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Planview Customer Success Center

Stage 2. Create the reports

You create reports to collect data to perform cross-entity queries in rules.

Active Connection is connected to Inactive Systems (Technical Health)

Entity type

Connections

Columns

 

Query

(Lifecycle State is ACTIVE

AND (Source System in Inactive Systems

OR Target System in Inactive Systems) )

Active Product has High or Highest Customer Satisfaction (Business Value)

Entity type

Products

Columns

 

Query

(Lifecycle State is ACTIVE

AND ( [Custom field] Customer Satisfaction Rating is High

OR [Custom field] Customer Satisfaction Rating is Highest ) )

Active Product has High or Highest Share of Net Sales (Business Value)

Entity type

Products

Columns

 

Query

(Lifecycle State is ACTIVE

AND ( [Custom field] Share of Net Sales (Revenue) is High

OR [Custom field] Share of Net Sales (Revenue) is Highest ) )

Active Product has Low or Lowest Customer Satisfaction (Business Value)

Entity type

Products

Columns

 

Query

(Lifecycle State is ACTIVE

AND ( [Custom field] Customer Satisfaction Rating is Low

OR [Custom field] Customer Satisfaction Rating is Lowest) )

Active System is connected to Inactive System endpoints (Technical Health)

Entity type

Systems

Columns

 

Query

(Lifecycle State is Active

AND Any Connection in [Report] Connection has Inactive System endpoints (Technical Health) )

Active Technologies

Entity type

Technologies

Columns

 

Query

Lifecycle State is ACTIVE

Active Technology is Enterprise Approved (Technical Health)

Entity type

Technologies

Columns

 

Query

(Enterprise Approval is APPROVED

OR Enterprise Approval is APPROVED_WITH_EXCEPTION )

Active Technology is Unapproved (Technical Health)

Entity type

Technologies

Columns

 

Query

(Lifecycle State is ACTIVE AND (Enterprise Approval is NOT_APPROVED OR Enterprise Approval is PREVIOUSLY_APPROVED ) )

Capability has a Criticality or Maturity Rating (Completeness)

Entity type

Capabilities

Columns

 

Query

( [Custom field] Capability Criticality exists OR [Custom field] Capability Maturity exists )

[Requires custom fields: “Capability Criticality, “Capability Maturity”]

Capability has High or Highest Strategic Importance (Business Value)

Entity type

Capabilities

Columns

 

Query

( [Custom field] Strategic Importance is High OR [Custom field] Strategic Importance is Highest )

Capability has Low or Lowest Maturity (Business Health)

Entity type

Capabilities

Columns

 

Query

( [Custom field] Capability Criticality exists OR [Custom field] Capability Maturity exists )

Capability has Low or Lowest Strategic Importance (Business Value)

Entity type

Capabilities

Columns

 

Query

( [Custom field] Strategic Importance is Low OR [Custom field] Strategic Importance is Lowest )

Capability has Medium to Highest Maturity (Business Value)

Entity type

Capabilities

Columns

 

Query

( [Custom field] Capability Maturity is Highest

OR [Custom field] Capability Maturity is High

OR [Custom field] Capability Maturity is Medium )

Connection has Inactive System endpoints (Technical Health)

Entity type

Connections

Columns

 

Query

(Source System in [Report] Active System is connected to Inactive System endpoints (Technical Health)

OR Target System in [Report] Active System is connected to Inactive System endpoints (Technical Health) )

[Select Restrict “Report results by this criteria” option for both criteria.]

Inactive Technologies (Technical Health)

Entity type

Technologies

Columns

 

Query

Lifecycle State is INACTIVE

Market has High or Highest Share of Net Sales (Business Value)

Entity type

Markets

Columns

 

Query

( [Custom field] Share of Net Sales (Revenue) is High

OR [Custom field] Share of Net Sales (Revenue) is Highest )

Product serves Market with High or Highest Share of Net Sales (Business Value)

Entity type

Products

Columns

 

Query

Any Market in [Report] Market has High or Highest Share of Net Sales (Business Value)

[Select Restrict “Report results by this criteria” option.]

Inactive Systems

Entity type

Systems

Columns

 

Query

Lifecycle State is INACTIVE