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RPM Dashboard MY102 - Portfolio Performance (Administration)

Portfolio Performance Dashboard - Detail & Configuration step 2 of 2
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Functional Prerequisites for Using this Dashboard

The Portfolio Performance dashboard is a My Planview dashboard that has the following Planview Enterprise functional and data prerequisites:

  • In order for this dashboard to work the work, resources, strategy and outcomes areas of Planview Enterprise must be configured and in use
  • Financial planning must be in use across work, strategy and outcomes, using a single (multi-entity) financial planning model

It is recommended that customers seek assistance from Planview Consulting to provide assistance in preparing and deploying the essential prerequisite configuration and to apply the customer specific dashboard configuration required to enable the dashboard. For information on the configuration process refer to the RPM Analytics - Report Configuration topic.

 

Portfolio Performance.png

Overall Configuration Rules
The report layout is not customer configurable - all dashboard widgets must be used, specific widgets cannot be removed or moved within the dashboard.

 

User Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Aggregate Data By: This parameter determines the period of time that financial and effort information will be broken down by in the report Possible values are:
  • Fiscal Month: month (default)
  • Fiscal Quarter: quarter
  • Fiscal Year: year
 breakdown_by=month
Currency: Display Currency It is only possible to change currencies in a multi-currency environment.

Currency selection is manual via the parameter drop down.		 Defaults to users currency in
Financial preferences
Effort Unit Unit of measure used for effort Possible values are:
  • hour (default)
  • fte
  • day. 
Configured using the syntax:
  • effort_unit=

TopTip: Configuration entry will accept hour or hours.  It actually just uses just the first three letters (hou, fte, day) to determine the value.		 effort_unit=hour
Org Res Utilization:   The list of values will contain all organizational resources  
Project Health Attribute This parameter determines the attribute used in the bar chart at the top of the project health section (grey box on the far right of the report)  Possible values are any single select work attribute in the framework with charting colors applied.

Configured using the syntax:
  • proj_health_attrib=
 proj_health_attrib=wbs709_plan
Financial Accounts to Include: Specify the accounts that should be considered in the analysis​​

 		 This is a multi select parameter, showing a list of accounts for each account type used in financial planning.

Accounts will be prefixed by their associated account type. The list of values returned is customer specific depending on the financial planning configuration.

Typical Values are:
  • Benefits / Cost Savings
  • Benefits / Incremental Sales
  • Capital / Hardware (Purchase)
  • Capital / Manufacturing
  • Capital / Professional Services
  • Capital / Software (Purchase) 
  • Expense / Hardware (Lease)
  • Expense / Maintenance
  • Expense / Marketing
  • Expense / Research & Development
  • Expense / Software (as Service) 
  • Expense / Software (Maintenance) 
  • Labor / Resources
Benefit can only be selected if Financial Category=Benefit		 Defaults to all selected.

Manually de-select any accounts you want to ignore from analysis. 
Baseline Version Allows selection of two FM versions that are used for FM calculations. Defaults to marked and forecast and marked as baseline. Can be adjusted to compare to (for example) compare to a different baseline.  If zero (or not provided) the marked versions from the model will be used.  Values provided are the version ID. Baselines are chosen from a list of master baselines for schedule variance calculations used in dates and milestones sections.
Version IDs are listed in the ADM01 report.		 bl_version_id=0
Working Version Allows selection of two FM versions that are used for FM calculations. Defaults to marked and forecast and marked as baseline. Can be adjusted to compare to (for example) compare to a different baseline.  If zero (or not provided) the marked versions from the model will be used.  Values provided are the version ID. Baselines are chosen from a list of master baselines for schedule variance calculations used in dates and milestones sections.
Version IDs are listed in the ADM01 report.		 fc_version_id=0
Strategy Chart Color:
Strategy Chart Size:		 See Strategy Treemap Section    
Project Pipeline Bubble Color:
Pipeline Bubble Size
Pipeline Y Axis:
Pipeline X-Axis:
Pipeline Grouping:		 See Project Pipeline chart Section    
KPI 1 Attribute:
KPI 2 Attribute:
KPI 3 Attribute:		 Parameters that define the attribute used for the KPIs in the project health section (grey box on the far right of the report)  This report includes report-specific derived attributes which can be set as KPI attributes using the following syntaxes.
  • kpi1_attrib=
  • kpi2_attrib=
  • kpi3_attrib=
These are attribute IDs that can only be used in this report (including personas thereof)

The available attributes and their report-specific attribute IDs are:
  • Forecast Cost: my102_forecast_cost
  • Forecast Benefit: my102_forecast_benefit
  • Forecast Net (net=benefit-cost): my102_forecast_net
  • Baseline Cost: my102_baseline_cost
  • Baseline Benefit: my102_baseline_benefit
  • Baseline Net: my102_baseline_net
  • Projects Over Budget: my102_fm_over_budget *
  • Projects Under Budget: my102_fm_under_budget *
  • Late Projects: my102_bl_late_projects *
  • OnTime Projects: my102_bl_ontime_projects *
These attributes will respect the other report parameters, such as fm model, fm version, currency and accounts.

* Attribute only available for use as KPIs		 kpi1_attrib=my102_fm_over_budget
kpi2_attrib=my102_fm_under_budget
kpi3_attrib=my102_bl_late_projects
Outcomes Color Attribute:
Outcomes Bubble Size:
Outcome Y-Axis		 See Outcomes bubble chart section    

 

General Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Financial Model Ability to control the financial model used for the Financial Planning data displayed in the report.

For additional information refer to the Using Financial Management Data in RPM Analytics topic		 The financial model for this report can be changed from the Model marked as default to a specific model ID.

Model IDs are listed in the ADM01 report.
  • Example: model_id=3
The model_id must be a mega-model (uses the same FM model across multiple primary structures) since it’s used by several entities.		 By default this parameters doesn't exist in the configure structure but can be added to override the financial model

Until overridden, the model will default to the work model.
Number of Periods displayed  This parameter controls the maximum number of periods displayed in the report This parameter will define the number of periods shown using the syntax
  • max_res_periods=
The type of periods are defined by the 'Breakdown by' parameter 		 max_res_periods=6
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=Portfolio Performance

 

 

Project Pipeline Visual
The Project Pipeline chart shows a visualization of the pipeline demand of projects within the portfolio, broken down by lifecycle stage.

Click on a stage or specific bubble to filter the report to show only things that are a part of that pipeline.
 

Portfolio Performance - Project Pipeline.png
Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Project Pipeline Header Parameter defines the heading text displayed at the top left of the of the Project Pipeline visual.  Configured using the syntax:
  • header_pl=
 header_pl=Project Pipeline
Project Pipeline Bubble Color Parameter defines the work attribute that sets the color for the bubbles in the visual.  Configured using the syntax:
  • pp_bubble_color=
This must be an alternate structure (single or multiple with primary) that has charting colors defined.		 pp_bubble_color=wbs709_plan
Pipeline Bubble Size Parameter that defines the work attribute that sets the size of the bubbles. Configured using the syntax:
  • pp_bubble_size=
This must be a numeric or currency value.  It can also be one of the report-specific attributes.

See User Parameters - KPI Attributes for more info on report specific attributes.		 pp_bubble_size=my102_fm_forecast_cost
Pipeline X-Axis Parameter that defines the work measure attribute that is used for the x-axis values. Configured using the syntax:
  • pp_x_axis=
This is restricted to a date field. 		pp_x_axis=ac_finish
Pipeline Grouping Parameter that defines the work attribute that is used to group the x-axis Configured using the syntax:
  • app_x_group=
pp_x_group=wbs28_plan
Pipeline Y-Axis Parameter that defines the work measure attribute that is used for the y-axis. Configured using the syntax:
  • pp_y_axis=
This must be a numeric or currency value.  It can also be one of the report-specific attributes.

See User Parameters - KPI Attributes for more info on report specific attributes.		 pp_y_axis=my102_fm_forecast_net

 

 

Strategy Treemap Visual
The Strategy breakdown treemap visual provides a quick way to drill in to sub categories of programs and subsequently filtering the rest of the report output based on this selection.

Portfolio Performance - Strategy.png

The size and color of the boxes in the tree map provide further dimensions of quick analysis, such as revenue and cost, and can be selected via the report user parameters. 
 
Clicking limits the rest of the analytics to the specific mission/objective/strategy and filters down projects to only those that deliver a specific initiative.
Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Strategy Treemap Header Parameter defines the heading text displayed at the top of the of the Strategy Treemap visual.  Configured using the syntax:
  • header_str=
 header_str=Strategy (Programs)
Strategy Chart Size: Parameter that defines the attribute that’s used to determine the size in the tree map. Configured using the syntax:
  • strat_size=
Possible values are only the report-specific attributes.

See User Parameters - KPI Attributes for more info on report specific attributes.		 strat_size=my102_fm_forecast_benefit
Strategy Chart Color: Parameter that defines the attribute used for the color in the tree map.  Configured using the syntax:
  • strat_color=
Possible values are only the report-specific attributes.

See User Parameters - KPI Attributes for more info on report specific attributes.		 strat_color=my102_fm_forecast_cost

 

 

Resource Utilization Visual
This analytic can be used to quickly identifies key overloaded roles that are critical to the deleivery of the portfolio.
 
Based on line attributes, this analytic highlights the roles that are most over capacity for the upcoming periods.

This analytic highlights key roles and helps understand the impact of any over or under utilized resources.

Portfolio Performance - Resource Utilization.png

Clicking on a role highlights the rest of the charts to only those entities that use the specific role.

   

 

Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Resource Utilization Visual Header Parameter defines the heading text displayed at the top of the of the Resource Utilization visual.  Configured using the syntax:
  • header_util=
 header_util=Resource Utilization

 

 

Outcomes Bubble Chart
This analytic shows a Product, Application or Service breakdown bubble chart, where the swimlanes and size, position and color of the bubbles allow for further dimensions of analysis.

Each bubble is represents an outcome associated to the projects in Planview Enterprise.

Portfolio Performance - Outcomes.png

Clicking on a dot highlights the associated work in the other graphics, supporting the used case, what is the demand pipeline, strategic breakdown, and potential resourcing issues for the given product or application.
Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Outcome Bubble Chart Header Parameter that defines the heading text displayed at the top of the of the Strategy Treemap visual.  Configured using the syntax:
  • header_oc=
 header_oc=Outcomes (Products or Applications)
Outcome  Y-Axis: Parameter that defines the measure attribute that is used for the y-axis of the bubble chart. Configured using the syntax:
  • oc_y_axis=
This must be a numeric or currency value.  It can also be one of the report-specific attributes.

See User Parameters - KPI Attributes for more info on report specific attributes.		 oc_y_axis=my102_fm_forecast_net
Outcome Color Attribute: Parameter that defines the attribute that sets the color of the bubble. Configured using the syntax:
  • oc_bubble_color=
This must be an alternate structure (single or multiple with primary) that has charting colors defined.		 oc_bubble_color=pbs6_prod
Outcome Bubble Size: Parameter that defines the attribute that sets the size of the bubble. Configured using the syntax:
  • oc_bubble_size=
This must be a numeric or currency value.  It can also be one of the report-specific attributes.

See User Parameters - KPI Attributes for more info on report specific attributes.		 oc_bubble_size=my102_fm_forecast_cost