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Planview Customer Success Center

Portfolio Overview Dashboard

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A Portfolio Overview Dashboard can provide your team and stakeholders instant visibility into portfolios, programs, and projects aligned to objectives. This will enable your organization to:

  • Better track and balance financials
  • Remove obstacles that are impacting project health and progress
  • Drive business alignment
  • Plan and execute on the most important initiatives across growth and innovation, cost reductions, regulatory, and run-the-business

The dashboard below is a sample summary of visualizations to help achieve these goals; be sure to tailor your portfolio dashboard to meet your organization's most relevant and critical needs, remembering to include drill downs on individual reports for access to more details as appropriate.

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Design View Selection Comments
General

Title: <enter a meaningful title>

 

 
Content (general)

Search or browse for the reports you want to add to the dashboard, then either drag and drop into the Preview area, or select and click the Add button. Once they appear in the Preview pane, click and drag to rearrange or hover and click a bottom corner to resize.

For the specific Content reports listed below, ideally you will be able to identify corresponding fields to match the spirit of each report visualization you want to include on your own dashboard. If you do not have one or more fields, you can add them to your relevant entity details (standard fields, user defined fields, or calculated fields) and bulk edit or data import to provide field values as appropriate.

 

Content report - Portfolio Details (List: Stacked)

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This is similar to the Project Overview report recipe, except for:

  • General - choose Topic 'Portfolio'

  • Data - choose whatever portfolio fields are important, such as Title, Budget, Health, Total Cost, Owner, Projected Benefits - be sure to balance the number of fields evenly across the number of stacks

  • Variable Settings - choose Scope 'Portfolio'

  

Content report - Various portfolio, project, and project log numbers (Tile)

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 These are individual Tiles, based on portfolio, project, and project log numeric fields.   

Content report - Strategic Alignment (Pie: Basic)

Strategic Align.png

This is similar to the Allocated Cost by Role report recipe, except for:

  • General - choose Topic 'Project'

  • Data - choose

    • Group By: Strategy (or other field representing strategic or business objective)

    • Values: Count

  • Variable Settings - choose Scope 'Portfolio'

  

Content report - Project Health (Pie: Basic)

Project Health.png

This is similar to the Allocated Cost by Role report recipe, except for:

  • General - choose Topic 'Project'

  • Data - choose

    • Group By: Overall RAG (or other field representing project health)

    • Values: Count

  • Variable Settings - choose Scope 'Portfolio'

 

 

Content report - Labor vs. Non-Labor Cost (Line)

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NOTE: This report assumes that you have a user-defined or calculated field to determine non-labor costs (depending on how you are capturing labor costs, this could simply be Actual Cost - Labor Costs, or some other calculations)

This is similar to the Financial Entries by Category report recipe except for:

  • General - choose Topic 'Project'

  • Data - choose

    • Bottom Axis: Title

    • Left Axis: Labor Cost, Non-Labor Cost

  • Variable Settings - choose Scope 'Portfolio'

  

Content report - Labor vs. Non-Labor Hours (Column: Basic)

Hours.png

NOTE: This report assumes that you have a user-defined or calculated field to determine non-labor hours (depending on how you are capturing labor hours, this could simply be Actual Hours - Labor Hours, or some other calculations)

This is similar to the Planned versus Actuals report recipe, except for:

  • Data - choose Left Axis: Labor Hours, Non-Labor Hours
  • Variable Settings - choose Scope 'Portfolio'

 

Content report - Benefits Realization (Donut)

Benefits.png

NOTE: This report assumes that you have a user-defined list field on relevant project log categories capturing the Benefit Status.

This is the Project Logs report recipe, except for:

  • General - choose Topic 'Project Log'

  • Data - choose

    • Group By: Benefit Status

    • Values: Count

  • Variable Settings - choose

    • Scope: Portfolio, Project

    • Filters: identify only project log categories that have Benefits Status (not empty)

  

Content report - Project Log Items Identified

Project Log.png

This is the Project Logs report recipe, with Scope set to Portfolio as well as Project.

  

Content report - Portfolio Roadmap

Port Roadmap.png

 This is the Portfolio Roadmap report recipe.  
Display and Preview

Provide a Container Title if you'd like specific text to appear on the dashboard title bar.

Select to Show run/published as and date information at bottom to help users understand who the dashboard is viewed as and at what time. This is particularly helpful for published dashboards that are initially run as the dashboard publisher at an earlier day/time.


To adjust any dashboard report's headings or variable settings (such as filters) without impacting the original report, within the Preview area select the actions menu in the upper right corner of the report:

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Scope

Scope: Portfolio

 

Selecting the 'Portfolio' Scope will cause this dashboard to be available on portfolio dashboard grids so it can be run from there, which automatically filters all data to relate to that portfolio and its projects.