Add a Project Measure

Add a Project Measure Video

Project measures are configured at the workspace level and used to monitor activity and risk attributes on projects in that workspace. You can view project measures as columns on the Projects page, or by adding them to page views throughout the application. For more information about measures, see Measures Overview.

Measures use expressions to quantitatively monitor data important to you. A measure's aggregation source indicates the object type whose data is being captured. Project measures support activities, risks, and programs as an aggregation source and capture data from the activities and risks within a project and from programs to which the project belongs.

The target and actual values used for measures can be configured for manual entry or using a formula. Manual values are entered on pages where the measures appear. Formulas are defined by creating expressions using activity, risk, or program attributes or using existing project measures. Measures that use existing measures are called measure-based measures. Measure-based measure expressions can use one or more of the available project measures. When choosing a measure, you can select its target or actual expression. Attributes and measure-based measures cannot be used in the same expression.

For information on creating advanced formulas for measures, refer to the Oracle Primavera Cloud Expression Language Guide on Oracle Help Center.

To add a project measure:

1. Navigate to the Project configuration page
   1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
   2. From the  Main Menu, select  Summary & Settings.
   3. On the Summary & Settings page, select Defaults & Options, and then select Project.
2. On the Measures tab, select  Add.
3. In the table, complete the following fields:
   • Name: The name of the measure.
   • (Optional) Description: Details about the measure.
   • Data Type: The type of data that the measure generates. Options include Cost, Number, and Percentage.
   • Target Type: Determines whether the Target value of the measure is manually entered or calculated using a formula. Entering a target value is not required.
   • Actual Type: Determines whether the Actual value of the measure is manually entered or calculated using a formula.
   • Measure Based: Determines whether the measure is created using existing measures. This option is available when either Target Type or Actual Type is set to Formula.
   • Tracking Frequency: Determines how frequently you want to monitor the measure. For example, if a formula-based measure's tracking frequency is set to Weekly, it is computed every week. If it is a manual measure with Weekly tracking frequency, you can enter measure values in weekly buckets.
   • Aggregation Source: Determines whether you are capturing activities, risks, projects, or programs data in the measure.

     Note: You can recalculate project measures on demand from the Projects page.

4. If Target Type or Actual Type is set to Formula, select the Data Source detail window to configure their formulas.

   Note: The Data Source detail window is not displayed if both types are set to Manual.

5. In the Data Source detail window, select any of the following sections, if applicable:
   • Actual: Formula that calculates the current values for the measure.
   • (Optional) Target: Formula that calculates a value that can be used when setting thresholds to measure against. See Set a Threshold for a Project Measure for more information.
   • Base Expression: The base expression for the Actual or Target formulas when Percentage is the selected Data Type.
6. In the selected section, enter a formula manually or using a formula template.
   1. To enter a formula manually:
      1. Select the Field list to locate the field to use in the calculation.

         When the Measure Based option is selected, the Field list will only show measures available to use in the formula.

      2. Select Insert.
      3. Select the mathematical symbols for the expression.
      4. Add any other fields or symbols needed for the expression.
   2. To use a formula template:
      1. In the Aggregation Type list, select the calculation needed for the formula. The list is not enabled when Measure Based or Project is selected.
      2. Select Insert. The formula template appears.
      3. To use the template, highlight or delete Field or Filter, including the angle brackets, select a field from the Field list, and select Insert. Repeat for any additional fields or fields to filter by.
      4. Add any other fields or symbols needed for the expression.
7. Select Validate Formula.
8. Select Save.

Tips

• Assign a project measure from a parent workspace to make it available to the current workspace. Update the owning workspace of a measure to make it available to a greater number of workspaces.
• Select the  Context menu next to an existing measure, and then select Duplicate to duplicate the measure.

This setting is used in the following apps: