The Graph Selector provides for the inclusion of various charts and graphs based on the data within the UniPhi system. Similar to the charts found on the dashboard screens this object caters for including these charts within documents.
Source of Data
The source of this data is from the statistical and financial information for projects and portfolios in UniPhi.
Template View
There are several graphs available. Each draws on information stored within UniPhi. UniPhi graphs have some common features throughout. For example it is possible in most graphs specify the output size as being 50% or 100%, and to include text box commentary. In some cases the graphs are configured as being project specific, while others allow data to be drawn from the entire portfolio. Financial graphs allow you to specify the Chart of Accounts, and whether the graph should display as curency value or as percentages.
Once you have selected your required graph(s), and press the Add button, your graph will appear. You may add numerous graphs into a single document template step if necessary. Note that the view of the graph at this point is only indicative, and will not reflect the actual graph, or any underlying data from UniPhi.
As your graph options are selected, it is important to press the Update button to commit your changes.
Budget by Code – draws information specific to a single project and per project budget chart of accounts
Budget by Subproject – is only used at a parent project level, where sub project (or child projects) have been created. Data is drawn from the budget information which has been captured as a budget “snapshot”.
Budget By Version – is used to compare budget snapshot versions.
Cost Status – Draws on cost budget, actual spend, and forecasted cost information
Fee Status - Draws on fee budget, actual income, and forecasted fee information
Issue by Rating – Draws on issues data such as the High / Medium / Low rating of risks according a single project, or across the entire portfolio
Net Present Value – displays NPV information per the project selected
Project by Category – Is a portfolio level graph which displays the percentage of projects per category.
Projects by Type – shows the percentage breakup of projects across the portfolio according to their specific type
Project Lifecycle – displays at a portfolio level, all projects according to their current lifecycle phase
Risk Rating Trends – displays at a project or portfolio level the changes to risk status. It allows for analysis at a glance as to how risk ratings are increasing or decreasing in severity
Resource Utilisation – Displays the amount of time entered into the timesheet system for all resources. The information is displayed according to the configuration of your timesheets (e.g. billable versus non-billable)
Removing a graph can be done with the red delete icon to the right of the graph placement area.
Document Edit View
The user experience will differ depending on the graph that is being displayed. In all cases though the title of the graph can be changed, comments made, and sized changed from 50% to 100%. It is also possible for the author to add new graphs by simply pressing the Add button.
Document Output View
Again, depending on the particular graph that has been selected, and the configuration potions which have been specified, the output graph will differ. It is possible to view your graphs in both html view and as a PDF document.
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