RPM Analytics Catalog - Vanderbilt University Medical Center · RPM Analytics Catalog Analytics...
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RPM Analytics Catalog Analytics Grouping Description Notes Work and Projects Reports for portfolios of work/projects and for single projects, targeted at Project Managers, Portfolio Managers, stakeholders and team members. 31 Analytics ► Resource Reports designed for Resource Managers to view information about their teams of resources, individual resources, the capacity, demand and timesheet hours reported by these resources. 14 Analytics ► Requests Reports that support the demand/work intake process that utilizes work requests. Targeted at Demand and Relationship Managers who are the point of contact for the work/demand intake process. 5 Analytics ► Strategy Reports designed for Strategic Portfolio and Program Managers that summarize information from strategic/program portfolios. Additional reports provide visibility into projects/work associated to strategic programs. 15 Analytics ► Products Reports for Product Managers that summarize information about products and also the projects/work associated with products and product portfolios. 18 Analytics ► Assets & Applications Reports summarizing information from Asset and Application portfolios. 11 Analytics ► Services Reports summarizing information from IT Service portfolios. 9 Analytics ► © 2016 Planview, Inc. Planview Confidential | All Rights Reserved 1
Transcript of RPM Analytics Catalog - Vanderbilt University Medical Center · RPM Analytics Catalog Analytics...
RPM Analytics Catalog
AnalyticsGrouping Description Notes
Work andProjects
Reports for portfolios of work/projects and for single projects,targeted at Project Managers, Portfolio Managers, stakeholdersand team members.
31 Analytics ►
Resource Reports designed for Resource Managers to view informationabout their teams of resources, individual resources, thecapacity, demand and timesheet hours reported by theseresources.
14 Analytics ►
Requests Reports that support the demand/work intake process thatutilizes work requests. Targeted at Demand and RelationshipManagers who are the point of contact for the work/demandintake process.
5 Analytics ►
Strategy Reports designed for Strategic Portfolio and Program Managersthat summarize information from strategic/program portfolios.Additional reports provide visibility into projects/work associatedto strategic programs.
15 Analytics ►
Products Reports for Product Managers that summarize information aboutproducts and also the projects/work associated with productsand product portfolios.
18 Analytics ►
Assets &Applications
Reports summarizing information from Asset and Applicationportfolios.
11 Analytics ►
Services Reports summarizing information from IT Service portfolios. 9 Analytics ►
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InvestmentPlanning
Reports summarizing information from planning portfolios. 4 Analytics ►
Administration Administrative reports targeted at the Planview Administrator. 6 Analytics ►
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Work & Project Analytics
ID Description Preview Type
WRK01 ProjectPipelineMatrixBubble chart thatallows projectmeasures (such ascost of effort) to beplotted againstproject statusdimensions (suchas lifecycle stageand projectcondition),providing a valuevs. costvisualization of theportfolio.
Report
WRK02 WorkPortfolioBalanceProvides projectcount analysis ofprojects in theportfolio by aprimary and
Report
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secondary workattribute.
WRK03 ProjectHealthTrendAnalysisProvidessummarization ofcurrent condition(Red, Amber/Yellow and Green)status of projectsand how theseprojects havetrended historically
Report
WRK04 ProjectFinancialHealthBased on anapproved financialbaseline and thecurrent forecast tocomplete, thisexception basedanalytic identifiesprojects that arefinancially out oftolerance and areforecasting an overor under run onapproved baselinebudget
Report
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WRK05 Scheduleand EffortVariancePortfolio exceptionbased analytic thatcompares theschedule baselineeffort and durationto the forecast(scheduled) effortand duration andidentifies projectsthat areforecasting todeliver late orrequire additionalresource tocomplete
Report
WRK06 WorkPortfolioEffortProvidessummarization ofproject/work effort,with drill down todetailed projectand resourcehours. Option toshow scheduled,actual or all effort
Report
WRK08 ChangeRequestMatrixChange
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Request Logsummary for aportfolio ofprojects.Matrix is used toclassify changerequests by twoparameterizedattributes,including projectname.Matrix is drillableto slice/dice the listof changerequests.Table shows keychange requestfields, attributes,ownership anddate information
WRK09 Risk Matrix
Risk Registersummary for aportfolio ofprojects.Matrix is used toclassify risk by twoparameterizedattributes,including projectname.Matrix is drillableto slice/dice the listof risks.Table shows keyrisks fields,
Report
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attributes,ownership anddate information
WRK11 Issue MatrixIssue Issue Logsummary for aportfolio of projectsMatrix is used toclassify issues bytwo parameterizedattributes,including projectnameMatrix is drillableto slice/dice the listof change requestsTable shows keyissues fields,attributes,ownership anddate information
Report
WRK12 PortfolioProjectHealthTabular summaryproviding key fieldsrelating to thestatus of theprojects in aportfolio
Report
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WRK14 Project (andPortfolio)HighlightReport
Summary of keyinformation on theproject into a “onepage” report forprojectstakeholders andproject reviewmeetings. Includesproject attributesand responsibilityinformation, trendof projectcondition/RAG/RYG, descriptiveinformation, dateand milestoneinformation,commentary andchange request,risk and issue lists.
Report can be runfor a single project,or across aportfolio ofprojects. Portfolioreport includes anSummary table onpage 1 and eachproject in the
Report
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portfolio on a newpage
WRK15 MilestoneStatusWork portfoliobased report thatcounts andcategoriesmilestones acrossthe portfolio.Milestones arecategorizedaccording to amilestone type (forexample,GovernanceMilestone, ProjectMilestone) andgrouped as eitherOn Time/Early orLate, compared tothe activeschedule baselineor as Dates NotSet, meaning theyhave not beenplanned.
Report
WRK17 PortfolioGantt ChartWork portfoliotimelinevisualizationParameters todetermine the levelof detail shown,Gantt bar coloring
Report
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rules and timehorizon.
WRK18 ProjectTimesheetsfor Approval
Work portfoliobased exceptionreport thatidentifies projectswhere there areresourcetimesheetsneeding approval.Table can beconfigured togroup/sort by thename of theresponsible ProjectManager.
Report
WRK19 WorkAttributeChangeHistoryAnalytic that isdesigned to givevisibility into thehealth of dataabout projects andthe effectivenessof adoption of thePlanview solution.Reports onchanges in thevalue of key workattributes, such as
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work status,priority, lifecyclestage, investmentapproval statusand plots thenumber of timesan attribute ischanged eachmonth.
WRK21 ChangeRequestHistoryAnalysisChange RequestRegister analysisfor a portfolio ofprojects.Used to analyzethe volume andtype of changerequests and rateat which they arebeing raised andclosed.Chart is drillable toslice/dice the list ofchange requestsby a changerequest attribute,or by projectname.Table shows keychange requestfields, attributes,ownership anddate information.
Report
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WRK22 Risk HistoryAnalysisRisk Registeranalysis for aportfolio of projectsUsed to analyzethe volume andtype of risks andrate at which theyare being raisedand closedChart is drillable toslice/dice the list ofrisks by a riskattribute, or byproject nameTable shows keyrisk fields,attributes,ownership anddate information.
Report
WRK23 IssueHistoryAnalysisIssue Log analysisfor a portfolio ofprojects.Used to analyzethe volume andtype of issues andrate at which theyare being raisedand closed.Chart is drillable toslice/dice the list ofissues by an issueattribute, or byproject name.
Report
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Table shows keyissue fields,attributes,ownership anddate information.
WRK24 WorkPortfolioProjectScheduledEffort DetailWork Portfolio/Project specificsummary of alleffort plannedagainst the project,analysable to theactivity, resourceand day.Parameters tocontrol the timehorizon, filteractivities anddetermine thetypes of effort(planned, specificassignment typesactuals) that aredisplayed.
Report
WRK25 WorkPortfolioProjectTimesheetsMonthlySummary
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Work Portfolio/Project specificsummary of alleffort reportagainst the eachproject throughtimesheets.Analyzable to theactivity, resourceand dayParameters tocontrol the timehorizon, filteractivities anddetermine thetimesheet statusesthat are displayed.
WRK26 WorkPortfolioProjectTimesheetsWeeklyDetailTimesheet detailreport, detailingreported hours andtimesheet remarksParameters tocontrol the timehorizon, filteractivities anddetermine thetypes of timesheetstatuses that aredisplayed.
Report
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WRK28 PortfolioScheduledvs ActualEffortAnalysisWork portfoliobased report thatvisualizes planned(scheduled) effortvs. actual/reportedeffort. Providesresource/activity/weekly leveldetails of the hoursplanned for eachactivity and thehours reported.Additionalsummary chartsallow analysis bywork or resourceattributes such asrole or work type.
Report
WRK31 WorkPortfolioFinancialAnalysisWork portfolioreport that allowsthe analysis ofproject andportfolio financialplan data,including effort(FTEs/Days/Hours) or financial
Report
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data (Cost/Benefit/Revenue). A singlefinancial planningversion is selectedand the data typeselected based ontype and/orspecificaccounts(s). Theslicer can be anywork alternatestructure or a lineattribute of theselected accounts
WRK32WorkPortfolioFinancialBurndownComparisonWork portfolio reportthat allows thecomparison of one/many versions ofproject and portfoliofinancial plan data,including effort (FTEs/Days/Hours) orfinancial data (Cost/Benefit/Revenue).
Includes a burn downchart for the wholeportfolio and for eachproject.
Report
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WRK33 Project Costor Revenue/BenefitBubbleWork portfolioreport that canselect cost orrevenue/benefitbased measuresfrom the financialplanning data todrive bubble size.
Report
WRK34 WorkPortfolioInvestmentBalanceBubbleWork portfolioreport , based onfinancial plan data,where the user canselect benefit/revenue measuresfor the X Axis,Cost basedmeasures for thebubble size and arisk based attributefor the Y Axis
Report
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WRK41 ProcessAnalysis -LifecycleStageA work portfolioreport showingdata on projectlifecycles to aidanalysis ofthroughput,volume and cycletime for the projectlifecycle process.Allows furtheranalysis based onproject attributes,such as work typeor customer
Report
WRK42 ProcessAnalysis -ProjectStatusA work portfolioreport analyzingchanges in projectstatus to aidanalysis onthroughput,volume and cycletime. Allows furtheranalysis based onproject attributes,such as work typeor customer
Report
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WRK43 ProcessAnalysis -ProjectInvestmentApprovalA work portfolioreport showingdata on the projectapproval processto aid analysis onthroughput,volume and cycletime. Allows furtheranalysis based onproject attributes,such as work typeor customer
Report
WRK53 WorkPortfolioBalanceDashboardA work portfoliodashboardproviding a countof projects in theportfolio based ondifferent projectattributes to aidanalysis ofportfolio balance.
Report
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WRK54 WorkStrategicAlignmentDashboardA work portfolioreport comparingdata on portfoliomeasures, such ascost and revenueto aid analysis onportfolio balance.Report can be runagainst and slicedby different work/project attributes.
Report
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Resource Analytics
ID Description Preview Type
RES01 ResourcePortfolioAnalysisResource Portfoliobased analytic thatallows analysis of theresources by any singleselect resource alternatestructure. Furtheranalysis via a secondorganizational structureattribute.
Report
RES03 ResourcePortfolioSupply andDemandOrganizational (througha resource portfolio) viewof resource capacity andthe demand against thatcapacity. The demand isbased on requirements,reserves and allocationsin the project schedules.Data can be pivoted bydifferent resourcedimensions, time slicedin weeks or months and
Report
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displayed in hours, daysor FTEs.
RES04 ResourcePortfolioEffortAnalysisResource Portfoliobased analytic thatallows time phasedanalysis of the actualeffort reported by theresources throughtimesheets and/or theeffort scheduled forthese resources.Schedule effort includesplanned standardactivities, reserves andallocations. Data can besorted by work/activity/resource attributes andis time sliced anddrillable, by year andmonth/week.
Report
RES06 ResourceManagementHealthOrganizational (througha resource portfolio) viewof resource utilization,based on the differentPlanview assignmenttypes; requirements,reserves and allocationsin the project schedules.By selecting a time slice– for example nextmonth” the graph will plotthe number of resourceswith forward looking
Report
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utilization in differentbands. Data can besliced by a resourceattribute.Objective is to optimizenext month resourceutilization in the 80-120%bands.
RES08 TimesheetComplianceOrganizational (througha resource portfolio) viewof compliance totimesheet submission(signing) and approvaldeadlines.
Report
RES10 ResourceDetailsTable listing all resource(and associated user)information andattributes.
Report
RES12 PendingTimesheetsResource portfolio basedexception report that listsall resources withtimesheets that areoverdue, rejected orrequiring approval.
Report
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RES13 ResourceAttributeEffectiveDate AuditResource portfolio reportthat provides detail onresource attributeschanges in theseattributes and theeffective dates of theattributes. Ensuresresource data quality.Option to run as anexception based report.
Report
RES24 ResourceScheduledEffort Detail
Resource portfoliosummary that details alleffort scheduled/plannedfor each resource in theportfolio, analyzable tothe project/activity,resource and day.Parameters to controlthe time horizon, filteractivities and determinethe types of effort(planned, specificassignment typesactuals) that aredisplayed
Report
RES25 ResourceTimesheetMonthlySummary
Resource portfoliosummary of all timesheethours for each resourcein the portfolio.
Report
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Analyzable to theactivity, resource andday. Parameters tocontrol the time horizon,filter activities anddetermine the timesheetstatuses that aredisplayed
RES26 ResourceTimesheetWeekly Detail
Timesheet detail report,detailing reported hoursand timesheet remarks.Parameters to controlthe time horizon, filteractivities and determinethe types of timesheetstatuses that aredisplayed.
Report
RES27 ResourceTime AnalysisResource portfolio basedreport that provides ananalysis of timesheetactuals; Work (project)and standard activitysplit Work analysis byany activity attribute, forexample billable/non-billable, Standard Activityanalysis bytype, Drillable table todetailed activities andtimesheet hours.
Report
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RES28 ResourceScheduled vsActual EffortAnalysis
Resource portfoliobased report thatvisualizes planned(scheduled) effort vs.actual/reported effort.Provides resource/activity/weekly leveldetails of the hoursplanned for each activityand the hours reported.Additional summarycharts allow analysis bywork or resourceattributes such as role orwork type
Report
RES53 ResourcePortfolioBalanceDashboardA resource portfolioreport providing a countof resource attributes toaid analysis on portfoliobalance. Report can berun against and sliced bydifferent attributes
Report
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Requests Analytics
ID Description Preview Type
REQ01 RequestPortfolioBalanceWork Request portfolioanalytic that allowsanalysis of workrequests by category,originating businessunit, etc. (anyconfigured singleselect work requeststructures).
Parameters to controlthe time horizon,based on requestcreation and the workrequest statusesconsidered.
Report
REQ02 RequestPortfolioDispatchSpeedWork Request portfolioanalytic that allowsanalysis of work
Report
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reception process, asdetermined by“Dispatch Time”, thisbeing the deltabetween a workrequest being createdand being dispatchedinto a new project orprogram. Can beanalyzed by businessunit, etc. (anyconfigured singleselect work requeststructures).
Parameters to controlthe time horizon,based on requestdispatch date and thework request statusesconsidered.
REQ03 RequestPortfolioDispatchDispositionWork Request portfolioanalytic that allowsanalysis of workrequests to determinethe outcome of workrequests.
Parameters to controlthe time horizon,based on requestcreation and the workrequest statusesconsidered.
Report
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REQ42 RequestStatusProcessAnalysisA work requestportfolio reportanalyzing changes inrequest status to aidanalysis onthroughput, volumeand cycle time. Allowsfurther analysis basedon request attributes,such as work type orcustomer.
Report
REQ53 RequestPortfolioBalanceDashboardA work requestportfolio reportproviding a count ofrequest attributes toaid analysis onportfolio balance.Report can be runagainst and sliced bydifferent attributes.
Report
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Strategic Analytics
ID Description Preview Type
STR01 Strategy/ProgramPortfolio DetailsStrategy portfolio analytic thatsummarizes key data pointsrelating to the strategichierarchy – the strategicmissions, objectives andinvestment programs of theOrganization.
The report can be configured toshow specific attributes, fields,dates and financial planmeasures associated with eachstrategic entity.
Report
STR02 Strategic PortfolioBalanceProvides count of the strategicinitiatives/programs in aportfolio, allowing analysis by aprimary and secondaryattribute.
Report
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STR03 Strategic PortfolioPrioritizationBubble chart that allowsPrioritization, cost, benefit,revenue and effort measures beplotted against strategicinitiative/program statusdimensions (such as lifecyclestage and strategic alignmentproviding a value vs. costvisualization of the portfoliopipeline.
Report
STR04 StrategyPortfolio FinancialHealthBased on an approved financialbaseline and the currentforecast to complete, thisexception based analyticidentifies program that arefinancially out of tolerance andare forecasting an over or underrun on approved baselinebudget
Report
STR08 Strategy PortfolioAssociatedChangeRequestsChange Request Logsummary for projects thatare associated to aportfolio of programs.Equivalent to WRK08.
Report
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STR09 Strategy PortfolioAssociated RisksRisk Register summary forprojects that areassociated to a portfolio ofprograms.
Report
STR11 Strategy PortfolioAssociatedIssuesIssue Log summary for projectsthat are associated to a portfolioof programs.
Report
STR31 Strategic PortfolioCost & BenefitAnalysisStrategic portfolio report thatallows the analysis of initiative/program and summarizedportfolio financial plan data,including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue).
Report
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STR32 Strategic PortfolioFinancialPerformanceStrategic portfolio report thatallows the comparison of one/many versions of strategicinitiative and summarizedportfolio financial plan data,including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue).
Report
STR33 Strategic InitiativePipeline MatrixStrategic portfolio report thatcan select cost or revenue/benefit based measures fromthe financial planning data todrive bubble size and visualizethe pipeline of strategicinitiatives.
Report
STR34 Strategic PortfolioInvestment Risk& RewardStrategic portfolio report, basedon financial plan data, wherethe user can select benefit/revenue measures for the XAxis, Cost based measures forthe bubble size and a riskbased attribute for the Y Axis.
Report
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STR41 Strategy LifecycleStage ProcessAnalysisStrategy/program portfolioreport showing data on programlifecycles to aid analysis onthroughput, volume and cycletime. Report can be run againstand sliced by differentattributes.
Report
STR42 Strategy StatusProcess AnalysisStrategy/program portfolioreport showing data on programstatus to aid analysis onthroughput, volume and cycletime.
Report
STR43 StrategyInvestmentApproval ProcessAnalysisStrategy/program portfolioreport showing data on programapproval to aid analysis onthroughput, volume and cycletime.
Report
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STR51 Strategy PortfolioAssociated WorkMatrixA strategy portfolio based reportthat shows status and data onthe projects associated to theprograms and initiatives in theportfolio.
Report
STR52 Strategy PortfolioAssociated WorkBalanceA strategy portfolio based reportthat shows status and data onthe projects associated to theprograms and initiatives in theportfolio.
Report
STR53 Strategic PortfolioBalanceDashboardA strategy portfolio dashboardproviding a count of programs inthe portfolio based on differentprogram attributes to aidanalysis on portfolio balance.
Report
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STR54 Strategic PortfolioDashboardA strategic portfolio reportcomparing data on portfoliomeasures, such as cost andrevenue to aid analysis onportfolio balance.
Report
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Product Analytics
ID Description Preview Type
PRD01 ProductPortfolioDetailsStrategy portfolioanalytic thatsummarizes key datapoints relating to thestrategic hierarchy: thestrategic missions,objectives andinvestment programs ofthe Organization. Thereport can beconfigured to showspecific attributes,fields, dates andfinancial plan measuresassociated with eachstrategic entity.
Report
PRD02 ProductPortfolioBalanceProvides count of theproducts in a portfolio,allowing analysis by aprimary and secondaryattribute.
Report
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PRD03 ProductPortfolioPrioritizationMatrixBubble chart thatallows Prioritization,cost, benefit, revenueand effort measures beplotted against productstatus dimensions(such as lifecycle stageand strategic alignmentproviding a value vs.cost visualization of theportfolio pipeline.
Report
PRD04 ProductPortfolioFinancialHealthBased on an approvedfinancial baseline andthe current forecast tocomplete, thisexception basedanalytic identifiesproducts that arefinancially out oftolerance and areforecasting an over orunder run on approvedbaseline budget.
Report
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PRD08 ProductPortfolioAssociatedChangeRequestsChange Request Logsummary for projectsthat are associated to aportfolio of products.
Report
PRD09 ProductPortfolioAssociatedRisksRisk Register summaryfor projects that areassociated to a portfolioof products.
Report
PRD11 ProductPortfolioAssociatedIssuesIssue Log summary forprojects that areassociated to a portfolioof products.
Report
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PRD31 ProductPortfolioRevenueand CostAnalysisProduct portfolio reportthat allows the analysisof initiative/programand summarizedportfolio financial plandata, including effort(FTEs/Days/Hours) orfinancial data (Cost/Benefit/Revenue).
Report
PRD32 ProductRevenue/CostForecastPerformanceProduct portfolio reportthat allows thecomparison of one/many versions ofproduct andsummarized portfoliofinancial plan data,including effort (FTEs/Days/Hours) orfinancial data (Cost/Revenue).
Report
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PRD33 ProductPortfolioRevenuePrioritizationBubbleProduct portfolio reportthat can select cost orrevenue basedmeasures from thefinancial planning datato drive bubble size andvisualize the pipeline ofproducts. Report canbe configured to runagainst each level inthe product structure.
Report
PRD34 ProductPortfolio Risk& RewardMatrixProduct portfolio report,based on financial plandata, where the usercan select revenuemeasures for the XAxis, Cost basedmeasures for thebubble size and a riskbased attribute for theY Axis.
Report
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PRD41 ProductProcessAnalysis -LifecycleStageA product portfolioreport showing data onproduct lifecycles to aidanalysis of throughput,volume and cycle timefor the product lifecycleprocess. Allows furtheranalysis based onproduct attributes, suchas work type orcustomer
Report
PRD42 ProductProcessAnalysis -DevelopmentStageA product portfolioreport showing data onproduct lifecycles to aidanalysis on throughput,volume and cycle time.Report can be runagainst and sliced bydifferent attributes.
Report
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PRD43 ProductProcessAnalysis –InvestmentApprovalA product portfolioreport showing data onproduct approval to aidanalysis on throughput,volume and cycle time.Report can be runagainst and sliced bydifferent attributes.
Report
PRD51 ProductPortfolioAssociatedWork MatrixA product portfoliobased report thatshows status and dataon the projectsassociated to theprograms and initiativesin the portfolio. Reportis equivalent toWRK01, but is basedon a product portfolio.
Report
PRD52 ProductPortfolioAssociatedWorkBalanceA product portfoliobased report thatshows status and dataon the projects
Report
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associated to theproducts in theportfolio. Report isequivalent to WRK02,but is based on aproduct portfolio.
PRD53 ProductPortfolioBalanceDashboardA product portfoliodashboard providing acount of products in theportfolio based ondifferent productattributes to aidanalysis on portfoliobalance.
Report
PRD54 ProductPortfolioDashboardA product portfolioreport comparing dataon portfolio measures,such as cost andrevenue to aid analysison portfolio balance.Report can be runagainst and sliced bydifferent productattributes.
Report
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Assets & Applications
ID Description Preview Type
AST01 Application/ AssetPortfolioDetailsApplication portfolioanalytic thatsummarizes key datapoints relating to ITApplications andAssets.
The report can beconfigured to showspecific attributes,fields, dates andfinancial planmeasures associatedwith application orasset.
Report
AST02 Application/ AssetPortfolioBalanceProvides count of theapplications in a
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portfolio, allowinganalysis by a primaryand secondaryattribute.
AST03 Application/ AssetPortfolioPrioritizationMatrixBubble chart thatallows Prioritization,cost and effortmeasures be plottedagainst applicationstatus dimensions(such as applicationlifecycle stage andbusiness valueproviding a value vs.cost visualization ofthe portfolio.
Report
AST04 Application /AssetFinancialHealthBased on an approvedfinancial baseline andthe current forecast tocomplete, thisexception basedanalytic identifiesassets that arefinancially out oftolerance and are
Report
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forecasting an over orunder run on approvedbaseline budget.
AST31 Application/ AssetPortfolioCostAnalysisApplication portfolioreport that allows theanalysis of applicationand summarizedportfolio financial plandata, including effort(FTEs/Days/Hours) orfinancial data (Cost/Benefit/Revenue). Asingle financialplanning version isselected and the datatype selected basedon type and/or specificaccounts(s). The slicercan be any strategyalternate structure or aline attribute of theselected accounts.
Report
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AST32 Application/ AssetPortfolioCostForecastComparisonApplication portfolioreport that allows thecomparison of one/many versions ofapplication andsummarized portfoliofinancial plan data,including effort (FTEs/Days/Hours) orfinancial data (Cost/Revenue). Includes aburn down chart forthe whole portfolio andfor each application.
Report
AST33 Application/ AssetPortfolioBusinessValue CostMatrixApplication portfolioreport that can selectcost or revenue basedmeasures from thefinancial planning datato drive bubble size
Report
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and visualize thepipeline ofapplications.
AST41 Application/ AssetProcessAnalysis -LifecycleStageAn application portfolioreport showing data onapplication lifecycles toaid analysis ofthroughput, volumeand cycle time for theapplication lifecycleprocess. Allowsfurther analysis basedon applicationattributes.
NOTE – Screenshots show the equivalent work basedreport
Report
AST42 Application /AssetDispositionProcessAnalysisAn application portfolioreport analyzingchanges in applicationdisposition status toaid analysis onthroughput, volume
NOTE – Screenshots show the equivalent work basedreport
Report
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and cycle time. Allowsfurther analysis basedon applicationattributes.
AST53 Application /AssetPortfolioBalanceDashboardAn application portfoliodashboard providing acount of applications inthe portfolio based ondifferent applicationattributes to aidanalysis on portfoliobalance.
Report
AST54 Application /AssetPortfolioDashboardAn application/assetportfolio reportcomparing data onportfolio measures,such as cost and effortto aid analysis onportfolio balance.Report can be runagainst and sliced bydifferent application/asset attributes.
Report
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Service Analytics
ID Description Preview Type
SER01 Service PortfolioDetailsService portfolio analytic thatsummarizes key data pointsrelating to IT services.
The report can be configuredto show specific attributes,fields, dates and financial planmeasures associated witheach service.
Report
SER02 Service PortfolioBalanceProvides count of the servicesin a portfolio, allowing analysisby a primary and secondaryattribute.
Report
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SER03 Service PortfolioPrioritizationMatrixBubble chart that allows value,cost, and effort measures beplotted against service statusdimensions (such as lifecyclestage and business valueproviding a value vs. costvisualization of the portfolio ofservices.
Report
SER04 Service FinancialHealthBased on an approvedfinancial baseline and thecurrent forecast to complete,this exception based analyticidentifies service that arefinancially out of tolerance andare forecasting an over orunder run on approvedbaseline budget.
Report
SER31 Service PortfolioCost AnalysisService portfolio report thatallows the analysis of servicedelivery costs andsummarized portfolio financialplan data, including effort(FTEs/Days/Hours) or financialdata (Cost/Benefit/Revenue).A single financial planningversion is selected and thedata type selected based ontype and/or specificaccounts(s). The slicer can be
Report
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any strategy alternatestructure or a line attribute ofthe selected accounts.
SER32 Service PortfolioCost ForecastComparisonService portfolio report thatallows the comparison of one/many versions of service andsummarized portfolio financialplan data, including effort(FTEs/Days/Hours) or financialcost and recharge data.Includes a burn down chart forthe whole portfolio and foreach service.
Report
SER33 Service PortfolioBusiness ValueCost MatrixService portfolio report thatcan select cost or revenuebased measures from thefinancial planning data to drivebubble size and visualize theportfolio of services.
Report
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SER53 Service PortfolioBalanceDashboardA service portfolio dashboardproviding a count of servicesin the portfolio based ondifferent service attributes toaid analysis on portfoliobalance.
Report
SER54 Application/Asset PortfolioDashboardA business service portfolioreport comparing data onportfolio measures, such ascost and effort to aid analysison portfolio balance. Reportcan be run against and slicedby different service attributes.
Report
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Administration Analytics
ID Description Preview Type
ADM01 RPM ReportMetadata &ConfigurationReport used to managethe set up andconfiguration of theRPM Analytics.
Report
ADM04 ConfigurationSummaryReport provides aformatted and crossfunctional referencedsummary of theconfiguration within aPlanview Database.
Report
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ADM09 Grant AuditReport providinganalysis of the grants(data accesspermissions) set up foreach user.
Report
ADM10 User LastLog OnAnalysisAnalysis of when eachuser last logged on.
Report
ADM11 ReportUsageStatisticsReport thatprovides insight andanalysis of theusage of reports inthe Analytics andReporting Portal.Can be analyzed byreport, user, userrole, time.
Report
© 2016 Planview, Inc.Planview Confidential | All Rights Reserved
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ADM13 ReportPerformanceand ErrorLogReport that allowsanalysis of theexecution time for eachreport, together withdetails of any errorsthat occur during reportexecution.
Report
© 2016 Planview, Inc.Planview Confidential | All Rights Reserved
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