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Investment Planning Analytics (Deprecated)

ID Description  Preview Type
IPM01 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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In Planview Enterprise Version 13, with RPM Analytics v2.4, this analytic is now delivered as a My Planview report Tile.

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Report

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IPM02 Investment Priority Matrix

Investment Planning Portfolio analytic that visualizes the measures and dimensions of each investment in the portfolio.

Measures include all financial and effort metrics of the investments, plus Prioritization scoring results.

Dimensions are based on investment categories, statuses and attributes.



 

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Not Supported in Planview Enterprise Version 13+ 

Report

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IPM03 Investment Breakdown Area

Investment Planning Portfolio based analytic that visualizes the time profiling of investment portfolio summarized measures, such as costs and benefits.




 

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Not Supported in Planview Enterprise Version 13+ 

Report

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IPM04 Investments Breakdown Pie

Investment Planning Portfolio based analytic that visualizes investment measures such as costs, benefits, revenue, resource demand, by investment categories/attributes.
 

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Not Supported in Planview Enterprise Version 13+ 

Report

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