Accessing PDRI Analytics
For your assessment data to be included in the Analytics reports, it is important to make sure that your assessments are published to the portfolio.
Another important practice is to review your assessments and exclude any assessments you do not wish to include in your analysis. To do this, click on the drop-down beside the specific assessment and select “Exclude from Analytics".
To access PDRI Analytics, click the Analytics dropdown and select PDRI Analytics.
There are six tabs within the PDRI Analytics view:
Tab | Purpose |
Summary | Calculate your average PDRI score by stage for the selected template type. This is compared to the CII industry recommended range. |
Control Chart | Monitor PDRI process variation over time. Your average PDRI score, upper and lower control limit are calculated for the selected template type, stage and advanced criteria. |
Project | Review the PDRI performance of each project in rank order based on the selected template type, stage and advanced criteria. Your PDRI score range colours are applied in this chart. |
Section | Calculate your average Section score for the selected template type, stage and advanced criteria. |
Category | Calculate your average Category score for the selected template type, stage and advanced criteria. |
Element | Identify your lowest scoring Elements (opportunities for improvement) for the selected template, stage and advanced criteria. Use the element drill-down capability to further analyze the definition level, comments and action items captured for each assessment included in the calculation. |
Advanced Criteria
At the top of each Analytics section, there is a gray box with various filtering options. Each section allows users to specify the Template Type. If the Template Type "PDRI - Industrial" is selected, PDRI Industrial 3.8, PDRI Industrial 4.0, and PDRI MATRS 5.0 projects will be shown.
Additional filters will appear based on the report being viewed. You can further filter projects based on Advanced Criteria by expanding the dropdown “Show Advanced Criteria”.
The filters determine which projects and assessments will be included in the data displayed on the Analytics chart. By default, all published assessments of the selected Template Type are included. Individual assessments can be excluded from analysis via the Project Dashboard view.
Analytics Dashboard and Advanced Filter options vary by template type.
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