Mastering PPM Compliance: A Comprehensive Guide to Project Portfolio Management Rules and Standards

1. Compliance to PPM Business Rules

1.1 Proper Approvals

• 1.1.1: Number of Projects in Selected to Implemented Stages for Gate 2 approvals

  • Please determine subset of projects to count per your system metadata

• 1.1.2: Number of Projects in Delivering to Implemented Stages for Gate 3 approvals

  • Please determine subset of projects to count per your system metadata

• 1.1.3: Number of Projects missing evidence of Gate 2 Approval

  • Rule is met if: Depending your the business process

• 1.1.4: Number of Projects that do not have Baseline 1 Set in PPM System

  • Rule is met if: ProjectBaseline1Work is NULL, if project is in flight

• 1.1.5: Number of Projects that do not have Baseline 2 Set in PPM System

  • ProjectBaseline2Work is NULL if project is in flight

2. Data Quality in PPM System

2.1 Enterprise Resource Pool

• 2.1.1: Total People Resources

  • No additional constraints or calculations.

• 2.1.2: Has One or More Data Quality Issues

  • Rule is met if one of or both 2.1.3 or 2.1.4 is met.

• 2.1.3: Number of Active Resources with Missing Data in User Profile

  • This section was revised July 14 to show individual fields with missing data, instead of one single compliant/non compliant rule.

• 2.1.4: Resource Contract Date is in the Past

  • Rule is met if Resource Contract End Field is in the Past per this rule: [Resource Contract End] is less than today and [Labour Type] is one of Consultant, Contractor or Student and [Resource Is Active] is true.

3. Initiative Pipeline Health (Defined - Selected)

• 3.1: Total Initiatives in Defined to Selected Stage

  • No additional constraints or calculations apply

• 3.2: Initiatives with Data Quality Issues

  • Rule is met if any any combination of the following four rules are met 3.3, 3.4, 3.5 or 3.6.

• 3.3: Number of Items With Start Date in the Past

  • The start date [ProjectStartDate] < Now, OR finish date [ProjectFinishDate] < Now (Now is the time the report is executed to get fresh data from the system)

• 3.4: Items Assigned to "Inactive" Resources (DM and/or PM)

  • Each project has a Project Owner in PWA, and in turn is the Project Manager, the Delivery Manager is a separate field in PWA, both people must but be set as Active in "Enterprise Resource Pool (ERP)".

• 3.5: Initiatives Pre-Assigned with With Actual Costs

  • ProjectActualCost > 0

• 3.6: Number of Projects without a Class C+ with a start date within 18 months

  • The projects Current Project Status field is Active, Project Cost field is 0 and the Project Start date is between Now and less than 18 months from now.

4. Project Pipeline Health

• 4.1: Number of Projects in Assigned to Implemented Stages

  • No additional constraints or calculations.

• 4.2: Number of Initiatives With Data Quality Issues

  • Rule is met if any one of the following 6 rules are met (4.3 to 4.8)

• 4.3: Number of Projects With Remaining Work Allocated to Inactive Resources

  • ResourceIsActive field is False and AssignmentRemainingWork > 0. Note: Can include "Generic Local Resource" Work

• 4.4: Number of Projects With End Dates in the Past

  • ProjectFinishDate Field is earlier than Now.

• 4.5: Number of Projects With Actual Costs in the Future Months

  • AssignmentActualCost field is greater than 0 and the Assignment By Day Date is greater than today.

• 4.6: Number of Project Plans in Delivering Stage That Have Not Been Published in More Than 2 Weeks

  • StageName Field is 'Delivering' and [Current Project Status] = 'Active' and ProjectModifiedDate is older than two weeks ago.

• 4.7: Number of Cancelled Projects With Actual Costs in the Future Months

  • [Current Project Status] = 'Cancelled' and AssignmentActualCost field is greater than 0 and the Assignment By Day Date is greater than today.

• 4.8: Number of Projects With Status Inactive or Cancelled

  • [Current Project Status] field is either 'Inactive' or 'Cancelled'