Metrics Management calculates start and end date performance values by comparing dates specified for an initiative. Metrics Management supports five date ranges: week, two‑week, month, quarter, and long‑term. Metrics Management chooses which date range to apply to an initiative based on two criteria: the selected comparison series and the difference in days between end and start dates. Table 1‑1 shows the formula, which Metrics Management uses to determine which date range to apply to an initiative.
Table 1‑1 Performance date range formulas by comparison series
Selected comparison series
Performance date range formula
Actual vs. Planned
# Days = Planned end date - Planned start date
Actual vs. Forecast
# Days = Forecast end date - Forecast start date
Forecast vs. Planned
# Days = Planned end date - Planned start date
Table 1‑2 shows the date ranges that Metrics Management applies to an initiative, depending on the difference in end and start dates. For example, if the difference between an initiative’s planned end and start dates is 25 days, Metrics Management applies the month range.
Table 1‑2 Performance date range criteria by date range
Date range
Number of days between end and start date
Week
0 to 7 days
Two‑week
8 to 14 days
Month
15 to 28 days
Quarter
29 to 84 days
Long‑term
More than 84 days
Metrics Management applies a performance indicator to an initiative’s start or end date based on the variance between the initiative’s planned, forecast, or actual dates. Table 1‑3 shows the formula that Metrics Management uses to calculate an initiative’s start or end date performance. Metrics Management applies a formula, depending on the comparison series selected for the initiative.
Table 1‑3 Performance range formulas by comparison series
Comparison series
Date
Performance range formula
Actual vs. Planned
Start date
# Days = Actual - Planned start date
Actual vs. Planned
End date
# Days = Actual - Planned end date
Actual vs. Forecast
Start date
# Days = Actual - Forecast start date
Actual vs. Forecast
End date
# Days = Actual - Forecast end date
Forecast vs. Planned
Start date
# Days = Forecast - Planned start date
Forecast vs. Planned
End date
# Days = Forecast - Planned end date
Table 1‑4 shows the lower and upper limits supported for each range. For a date range, high values are considered bad, as a high value indicates that an initiative is late.
Table 1‑4 Performance date range criteria and range limits