Portfolio Item Monthly Snapshot
The Portfolio item monthly snapshot dataset offers a detailed monthly update on the status, progress, and key metrics of portfolio items. This dataset provides crucial insights into project performance, helping teams and stakeholders track the alignment of portfolio items with organizational goals over a longer period. It includes data such as planned completion dates, business value, and other relevant metrics, ensuring effective management and informed decision-making within the project portfolio.
The following are the components of this dataset:
| Attribute Name | Description |
|---|---|
| Calendar date | Gregorian calendar date displayed in the format ‘M/D/YYYY’ |
| Calendar month | Gregorian calendar month displayed in the format 'Mon YYYY' |
| Lagging count of months | Count of defects for the current month and the preceding two |
| Last refresh date | Date of the most recent update or refresh of data in a dataset. It is in date format. |
| Portfolio item | Unique identifier for the Portfolio item |
| Portfolio item closed date | Date when a portfolio item is marked as closed |
| Portfolio item completed date | Date when a portfolio item is marked as completed |
| Portfolio item planned end date | Date when a portfolio item is expected to be completed within a planning level. |
| Portfolio item planned start date | Date when a portfolio item is planned to commence within a planning level. |
| Portfolio item planning level | Planning level of the portfolio item |
| Portfolio item planning level end date | End date of the planning level associated to the portfolio item |
| Portfolio item planning level start date | Start date of the planning level associated to the portfolio item |
| Portfolio item priority | Priority of the portfolio item |
| Portfolio item roll up state | Roll up state of the portfolio item |
| Portfolio item source url | URL of the portfolio item |
| Portfolio item state | Current state of the portfolio item |
| Portfolio item status | Current status of the portfolio item |
| Portfolio item title | Title of the portfolio item |
| Portfolio item type | Type of the portfolio item |
| Sys_source | Unique identifier for the source |
| Metric Name | Description |
|---|---|
| Actual estimate completion percentage | Percentage of work completed compared to the total estimated for a specific planning level. |
| Actual estimate greater within 15 percent | Percentage by which the actual duration exceeds the estimated duration within 15. |
| Actual estimate greater than 15 percent | Percentage by which the actual duration exceeds the estimated duration by more than 15 percent. |
| Actual work item count completion percent greater than 15 | Percentage by which the actual work item completion duration exceeds by more than 15 percent. |
| Actual work item count completion percentage | Percentage of work items completed relative to the total number of work items planned for a specific planning level. |
| Actual work item count completion percentage within 15 percent | Percentage by which the actual work item completion duration exceeds within 15 percent. |
| Portfolio item business value | The business value assigned to each portfolio item indicates its contribution to organizational goals and priorities. |
| Portfolio item completed story points | The total amount of story points associated with a portfolio item completed at the end of each iteration. |
| Portfolio item completed work item count | The total amount of work items completed at the end of each iteration associated with a portfolio item. |
| Portfolio item planned completion | The scheduled completion date for a portfolio item reflects its timeline and alignment with project milestones. |
| Portfolio item swag | Total amount of swag in each planning level. |
| Portfolio item total story points | Summation of story points associated with all work items within the planning level. |
| Portfolio item total work item count | Count of work items in an iteration associated with a portfolio item. |