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FastTrack Analytics and Dashboards

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FastTrack Analytics are pre-defined reports summarizing and visualizing data from the Planview Portfolios application. They meet the day-one reporting needs for all of our customers. Analytics users will find all the information they need linked here, as well as administration guides for some of the analytics.

Configuration

The FastTrack Analytics Configuration page contains detailed information for administrators who want to perform additional configuration to report outputs, as well as the look and feel of FastTrack Analytics.

Browse the catalog by topic below. Expand any category to learn more about the analytics.

           

My Overview

ID Description Preview
MY08

My Timesheet Compliance

Personal (by the logged in user) view of compliance to timesheet submission (signing) and approval deadlines.

           

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MY24

My Assignments

Resource portfolio summary that details all effort scheduled/planned for the logged in resource, analyzable to the project/activity, resource and day.
Parameters to control the time horizon, filter activities and determine the types of effort (planned, specific assignment types actuals) that are displayed.
Option to Display rates and costs/revenue.

           

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MY26

My Timesheets

Resource portfolio summary of all timesheet hours for the logged in resource. Analyzable to the activity, resource and day. Parameters to control the time horizon, filter activities and determine the timesheet statuses that are displayed. Option to Display rates and costs/revenue.

           

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Work

ID Description Preview
WRK01

Project Pipeline Matrix

Bubble chart that allows project measures (such as cost of effort) to be plotted against project status dimensions (such as lifecycle stage and project condition), providing a value vs. cost visualization of the portfolio.

           

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WRK02

Work Portfolio Balance

Provides project count analysis of projects in the portfolio by a primary and secondary work attribute.

           

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WRK03
 

Project Health Trend Analysis


Provides summarization of current condition (Red, Amber/Yellow and Green) status of projects and how these projects have trended historically.

           

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WRK04
 

Project Financial Health

Based on an approved financial baseline and the current forecast to complete, this exception-based analytic identifies projects that are financially out of tolerance and are forecasting an over or under run on approved baseline budget.

           

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WRK05
 

Schedule and Effort Variance

Portfolio exception based analytic that compares the schedule baseline effort and duration to the forecast (scheduled) effort and duration and identifies projects that are forecasting to deliver late or require additional resource to complete.

           

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WRK06

Work Portfolio Effort

Provides summarization of project/work effort, with drill down to detailed project and resource hours. Option to show scheduled, actual or all effort.

           

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WRK08

Change Request Matrix

  • Change Request >Log summary for a portfolio of projects.
  • Matrix is used to classify change requests by two parameterized attributes, including project name.
  • Matrix is drillable to slice/dice the list of change requests.
  • Table shows key change request fields, attributes, ownership and date information.

           

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WRK09
 

Risk Matrix

  • Risk >Register summary for a portfolio of projects.
  • Matrix is used to classify risk by two parameterized attributes, including project name.
  • Matrix is drillable to slice/dice the list of risks.
  • Table shows key risks fields, attributes, ownership and date information.

           

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WRK11

Issue Matrix

  • Issue Log summary for a portfolio of projects.
  • Matrix is used to classify issues by two parameterized attributes, including project name.
  • Matrix is drillable to slice/dice the list of change requests.
  • Table shows key issues fields, attributes, ownership and date information.

           

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WRK12
 

Portfolio Project Health

Tabular summary providing key fields relating to the status of the projects in a portfolio

           

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WRK13

Project (and Portfolio) BusinessCase Report

Summary of key business caseinformation on the project into a “one page” report for project stakeholders and investmentreview meetings. Includes project attributes and responsibility information, descriptive business case information, milestone information, commentary and risk lists.

Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page

           

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WRK14
 

Project (and Portfolio) Highlight Report

Summary of key information on the project into a “one page” report for project stakeholders and project review meetings. Includes project attributes and responsibility information, trend of project condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists.

Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page

           

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WRK15
 

Milestone Status

Work portfolio based report that counts and categories milestones across the portfolio. Milestones are categorized according to a milestone type (for example, Governance Milestone, Project Milestone) and grouped as either On Time/Early or Late, compared to the active schedule baseline or as Dates Not Set, meaning they have not been planned.

           

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WRK16
 

Project (and Portfolio) Status Report

Summary of key information on the project into a “one page” report for project stakeholders and project review meetings. Includes project attributes and responsibility information, trend of project condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists.

Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page.

This report provides the same information as WRK14, but displays in a landscape format.

           

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WRK17
 

Portfolio Gantt Chart

  • Work portfolio timeline visualization.
  • Parameters to determine the level of detail shown, Gantt bar coloring rules and time horizon.

           

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WRK18
 

Project Timesheets for Approval

  • Work portfolio based exception report that identifies projects where there are resource timesheets needing approval.
  • Table can be configured to group/sort by the name of the responsible Project Manager.

           

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WRK19
 

Work Attribute Change History

  • Analytic that is designed to give visibility into the health of data about projects and the effectiveness of adoption of the Planview solution.
  • Reports on changes in the value of key work attributes, such as work status, priority, lifecycle stage, investment approval status and plots the number of times an attribute is changed each month.

           

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WRK21
 

Change Request History Analysis

  • Change Request Register analysis for a portfolio of projects.
  • Used to analyze the volume and type of change requests and rate at which they are being raised and closed.
  • Chart is drillable to slice/dice the list of change requests by a change request attribute, or by project name.
  • Table shows key change request fields, attributes, ownership and date information.

           

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WRK22
 

Risk History Analysis

  • Risk Register analysis for a portfolio of projects
  • Used to analyze the volume and type of risks and rate at which they are being raised and closed
  • Chart is drillable to slice/dice the list of risks by a risk attribute, or by project name
  • Table shows key risk fields, attributes, ownership and date information.

           

Click to expand or shrink

           

WRK23
 

Issue History Analysis

  • Issue Log analysis for a portfolio of projects.
  • Used to analyze the volume and type of issues and rate at which they are being raised and closed.
  • Chart is drillable to slice/dice the list of issues by an issue attribute, or by project name.
  • Table shows key issue fields, attributes, ownership and date information.

           

Click to expand or shrink

           

WRK24
 

Work Portfolio Project Scheduled Effort Detail

  • Work Portfolio/Project specific summary of all effort planned against the project, analyzable to the activity, resource and day.
  • Parameters to control the time horizon, filter activities and determine the types of effort (planned, specific assignment types actuals) that are displayed.

           

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WRK25
 

Work Portfolio Project Timesheets Monthly Summary

  • Work Portfolio/Project specific summary of all effort report against the each project through timesheets.
  • Analyzable to the activity, resource and day
  • Parameters to control the time horizon, filter activities and determine the timesheet statuses that are displayed.

           

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WRK26
 

Work Portfolio Project Timesheets Weekly Detail

  • Timesheet detail report, detailing reported hours and timesheet remarks
  • Parameters to control the time horizon, filter activities and determine the types of timesheet statuses that are displayed.

           

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WRK28
 

Portfolio Scheduled vs Actual Effort Analysis

  • Work portfolio based report that visualizes planned (scheduled) effort vs. actual/reported effort. Provides resource/activity/weekly level details of the hours planned for each activity and the hours reported.
  • Additional summary charts allow analysis by work or resource attributes such as role or work type.

           

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WRK29
 

Resource Utilization

This report provides insight into the utilization of resources assigned to work on a single project or portfolio of projects. It shows the capacity of the assigned resources, the utilization of these resources on work in the portfolio/project and (optionally) displays out-of-portfolio demand. Out-of-portfolio demand is assignments to work and standard activities that are not included in the selected work portfolio/project. The demand is based on requirements, reserves and allocations in the project schedules. Data can be pivoted by different resource dimensions, time sliced in weeks or months and displayed in hours, days or FTEs.

           

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WRK30
 

Time Recharge Report

This analytic is used to extract timesheet effort and cost information for use in a cost recharge/billing process.

The report lists:

  • New timesheets that have been signed, submitted and progressed.
  • Timesheets from prior periods that were late and have been signed, submitted and progressed since the report was last extracted.
  • Timesheets from prior periods that have been rejected, adjusted, resubmitted, approved and progressed, including negative values for timesheet corrections.

           

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WRK31
 

Work Portfolio Financial Analysis

Work portfolio report that allows the analysis of project and portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). A single financial planning version is selected and the data type selected based on type and/or specific accounts(s). The slicer can be any work alternate structure or a line attribute of the selected accounts

           

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WRK32
 

Work Portfolio Financial Burndown Comparison

Work portfolio report that allows the comparison of one/many versions of project and portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue).

Includes a burndown chart for the whole portfolio and for each project.

           

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WRK33
 

Project Cost or Revenue/Benefit Bubble

Work portfolio report that can select cost or revenue/benefit based measures from the financial planning data to drive bubble size.

           

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WRK34
 

Work Portfolio Investment Balance Bubble

Work portfolio report, based on financial plan data, where the user can select benefit/revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis

           

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WRK35
 

Milestone Trend Analysis

The milestone trend analytic provides insight into schedule (planned) date changes on milestones in project schedules. Changes in the schedule date for milestones are snapshotted (normally every week) by the Progressing Engine.

           

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WRK41
 

Process Analysis - Lifecycle Stage

A work portfolio report showing data on project lifecycles to aid analysis of throughput, volume and cycle time for the project lifecycle process. Allows further analysis based on project attributes, such as work type or customer.

           

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WRK42
 

Process Analysis - Project Status

A work portfolio report analyzing changes in project status to aid analysis on throughput, volume and cycle time. Allows further analysis based on project attributes, such as work type or customer

           

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WRK43

Process Analysis - Project Investment Approval

A work portfolio report showing data on the project approval process to aid analysis on throughput, volume and cycle time. Allows further analysis based on project attributes, such as work type or customer

           

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WRK53
 

Work Portfolio Balance Dashboard

A work portfolio dashboard providing a count of projects in the portfolio based on different project attributes to aid analysis of portfolio balance.

           

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WRK54

Work Strategic Alignment Dashboard

A work portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance. Report can be run against and sliced by different work/project attributes.

           

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Strategies

ID Description Preview
STR01

Strategy/Program Portfolio Details

Strategy portfolio analytic that summarizes key data points relating to the strategic hierarchy – the strategic missions, objectives and investment programs of the Organization.

The report can be configured to show specific attributes, fields, dates and financial plan measures associated with each strategic entity.

           

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STR02

Strategic Portfolio Balance

Provides count of the strategic initiatives/programs in a portfolio, allowing analysis by a primary and secondary attribute.

           

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STR03

Strategic Portfolio Prioritization

Bubble chart that allows prioritization, cost, benefit, revenue and effort measures be plotted against strategic initiative/program status dimensions (such as lifecycle stage and strategic alignment providing a value vs. cost visualization of the portfolio pipeline.

           

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STR04

Strategy Portfolio Financial Health

Based on an approved financial baseline and the current forecast to complete, this exception based analytic identifies program that are financially out of tolerance and are forecasting an over or under run on approved baseline budget

           

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STR08

Strategy Portfolio Associated Change Requests

Change Request Log summary for projects that are associated to a portfolio of programs. Equivalent to WRK08.

           

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STR09

Strategy Portfolio Associated Risks

Risk Register summary for projects that are associated to a portfolio of programs.

           

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STR11

Strategy Portfolio Associated Issues

Issue Log summary for projects that are associated to a portfolio of programs.

           

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STR16

Program Highlight Report

Summary of key information on the program into a “one page” report for program stakeholders and strategic review meetings. Includes program attributes and responsibility information, trend of program condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists.

Report can be run for a single program, or across a strategic portfolio. Portfolio report includes an Summary table on page 1 and each program in the portfolio on a new page.

           

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STR31

Strategic Portfolio Cost and Benefit Analysis

Strategic portfolio report that allows the analysis of initiative/program and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue).

           

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STR32

Strategic Portfolio Financial Performance

Strategic portfolio report that allows the comparison of one/many versions of strategic initiative and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue).

           

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STR33

Strategic Initiative Pipeline Matrix

Strategic portfolio report that can select cost or revenue/benefit based measures from the financial planning data to drive bubble size and visualize the pipeline of strategic initiatives.

           

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STR34

Strategic Portfolio Investment Risk and Reward

Strategic portfolio report, based on financial plan data, where the user can select benefit/revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis.

           

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STR35
 

Milestone Trend Analysis

The milestone trend analytic provides insight into schedule (planned) date changes on milestones in project schedules associated with the Programs in the Portfolio.

Changes in the schedule date for milestones are snapshotted (normally every week) by the Progressing Engine.

           

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STR41

Strategy Lifecycle Stage Process Analysis

Strategy/program portfolio report showing data on program lifecycles to aid analysis on throughput, volume and cycle time. Report can be run against and sliced by different attributes.

           

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STR42

Strategy Status Process Analysis

Strategy/program portfolio report showing data on program status to aid analysis on throughput, volume and cycle time.

           

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STR43

Strategy Investment Approval Process Analysis

Strategy/program portfolio report showing data on program approval to aid analysis on throughput, volume and cycle time.

           

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STR51

Strategy Portfolio Associated Work Matrix

A strategy portfolio based report that shows status and data on the projects associated to the programs and initiatives in the portfolio.

           

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STR52

Strategy Portfolio Associated Work Balance

A strategy portfolio based report that shows status and data on the projects associated to the programs and initiatives in the portfolio.

           

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STR53

Strategic Portfolio Balance Dashboard

A strategy portfolio dashboard providing a count of programs in the portfolio based on different program attributes to aid analysis on portfolio balance.

           

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STR54

Strategic Portfolio Dashboard

A strategic portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance.

           

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WRK

Work Reports

The following Work reports are available for use in the Strategy portfolio and entity view ribbons.

They will still display project information, (as when ran against work) however, the reports will return the associated projects for programs for the selected program(s) in the portfolio.

See the Work report detail pages for more information

WRK14

Project (and Portfolio) Highlight Report

Summary of key information on the project into a “one page” report for project stakeholders and project review meetings. Includes project attributes and responsibility information, trend of project condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists.

Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page.

When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio.

           

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WRK15

Milestone Status

Work portfolio based report that counts and categories milestones across the portfolio. Milestones are categorized according to a milestone type (for example, Governance Milestone, Project Milestone) and grouped as either On Time/Early or Late, compared to the active schedule baseline or as Dates Not Set, meaning they have not been planned.

When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio.

           

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WRK17

Portfolio Gantt Chart

  • Work portfolio timeline visualization
  • Parameters to determine the level of detail shown, Gantt bar coloring rules and time horizon.

When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio.

           

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WRK29

Resource Utilization

This report provides insight into the utilization of resources assigned to work on a single project or portfolio of projects. It shows the capacity of the assigned resources, the utilization of these resources on work in the portfolio/project and (optionally) displays out-of-portfolio demand. Out-of-portfolio demand is assignments to work and standard activities that are not included in the selected work portfolio/project. The demand is based on requirements, reserves and allocations in the project schedules. Data can be pivoted by different resource dimensions, time sliced in weeks or months and displayed in hours, days or FTEs.

When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio.

           

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Resources

ID Description Preview
RES01

Resource Portfolio Analysis

Resource Portfolio based analytic that allows analysis of the resources by any single select resource alternate structure. Further analysis via a second organizational structure attribute.

           

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RES03

Resource Portfolio Supply and Demand

Organizational (through a resource portfolio) view of resource capacity and the demand against that capacity. The demand is based on requirements, reserves and allocations in the project schedules. Data can be pivoted by different resource dimensions, time sliced in weeks or months and displayed in hours, days or FTEs.

           

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RES04

Resource Portfolio Effort Analysis

Resource Portfolio based analytic that allows time phased analysis of the actual effort reported by the resources through timesheets and/or the effort scheduled for these resources. Schedule effort includes planned standard activities, reserves and allocations. Data can be sorted by work/activity/resource attributes and is time sliced and drillable, by year and month/week.

           

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RES06

Resource Management Health

Organizational (through a resource portfolio) view of resource utilization, based on the different Planview assignment types; requirements, reserves and allocations in the project schedules. By selecting a time slice – for example next month” the graph will plot the number of resources with forward looking utilization in different bands. Data can be sliced by a resource attribute.
Objective is to optimize next month resource utilization in the 80-120% bands.

 

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RES08

Timesheet Compliance

Organizational (through a resource portfolio) view of compliance to timesheet submission (signing) and approval deadlines.

           

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RES10

Resource Details

Table listing all resource (and associated user) information and attributes.

           

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RES12

Pending Timesheets

Resource portfolio based exception report that lists all resources with timesheets that are overdue, rejected or requiring approval.

           

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RES13

Resource Attribute Effective Date Audit

Resource portfolio report that provides detail on resource attributes changes in these attributes and the effective dates of the attributes. Ensures resource data quality. Option to run as an exception based report.

           

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RES24

Resource Scheduled Effort Detail

Resource portfolio summary that details all effort scheduled/planned for each resource in the portfolio, analyzable to the project/activity, resource and day. Parameters to control the time horizon, filter activities and determine the types of effort (planned, specific assignment types actuals) that are displayed

           

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RES25

Resource Timesheet Monthly Summary

Resource portfolio summary of all timesheet hours for each resource in the portfolio. Analyzable to the activity, resource and day. Parameters to control the time horizon, filter activities and determine the timesheet statuses that are displayed

           

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RES26

Resource Timesheet Weekly Detail

Timesheet detail report, detailing reported hours and timesheet remarks. Parameters to control the time horizon, filter activities and determine the types of timesheet statuses that are displayed.

           

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RES27

Resource Time Analysis

Resource portfolio based report that provides an analysis of timesheet actuals; Work (project) and standard activity split Work analysis by any activity attribute, for example billable/non-billable, Standard Activity analysis by type, Drillable table to detailed activities and timesheet hours.

           

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RES28

Resource Scheduled vs. Actual Effort Analysis

Resource portfolio based report that visualizes planned (scheduled) effort vs. actual/reported effort. Provides resource/activity/weekly level details of the hours planned for each activity and the hours reported. Additional summary charts allow analysis by work or resource attributes such as role or work type

           

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RES30

Time Recharge Report

Resource portfolio analytic that is used to extract timesheet effort and cost information from Planview Portfolios for use in a cost recharge/billing process.

           

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RES53

Resource Portfolio Balance Dashboard

A resource portfolio report providing a count of resource attributes to aid analysis on portfolio balance. Report can be run against and sliced by different attributes

           

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Planning

ID Description Preview
PLN01

Investment Planning Demand vs. Portfolio Targets

This analytic provides a Summarization of the data in an Investment Planning portfolio/scenario combination. It provides a time phased view of the portfolio demand and supply, drillable by demand planning line attribute and drillable to the level of each individual investment.

Supports project, strategy and product based portfolios

           

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PLN32

PLN32 - Planning Portfolio Financial Burndown Report

Planning report that allows the comparison of one/many versions of financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). Includes a burn down chart for the whole portfolio and for each project.

The report includes:

  • Portfolio based summary time phased chart showing the financial profile (based on one/many financial plan versions) across the whole portfolio (example shown in first image)
  • Project level time phased chart showing the financial profile (based on one/many financial plan versions) for each project (example shown in second image)
  • Detailed data tables

           

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Prior to Analytics v2.5 the RPM Analytics catalog contained IPM Reports which have now been deprecated. See Deprecated Investment Planning Analytics for more information.

           

           

Requests

ID Description Preview
REQ01

Request Portfolio Balance

Work Request portfolio analytic that allows analysis of work requests by category, originating business unit, etc. (any configured single select work request structures).

Parameters to control the time horizon, based on request creation and the work request statuses considered.

           

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REQ02

Request Portfolio Dispatch Speed

Work Request portfolio analytic that allows analysis of work reception process, as determined by “Dispatch Time”, this being the delta between a work request being created and being dispatched into a new project or program. Can be analyzed by business unit, etc. (any configured single select work request structures).

Parameters to control the time horizon, based on request dispatch date and the work request statuses considered.

           

REQ02.png

           

REQ03

Request Portfolio Dispatch Disposition

Work Request portfolio analytic that allows analysis of work requests to determine the outcome of work requests.

Parameters to control the time horizon, based on request creation and the work request statuses considered.

           

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REQ42

Request Status Process Analysis

A work request portfolio report analyzing changes in request status to aid analysis on throughput, volume and cycle time. Allows further analysis based on request attributes, such as work type or customer.

           

REQ42.png

           

REQ53

Request Portfolio Balance Dashboard

A work request portfolio report providing a count of request attributes to aid analysis on portfolio balance. Report can be run against and sliced by different attributes.

           

REQ53.png

           

           

           

Outcomes

ID Description Preview
OUT01
 

Outcome Portfolio Details

Outcome portfolio analytic that summarizes key data points relating to the outcome hierarchy. The report can be configured to show specific attributes, fields, dates and financial plan measures associated with each outcome entity.

           

PRD01.png

           

OUT02

Outcome Portfolio Balance

Provides count of the outcomes in a portfolio, allowing analysis by a primary and secondary attribute.

           

PRD02.png

           

OUT03

Outcome Portfolio Prioritization Matrix

Bubble chart that allows Prioritization, cost, benefit, revenue and effort measures be plotted against outcomes status dimensions (such as lifecycle stage and strategic alignment providing a value vs. cost visualization of the portfolio pipeline.

           

PRD03.png

           

OUT04

Outcome Portfolio Financial Health

Based on an approved financial baseline and the current forecast to complete, this exception based analytic identifies products that are financially out of tolerance and are forecasting an over or under run on approved baseline budget.

           

PRD04.png

           

OUT08

Outcome Portfolio Associated Change Requests

Change Request Log summary for projects that are associated to a portfolio of outcomes.

           

PRD08.png

           

OUT09

Outcome Portfolio Associated Risks

Risk Register summary for projects that are associated to a portfolio of outcomes.

           

PRD09.png

           

OUT11

Outcome Portfolio Associated Issues

Issue Log summary for projects that are associated to a portfolio of outcomes.

           

PRD11.png

           

OUT31

Outcome Portfolio Revenue/Costs Analysis

Outcome portfolio report that allows the analysis of initiative/program and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue).

           

PRD31.png

           

OUT32

Outcome Portfolio Revenue/Cost Performance

Outcome portfolio report that allows the comparison of one/many versions of outcome and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Revenue).

           

PRD32.png

           

OUT33

Outcome Portfolio Revenue Prioritization Bubble

Outcome portfolio report that can select cost or revenue based measures from the financial planning data to drive bubble size and visualize the pipeline of outcomes. Report can be configured to run against each level in the outcome structure.

           

PRD33.png

           

OUT34

Outcome Portfolio Risk and Reward Matrix

Outcome portfolio report, based on financial plan data, where the user can select revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis.

           

PRD34.png

           

OUT35
 

Milestone Trend Analysis

The milestone trend analytic provides insight into schedule (planned) date changes on milestones in project schedules associated with Outcomes.

Changes in the schedule date for milestones are snapshotted (normally every week) by the Progressing Engine.

           

WRK35.png

           

OUT51

Outcome Portfolio Associated Work Matrix

A outcome portfolio based report that shows status and data on the projects associated to the outcomes in the portfolio. Report is equivalent to WRK01, but is based on an outcome portfolio.

           

PRD51.png

           

OUT52

Outcome Portfolio Associated Work Balance

A outcome portfolio based report that shows status and data on the projects associated to the outcomes in the portfolio. Report is equivalent to WRK02, but is based on a outcome portfolio.

           

PRD52.png

           

OUT53

Outcome Portfolio Balance Dashboard

A outcome portfolio dashboard providing a count of outcomes in the portfolio based on different outcome attributes to aid analysis on portfolio balance.

           

PRD53.png

           

OUT54

Outcome Portfolio Dashboard

A outcome portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance. Report can be run against and sliced by different outcome attributes.

           

PRD54.png

           

           

           

Administration

ID Description Preview
ADM01

RPM Report Metadata and Configuration

Report used to manage the setup and configuration of the RPM Analytics.

           

clipboard_e6b63ff9913777812c0d6486b1b431fc8.png

           

ADM04

Configuration Summary

Report provides a formatted and cross functional referenced summary of the configuration within a Planview Portfolios database.

           

clipboard_e4a144ee198ffb41d39cfacdf3fd52ad3.png

           

ADM09

Grant Audit

Report providing analysis of the grants (data access permissions) set up for each user.

           

clipboard_e52d71799c8b1c40af98ac35f64123bff.png

           

ADM10

User Last Log On Analysis

Analysis of when each user last logged on.

           

ADM10_thumbnail.png

           

ADM11

Report Usage Statistics

Report that provides insight and analysis of the usage of reports. Can be analyzed by report, user, user role, time.

           

ADM11.png

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FastTrack Dashboards

The FastTrack Dashboards are purpose-driven dashboards which give portfolio managers new insight and understanding into portfolio and resource management. Built on the FastTrack Analytics framework, each dashboard includes multiple interconnected visuals to communicate progress and measure performance.

The FastTrack Dashboards use the SSRS reporting platform. The dashboards cannot be installed in earlier versions of Planview Portfolios.

The following table shows details of each dashboard as well as the business value, business rules and configuration rules for each.

Catalog Image.png

Click to view Functional Details





Catalog Image.png

Click to view Configuration Details

The WRK101 Gated Project dashboard provides an interactive view of project progress and performance through the organization’s stage gate process, whether for IT or Product Development.

Project managers, product managers, and gate owners can visualize and investigate status, scoring and financial performance by gate to understand progress and trends.

The dashboard gives insight into resource availability to identify bottlenecks ahead of time, progress on deliverables and key performance metrics.

Gated Project IMG02.png
Catalog Image.png

Click to view Functional Details






Catalog Image.png

Click to view Configuration Details
The STR103 Strategic Planning and Analysis dashboard empowers strategic and program managers to quickly assess their strategic plans against targets and across key factors. Managers can immediately visualize whether the latest plans meet revenue, cost and margin targets. They can analyze cost and revenue breakdowns by missions and objectives, geographic regions, and markets. Evaluating performance against targets, incoming pipeline by region, and return by market, managers adjust their plans to deliver a balanced portfolio across their strategies.
Catalog Image.png

Click to view Functional Details






Catalog Image.png

Click to view Configuration Details
Connecting the demand pipeline to strategy, resources, projects and outcomes, the MY102 Portfolio Performance dashboard on My Overview gives portfolio managers an end-to-end view of their portfolios. Managers understand the impacts and relationships between project performance, outcome ROI, strategic financials and resource availability. Portfolio Performance.png

           

           

Using the Analytics

The FastTrack Analytics are configured and then deployed for use by end users to report on their own portfolios of projects, resources, strategies, etc. The method by which end users navigate to, and use the reports is dependent on the Planview Portfolios version that is being used.

See FastTrack Analytics - Using the Analytics for more information.

           

           

Printing and Exporting Reports

Report Printing and Exporting

Most of the FastTrack analytics are designed with on screen interactivity and analysis as the primary goal. Many of these reports can have a variable number of columns either through configuration (support for many optional columns) or through pivots (on a time range and dimension). Because of this there is no guarantee that these reports will fit onto standard size documents (Letter, A4, etc.). In some cases, these reports may fit within letter/A4 landscape if table columns and pivot columns are kept to a minimum. These printing constraints apply when printing to hardcopy or when printing to softcopy (export to PDF).

In order to print to hardcopy a report must be exported to PDF format and the PDF file sent to the printer.

A small number of the FastTrack Analytics have been designed specifically for printing, these are;

Reports are rendered through Microsoft SSRS (SQL Server Reporting Services); this provides a number of native export formats: PDF, PowerPoint, Excel, Word, TIFF, CSV, MHTML and XML.

Recommended export formats are;

  • PDF when the objective is to distribute a report in an easily readable format.
  • Excel is a very effective format to export to when the report is large (multiple pages on the screen) and/or wide (wide time horizon). The expand/collapse features in the report data tables are preserved when exporting to Excel. Exporting to Excel also allows sizing/printing area set up to facilitate hardcopy printing.

Note - the following export formats are not supported for the FastTrack Analytics - specifically the reports have not been built/tested to utilize these formats:

  • CSV
  • XML

In many of the FastTrack Analytics a user parameter is included to control the layout of the detailed data tables. The options are typically;

  • Grouped/formatted – this shows the data table with row groupings, text formatting and expand/collapse sections.
  • Non-grouped/plain – this shows the data as a flat table, with no grouping or formatting. This is designed to facilitate data analysis/filtering when the report is exported to Excel.

All of these formats are accessible via the Actions menu at the top left of any report.

Export to PowerPoint

The Export to PowerPoint option is available when using a PVE 13+ report tile following the move to SQL Server 16.

           

           

Report Subscriptions

The Report Subscription capability allows a report (FastTrack Analytics or Custom Report) to be executed automatically based on a specific set of parameters and the resulting report can be emailed as attached export.

           

           

Release Notes

Planview Enterprise Version and Database Platform Support

The FastTrack Analytics (FTA) were first launched in 2012 as RPM Analytics. The different versions and editions released since then are detailed in the table below. To obtain support, including fixes and new analytics, all customers must upgrade to the latest version available the corresponds to their version of Planview Portfolios. Fixes will not be made for prior versions.

Prior to November 2015 the FastTrack Analytics were a Planview Consulting deliverable, deployed through the implementation process as part of the customer configured Planview Enterprise solution. As of November 2015, and the release of Planview Enterprise 11.5, the FastTrack Analytics are part of the core product and available to all customer for installation and deployment.

The FastTrack Analytics are available only for customers who use a MS SQL server database back end. The FastTrack Analytics are not available for customers who use an Oracle database back end.

FastTrack Analytics Versions (currently supported)

The table below details the version history of both FastTrack and RPM Analytics. The table is grouped by major version of Planview Portfolios, listing the appropriate releases of FastTrack with the most recent being at the top of each section.

Version Description

FastTrack Analytics v17.10 - current release for E1 R17.

(released 14 November 2019)

  • This version is compatible only with Planview Enterprise One v17.10
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.10 release notes can be found> here

FastTrack Analytics v17.8

(released 26 September 2019)

  • This version is compatible only with Planview Enterprise One v17.9
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.10 release notes can be found here

FastTrack Analytics v17.8

(released 29 August 2019)

  • This version is compatible only with Planview Enterprise One v17.8
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.7 release notes can be found here

FastTrack Analytics v17.7

(released 25 July 2019)

  • This version is compatible only with Planview Enterprise One v17.7
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.7 release notes can be found here

FastTrack Analytics v17.6

(released 27 June 2019)

  • This version is compatible only with Planview Enterprise One v17.6
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.6 release notes can be found here.

FastTrack Analytics v17.5

(released 30 May 2019)

  • This version is compatible only with Planview Enterprise One v17.5
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.5 release notes can be found here.

FastTrack Analytics v17.4

(released 30 April 2019)

  • This version is compatible only with Planview Enterprise One v17.4
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.4 release notes can be found here.

FastTrack Analytics v17.2

(released 28 March 2019)

  • Note: There is no FTA 17.3.0 version. FTA 17.2.0 is being provided with E1 17.3.0.
  • This version is compatible only with Planview Enterprise One v17.2 or 17.3
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 17.2 release notes can be found here.

FastTrack Analytics v17.1

(released 31 January 2019)

FastTrack Analytics v17.0

(released 20 November 2018)

FastTrack Analytics v16.9 - current release for E1 R16

(released 18 April 2019)

  • Bug fixes
  • This version is compatible only with Planview Enterprise One v16.9
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 16.9 release notes can be found here.

FastTrack Analytics v16.8

(released 18 April 2019)

  • Bug fixes
  • This version is compatible only with Planview Enterprise One v16.8
  • FastTrack Analytics release notes are now combined with Enterprise One. E1 16.8 release notes can be found here.

FastTrack Analytics v16.7

(released 14 February 2019)

FastTrack Analytics v16.6

(released 06 December 2018)

FastTrack Analytics v16.5

(released 25 October 2018)

FastTrack Analytics v16.4

(released 27 September 2018)

FastTrack Analytics v16.3

(released 30 August 2018)

FastTrack Analytics v16.2

(released 28 June 2018)

FastTrack Analytics v16.1

(released 28 June 2018)

FastTrack Analytics v16.0

(released 31 May 2018)

FastTrack Analytics v3.10 - current release for E1 R15

(released 10 January 2019)

  • Bug fixes and a new report simplified for optimized rendering performance Effort01_noformat.rdl)
  • This version is compatible with Planview Enterprise v15.8, v15.9, and v15.10
  • There are no future updates scheduled for FTA 3.x, please plan on upgrading to the latest verison of Planview Enterprise One to receive continued support of the FastTrack Analytics.
  • FastTrack Analytics Version 3.10 Release Notes

FastTrack Analytics v3.9

(released 13 September 2018)

FastTrack Analytics v3.8

(released 26 July 2018)

FastTrack Analytics v3.7

(released 24 May 2018)

FastTrack Analytics v3.6

(released 26 April 2018)

FastTrack Analytics v3.5.1

(released 5 April 2018)

FastTrack Analytics v3.5

(released 29 March 2018)

FastTrack Analytics v3.4

(released 28 February 2018)

FastTrack Analytics v3.3

(released 31 January 2018)

FastTrack Analytics v3.2

(released 5 January 2018)

FastTrack Analytics v3.1

(released 8 December 2017)

FastTrack Analytics v3.0.0

(released 27 October, 2017)

RPM Analytics Versions history (no longer supported)

RPM Analytics v2.5.4

(released 7 September, 2017 - no longer supported)

RPM Analytics v2.5.3

(released 12 July, 2017 - no longer supported)

RPM Analytics v2.5.2

(released 15 June, 2017 - no longer supported)

RPM Analytics v2.5.1

(released 6 June, 2017 - no longer supported)

RPM Analytics v2.5

(released 19 May, 2017 - no longer supported)

RPM Analytics v2.4.2

(released 11 May, 2017 - no longer supported)

RPM Analytics v2.4.1

(released March 15, 2017 - no longer supported)

RPM Analytics v2.4

(released February 22, 2017 - no longer supported)

RPM Analytics v2.3.2

(released January 25, 2017 - no longer supported)

RPM Analytics v2.3.1

(released January 13, 2017 - no longer supported)

RPM Analytics v2.3

(released December 22, 2016 - no longer supported)

RPM Analytics v2.2.6

(released November 10, 2016 - no longer supported)

RPM Analytics v2.2.5

(released October 21, 2016 - no longer supported)

RPM Analytics v2.2.4

(released September 07, 2016 - no longer supported)

RPM Analytics v2.2.2

(released August 30, 2016 - no longer supported)

RPM Analytics v2.2.1

(released August 16, 2016 - no longer supported)

RPM Analytics v2.2.0

(released June 2016 - no longer supported)

  • Look and feel changes to align with the Planview Enterprise 12 visual refresh
  • New My Planview, Program (Strategy) analytics and Outcome Analytics (for Planview Enterprise 12 only)
  • Bug fixes and additional enhancements
  • This version is compatible with Planview Enterprise 11.1 onwards
  • RPM Analytics v2.2.0 Release Notes

RPM Analytics v2.1.2.0

(Maintenance Release - no longer supported)

RPM Analytics v2.1.0.x

(released November 2015 - no longer supported)

  • Incorporation into core product
  • Fixes will be provided through Controlled Releases
  • Issues will be managed through the Customer Care process.
  • This version is compatible with Planview Enterprise 11.1 onwards
  • RPM Analytics v2.1.0.0 Release Notes
RPM Analytics v2 – Summer 2015 Edition (no longer supported)
  • Addition of new reports to the Catalog
  • Provided as a Planview Consulting Services Deliverable
  • Fixes and access to new editions was provided through the RPM Analytic Update Service
RPM Analytics v2 – Autumn 2014 Edition (no longer supported)
  • Addition of new reports to the Catalog
  • Provided as a Planview Consulting Services Deliverable
  • Fixes and access to new editions was provided through the RPM Analytic Update Service
RPM Analytics v2 – Summer 2014 Edition (no longer supported)
  • Initial release of the configurable analytics
  • Provided as a Planview Consulting Services Deliverable
  • Fixes and access to new editions was provided through the RPM Analytic Update Service
RPM Analytics v1 (no longer supported)
  • Initial release. Deployment process involved the customization of each analytic to match the data model of the customer.
  • Provided as a Planview Consulting Services Deliverable

Oracle Database Customers

For on-premises customers who use an Oracle Database backend, Planview Consulting can provide a subset of the FastTrack Analytics for customization to match the customer data model. These reports are not configurable. They are provided as a Planview Consulting Services deliverable. They are not part of the standard Planview Enterprise product and are not maintained through the Planview Enterprise Product Support team.