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Planview Customer Success Center

Portfolio Costs Over Time

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Compares allocated, scheduled, and actual costs over time for your portfolios. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

Portfolio Costs Over Time.png

Design View Selection Comments
General

Topic: Portfolio

Specialty: Time Series

Type: List: Time Series

Title: <enter a meaningful title>

 

Other report Types that work well include Crosstab.
Data

List Fields: Add whichever of the following and others would be of value, such as:

  • Title
  • Category
  • Status

Time Series Fields: Only available fields that have '(Time Series)' appended to their titles can be added to this section. Add whichever of the following and others that would be of value, such as:

  • Allocation Cost (Allocated Roles - Time Series)
  • Scheduled Cost (Task Schedules - Time Series)
  • Actual Cost (Timesheet Entries - Time Series)

To change the data field Display Name or Display Data As, for example from "$0,000.00" to "$0,000", within the List Fields or Time Series Fields area titles select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field options.

show field options.png

display data as.png

To change the field settings, for example if you wanted to add "Allocation Cost" twice and then edit the field settings for one field to consider "Staffed" allocation costs and the other field to consider 
Unstaffed", within the Values list for a field select the gear icon for "Edit Settings for <field title>" and in the resulting "Edit Settings for <field title>" modal, select the desired Staffed option.

field settings.png

staffed and unstaffed.png
Display

Configure desired options within the Display tab, such as Drill Down.

Within the Preview pane, select the Title column's options menu and "Show Hierarchy" to represent the portfolio hierarchy.

 

 Screen Shot 2021-07-24 at 4.47.26 PM.png
Variable Settings

Set desired Time Series options, such as:

Frequency: Monthly

Date Range: Is this year

Selecting the Organization and Portfolio Scopes will cause this report to be available on the Organization Report and Portfolio Report grids so it can be run per the organization or portfolio, respectively.

Provide relevant filters, for example if you only want to see portfolios for certain 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.