Sensei Portfolio Advisor™

Sensei Portfolio Advisor™
What it does

The Sensei Portfolio Advisor™ provides automated governance and compliance reports to monitor data quality and ensure compliance to industry standards and best practices. A high quality Portfolio can greatly improve timely delivery, reduce cost overruns, improve scope management and resource capacity/demand management.

How it works

The ‘Checks’ are based on industry standards and best practices, including Sensei’s Proactive Scheduling™ and the Project Management Institute’s Practice Standards for WBS and Scheduling. The Sensei Portfolio Advisor™ utilises both Compliance checks and Governance checks to ensure these guidelines are being followed. A Compliance check ensures that the tasks inside of a Project are following best practices, and a Governance check ensures that an entire Project is following best practices.

There are four categories of Compliance checks, and two categories of Governance Checks. The Compliance check categories are “WBS,” “Schedule,” “Resources,” and “Links.” The Governance check categories are “Standard” and “Advanced”. Both the Compliance and Governance checks are ranked by importance by using a severity:

  • ‘Problem’ – has a high impact to the project and likely is producing an inaccurate forecast or affecting the ability to easily maintain the schedule and track progress.
  • ‘Warning’ – has a potential for negatively impacting the project and should be reviewed in order to assure the most accurate forecast and proactive model of the schedule.
  • ‘Message’ – should not negatively impact scheduling, but could improve the quality of the schedule to fully align with industry standards.

A check can be ignored entirely if it is not relevant to the organisation’s standards.

The ‘Compliance score’ measures the quality of the portfolio as well as a single project schedule. By default, only Problems count towards the compliance score, but Warnings and Messages can be included by selecting from the ribbon by going to Filters > Score .

The Health page shows the overall compliance score for the projects in the selected view with supporting charts, tables, and visuals.

The Leaderboard page shows all the projects by Project Owner and Department. The Quality Awards on the page display the top three most compliant Project Managers and the top three most compliant Departments.

The Projects page shows visuals for both the Compliance and Governance checks. When either the Governance or Compliance tab is selected from the table, the supporting visuals change. When the Compliance table is being viewed, it is possible to see that project’s Compliance Score, as well as all the Problems inside of that schedule. When the Governance table is being viewed, non-compliant sections are highlighted in red.

The Governance page is only active after a project is selected from the table on the Projects page. This page displays all the data gathered by the Governance checks with clean, easy-to-read visuals.

The Compliance page is only active after a project is selected from the table on the Projects page. This page sorts the tasks in the project by Check Type, by Severity, and By Task ID. Each sorting option offers a different visualisation.

On the Compliance Checks and Governance Checks pages, it is possible to see a detailed description of each check as well as set the severity level for each or choose to ignore certain checks. It is also possible to change the values for some of the checks from both pages.

The Views page displays all of Views that are active in the environment. A View is a collection of project schedules that have certain filters applied (i.e. Projects that started this year, or only projects that are in the IT Department). To create a new view and customise its filters, select the “Add” option from the ribbon.