FastTrack Analytics and Dashboards
FastTrack Analytics are pre-defined reports summarizing and visualizing data from the Planview Portfolios application. They meet the day-one reporting needs for all of our customers. Analytics users will find all the information they need linked here, as well as administration guides for some of the analytics.
Configuration
The FastTrack Analytics Configuration page contains detailed information for administrators who want to perform additional configuration to report outputs, as well as the look and feel of FastTrack Analytics.
Browse the catalog by topic below. Expand any category to learn more about the analytics.
My Overview
| ID | Description | Preview |
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| MY08 |
Personal (by the logged in user) view of compliance to timesheet submission (signing) and approval deadlines. |
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| MY24 |
Resource portfolio summary that details all effort scheduled/planned for the logged in resource, analyzable to the project/activity, resource and day. |
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| MY26 |
Resource portfolio summary of all timesheet hours for the logged in resource. Analyzable to the activity, resource and day. Parameters to control the time horizon, filter activities and determine the timesheet statuses that are displayed. Option to Display rates and costs/revenue. |
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Work
| ID | Description | Preview |
|---|---|---|
| WRK01 |
Bubble chart that allows project measures (such as cost of effort) to be plotted against project status dimensions (such as lifecycle stage and project condition), providing a value vs. cost visualization of the portfolio. |
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| WRK02 |
Provides project count analysis of projects in the portfolio by a primary and secondary work attribute. |
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| WRK03 |
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| WRK04 |
Based on an approved financial baseline and the current forecast to complete, this exception-based analytic identifies projects that are financially out of tolerance and are forecasting an over or under run on approved baseline budget. |
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| WRK05 |
Portfolio exception based analytic that compares the schedule baseline effort and duration to the forecast (scheduled) effort and duration and identifies projects that are forecasting to deliver late or require additional resource to complete. |
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| WRK06 |
Provides summarization of project/work effort, with drill down to detailed project and resource hours. Option to show scheduled, actual or all effort. |
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| WRK08 |
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| WRK09 |
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| WRK11 |
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| WRK12 |
Tabular summary providing key fields relating to the status of the projects in a portfolio |
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| WRK13 |
Project (and Portfolio) BusinessCase Report Summary of key business caseinformation on the project into a “one page” report for project stakeholders and investmentreview meetings. Includes project attributes and responsibility information, descriptive business case information, milestone information, commentary and risk lists. Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page |
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| WRK14 |
Project (and Portfolio) Highlight Report Summary of key information on the project into a “one page” report for project stakeholders and project review meetings. Includes project attributes and responsibility information, trend of project condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists. Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page |
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| WRK15 |
Work portfolio based report that counts and categories milestones across the portfolio. Milestones are categorized according to a milestone type (for example, Governance Milestone, Project Milestone) and grouped as either On Time/Early or Late, compared to the active schedule baseline or as Dates Not Set, meaning they have not been planned. |
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| WRK16 |
Project (and Portfolio) Status Report Summary of key information on the project into a “one page” report for project stakeholders and project review meetings. Includes project attributes and responsibility information, trend of project condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists. Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page. This report provides the same information as WRK14, but displays in a landscape format. |
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| WRK17 |
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| WRK18 |
Project Timesheets for Approval
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| WRK19 |
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| WRK21 |
Change Request History Analysis
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| WRK22 |
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| WRK23 |
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| WRK24 |
Work Portfolio Project Scheduled Effort Detail
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| WRK25 |
Work Portfolio Project Timesheets Monthly Summary
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| WRK26 |
Work Portfolio Project Timesheets Weekly Detail
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| WRK28 |
Portfolio Scheduled vs Actual Effort Analysis
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| WRK29 |
This report provides insight into the utilization of resources assigned to work on a single project or portfolio of projects. It shows the capacity of the assigned resources, the utilization of these resources on work in the portfolio/project and (optionally) displays out-of-portfolio demand. Out-of-portfolio demand is assignments to work and standard activities that are not included in the selected work portfolio/project. The demand is based on requirements, reserves and allocations in the project schedules. Data can be pivoted by different resource dimensions, time sliced in weeks or months and displayed in hours, days or FTEs. |
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| WRK30 |
This analytic is used to extract timesheet effort and cost information for use in a cost recharge/billing process. The report lists:
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| WRK31 |
Work Portfolio Financial Analysis Work portfolio report that allows the analysis of project and portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). A single financial planning version is selected and the data type selected based on type and/or specific accounts(s). The slicer can be any work alternate structure or a line attribute of the selected accounts |
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| WRK32 |
Work Portfolio Financial Burndown Comparison Work portfolio report that allows the comparison of one/many versions of project and portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). Includes a burndown chart for the whole portfolio and for each project. |
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| WRK33 |
Project Cost or Revenue/Benefit Bubble Work portfolio report that can select cost or revenue/benefit based measures from the financial planning data to drive bubble size. |
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| WRK34 |
Work Portfolio Investment Balance Bubble Work portfolio report, based on financial plan data, where the user can select benefit/revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis |
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| WRK35 |
The milestone trend analytic provides insight into schedule (planned) date changes on milestones in project schedules. Changes in the schedule date for milestones are snapshotted (normally every week) by the Progressing Engine. |
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| WRK41 |
Process Analysis - Lifecycle Stage A work portfolio report showing data on project lifecycles to aid analysis of throughput, volume and cycle time for the project lifecycle process. Allows further analysis based on project attributes, such as work type or customer. |
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| WRK42 |
Process Analysis - Project Status A work portfolio report analyzing changes in project status to aid analysis on throughput, volume and cycle time. Allows further analysis based on project attributes, such as work type or customer |
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| WRK43 |
Process Analysis - Project Investment Approval A work portfolio report showing data on the project approval process to aid analysis on throughput, volume and cycle time. Allows further analysis based on project attributes, such as work type or customer |
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| WRK53 |
Work Portfolio Balance Dashboard A work portfolio dashboard providing a count of projects in the portfolio based on different project attributes to aid analysis of portfolio balance. |
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| WRK54 |
Work Strategic Alignment Dashboard A work portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance. Report can be run against and sliced by different work/project attributes. |
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Strategies
| ID | Description | Preview |
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| STR01 |
Strategy/Program Portfolio Details Strategy portfolio analytic that summarizes key data points relating to the strategic hierarchy – the strategic missions, objectives and investment programs of the Organization. The report can be configured to show specific attributes, fields, dates and financial plan measures associated with each strategic entity. |
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| STR02 |
Provides count of the strategic initiatives/programs in a portfolio, allowing analysis by a primary and secondary attribute. |
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| STR03 |
Strategic Portfolio Prioritization Bubble chart that allows prioritization, cost, benefit, revenue and effort measures be plotted against strategic initiative/program status dimensions (such as lifecycle stage and strategic alignment providing a value vs. cost visualization of the portfolio pipeline. |
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| STR04 |
Strategy Portfolio Financial Health Based on an approved financial baseline and the current forecast to complete, this exception based analytic identifies program that are financially out of tolerance and are forecasting an over or under run on approved baseline budget |
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| STR08 |
Strategy Portfolio Associated Change Requests Change Request Log summary for projects that are associated to a portfolio of programs. Equivalent to WRK08. |
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| STR09 |
Strategy Portfolio Associated Risks Risk Register summary for projects that are associated to a portfolio of programs. |
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| STR11 |
Strategy Portfolio Associated Issues Issue Log summary for projects that are associated to a portfolio of programs. |
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| STR16 |
Summary of key information on the program into a “one page” report for program stakeholders and strategic review meetings. Includes program attributes and responsibility information, trend of program condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists. Report can be run for a single program, or across a strategic portfolio. Portfolio report includes an Summary table on page 1 and each program in the portfolio on a new page. |
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| STR31 |
Strategic Portfolio Cost and Benefit Analysis Strategic portfolio report that allows the analysis of initiative/program and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). |
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| STR32 |
Strategic Portfolio Financial Performance Strategic portfolio report that allows the comparison of one/many versions of strategic initiative and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). |
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| STR33 |
Strategic Initiative Pipeline Matrix Strategic portfolio report that can select cost or revenue/benefit based measures from the financial planning data to drive bubble size and visualize the pipeline of strategic initiatives. |
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| STR34 |
Strategic Portfolio Investment Risk and Reward Strategic portfolio report, based on financial plan data, where the user can select benefit/revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis. |
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| STR35 |
The milestone trend analytic provides insight into schedule (planned) date changes on milestones in project schedules associated with the Programs in the Portfolio. Changes in the schedule date for milestones are snapshotted (normally every week) by the Progressing Engine. |
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| STR41 |
Strategy Lifecycle Stage Process Analysis Strategy/program portfolio report showing data on program lifecycles to aid analysis on throughput, volume and cycle time. Report can be run against and sliced by different attributes. |
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| STR42 |
Strategy Status Process Analysis Strategy/program portfolio report showing data on program status to aid analysis on throughput, volume and cycle time. |
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| STR43 |
Strategy Investment Approval Process Analysis Strategy/program portfolio report showing data on program approval to aid analysis on throughput, volume and cycle time. |
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| STR51 |
Strategy Portfolio Associated Work Matrix A strategy portfolio based report that shows status and data on the projects associated to the programs and initiatives in the portfolio. |
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| STR52 |
Strategy Portfolio Associated Work Balance A strategy portfolio based report that shows status and data on the projects associated to the programs and initiatives in the portfolio. |
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| STR53 |
Strategic Portfolio Balance Dashboard A strategy portfolio dashboard providing a count of programs in the portfolio based on different program attributes to aid analysis on portfolio balance. |
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| STR54 |
A strategic portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance. |
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| WRK |
Work Reports The following Work reports are available for use in the Strategy portfolio and entity view ribbons. They will still display project information, (as when ran against work) however, the reports will return the associated projects for programs for the selected program(s) in the portfolio. See the Work report detail pages for more information |
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| WRK14 |
Project (and Portfolio) Highlight Report Summary of key information on the project into a “one page” report for project stakeholders and project review meetings. Includes project attributes and responsibility information, trend of project condition/RAG/RYG, descriptive information, date and milestone information, commentary and change request, risk and issue lists. Report can be run for a single project, or across a portfolio of projects. Portfolio report includes an Summary table on page 1 and each project in the portfolio on a new page. When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio. |
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| WRK15 |
Work portfolio based report that counts and categories milestones across the portfolio. Milestones are categorized according to a milestone type (for example, Governance Milestone, Project Milestone) and grouped as either On Time/Early or Late, compared to the active schedule baseline or as Dates Not Set, meaning they have not been planned. When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio. |
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| WRK17 |
When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio. |
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| WRK29 |
This report provides insight into the utilization of resources assigned to work on a single project or portfolio of projects. It shows the capacity of the assigned resources, the utilization of these resources on work in the portfolio/project and (optionally) displays out-of-portfolio demand. Out-of-portfolio demand is assignments to work and standard activities that are not included in the selected work portfolio/project. The demand is based on requirements, reserves and allocations in the project schedules. Data can be pivoted by different resource dimensions, time sliced in weeks or months and displayed in hours, days or FTEs. When ran against strategy the report will return work data for the projects associated with the programs in the program/strategic portfolio. |
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Resources
| ID | Description | Preview |
|---|---|---|
| RES01 |
Resource Portfolio based analytic that allows analysis of the resources by any single select resource alternate structure. Further analysis via a second organizational structure attribute. |
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| RES03 |
Resource Portfolio Supply and Demand Organizational (through a resource portfolio) view of resource capacity and the demand against that capacity. The demand is based on requirements, reserves and allocations in the project schedules. Data can be pivoted by different resource dimensions, time sliced in weeks or months and displayed in hours, days or FTEs. |
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| RES04 |
Resource Portfolio Effort Analysis Resource Portfolio based analytic that allows time phased analysis of the actual effort reported by the resources through timesheets and/or the effort scheduled for these resources. Schedule effort includes planned standard activities, reserves and allocations. Data can be sorted by work/activity/resource attributes and is time sliced and drillable, by year and month/week. |
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| RES06 |
Organizational (through a resource portfolio) view of resource utilization, based on the different Planview assignment types; requirements, reserves and allocations in the project schedules. By selecting a time slice – for example next month” the graph will plot the number of resources with forward looking utilization in different bands. Data can be sliced by a resource attribute. |
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| RES08 |
Organizational (through a resource portfolio) view of compliance to timesheet submission (signing) and approval deadlines. |
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| RES10 |
Table listing all resource (and associated user) information and attributes. |
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| RES12 |
Resource portfolio based exception report that lists all resources with timesheets that are overdue, rejected or requiring approval. |
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| RES13 |
Resource Attribute Effective Date Audit Resource portfolio report that provides detail on resource attributes changes in these attributes and the effective dates of the attributes. Ensures resource data quality. Option to run as an exception based report. |
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| RES24 |
Resource Scheduled Effort Detail Resource portfolio summary that details all effort scheduled/planned for each resource in the portfolio, analyzable to the project/activity, resource and day. Parameters to control the time horizon, filter activities and determine the types of effort (planned, specific assignment types actuals) that are displayed |
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| RES25 |
Resource Timesheet Monthly Summary Resource portfolio summary of all timesheet hours for each resource in the portfolio. Analyzable to the activity, resource and day. Parameters to control the time horizon, filter activities and determine the timesheet statuses that are displayed |
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| RES26 |
Resource Timesheet Weekly Detail Timesheet detail report, detailing reported hours and timesheet remarks. Parameters to control the time horizon, filter activities and determine the types of timesheet statuses that are displayed. |
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| RES27 |
Resource portfolio based report that provides an analysis of timesheet actuals; Work (project) and standard activity split Work analysis by any activity attribute, for example billable/non-billable, Standard Activity analysis by type, Drillable table to detailed activities and timesheet hours. |
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| RES28 |
Resource Scheduled vs. Actual Effort Analysis Resource portfolio based report that visualizes planned (scheduled) effort vs. actual/reported effort. Provides resource/activity/weekly level details of the hours planned for each activity and the hours reported. Additional summary charts allow analysis by work or resource attributes such as role or work type |
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| RES30 |
Resource portfolio analytic that is used to extract timesheet effort and cost information from Planview Portfolios for use in a cost recharge/billing process. |
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| RES53 |
Resource Portfolio Balance Dashboard A resource portfolio report providing a count of resource attributes to aid analysis on portfolio balance. Report can be run against and sliced by different attributes |
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Planning
| ID | Description | Preview |
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| PLN01 |
Investment Planning Demand vs. Portfolio Targets This analytic provides a Summarization of the data in an Investment Planning portfolio/scenario combination. It provides a time phased view of the portfolio demand and supply, drillable by demand planning line attribute and drillable to the level of each individual investment. Supports project, strategy and product based portfolios |
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| PLN32 |
PLN32 - Planning Portfolio Financial Burndown Report Planning report that allows the comparison of one/many versions of financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). Includes a burn down chart for the whole portfolio and for each project. The report includes:
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| Prior to Analytics v2.5 the RPM Analytics catalog contained IPM Reports which have now been deprecated. See Deprecated Investment Planning Analytics for more information. | ||
Requests
| ID | Description | Preview |
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| REQ01 |
Work Request portfolio analytic that allows analysis of work requests by category, originating business unit, etc. (any configured single select work request structures). Parameters to control the time horizon, based on request creation and the work request statuses considered. |
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| REQ02 |
Request Portfolio Dispatch Speed Work Request portfolio analytic that allows analysis of work reception process, as determined by “Dispatch Time”, this being the delta between a work request being created and being dispatched into a new project or program. Can be analyzed by business unit, etc. (any configured single select work request structures). Parameters to control the time horizon, based on request dispatch date and the work request statuses considered. |
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| REQ03 |
Request Portfolio Dispatch Disposition Work Request portfolio analytic that allows analysis of work requests to determine the outcome of work requests. Parameters to control the time horizon, based on request creation and the work request statuses considered. |
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| REQ42 |
Request Status Process Analysis A work request portfolio report analyzing changes in request status to aid analysis on throughput, volume and cycle time. Allows further analysis based on request attributes, such as work type or customer. |
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| REQ53 |
Request Portfolio Balance Dashboard A work request portfolio report providing a count of request attributes to aid analysis on portfolio balance. Report can be run against and sliced by different attributes. |
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Outcomes
| ID | Description | Preview |
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| OUT01 |
Outcome portfolio analytic that summarizes key data points relating to the outcome hierarchy. The report can be configured to show specific attributes, fields, dates and financial plan measures associated with each outcome entity. |
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| OUT02 |
Provides count of the outcomes in a portfolio, allowing analysis by a primary and secondary attribute. |
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| OUT03 |
Outcome Portfolio Prioritization Matrix Bubble chart that allows Prioritization, cost, benefit, revenue and effort measures be plotted against outcomes status dimensions (such as lifecycle stage and strategic alignment providing a value vs. cost visualization of the portfolio pipeline. |
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| OUT04 |
Outcome Portfolio Financial Health Based on an approved financial baseline and the current forecast to complete, this exception based analytic identifies products that are financially out of tolerance and are forecasting an over or under run on approved baseline budget. |
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| OUT08 |
Outcome Portfolio Associated Change Requests Change Request Log summary for projects that are associated to a portfolio of outcomes. |
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| OUT09 |
Outcome Portfolio Associated Risks Risk Register summary for projects that are associated to a portfolio of outcomes. |
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| OUT11 |
Outcome Portfolio Associated Issues Issue Log summary for projects that are associated to a portfolio of outcomes. |
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| OUT31 |
Outcome Portfolio Revenue/Costs Analysis Outcome portfolio report that allows the analysis of initiative/program and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). |
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| OUT32 |
Outcome Portfolio Revenue/Cost Performance Outcome portfolio report that allows the comparison of one/many versions of outcome and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Revenue). |
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| OUT33 |
Outcome Portfolio Revenue Prioritization Bubble Outcome portfolio report that can select cost or revenue based measures from the financial planning data to drive bubble size and visualize the pipeline of outcomes. Report can be configured to run against each level in the outcome structure. |
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| OUT34 |
Outcome Portfolio Risk and Reward Matrix Outcome portfolio report, based on financial plan data, where the user can select revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis. |
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| OUT35 |
The milestone trend analytic provides insight into schedule (planned) date changes on milestones in project schedules associated with Outcomes. Changes in the schedule date for milestones are snapshotted (normally every week) by the Progressing Engine. |
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| OUT51 |
Outcome Portfolio Associated Work Matrix A outcome portfolio based report that shows status and data on the projects associated to the outcomes in the portfolio. Report is equivalent to WRK01, but is based on an outcome portfolio. |
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| OUT52 |
Outcome Portfolio Associated Work Balance A outcome portfolio based report that shows status and data on the projects associated to the outcomes in the portfolio. Report is equivalent to WRK02, but is based on a outcome portfolio. |
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| OUT53 |
Outcome Portfolio Balance Dashboard A outcome portfolio dashboard providing a count of outcomes in the portfolio based on different outcome attributes to aid analysis on portfolio balance. |
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| OUT54 |
A outcome portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance. Report can be run against and sliced by different outcome attributes. |
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Administration
| ID | Description | Preview |
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| ADM01 |
RPM Report Metadata and Configuration Report used to manage the setup and configuration of the RPM Analytics. |
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| ADM04 |
Report provides a formatted and cross functional referenced summary of the configuration within a Planview Portfolios database. |
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| ADM09 |
Report providing analysis of the grants (data access permissions) set up for each user. |
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| ADM10 |
Analysis of when each user last logged on. |
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| ADM11 |
Report that provides insight and analysis of the usage of reports. Can be analyzed by report, user, user role, time. |
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FastTrack Dashboards
The FastTrack Dashboards are purpose-driven dashboards which give portfolio managers new insight and understanding into portfolio and resource management. Built on the FastTrack Analytics framework, each dashboard includes multiple interconnected visuals to communicate progress and measure performance.
The FastTrack Dashboards use the SSRS reporting platform. The dashboards cannot be installed in earlier versions of Planview Portfolios.
The following table shows details of each dashboard as well as the business value, business rules and configuration rules for each.
 Click to view Functional Details  Click to view Configuration Details |
The WRK101 Gated Project dashboard provides an interactive view of project progress and performance through the organization’s stage gate process, whether for IT or Product Development. Project managers, product managers, and gate owners can visualize and investigate status, scoring and financial performance by gate to understand progress and trends. The dashboard gives insight into resource availability to identify bottlenecks ahead of time, progress on deliverables and key performance metrics. |
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 Click to view Functional Details Click to view Configuration Details |
The STR103 Strategic Planning and Analysis dashboard empowers strategic and program managers to quickly assess their strategic plans against targets and across key factors. Managers can immediately visualize whether the latest plans meet revenue, cost and margin targets. They can analyze cost and revenue breakdowns by missions and objectives, geographic regions, and markets. Evaluating performance against targets, incoming pipeline by region, and return by market, managers adjust their plans to deliver a balanced portfolio across their strategies. |
 Click to view Functional Details Click to view Configuration Details |
Connecting the demand pipeline to strategy, resources, projects and outcomes, the MY102 Portfolio Performance dashboard on My Overview gives portfolio managers an end-to-end view of their portfolios. Managers understand the impacts and relationships between project performance, outcome ROI, strategic financials and resource availability. |  |