Analysis of contracts and portfolio lots in MS Power

Contents:

1. Portfolio lots in MS Power BI dashboard
2. Portfolio contracts in MS Power BI dashboard
3. Portfolio contractors in MS Power BI dashboard
4. Customise the ‘Contracts and lots of the project portfolio’ dashboard in MS Power BI
5. Chat

Portfolio lots in MS Power BI dashboard

The table ‘Portfolio Lots’ provides information on the tasks of the projects allocated to lots, but no contracts have been concluded for them. The table provides information on:

• Name of lot group.
• Name of lots.
• Project name.
• Name of tasks.
• Start date of the tasks.
• End date of the tasks.
• Base cost of tasks.
• Planned cost of tasks.
• Deviation in task costs.
• Actual task costs.
• Remaining task costs.

The table ‘Portfolio lots’ is used to control the declared project lots and to plan the work on concluding project contracts.

You can use filters in the ‘Portfolio lots’ table:

• Portfolio, Project Types. Project - filter by project portfolio, project type and company projects.
• Project Stages - filter by project stages.
• Lots and Lot - filter by lot groups and lots of the project portfolio.
• Contracts - filter by tasks with and without contracts.

Portfolio contracts in MS Power BI dashboard

The table ‘Portfolio Contracts’ provides information about already concluded contracts in the project. The table provides information on:

• Project name.
• Contract number.
• Name of certificates of completed works.
• Name of tasks.
• Base cost of tasks.
• Planned cost of tasks.
• Deviation of task costs.
• Actual task costs.
• Remaining task costs.

The table of contract tasks and acts displays the following information:

• Task name.
• % of completion by volume.
• % completion by duration.
• Date the task started.
• Completion date of the task.
• Deviation by task completion date.
• Base cost of tasks.
• Planned task costs.
• Deviation by task costs.
• Actual task costs.
• Remaining task costs.

The table ‘Portfolio Contracts’ is used to control project contracts and statements of work.

The Portfolio Contracts Costs chart allows you to control the costs of contracts by periods. The graph provides information on:

• Base costs of contracts.
• Planned contract costs.
• Actual contract costs.

In the table ‘Portfolio contracts’ you can use filters:

• Portfolio, Project Types. Project - filter by project portfolio, project type and company projects.
• Project Stages - filter by project stages.
• Lots and Lots - filter by lot groups and lots of the project portfolio.
• Acts - filter by tasks with and without acts.

Portfolio contractors in MS Power BI dashboard

The Portfolio Contractors table provides information on the contracts and deeds of the project portfolio, grouped by contractor. The table provides information on:

• Contractors name.
• Contract number.
• Act number.
• Name of tasks.
• Percentage of task completion.
• Scheduled start of task.
• Planned end of task.
• Deviation on completion.
• Task cost.
• Deviation by task costs.

The table ‘Portfolio contractors’ is used to control the project contract with distribution by contractors.

You can use filters in the ‘Portfolio contractors’ table:

• Portfolio, Project Types. Project - filter by project portfolio, project type and company projects.
• Project stages - filter by project stages.
• Contracts and Deeds - filter by contracts and deeds of the portfolio projects.
• Contractors - filter by contractor companies.
• Contracts - filter by tasks with and without contracts.
• Acts - filter by tasks with and without acts.

Customise the ‘Contracts and lots of the project portfolio’ dashboard in MS Power BI

How to get the dashboard “Contracts and lots of the project portfolio” in MS Power BI

• Register or log in.
• Make a payment.
• Download the file with the report.

How to customize the dashboard in MS Power BI

• Download MS Power BI and log in with your account.
• Open the report in MS Power BI.
• Go to “Data” menu, “Get Data” item and sub-item “Launch Power Query Editor”.
• To do this, click on the “Path” parameter and replace the line “https://studyoberemokii.sharepoint.com/sites/en/” with your server address.
• Go to the “Home” menu item and the “Refresh Preview” sub-item.
• Refine the portfolios and portfolio types in the “Projects” table and the resource groups in the “Resources” table.
• In the same “Home” menu item, click the “Close & Load” button.