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Planview Customer Success Center

Intake Request Risk vs. Value

This report gives you a visual picture of work intake request scores broken down by two scoring categories, risk and value:

Requests Value vs Risk.png

Design View Selection Comments
General

Topic: Request

Specialty: Scoring

Type: Bubble

Title: <enter a meaningful title>

 

You can easily create a similar report for Projects that have scoring, just select 'Project' as the Topic.

Data

Bottom Axis: Request > Scoring Category: Value > Calculated Score

Left Axis: Request > Scoring Category: Risk > Calculated Score

Size Field: Request > Score

Title Field: Request > Title (or some other field that you want to show as a label for each bubble)

Color Field: Request > Requester (or some other field that you want to use as a color for each bubble)

Use the Available Fields field path control to access category scores. If your scoring model has two different categories besides Value and Risk, use whichever two make sense. If you are not using a scoring model, you can still select two fields that have values meaningful to the overall score as the bottom and left axes. The key is just to choose two meaningful score contributing fields.

Display

Set desired Display options, such as:

Data - Data values: Show inside bubble, or, Show with leader line

Bottom Axis - Text: Value

Left Axis - Text: Risk

Quadrant: Various labels to indicate high/low risk and value

Drill Down: Entity (if you'd like clicking on a bubble to open the relevant request)

Be careful when labeling quadrants to ensure the scale matches the relative value for the scoring model or calculated field. For example in the example report screenshot at the top of this page, a large category score for Value indicates "High Value" whereas a large category score for Risk indicates "Low Risk"; the scores assigned to Risk option selections are higher when the risk is lower.
Variable Settings

Filter: Request: Scoring Profile is <name of relevant profile>

 

Provide relevant filters, for example if you only want to see scoring for certain request categories or for a specific scoring profile (if you have more than one across request categories). If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.