Schedule Profile Quality Editor

SmartPM has a user configurable quality editor which allows you to have different quality profiles for different projects.

Start using the Schedule Quality Profile Editor to standardize your scheduling practices, and enforce the best practices and minimize your risk on your projects. There will be certain thresholds and metrics that you will evaluate and ensure that they're being followed to manage the risk on all of your projects. The way you do that is by setting up a custom scheduled quality profile. SmartPM provides a default Quality Profile but you can create custom Quality  Profiles based on your business needs. 

Steps to Create a Custom Quality Profile

1. Click on  Admin on the left-hand side
   
2. Click on Quality Profiles and you'll see a listing of all the quality profiles that are available to your organization. You can edit the existing Quality Profiles (except for the SmartPM default Quality Profile), create a new Quality Profile, Clone a Quality Profile and create a company default Quality Profile. Each project can have a different quality profile if desired.
3. The easiest way to create a new Quality Profile is to clone the default profile. Click on the “double page icon” to the far right of the SmartPM default profile to clone the default profile. This will bring up the Schedule Quality Profile editor, with the heading, “ Edit SmartPM Default Profile - Clone”
   
4. Enter the name of your new quality profile in the Name box
5. Select the score reporting method you prefer from the Score Reporting box
   
   a.  Letter grade - 97 to 100% represents an A+,  94 to 97% represents an A, etc.
   b.  Percentage will show a percentage score
   c.  Color will show you red, green, or yellow dots
   
   
6. For each Quality Threshold you want to change, select the pencil icon to the right to edit the parameters. To see the current settings, you can hover over the colored bar in the Quality Thresholds column.
7. You can hide or show specific metrics by selecting the “eye icon” to the right of the metric. If you hide a metric, it will not factor into the grade and will not be available in the quality reports. 
8. If you wanted “Changed Actual Dates” to impact the quality score, click on the pencil icon to the right of the “Changed Actual Dates” row.
   
9. Select the Impact Type you want to use from the pull down menu.
   1. The first option is Fixed values, where you can impact your grade by a certain number of points if it's identified as a medium risk. And a certain number of points if it's identified as a high risk percentage, 
   2. The next option is Percentage, where you can  deduct the percentage of activities that this represents. So if 5% of our activities have changed actual dates, we want to deduct 5% out of the score
   3. The third option is Mixed (Value if defined, else percentage) Mixed gives you the ability to mix between percentage and fixed value. 
10. Target Evaluation:  Use the pull down menu in the Target Evaluation box to select Percentage or Count. Percentage takes the percentage of the total of the remaining activities that these activities represent. So if five out of 100, if there's 100 remaining activities, and five of them had changed actual dates, then that would be 5%. Count looks at the specific number of activities in that category.
11. Enter the upper bounds of actual thresholds in the Low Risk, Medium Risk, and High Risk boxes by clicking the “+” icon to the right of the boxes
12. Click the “+” to the right of the Filter box to filter by one or any combination of filters. You can filter to:
    1. Exclude certain activities. For example, it is common to exclude procurement activities from the high duration metrics since procurement activities typically take longer.
    2. Exclude all milestones and only evaluate the actual activities
    3. Exclude activities with IDs containing a certain value. So if all of your procurement activities started had that activity ID proc dash some number, you could just say exclude everything with proc in it.
    4. Exclude activities by name
    5. Exclude activities dependent on relationships for example, positive lag and negative lag or exclude the relationships of type start-to-start and finish-to-finish
13. When you have finished making adjustments, click on the green Save button.
14. You have the option of setting a quality profile as the company default, so anytime a new project is loaded, it will use the default quality profile. 

Steps to Select a New Quality Profile for a Project

Within the SmartPM application, you can select a different quality profile on any existing project by going to the Quality Report.

From the main company dashboard:

1. Click on the Quality Grade which will take you to the Quality Report.
2. Click on the “Select Quality Profile” button and select the quality profile you want for the project.

From the Project Dashboard:

1. Click on the Quality grade tool on the left-hand side
2. Click on the “Select Quality Profile” button and select the quality profile you want for the project