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Paul DeLong

Customer Success Manager

Paul is the “the best part of training,” according to Playbook's clients. Paul hones his lean and agile skills mountain biking where no man has gone before!

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Dashboard - Key Performance Indicators (KPIs)

Paul DeLong- 07/6/21 04:50 PM

Get a deeper understanding of Playbook's Key Performance Indicators (KPIs) and what they are used for. KPIs include: project and portfolio health, resource utilization, user engagement, and report efficacy.

Team Engagement Report (TER)

To ensure you have confidence in the level of schedule risk of each project, we have created the Team Engagement Report (TER)

Portfolio Milestone Table (PMT)

To quickly see the status of all your projects in one dashboard, we have created  Portfolio Milestone Table (PMT)

Overload Impact Report (OIR)

Project Leaders need to have confidence their project timelines can be achieved in the time frame they have allocated and they need to be able to discover potential overloads as early as possible so they can bring them to management’s attention for guidance and resolution to avoid unnecessary delays.

Managers need to ensure morale is high - team members have reasonable expectations and do not feel overwhelmed. Managers also need to have confidence when team members will be available to support other projects.

The Overload Impact Report (OIR) provide exactly this information.