Executive Summary

The executive summary is a visual tool that helps project portfolio managers and executives to view the overall status of the projects, programs, and project portfolios that they manage. The executive summary provides a list of projects, programs, and project portfolios, and shows the key statistics and charts of these contents.

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Project & Management. Service Management displays the Executive Summary.

If defined, the health status is indicated next to the name of the item and above the charts.

For each item in which data is defined, a set of charts is displayed, showing the following:

Planned cost (per month) - displays the total cost, regardless of the cost type.

Note that the cost displayed is for the item itself, and not the cost of the item's aggregated contents.

Budget (per type) - displays up to the four budget types with the highest budgets individually, and aggregates the remaining budget types, if any, into a single entry. For more information, see Budget Types.

Resource demand (per month) - displays the total resource demand.

Risks and issues (per priority) - displays the total number of items with risks or issues.

You can:

Click in the list pane to hide the charts and display more detailed information about each item.

Click

in the expanded pane to display the charts again.

Click

to toggle the displayed information between chart and table formats.