About group initiative performance values

Group initiatives obtain performance values from the data and group subinitiatives at the next level in the tree. Metrics Management uses the same formulas to calculate both data and group initiative date and budget performance indicators. Table 1‑6 shows the date values that Metrics Management uses in group start and end date performance indicator calculations.

Table 1‑6 Values used in group initiative date performance formulas
Date type	Date value used in initiative performance calculation
Actual start date	Earliest subinitiative actual start date
Forecast start date	Earliest subinitiative forecast start date
Planned start date	Earliest subinitiative planned start date
Actual end date	Latest subinitiative actual end date
Forecast end date	Latest subinitiative forecast end date
Planned end date	Latest subinitiative planned end date

Table 1‑7 shows the budget values that Metrics Management uses in group budget performance indicator calculations.

Table 1‑7 Values used in group initiative budget performance formulas
Date type	Budget value used in initiative performance calculation
Actual budget	Unweighted sum of subinitiative actual budgets
Forecast budget	Unweighted sum of subinitiative forecast budgets
Planned budget	Unweighted sum of subinitiative planned budgets

For group initiative rating and percentage complete indicators, Metrics Management performs the following calculations:

For a group initiative’s rating indicator, Metrics Management sums the weighted ratings of the group’s subinitiatives.

For a group initiative’s percent complete indicator, Metrics Management sums the weighted percent complete values of the group’s subinitiatives.