. A. C., & Barros, R. S. V. (2017). An improved visualization-based approach for project portfolio selection. Computers in Human Behavior, 73, 685-696. http://dx.doi.org/10.1016/j.chb.2016.12.083. http://dx.doi.org/10.1016/j.chb.2016.12....
; Kishore et al. (2011)Kishore, V., Abraham, D. M., & Sinfield, J. V. (2011). Portfolio cash assessment using fuzzy systems theory. Journal of Construction Engineering and Management, 137(5), 333-343. http://dx.doi.org/10.1061/(ASCE)CO.1943-7862.0000299. http://dx.doi.org/10.1061/(ASCE)CO.1943-...
|
Project status Indicator (PSI) |
Project progress status |
It is possible to know, of the total projects of the year, the number of projects that are in progress, postponed, concluded, and canceled. |
Silva et al. (2017)Silva, C. G., Meidanis, J., Moura, A. V., Souza, M. A., Viadanna, P. Jr, Oliveira, M. R., Oliveira, M. R., Jardim, L. H., Lima, G. A. C., & Barros, R. S. V. (2017). An improved visualization-based approach for project portfolio selection. Computers in Human Behavior, 73, 685-696. http://dx.doi.org/10.1016/j.chb.2016.12.083. http://dx.doi.org/10.1016/j.chb.2016.12....
|
Ongoing Procurement Indicator (OPI) |
Procurement performance |
It monitors the percentage of requests and procurement orders with the expected and overdue deadlines. |
Minnullina (2017)Minnullina, A. (2017). Efficiency assessment of procurement by the organization and planning of civil works. In International Science Conference SPbWOSCE-2016 “SMART City”. St. Petersburg: MATEC Web of Conferences.; Abolbashari et al. (2018)Abolbashari, M. H., Chang, E., Hussain, O. K., & Saberi, M. (2018). Smart Buyer: a bayesian network modelling approach for measuring and improving procurement performance in organisations. Knowledge-Based Systems, 142, 127-148. http://dx.doi.org/10.1016/j.knosys.2017.11.032. http://dx.doi.org/10.1016/j.knosys.2017....
|
Deadline Indicator (DI) |
Schedule performance |
It assesses the percentage of projects that are overdue greater than the target of the deadline performance. |
Silva et al. (2017)Silva, C. G., Meidanis, J., Moura, A. V., Souza, M. A., Viadanna, P. Jr, Oliveira, M. R., Oliveira, M. R., Jardim, L. H., Lima, G. A. C., & Barros, R. S. V. (2017). An improved visualization-based approach for project portfolio selection. Computers in Human Behavior, 73, 685-696. http://dx.doi.org/10.1016/j.chb.2016.12.083. http://dx.doi.org/10.1016/j.chb.2016.12....
|
Coordinators |
Project distribution Indicator (PDI) |
Coordinator's participation in the portfolio |
It shows the distribution of projects and costs among the coordinators. |
On-site demand verification |
Estimated and actual costs Indicator (EACI) |
Difference between estimated and actual cost per coordinator |
Difference between the total estimated cost in the month and the actual total cost in the month per coordinator. |
Silva et al. (2017)Silva, C. G., Meidanis, J., Moura, A. V., Souza, M. A., Viadanna, P. Jr, Oliveira, M. R., Oliveira, M. R., Jardim, L. H., Lima, G. A. C., & Barros, R. S. V. (2017). An improved visualization-based approach for project portfolio selection. Computers in Human Behavior, 73, 685-696. http://dx.doi.org/10.1016/j.chb.2016.12.083. http://dx.doi.org/10.1016/j.chb.2016.12....
; Suk et al. (2012)Suk, S., Hwang, B.-G., Dai, J., Caldas, C. H., & Mulva, S. P. (2012). Performance dashboard for a pharmaceutical project benchmarking program. Journal of Construction Engineering and Management, 138(7), 864-876. http://dx.doi.org/10.1061/(ASCE)CO.1943-7862.0000503. http://dx.doi.org/10.1061/(ASCE)CO.1943-...
|
Absolute Deviation Indicator (ADI) |
Total error in cost estimates per coordinator |
Sum of the monthly deviations modules from the cost estimates per coordinator. It enables the quantification of the total error of the estimates without the negative and positive errors suppressing each other. |
Kishore et al. (2011)Kishore, V., Abraham, D. M., & Sinfield, J. V. (2011). Portfolio cash assessment using fuzzy systems theory. Journal of Construction Engineering and Management, 137(5), 333-343. http://dx.doi.org/10.1061/(ASCE)CO.1943-7862.0000299. http://dx.doi.org/10.1061/(ASCE)CO.1943-...
; Suk et al. (2012)Suk, S., Hwang, B.-G., Dai, J., Caldas, C. H., & Mulva, S. P. (2012). Performance dashboard for a pharmaceutical project benchmarking program. Journal of Construction Engineering and Management, 138(7), 864-876. http://dx.doi.org/10.1061/(ASCE)CO.1943-7862.0000503. http://dx.doi.org/10.1061/(ASCE)CO.1943-...
|
Adherence Indicator (AI) |
Percentage of cost deviation per coordinator |
It measures the percentage of costs according to the planning of each project coordinator. |
Silva et al. (2017)Silva, C. G., Meidanis, J., Moura, A. V., Souza, M. A., Viadanna, P. Jr, Oliveira, M. R., Oliveira, M. R., Jardim, L. H., Lima, G. A. C., & Barros, R. S. V. (2017). An improved visualization-based approach for project portfolio selection. Computers in Human Behavior, 73, 685-696. http://dx.doi.org/10.1016/j.chb.2016.12.083. http://dx.doi.org/10.1016/j.chb.2016.12....
; Kishore et al. (2012) |