SER32 - Service Portfolio Cost Forecast Comparison
RPM Analytics Catalog ▲ | RPM Service Analytics ▲ | RPM Analytic SER32 ▼ |
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Overview |
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Service portfolio report that allows the comparison of one/many versions of service and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial cost and recharge data. Includes a burn down chart for the whole portfolio and for each service. |
Business Outcomes | Supporting Capabilities |
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User Parameter Configuration (Information for Planview Administrators) | |||
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Parameters | Description | Configuration Options | Default/Example Settings |
Currency | Currency in which the amounts should be displayed | There are several values only if the multi currency option is enabled. Default is the system default currency | Default cannot be changed |
Working Version | Version to consider (This version will appear first) | Default is the version specified in the version_id parameter (or version marked as forecast otherwise) | Version_id= |
Compare to version(s) | Comparison version(s) to consider | Choose from list of financial versions Default is version marked as baseline | Default cannot be changed |
Financial Measure | Unit to use to display the numbers | Values are:
| fm_measure=amount |
Financial Category | Specify whether costs or benefits/revenues should be displayed | Values are:
| Financial_category=cost |
Account Types | Specify the account types that should be considered | This is multi select parameter Values are:
| There is a line for each possible value: account_type=ACTP$EXP account_type=ACTP$CAP account_type=ACTP$LAB |
Accounts | Specify the accounts that should be considered | This is a multi select parameter This list takes into account the account type parameter | Default cannot be changed |
Period/Ending Starting | Starting/Finishing Month for the interval | Default=Horizon start of the Financial Model Default=Horizon Finish of the Financial Model | Default cannot be changed |
Chart Detail Metric By | Timescale to use for the trend chart | Values are:
| Default depends on the interval size (number of periods between Period Starting and Period Ending) |
Max Line Attributes | Number of line attributes to consider in the table | Max_line_attributes=2 |
Hidden Parameter Configuration (Information for Planview Administrators) | |||
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Parameters | Description | Configuration Options | Default/Example Settings |
Table Columns | 2 columns before and 2 columns after the project name can be defined | It is recommended that service parent levels are used in the first two columns. It is recommended that the two columns are used for key status and/or responsibility attributes | srv_level_2_service srv2_service asst701_service serv_techval |
Report Title | Configurable report title that appears at the top of the report. | If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure. | report_title=Service Forecast Performance |
Additional Information |
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Details of the attributes, data types and parameters available for each report dimension:
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Technical/Database Information | |
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Report (RDL) Location | …/Reports/RPM_PROD/Service_RPM/RPM_SER32/RPM-SER32_v2.rdl |
Database | This report uses the transactional database and updates will be real-time. |
Report Developer Info: | RPM-SER32_v2 RDL is a derivative of the FM32 RDL |