{"id":"exec-rag-summary-portfolio-count-table","audience":"project-managers","category":"leadership-work","track":"leadership","level":"intermediate","technique":"verification","title":"Count a portfolio's RAG statuses correctly and name the worst project","free":false,"task":"Count the projects by RAG status using the rule in the task: Red = a milestone date missed or more than 10% over budget; Amber = at risk but no miss; Green = otherwise. Output a markdown table with columns Status, Count, Projects and then one line: Worst: the single project with the largest overspend percentage, with the percentage. Compute percentages from the budget and spend figures. Use the latest figures. Output only the table and that line.","materialLabel":"Portfolio data (attached to your prompt automatically)","material":"Portfolio, Oct 31 (budget and spend to date vs spend forecast at completion, in $000)\n\nProject | Budget | Forecast at completion | Milestones | Risks\nAurora | 400 | 452 | on time | none\nBasalt | 250 | 255 | on time | vendor may slip\nCobalt | 120 | 120 | one missed (Oct 24) | none\nDune | 90 | 98 | on time | none\nEmber | 300 | 300 | on time | none\nFlint | 180 | 190 | on time | staffing gap\n\nUpdate Nov 1: Dune's forecast was corrected to 101 (a contractor invoice was missed).\nUpdate Nov 1: Cobalt's missed milestone was completed Oct 30, but the miss still counts for status this month.","rules":[{"type":"maxWords","max":120}],"mistakes":[{"title":"Using the old forecast","why":"The AI keeps Dune at 98.","fix":"Say: \"Dune's forecast is 101.\"","checks":["r1"]},{"title":"Dropping the missed milestone","why":"The AI treats Cobalt as green after completion.","fix":"Say: \"The miss still counts this month.\"","checks":["r1"]},{"title":"Wrong worst","why":"The AI picks the biggest dollar overspend by feel.","fix":"Say: \"Compute overspend % = (forecast - budget) / budget.\"","checks":["r2"]},{"title":"Wrong table","why":"The AI changes columns.","fix":"Say: \"Columns: Status, Count, Projects.\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap it: \"only project names in the Projects cell.\"","checks":["maxWords"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Columns","patterns":["status","count","projects"]},{"label":"Rule","patterns":["red =","10%"]},{"label":"Formula","patterns":["forecast","budget","overspend"]},{"label":"Updates","patterns":["update","corrected","101"]},{"label":"Worst line","patterns":["worst:"]}],"hint":"Give the columns, restate the RAG rule and the overspend formula, and mention the updates.","rubricLabels":["The table has columns Status, Count and Projects with Red, Amber and Green rows","Red is Aurora (13% over), Cobalt (missed milestone) and Dune (12.2% over with the corrected 101), Amber is Basalt and Flint, and Green is Ember","The last line starts with \"Worst:\" and names Aurora at 13% over budget"]}