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Planview Customer Success Center

Total Cost of Ownership

This report shows total overall cost of application ownership, using a stacked bar chart to display the breakdown of types of costs. The example is for total cost of ownership for an organization's applications, but it could be extrapolated to other portfolios or work entities.

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Design View Selection Comments

Topic: Portfolio

Type: Column: Stacked

Title: <enter a meaningful title>


Other report Types that work well include Area: Stacked, Bar: Stacked, Line, and Spiderweb.


Bottom Axis: Title

Left Axis: <up to 10 distinct/non-overlapping portfolio financial cost fields, such as Annual Maintenance Cost and Budget Cost, or as another example, Capitalized Cost and Non-Capitalized Cost, and so on>

To change the data field labels for the Legend, for example from "Annual Maintenance Cost" to "Total Vendor Cost", within the Left Axis area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

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Display Configure Display options.   
Variable Settings

Filters: optionally include a portfolio filter, such as for identifying application portfolios only


If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.