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Planview Customer Success Center

Stage 3. Create the rules

You must create the rules that are to be used in the scorecards.

Active System does not support Products with Low or Lowest Customer Satisfaction (Business Value)

Entity type

Systems

These entities

Lifecycle is ACTIVE AND Any Product exists

Must comply with

Any Product not in [Report] Active Product has Low or Lowest Customer Satisfaction (Business Value)

Active System does not use Inactive Technologies (Technical Health)

Entity type

Systems

These entities

Lifecycle is ACTIVE AND Any Technology exists

Must comply with

Active System does not use [Report] Inactive Technologies (Technical Health)

Active System does not use Unapproved Technologies (Technical Health)

Entity type

Systems

These entities

Lifecycle is ACTIVE AND Any Technology exists

Must comply with

Any Technology not in [Report] Active Technology is Unapproved (Technical Health)

Active System has High Investment Level (Financial)

Entity type

Systems

These entities

Lifecycle is ACTIVE AND Investment Level exists

Must comply with

Investment Level is High

Active System has Highest Investment Level (Financial)

Entity type

Systems

These entities

Lifecycle is ACTIVE

Must comply with

Investment Level is Highest

Active System has Inactive Sub-systems (Technical Health)

Entity type

Systems

These entities

Lifecycle State is Active AND Descendant exists

Must comply with

Descendant not in [Report] Inactive Systems

[Select the Restrict “Report” results by this criteria check box]

Active System has Low Investment Level (Financial)

Entity type

Systems

These entities

Lifecycle is ACTIVE

Must comply with

Investment Level is Low

Active System has Medium Investment Level (Financial)

Entity type

Systems

These entities

Lifecycle is ACTIVE

Must comply with

Investment Level is Medium

Active System is not connected to Inactive Systems (Technical Health)

Entity type

Systems

These entities

Lifecycle State is ACTIVE AND Any Connection exists

Must comply with

Any Connection not in [Report] Active Connection is connected to Inactive Systems (Technical Health)

Active System meets Availability Objectives (Technical Health)

Entity type

Systems

These entities

Lifecycle State is ACTIVE AND Availability Objective exists

Must comply with

[Custom field] Availability Actual is 99.99999% (down 3.15s/year)

OR Availability Actual is 99.9999% (down 31.5s/year)

OR Availability Actual is 99.999% (down 5.26m/year)

OR Availability Actual is 99.99% (down 52.56m/year)

OR Availability Actual is 99.95% (down 4.38h/year)

OR Availability Actual is 99.9% (down 8.76h/year)

OR Availability Actual is 99.8% (down 17.52h/year)

OR Availability Actual is 99.5% (down 1.83d/year)

OR Availability Actual is 99% (down 3.65d/year)

[You must create a custom field “Availability Actual” with the value options that correspond to your availability criteria.]

Active System meets Recovery Time Objectives (Technical Health)

Entity type

Systems

These entities

(Lifecycle State is ACTIVE

AND

([Custom field] Recovery Time Objective (RTO, hours) exists

OR [Custom field] Recovery Time Actual (RTA, hours) exists ) )

Must comply with

[Custom field] Recovery Time Objective hours (RTO) less than 10

AND [Custom field] Recovery Time Actual hours (RTA) less than 10

Active System supports Products with High or Highest Customer Satisfaction (Business Value)

Entity type

Systems

These entities

Lifecycle is ACTIVE AND Any Product exists

Must comply with

Any Product in [Report] Active Product has High or Highest Customer Satisfaction (Business Value)

Active System supports Products with High or Highest Share of Net Sales (Business Value)

Entity type

Systems

These entities

Lifecycle is ACTIVE AND Any Product exists

Must comply with

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

Active System uses Active Technologies (Technical Health)

Entity type

Systems

These entities

Lifecycle is ACTIVE

Must comply with

Any Technology exists AND Any Technology in [Report] Active Technologies

Active System uses Approved Technologies (Technical Health)

Entity type

Systems

These entities

Lifecycle is ACTIVE AND Any Technology exists

Must comply with

Any Technology in [Report] Active Technology is Enterprise Approved (Technical Health)

Active Systems is not connected to Inactive endpoints (Technical Health)

Entity type

Systems

These entities

Lifecycle State is Active AND Any Connection exists

Must comply with

Any Connection not in [Reports] Connection has Inactive System endpoints (Technical Health)

[Select the Restrict “Report” results by this criteria check box]

System does not support Capabilities w Low or Lowest Maturity (Business Value)

Entity type

Systems

These entities

Any Capability in [Report] Capability has a Criticality or Maturity Rating (Completeness)

[Select the Restrict “Report” results by this criteria check box]

Must comply with

Any Capability not in [Report] Capability has Low or Lowest Maturity (Business Health)

[Select the Restrict “Report” results by this criteria check box]

System does not support Capabilities with Low or Lowest Strategic Importance (Business Value)

Entity type

Systems

These entities

Any Capability exists

Must comply with

Any Capability not in [Report] Capability has Low or Lowest Strategic Importance (Business Value)

[Select the Restrict “Report” results by this criteria check box]

System supports Capabilities w Medium to Highest Maturity (Business Value)

Entity type

Systems

These entities

Any Capability in [Report] Capability has a Criticality or Maturity Rating (Completeness)

[Select the Restrict “Report” results by this criteria check box]

Must comply with

Any Capability in [Report] Capability has Medium to Highest Maturity (Business Value)

[Select the Restrict “Report” results by this criteria check box]

System supports Capabilities with High or Highest Strategic Importance (Business Value)

Entity type

Systems

These entities

Any Capability exists

Must comply with

Any Capability in [Report] Capability has High or Highest Strategic Importance (Business Value)

[Select the Restrict “Report” results by this criteria check box]

System supports Products in Markets with High or Highest Net Sales (Business Value)

Entity type

Systems

These entities

Any Product exists

Must comply with

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