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Warnings in PPM Express

In this article, we will review the general concept of Warnings in PPM Express. 

PPM Express warnings were created to indicate data inconsistency for Portfolios and Projects.


Portfolios/Programs Warnings

Warnings for Portfolios/Programs will appear if there is data inconsistency as for:

  • Portfolios/Programs Statuses (for example, if Portfolio/Program Schedule Status is set to 'At risk' and Portfolio/Program Overall status is set to 'On track', the following warning will appear: Portfolio/Program Schedule Status is At Risk. Please consider changing Overall Status). 
  • Portfolio/Program Progress (for example, if there are Projects within a Portfolio/Program with 0% Complete and Portfolio/Program stage is set to 'Closed', the following warning will appear: There are Projects that are not completed within current Portfolio/Program. Please consider changing the Portfolio/Program stage. 
  • Portfolio/Program Key dates (for example, if there are Projects with late key dates within a Portfolio/Program and Portfolio/Program Overall status is set to 'On Track', the following warning will appear: At least one Project has late Key Dates. Please consider changing the Portfolio/Program Overall Status).


Project Warnings 

Warnings for Projects will appear if there is data inconsistency as for:

  • Projects Statuses (for example, if Project Cost status is set to 'At Risk' and Overall status is set to 'On Track', the following warning will appear: Project Cost Status is At Risk. Please consider changing Overall Status).
  • Projects Progress (for example, if Project has more than 0% Complete and Project Progress is set to 'Not started', the following warning will appear: The Project has more than 0% Completed. Please consider changing Project Progress. 
  • Project Key dates (for example, if at least one Key date is more than 3 days late and Overall Project Status is set to 'On track'/'At risk', the following warning will appear: At least one Project Key Date is more than 3 days late. Please Consider changing Overall Project Status to Critical). 

It is in our road-map to add more warnings for other PPM Express entities.


Disabling Warnings 

It is possible to turn the Warnings off on the tenant level or per Project/Portfolio. 

Let's review how to turn the warnings per Project as an example. For portfolios, the steps will be exactly the same. 

To turn the warnings off per Project, perform the following: 

1. Open the required Project. 

2. Click on the ellipsis button in the right upper corner of the page to open the Configure menu. 

3. Select Project Settings -> Calculated automatically option. 

4. Select Warnings and click on this option to turn it off/on.

To disable warnings per Project/Program/Portfolio, a user should have permission for editing this Project/Program/Portfolio. 

To disable warnings on the tenant level, open PPM Insights settings, and turn the warnings off there. 

PPM Insights settings are available for PPM Express administrators only. 


Delete

Note: Warnings are always disabled for projects where project progress is set to 'On-hold'/'Canceled' and for Portfolios/Programs in the 'Inactive' stage.


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