Requirement: RAG Tolerances

[Tom Gilbert]

Hi @AlexTumber

I'm about to post a few more requirements for the Project Manager application. I have run these past Dan prior to posting.

Quote

Area of Hornbill: Project Manager
Requirement: RAG Tolerances

We need to be able to 'score' projects on a Red, Amber or Green basis. Each project overall RAG status is derived from project tolerances which are also scored as Red, Amber or Green.

The tolerances are:

Cost
Red - Forecast or Actual cost is more than £10k over budget
Amber - Forecast or Actual cost is over budget but within £10k
Green - Forecast or Actual cost is under the budget number

Time
Red - The baselined go-live date will be/has been missed and there is no plan to rectify
Amber - The baselined go-live date may be missed but a plan is in place to rectify
Green - The project is in the Initiate phase and the plan is yet to be baselined or the project is on track to achieve the baselined go-live date

Quality
Red - The quality of the deliverables are not in line with agreed specification and there is no mitigation plan
Amber - The quality of the deliverables are not in line with agreed specification but there is a mitigation plan to re-baseline quality specification
Green - The quality of the deliverables are in line with agreed specification

Benefits
Red - Benefits will be impacted and there is no mitigation plan
Amber - Benefits may be/will be impacted but there is a mitigation plan to re-baseline benefits
Green - Benefits are expected to realise in line with the approved Business Case

We would like Hornbill to automatically generate the overall RAG status for the project based upon the tolerance scoring. We would also like Hornbill to generate the RAG status for the Cost tolerance automatically based upon the data held within the Costs/Financials area of Project Manager. The other tolerances we would like the Project Manager or PMO to be able to choose from a drop down menu.

We would also like this information to be on the main home page of the Project as part of the dashboard with the milestones etc.