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RPM Dashboard WRK101 - Gated Project Detail

WRK15.png

Overview

The 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 keepers 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. Managers can
answer questions such as:
  • Is the financial cost and revenue projections approved in the first gate in line with the latest forecast?
  • How has the potential market and strategic impact of the project changed by gate?
  • What resource bottlenecks threaten the success of my project?

Gated Project IMG02.png


Click on a section of the example screenshot to view detail

 

 

Business Outcomes Supporting Capabilities
  • Drive project gate decisions based on accurate and complete information about project performance to date and future forecast performance
  • Identify resource intensive projects that may be over performing or under performing to target resource shifts
  • Governance
  • Plan & Schedule
  • Execute and Track Progress

 

Gated Process Status Visual

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The Stage Gate Progress section of the dashboard visualizes the organizations delivery lifecycle and allows users to navigate to relevant associated project stage or gate information by clicking on the appropriate icon.

Stages are represented by chevrons and gates by diamonds. Completed stages and gates are shown in light blue and the current stage and selected gate are shown in dark blue.
Analytic Detail
The project governance lifecycle is used to control and determine the stage and gate statuses.  These will be mapped to mirror your organizational stage gate process.

A Gate Date field is used to set the planned and/or actual dates of the project gates and appear under each of the gate diamond symbols.

The Current Gate Attribute is used to manage the current gate, which will subsequently determine the default gate selection when the report is executed.  This may be incremented automatically by selections made during your lifecycle process to ensure the current gate is selected by default.

Active Risks will display as a red flag under the relevant stage process phase.  In order for this to manifest, the attribute used to define the stages must be used shared with CRI and the risks given a value for the stage process  

 

Gate Scorecard Criteria

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The Current Gate Scorecard section is used to plot the project scoring assessments captured at each gate in the project lifecycle.  These values are displayed in spider web visualization chart for the selected gate.

Gated Project - Current Gate Scoring.png

Assessment scorings are captured as a numerical integer out of 10 during gate specific assessment screens.
Analytic Detail
Each assessment criteria for every gate refers to one alternate structure in Planview allowing the storage of historical assessments from previous gates.

The values for each assessment criteria on each gate are numerical integers populated through configured screens in the gate lifecycle process.

The default assessment criteria scorings are:
  • Strategic Fit – High/Medium/Low
  • Product and Competitive Advantage
  • Market Attractiveness
  • Technical Feasibility
  • Synergies/Core Competencies
  • Financial Reward/Risk
Each Gate specific assessment screen contains a list of the same matching assessment criteria.

 

Cash Flow Estimates

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The Cash Flow Estimates analytic shows the investment compared to the potential revenue and how it is trending by each gate in the project lifecycle.

Gated Project - Cash Flow Estimates.png

The cost flow graphic displays a cumulative representation of the gate financial snapshots captured through the various project gates.
Analytic Detail
The chart displays financial planning data from the gate snapshot financial versions captured through the various project gates.

The gate financial versions are captured automatically after each Gate Go Decision as a baseline snapshot of the actual/forecast version.
 

 

Cost and Resources by Stage

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The Cost and Resources by Stage analytic is made up of two charts comparing the actual/forecast and baseline financial planning data of the project for each gate in the lifecycle process.

Gated Project - Cost by Stage.png

The graphs shows all stage/gate versions with associated data, and will not change based on the gate selection.
 
Cost by Stage

The Cost by Stage chart shows the costs to deliver the project for each stage in the project lifecycle and plots the accumulative total, along side the baseline information to allow users to analyze the variance from a previous financial version.

This analytic is showing data from costs and resources accounts in financial planning detail for the project sliced by the stages in the lifecycle

The financial versions used for comparison in the analytic are driven by the selection of the user parameters:
  • Forecast version:
  • Baseline version:
Financial data is associated to each stage using a line attribute in financial planning detail.  Resource Assignment and Expenditure data for this analytic can also be driven from WRM using a load if each line in WRM is correctly associated to the appropriate stages attribute.

This report is dependent on a number of core Planview configuration points required in conjunction to drive this analytic.

Please see the configuration page to understand the core configuration dependencies of this report.
Resources By Stage

The Resources by Stage chart shows the effort to deliver the project for each stage in the project lifecycle and plots the accumulative total, along side the baseline information to allow users to analyze the variance from a previous financial version.

This analytic is showing effort data from the Resource account in financial planning detail for the project sliced by the stages in the lifecycle.

The financial versions used for comparison in the analytic are driven by the selection of the user parameters:
  • Forecast version:
  • Baseline version:
Financial data is associated to each stage using a line attribute in financial planning detail.  Resource Assignment data for this analytic can also be driven from WRM using a load if each line in WRM is correctly associated to the appropriate stages attribute.

This report is dependent on a number of core Planview configuration points required in conjunction to drive this analytic.

Please see the configuration page to understand the core configuration dependencies of this report.

 

Resource Availability by Role

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The Resources Availability by Role Analytic shows the total Capacity (by aggregated effort, month, Quarter, Year, etc.) of the projects resources by role (org-res) and indicates the overall organizational utilization of each role in the context of their wider commitments to other work.

The bar chart shows capacity, totaled for individual organizational resource roles is a sum of requirements, reserves and allocations for each time column.

Gated Project - Resource Availability by Role.png

The analytic should be used to analyze the current utilization of the resource roles that the project requires to deliver the work, to identify potential issues in resource commitments.
Analytic Detail
This analytic will always display information looking forwards from the earliest scheduled effort on the project.  This will therefore reply on progression to expire old scheduled effort appropriately.

The bar charts will display color coded based on utilization, where red means the org-res is over utilized, inclusive of this project and the demand from other work commitments.

The aggregated effort columns that display in this analytic is driven by the selection of the user parameter:
  • Aggregate Effort By:
With the selection options of:
  • Month
  • Quarter
  • Year
  • Fiscal Month (fiscal_month)
  • Fiscal Quarter (fiscal_quarter)
  • Fiscal Year (fiscal_year)

 

Project Overview

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The project overview section highlights Key Project information and performance indexes and summarizes the deliverables of the current gate.  

Gated Project - Project Overview.png

Project Information
The project information section displays key project data points of importance.

The attributes can be configured by an administrator to show any important project data points, such as:
  • Lifecycle roles, eg. Project Manager, Gate Keeper
  • Alternate Structures
  • Fields
  • Associated Strategy(ies)
Long Text fields containing a large amount of characters will be cropped to fit within the widget.
KPIs
The Key Performance Indicators highlight key effort or cost dimensions of the project from financial planning.

The indicators can reference any financial planning effort or currency columns or subtotals in Planview and be configured with parameter thresholds to determine the display color of the ⦿ symbol.

A typical example would include Cost Variance showing as green if it is greater than the project budget, and Red if it is less than, showing an overspend on what was originally forecast.
Deliverables Summary
The deliverables section of the project overview table displays a list of the deliverables for the selected gate along with the value, a Yes / No value for determining if they are complete.

These attributes are derived from a Gate Checklist screen associated with each gate, and will be automatically populated in to the project overview deliverables section along with the appropriate status value, based on the order they appear in the configured screen.
  • One configured screen per gate
  • One alternate structure per deliverable
  • Project Manager must answer Yes/No to each deliverable before submission for gate approval
  • Analytic provides view of the status for each deliverable for each gate in the process
A parameter defined in the RPM Configuration Structure will determine the screen used to retrieve the list of deliverables for each gate.  It will return all structures listed in the left hand column only of the configured screen, and ignore all headings and static text.

 

Report User Parameters

The Report should execute with default User Parameters values configured by the administrator.

To change a default value, select the 'Show Parameters'  Show Parameters Icon.png  icon which will display the report User Parameters and simply select a new value from the drop down list.

Click View Report to re-run the report with the new selection. 
Parameters Description
Currency Code This parameter controls the display currency of the report. The selection will show only the defined system currencies.

Defaults to users currency in
Financial preferences

It is only possible to change currencies in a multi-currency environment. 
Forecast Version
Baseline Version
Analytic allows selection of two FM versions that are used for calculations.

Modify these parameters to compare different versions in the report output.
Effort Unit: This parameter selects the Unit of measure used for effort to controls how effort is displayed in resource focused analytics.

This parameter will impact the Resource Availability and Resources by Role analytics y-axis scale

Options for selection are:
  • Hours
  • Days
  • FTEs​​​
Aggregate Effort By: This paramer defines the time period used to slice analytics in the dashboard.

This parameter will impact the x-axis scale of all time sliced analytics in the dashboard.

Configuration options are
  • Month
  • Quarter
  • Year
  • Fiscal Month (fiscal_month)
  • Fiscal Quarter (fiscal_quarter)
  • Fiscal Year (fiscal_year)
Accounts This parameter is used to specify the accounts that should be considered in the analysis​​.

Accounts will be prefixed by their associated account type.
e.g. Labor / Resources

The list of values returned is customer specific depending on the financial planning configuration.