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OUT03 - Outcome Portfolio Prioritization Matrix

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Overview

Bubble chart that allows prioritization, cost, benefit, revenue, and effort measures be plotted against outcome status dimensions (such as lifecycle stage and strategic alignment providing a value vs. cost visualization of the portfolio pipeline.

           

clipboard_e4a4e911a089b0ab7e5ea447efa3fc0d7.png

Outcome Portfolio Prioritization Matrix bubble chart example

           

           

Business Outcomes

  • Make portfolio adjustments based on product value and priority
  • Drill down into under performing products to determine corrective actions
  • Make value trade-off decisions to shift spending from under performing products to increase portfolio value
  • Identify resource intensive products that may be over performing or under performing to target resource shifts

           

           

Supporting Capabilities

  • Manage Product Development
  • Product Financial Management

           

           

User Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Show Bubble Label: Determine whether a label should be displayed next to the label Values:
  • No Label (No)
  • Export Only (export)
  • Browser and Export (both)
 show_bubble_label=both
Size Attribute: Define the attribute that will be used for the size of the bubble Any financial amount and $PBS numerical field can be selected here bubble_size=grs_fm_fcst_cos_dflt_prod
 
Color Attribute: Define the attribute that will be used for the color Only $PBS alternate structures with the color defined can be selected here  bubble_color=wbs709_prod
 
Y-Axis Attribute: Define the attribute that will be used for the Y-Axis Any financial amount and $PBS numerical field can be selected here x_axis=prod_target_finish
 
X-Axis Attribute: Define the scalar attribute that could be used for the X-Axis Any financial amount and $PBS numerical field can be selected here   It is also possible to not define such an attribute by using the following option: “** No Scalar Attribute – Grouping Only **” If this is the default option. X_axis should be set to NULL y_axis=rpm_product_score
X-Axis Grouping: Define the attribute that could be used for the grouping on the X axis Any $PBS alternature structure can be defined here.   It is also possible to not define such a grouping by using the following option: “** No grouping **” If this is the default option. X_axis_group should be set to NULL   x_axis_group=wbs28_plan
Sort X Axis Grouping: Define the sorting order for the X-Axis Grouping (if defined) Two options:
Alphabetical (default)
Structure Order		 x_axis_group=pbs1_prod

           

           

Hidden Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Table Columns Columns to be displayed in the table. Two attributes can be defined here: the first one will be the first column of the table The second one will be displayed after the outcome entity description pbs_level_4_prod
pbs2_prod
Label Attribute Attribute to be displayed for the label (if Bubble labels are displayed) Recommended to display the outcome entity name (default) label_attribute=product_description
 Restrict Depth Will restrict the display to the specified depth of the structure that is reported on A value of zero (0) removes such limit. restrict_depth=5
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=Outcome Prioritization Matrix

           

           

Additional Information

The measures (Size attribute, X-Axis and Y-Axis) include derived financial plan based columns, for each financial planning account type, baseline version, forecast version actuals and forecast cost version forecast and forecast version total.

Financial management sub-total or calculated columns are not available as measure attributes. These can be added through a reporting attribute data model extension. Please refer to Global Reporting Services.

The chart will plot projects with a zero value on the bubble size attribute – they are shown with a very small (minimum size) bubble. The tool tip hover on the bubble shows the values being plotted.

           

           

Technical/Database Information

Report (RDL) Location .../Reports/FastTrack/Mixed_Use/BUBBLE01-PipelineMatrix/BUBLE01
Database This report uses the transactional database and updates will be real-time.