Project List - Performance Indicator Columns

Performance columns in the project list use the traffic light colors green, orange, red to visualize whether key project values are within, slightly above, or significantly above their planned targets. The performance indicators are calculated automatically based on specific data entered in the project. 

The performance indicator columns are:

• Cost performance
• Progress performance
• Resource cost performance
• Revenue performance

To display these columns in the project list and save it as a view:

1. Click on the three dots in the upper right corner or right-click into one of the columns' names and click on Choose columns.
2. From the columns menu, choose the performance columns you need or use the search field and type in "performance".
3. Drag the selected columns into the list.
4. To remove a column, simply drag it out and let go of it. 
5. Should you have removed a column accidentally, you can click the undo-button in the green field in the lower left corner.
6. If you want to save this list view, click on the three dots and select Save as New View. 
7. Name this view, e.g. "Project performance view" and click Save. 

Cost performance column

What it shows:

The cost performance column compares the actual project costs with the planned project costs.

• Green: Actual costs are below planned costs.
• Orange: Actual costs exceed planned costs by 0.01% to 5%.
• Red: Actual costs exceed planned costs by more than 5.01%.

Required project data:

For the calculation, the following values must be available:

• Planned project expenses (CapEx or OpEx)
• Actual project expenses (CapEx or OpEx)

The performance indicator reflects the financial deviation based on these values. For more information on project finances, read the help article Financials in InLoox.

Progress performance column

What it shows:

The progress performance column evaluates whether the remaining project duration is sufficient to complete the effort of overdue tasks.

• Green: The effort of overdue tasks can still be completed within the remaining time until the project end date.
• Orange: The effort of overdue tasks exceeds the remaining time by 0.01% to 5%.
• Red: The effort of overdue tasks exceeds the remaining time by more than 5.01%.

Required project data

The calculation is based on:

• Project start date
• Project end date
• Effort of tasks
• Due dates of tasks (to determine which tasks are overdue)

Accurate scheduling and up-to-date task data are required for reliable results.

Resource cost performance column

What it shows:

The resource cost column compares the recorded effort from time tracking with the planned effort from tasks.

• Green: Recorded effort is below or equal to planned effort.
• Orange: Recorded effort exceeds planned effort by 0.01% to 5%.
• Red: Recorded effort exceeds planned effort by more than 5.01%.

Required project data

The calculation is based on:

• Planned effort from the project tasks
• Actual effort recorded via time tracking

To ensure accurate results, planned effort must be maintained in the tasks and time must be tracked consistently. For details, read the help article on tasks in InLoox and the help article on time tracking in InLoox.

Revenue performance column

What it shows:

The revenue performance column compares the actual revenue with the planned revenue of a project and visualizes deviations.

• Green: Actual revenue is higher than planned revenue.
• Orange: Actual revenue equals planned revenue.
• Red: Actual revenue is lower than planned revenue.

Required project data

For the calculation, the following data must be entered in the project financials:

• Planned benefits 
• Actual benefits

Without both values, this performance indicator cannot display a meaningful result. For more information on project finances, read the help article Financials in InLoox.

By maintaining complete and up-to-date financial, scheduling, and effort data in your projects, the performance indicator columns provide an immediate visual overview of project performance.