Difference between revisions of "Project RAG Tolerance Matrix"

Revision as of 11:04, 19 November 2019

Home > Administration > Project Manager Administration > Project RAG Tolerance Matrix

Introduction

Create matrices for automatic calculation of project rag status based on weightings assigned to individual project rag tolerances

Creating Project RAG Tolerance Matrices

Select the + icon on the left most table to create a new matrix

Name - Provide the name of the new matrix
Status - The status of the new matrix

Select Create to add.

Repeat this process as needed to add more rag tolerance matrices.

Once created and selected, rules and weightings will appear in the two tables on the right hand side of the page. The rules for red, amber and green are created automatically and cannot be deleted. Only the red and green rule scan be edited. No new rules can be added. Editing the red or green rule will automatically update the amber rule.

Managing Project RAG Tolerance Matrices

Edit and remove matrices, by selecting either the Pencil or Trash Can icons next to the matrix you wish to edit or remove.

Removing a matrix will have an impact on automatic project rag status calculations for each project defined to use that matrix.

Select the + icon on the bottom right table to create a new weighting

RAG Tolerance - The specified rag tolerance
Red Weighting - The weighting value of a red status for the specified rag tolerance
Amber Weighting - The weighting value of an amber status for the specified rag tolerance
Green Weighting - The weighting value of a green status for the specified rag tolerance
Status - The status of the weighting. If this value is not set to Active it will not be factored into the weighting calculations

@@ Line 10: / Line 10: @@
 |style="width:73%"|
 == Introduction ==
-Create default values for red, amber and green rag tolerance descriptions for each rag tolerance type.
+Create matrices for automatic calculation of project rag status based on weightings assigned to individual project rag tolerances
 |style="width:5%"|
 |
@@ Line 20: / Line 20: @@
 |}
-== Creating Project RAG Tolerance Templates  ==
+== Creating Project RAG Tolerance Matrices ==
-Select the '''+''' icon to create a new template
+Select the '''+''' icon on the left most table to create a new matrix
-* RAG Tolerance - Select the rag tolerance you wish to define a template for
+* Name - Provide the name of the new matrix
-* Red Description - Enter the description of a red status for the specified rag tolerance
+* Status - The status of the new matrix
-* Amber Description - Enter the description of an amber status for the specified rag tolerance
-* Green Description - Enter the description of a green status for the specified rag tolerance
-* Status - The status of the template
 Select '''Create''' to add.
-Repeat this process as needed to add more rag tolerance templates.
+Repeat this process as needed to add more rag tolerance matrices.
-Once created, the values for red, amber and green description will automatically be pulled through when a new rag tolerance is added to a project.
+Once created and selected, rules and weightings will appear in the two tables on the right hand side of the page. The rules for red, amber and green are created automatically and cannot be deleted. Only the red and green rule scan be edited. No new rules can be added. Editing the red or green rule will automatically update the amber rule.
-== Managing Project RAG Tolerance Templates ==
+== Managing Project RAG Tolerance Matrices ==
-Edit and remove templates, by selecting either the '''Pencil''' or '''Trash Can''' icons next to the template you wish to edit or remove.
+Edit and remove matrices, by selecting either the '''Pencil''' or '''Trash Can''' icons next to the matrix you wish to edit or remove.
-* Removing a template will not affect existing Project rag tolerances
+* Removing a matrix will have an impact on automatic project rag status calculations for each project defined to use that matrix.
+Select the '''+''' icon on the bottom right table to create a new weighting
+* RAG Tolerance - The specified rag tolerance
+* Red Weighting - The weighting value of a red status for the specified rag tolerance
+* Amber Weighting - The weighting value of an amber status for the specified rag tolerance
+* Green Weighting - The weighting value of a green status for the specified rag tolerance
+* Status - The status of the weighting. If this value is not set to Active it will not be factored into the weighting calculations
 [[Category:Project Manager]]

Difference between revisions of "Project RAG Tolerance Matrix"

Revision as of 11:04, 19 November 2019

Introduction

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Creating Project RAG Tolerance Matrices

Managing Project RAG Tolerance Matrices

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