AST33 - Application Portfolio Business Value Cost Matrix

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Overview

  • Application portfolio report that can select cost or revenue based measures from the financial planning data to drive bubble size and visualize the pipeline of applications

AST01.png

 

Business Outcomes Supporting Capabilities
  • Ensure that governance is focused on the high cost and high business value applications.
  • Identify high cost applications that are reporting adverse status and ensure they are brought back into tolerance.
  • Asset Planning
  • Asset Financials

 

User Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Table Columns 2 columns before and 2 columns after the strategic entity name can be defined It is recommended that SBS 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		 abs_level_2_asset
asst2_asset
asst721_asset
asst3_asset​
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
Version Version to consider Default is the version specified in the version_id parameter (or version marked as forecast otherwise) Version_id=
Financial Measure Unit to use to display the numbers Values are:
  • Financial Amount
  • Effort (hours)
  • Effort (days)
  • Effort (FTEs)
  • Units
Correspond to the following values for the fm_measure parameter:
  • amount
  • hours
  • days
  • ftes
  • units
 fm_measure=amount  
Financial Category Specify whether costs or  benefits/revenues should be displayed Values are:
  • Cost (cost)
  • Benefit/Revenue (benefit)
 Financial_category=cost  
Account Types Specify the account types that should be considered This is multi select parameter Values are:
  • Capital
  • Expense
  • Labor
  • Benefit
The first 3 values can only be selected if Financial Category=Cost Benefit can only be selected if Financial Category=Benefit		 There is a line for each possible value: account_type=ACTP$EXP account_type=ACTP$CAP account_type=ACTP$LAB      
Filter by Budget Line Attribute Can be used to filter down on a given line attribute By default it is “No Filtering” But one of the used line attribute could be selected. The values to consider for the filtering are defined in the next parameter Default cannot be changed
Filtered Values Has to be used if the “Filter by Budget Line Attribute” is selected Multi Select attributes Default cannot be changed 
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 Starting Starting Month for the interval Default=Horizon start of the Financial Model Default cannot be changed  
Period Ending Finishing Month for the interval Default=Horizon Finish of the Financial Model  Default cannot be changed 
Max Line Attributes Number of line attributes to consider in the table   Max_line_attributes=2
Color Attribute Attribute to use for the color Any of the attribute with defined colors could be used color_attribute=asst702_asset
X-Axis Attribute Attribute to use for the X-Axis Any of the strategy attributes (fields, alternate structure, SBS) could be used x_axis=asset_busval
Y-Axis Attribute Attribute to use for the Y-Axis Any of the strategy fields could be used y_axis=asset_risk
Show Bubble Labels Determine whether the labels should be displayed next to the labels Values are:
  • No Labels (none)
  • On Export Only (export)
  • Export and Browser (both)
 Show_bubble_label=export    
 
Hidden Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Bubble Label Attribute What should be displayed next to the bubble   bubble_label_attribute=asset_description
Show Bubble Size Indicates whether or not the amounts that is used for the size of the bubble should be displayed when Bubble labels are displayed Available options are:
Yes (Y) or No (N)		 Show_bubble_size=Y
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=Application Pipeline Bubble Chart
 
Additional Information
Details of the attributes, data types and parameters available for each report dimension;
  • X Axis – The attributes available for use on the X axis include categorical dimensions such as asset alternate structures, asset hierarchy parent values, asset numerical fields and asset date based fields, such as actual/Scheduled finish date. The values will be plotted based on the chronology, size or attribute place (position in the alternate structure definition). 
  • Y Axis – Asset numerical fields are available for selection in the Y-axis parameter. Typical data points to use are a prioritization or risk scoring attribute (field). Bubble Size – Financial Value; the z axis shows data from the financial plan.

    The following parameters are used to determine what is shown:
    • Currency; if Planview Enterprise is configured to support multi-currency then this parameter allows selection of the currency to display the financial values in. Standard currency conversions are used.
    • Working Version; a single active financial plan version can be selected. This defaults to the Version Marked as Forecast.
    • Financial Measure; financial planning can be used to store financial, effort and unit data. Only one measure type can be selected, to ensure that different data types are not aggregated.
    • Financial Category; selections are either “Cost” or “Revenue/Benefit”. These are determined by the financial management account configuration.
    • Account Types; Capital/Expense/Labor; based on the financial management account configuration, this parameter allows further filtering of the financial data that is aggregated for the Y Axis.
    • Accounts; this list is dynamically built based on the prior selections and shows the hierarchy of all accounts configured in the model that fit the Category and Account Type selections.
    • Max Line Attributes; this determines how the data is displayed in the table, specifically how many line attributes
Color Attribute; alternate structures that have been defined with Charting Colors are available for selection as the bubble color. Show Bubble Labels; this determines whether labels are shown for the bubbles for on-screen viewing of the report, export of the report or not at all. Note, when viewed on screen, each bubble has a mouse over hover tool tip that shows the values associated with each bubble.
   
Technical/Database Information
Report (RDL) Location …/Reports/RPM_PROD/Asset_RPM/RPM-AST33/RPM-AST33_v2.rdl
Database This report uses the transactional database and updates will be real-time.
Report Developer Info: RPM-AST33_v2 RDL is a derivative of the FM33 RDL