About performance calculations for initiatives
To display date performance colors for initiatives, Metrics Management compares planned, forecast, and actual start and end dates. Similarly, to display budget performance colors, Metrics Management compares planned, forecast, and actual budget values. The values that Metrics Management uses to calculate these performance colors depend on the comparison series selected for an initiative. Metrics Management supports selecting the Actual vs. Planned, Actual vs. Forecast, or Forecast vs. Planned comparison series. An initiative must contain date or budget values to calculate and display performance colors. An initiative must have a rating selected to display a rating performance color.